EdgeMarket › What Mogy Joel R Investment Counsel Inc reported owning
What Mogy Joel R Investment Counsel Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
114Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 223.5M | 14.0% | 1.3M | 214.72 | +22.4% |
| AAPL Apple Inc. | 150.4M | 9.4% | 592.6K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 105.8M | 6.6% | 285.8K | 483.24 | -4.4% |
| COST COSTCO WHOLESALE CORP /NEW | 97.5M | 6.1% | 97.8K | 947.74 | -4.7% |
| GOOG Alphabet Inc. | 94.1M | 5.9% | 328.1K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 88.0M | 5.5% | 306.1K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 72.0M | 4.5% | 345.5K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 62.6M | 3.9% | 130.6K | — | — |
| V VISA INC. | 55.9M | 3.5% | 185.1K | 371.04 | +7.9% |
| META Meta Platforms, Inc. | 54.7M | 3.4% | 95.7K | 549.90 | -26.5% |
| PANW Palo Alto Networks Inc | 49.5M | 3.1% | 308.8K | 357.87 | +94.0% |
| IDXX IDEXX LABORATORIES INC /DE | 48.0M | 3.0% | 85.5K | 556.93 | -13.0% |
| LLY ELI LILLY & Co | 36.4M | 2.3% | 39.6K | 1,255.40 | +78.0% |
| CRM Salesforce, Inc. | 36.2M | 2.3% | 194.1K | 209.17 | -15.1% |
| SYK STRYKER CORP | 32.8M | 2.1% | 100.0K | 329.45 | -15.9% |
| ISRG INTUITIVE SURGICAL INC | 32.0M | 2.0% | 69.4K | 378.81 | -21.2% |
| INTU INTUIT INC. | 29.6M | 1.9% | 68.4K | 367.00 | -47.5% |
| NFLX NETFLIX INC | 25.5M | 1.6% | 264.7K | 79.59 | -34.4% |
| ORLY O REILLY AUTOMOTIVE INC | 23.7M | 1.5% | 256.2K | 89.11 | -14.3% |
| AZO AUTOZONE INC | 21.2M | 1.3% | 6.3K | 2,957.95 | -28.9% |
| MA Mastercard Inc | 19.7M | 1.2% | 39.5K | 580.63 | -2.0% |
| ORCL ORACLE CORP | 18.8M | 1.2% | 127.9K | 146.47 | -37.7% |
| ACN Accenture plc | 15.2M | 1.0% | 76.8K | 185.28 | -27.4% |
| BLK BlackRock, Inc. | 14.8M | 0.9% | 15.4K | 1,156.55 | +2.5% |
| MSCI MSCI Inc. | 14.5M | 0.9% | 26.9K | 563.49 | -1.9% |
| HD HOME DEPOT, INC. | 13.1M | 0.8% | 39.9K | 335.61 | -16.5% |
| CSCO CISCO SYSTEMS, INC. | 10.5M | 0.7% | 135.2K | 111.04 | +65.5% |
| BKNG Booking Holdings Inc. | 10.0M | 0.6% | 2.4K | 209.62 | -7.1% |
| ABBV AbbVie Inc. | 9.4M | 0.6% | 43.0K | 264.96 | +26.7% |
| GWW W.W. GRAINGER, INC. | 8.2M | 0.5% | 7.6K | 1,312.24 | +31.3% |
| ADBE ADOBE INC. | 7.8M | 0.5% | 32.2K | 275.30 | -22.1% |
| UNP UNION PACIFIC CORP | 7.6M | 0.5% | 31.2K | 308.05 | +36.5% |
| JNJ JOHNSON & JOHNSON | 7.6M | 0.5% | 30.9K | 270.24 | +51.1% |
| WMT Walmart Inc. | 7.6M | 0.5% | 60.8K | 103.70 | +1.1% |
| unmapped CUSIP 084670108 | 6.5M | 0.4% | 9 | — | — |
| ABT ABBOTT LABORATORIES | 6.0M | 0.4% | 58.5K | 116.64 | -11.9% |
| XOM ExxonMobil Holdings Corp | 5.1M | 0.3% | 29.9K | 165.11 | +52.1% |
| PG PROCTER & GAMBLE Co | 5.0M | 0.3% | 34.8K | 144.68 | -9.3% |
| SBUX STARBUCKS CORP | 4.7M | 0.3% | 53.0K | 107.08 | +19.6% |
| PEP PEPSICO INC | 4.7M | 0.3% | 30.5K | 143.48 | -4.8% |
| IVV iShares Core S&P 500 ETF | 3.4M | 0.2% | 5.2K | 769.31 | +20.0% |
| MRK Merck & Co., Inc. | 3.2M | 0.2% | 26.7K | 152.55 | +80.2% |
| NEE NEXTERA ENERGY INC | 2.8M | 0.2% | 29.8K | 83.65 | +9.8% |
| PLD Prologis, Inc. | 2.5M | 0.2% | 18.8K | 141.80 | +28.7% |
| DIS Walt Disney Co | 2.4M | 0.1% | 24.8K | 107.78 | -7.9% |
| AMGN AMGEN INC | 2.2M | 0.1% | 6.4K | 439.33 | +48.2% |
| EQIX EQUINIX INC | 2.1M | 0.1% | 2.1K | 1,065.39 | +37.2% |
| PM Philip Morris International Inc. | 2.0M | 0.1% | 12.0K | 188.23 | +8.9% |
| VOO Vanguard S&P 500 ETF | 2.0M | 0.1% | 3.3K | 703.71 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.9M | 0.1% | 5.9K | 378.24 | +20.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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