MOGY JOEL R INVESTMENT COUNSEL INC — 13F holdings

MOGY JOEL R INVESTMENT COUNSEL INC reported 128 holdings worth $1.87B in its 13F filing for Q3 2026, filed October 13, 2026. That's up 7.1% from $1.75B in Q2 2026, when it reported 121 holdings. Its 10 largest positions make up 68.6% of the portfolio.

MOGY JOEL R INVESTMENT COUNSEL INC's largest positions in Q3 2026

1. NVDA NVIDIA CORPORATION — $291M (15.6%) · unchanged
2. AAPL APPLE INC — $196M (10.5%) · unchanged
3. MSFT MICROSOFT CORP — $147M (7.9%) · unchanged
4. PANW PALO ALTO NETWORKS INC — $121M (6.5%) · unchanged
5. GOOG ALPHABET INC — $112M (6.0%) · unchanged
6. GOOGL ALPHABET INC — $105M (5.6%) · unchanged
7. COST COSTCO WHSL CORP NEW — $88.6M (4.7%) · unchanged
8. AMZN AMAZON COM INC — $87.0M (4.7%) · added 1%
9. META META PLATFORMS INC — $68.4M (3.7%) · cut 1%
10. V Visa Inc — $66.2M (3.5%) · unchanged
11. BRK.B BERKSHIRE HATHAWAY INC DEL — $64.3M (3.4%) · unchanged
12. LLY ELI LILLY & CO — $46.0M (2.5%) · unchanged
13. IDXX IDEXX LABS INC — $44.6M (2.4%) · unchanged
14. CRM SALESFORCE INC — $40.8M (2.2%) · cut 4%
15. ISRG INTUITIVE SURGICAL INC — $28.4M (1.5%) · unchanged
16. SYK STRYKER CORPORATION — $27.1M (1.5%) · cut 1%
17. MA MASTERCARD INCORPORATED — $21.8M (1.2%) · unchanged
18. ORLY OREILLY AUTOMOTIVE INC — $21.8M (1.2%) · unchanged
19. NFLX NETFLIX INC — $19.4M (1.0%) · added 5%
20. AZO AUTOZONE INC — $17.4M (0.9%) · cut 2%

What MOGY JOEL R INVESTMENT COUNSEL INC bought in Q3 2026

9 new positions and 16 positions added to.

1. ExxonMobil Holdings Corp — new position, about $4.87M
2. IVV ISHARES TR — added, about $3.79M
3. AVGO BROADCOM INC — added, about $2.17M
4. EMXC ISHARES INC — added, about $2.10M
5. NATO THEMES ETF TR — added, about $1.51M
6. AMZN AMAZON COM INC — added, about $1.12M
7. IDEV ISHARES TR — added, about $883K
8. NFLX NETFLIX INC — added, about $882K
9. CBZ CBIZ INC — new position, about $872K
10. IJH ISHARES TR — added, about $540K

What MOGY JOEL R INVESTMENT COUNSEL INC sold in Q3 2026

2 positions sold out and 17 reduced.

1. ACN ACCENTURE PLC IRELAND — cut 72%, about $9.74M
2. INTU INTUIT — cut 46%, about $7.60M
3. XOM Exxon Mobil Corp — sold out, about $4.87M
4. CRM SALESFORCE INC — cut 4%, about $1.92M
5. MSCI MSCI INC — cut 8%, about $1.17M
6. ADBE ADOBE INC — cut 23%, about $1.14M
7. META META PLATFORMS INC — cut 1%, about $731K
8. MRSH MARSH & MCLENNAN COS INC — cut 40%, about $495K
9. SYK STRYKER CORPORATION — cut 1%, about $410K
10. BLK BLACKROCK INC — cut 2%, about $348K

MOGY JOEL R INVESTMENT COUNSEL INC portfolio value by quarter

• Q3 2026: $1.87B in 128 holdings
• Q2 2026: $1.75B in 121 holdings
• Q1 2026: $1.60B in 114 holdings
• Q4 2025: $1.84B in 115 holdings
• Q3 2025: $1.83B in 119 holdings
• Q2 2025: $1.73B in 127 holdings
• Q1 2025: $1.55B in 105 holdings
• Q4 2024: $1.68B in 110 holdings

What does MOGY JOEL R INVESTMENT COUNSEL INC own?

Its largest positions in Q3 2026 were NVDA, AAPL, MSFT, PANW, GOOG, out of 128 holdings worth $1.87B.

What did MOGY JOEL R INVESTMENT COUNSEL INC buy last quarter?

In Q3 2026 it opened 9 new positions and added to 16; the largest buys were ExxonMobil Holdings Corp, IVV, AVGO.

What did MOGY JOEL R INVESTMENT COUNSEL INC sell last quarter?

In Q3 2026 it sold out of 2 positions and reduced 17, including XOM, TSLA.