MOGY JOEL R INVESTMENT COUNSEL INC: 13F holdings
CIK 11267352026Q2
| Positions | 121 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 121 (+7 vs prior quarter) |
|---|
| Reported value | $1.7bn (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,279,041 | $255.9m | 14.7% |
| AAPL APPLE INC | 590,640 | $170.9m | 9.8% |
| GOOG ALPHABET INC | 327,135 | $115.6m | 6.6% |
| GOOGL ALPHABET INC | 305,497 | $109.2m | 6.3% |
| MSFT MICROSOFT CORP | 286,312 | $106.8m | 6.1% |
| PANW PALO ALTO NETWORKS INC | 308,019 | $105.0m | 6.0% |
| COST COSTCO WHOLESALE CORPORATION | 97,596 | $91.3m | 5.2% |
| AMZN AMAZON COM INC | 344,856 | $82.2m | 4.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 129,970 | $65.0m | 3.7% |
| V VISA INC | 184,802 | $63.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1126735")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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