Mogy Joel R Investment Counsel Inc

13F filer · CIK 0001126735

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$1.75BU.S. long equity reported on 13F

Positions845 new · 2 closed

Net flow last quarter-$7.06MBuys minus sells

Top 10 positions weight66.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202684 positions
NVDANvidia Corp	$256M	14.66%	0.01%	-0.2%	Q2 2018
AAPLApple Inc.	$171M	9.79%	0.00%	-0.3%	Q2 2013
GOOGAlphabet Inc.	$116M	6.62%	Not reported	-0.3%	Q4 2015
GOOGLAlphabet Inc.	$109M	6.26%	0.00%	-0.2%	Q4 2015
MSFTMicrosoft Corp	$107M	6.12%	0.00%	+0.2%	Q2 2013
PANWPalo Alto Networks Inc	$105M	6.02%	0.04%	-0.3%	Q1 2015
COSTCostco Wholesale Corp	$91.3M	5.23%	0.02%	-0.2%	Q2 2013
AMZNAmazon Com Inc	$82.2M	4.71%	0.00%	-0.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$65M	3.73%	Not reported	-0.5%	Q2 2013
VVisa Inc.	$63.4M	3.63%	0.01%	-0.1%	Q2 2013
METAMeta Platforms, Inc.	$53.7M	3.08%	Not reported	-0.4%	Q3 2013
LLYELI LILLY & Co	$47.6M	2.72%	0.00%	+0.1%	Q4 2022
IDXXIdexx Laboratories Inc	$45M	2.58%	0.11%	-0.1%	Q2 2013
SYKStryker Corp	$31.5M	1.80%	0.03%	+0.1%	Q2 2013
CRMSalesforce, Inc.	$29.1M	1.67%	0.02%	-4.2%	Q2 2013
ISRGIntuitive Surgical Inc	$27.7M	1.58%	0.02%	+0.2%	Q2 2013
ORLYO Reilly Automotive Inc	$23.7M	1.36%	0.03%	+0.2%	Q3 2014
MAMastercard Inc	$20.3M	1.16%	0.00%	-0.1%	Q2 2014
AZOAutozone Inc	$19.9M	1.14%	0.04%	-0.4%	Q2 2014
NFLXNetflix Inc	$19M	1.09%	0.01%	+0.3%	Q3 2015
ORCLOracle Corp	$18.3M	1.05%	0.00%	-2.3%	Q2 2013
CSCOCisco Systems, Inc.	$15.9M	0.91%	0.00%	Not reported	Q2 2013
INTUIntuit Inc.	$15.7M	0.90%	0.02%	-12.2%	Q2 2013
MSCIMSCI Inc.	$15M	0.86%	0.04%	-0.4%	Q1 2023
BLKBlackRock, Inc.	$14.7M	0.84%	0.01%	-0.5%	Q2 2018
HDHome Depot, Inc.	$14M	0.80%	0.00%	-0.6%	Q2 2013
ABBVAbbVie Inc.	$10.5M	0.60%	0.00%	-2.6%	Q2 2013
GWWW.W. Grainger, Inc.	$10.3M	0.59%	0.02%	+0.1%	Q3 2024
BKNGBooking Holdings Inc.	$10.3M	0.59%	0.01%	-3.1%	Q1 2018
ACNAccenture plc	$9.23M	0.53%	0.01%	-3.4%	Q2 2013
UNPUnion Pacific Corp	$8.5M	0.49%	0.01%	Not reported	Q2 2013
JNJJohnson & Johnson	$7.8M	0.45%	0.00%	-0.7%	Q2 2013
WMTWalmart Inc.	$6.78M	0.39%	0.00%	-1.6%	Q2 2013
BRK.ABerkshire Hathaway Inc	$6.74M	0.39%	Not reported	Not reported	Q2 2013
SBUXStarbucks Corp	$5.42M	0.31%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$5.1M	0.29%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$5.05M	0.29%	0.00%	-4.8%	Q2 2013
ADBEAdobe Inc.	$4.2M	0.24%	0.01%	-36.4%	Q2 2013
PEPPepsico Inc	$4.13M	0.24%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$4.09M	0.23%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$3.43M	0.20%	0.00%	Not reported	Q2 2013
NEENextera Energy Inc	$2.61M	0.15%	0.00%	Not reported	Q2 2013
PLDPrologis, Inc.	$2.55M	0.15%	0.00%	Not reported	Q2 2017
DISWalt Disney Co	$2.38M	0.14%	0.00%	Not reported	Q2 2013
WSMWilliams Sonoma Inc	$2.28M	0.13%	0.01%	Not reported	Q2 2013
EQIXEquinix Inc	$2.24M	0.13%	0.00%	Not reported	Q2 2017
PMPhilip Morris International Inc.	$2.17M	0.12%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$2.14M	0.12%	0.00%	-7.1%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.05M	0.12%	Not reported	Not reported	Q2 2013
WECWec Energy Group, Inc.	$1.83M	0.11%	0.00%	Not reported	Q2 2015

Q1 2026Reported Apr 15, 202680 positions
NVDANvidia Corp	$223M	13.99%	0.01%	-4.9%	Q2 2018
AAPLApple Inc.	$150M	9.42%	0.00%	-1.8%	Q2 2013
MSFTMicrosoft Corp	$106M	6.62%	0.00%	-0.4%	Q2 2013
COSTCostco Wholesale Corp	$97.5M	6.10%	0.02%	-0.8%	Q2 2013
GOOGAlphabet Inc.	$94.1M	5.89%	Not reported	-1.4%	Q4 2015
GOOGLAlphabet Inc.	$88M	5.51%	0.00%	-0.5%	Q4 2015
AMZNAmazon Com Inc	$72M	4.51%	0.00%	-0.9%	Q2 2013
BRK.BBerkshire Hathaway Inc	$62.6M	3.92%	Not reported	-1.7%	Q2 2013
VVisa Inc.	$55.9M	3.50%	0.01%	-0.4%	Q2 2013
METAMeta Platforms, Inc.	$54.7M	3.43%	Not reported	-1.0%	Q3 2013
PANWPalo Alto Networks Inc	$49.5M	3.10%	0.04%	-0.6%	Q1 2015
IDXXIdexx Laboratories Inc	$48M	3.01%	0.11%	-0.1%	Q2 2013
LLYELI LILLY & Co	$36.4M	2.28%	0.00%	+0.1%	Q4 2022
CRMSalesforce, Inc.	$36.2M	2.27%	0.02%	-0.9%	Q2 2013
SYKStryker Corp	$32.8M	2.06%	0.03%	-0.5%	Q2 2013
ISRGIntuitive Surgical Inc	$32M	2.00%	0.02%	+0.5%	Q2 2013
INTUIntuit Inc.	$29.6M	1.85%	0.02%	-7.0%	Q2 2013
NFLXNetflix Inc	$25.5M	1.59%	0.01%	+0.3%	Q3 2015
ORLYO Reilly Automotive Inc	$23.7M	1.48%	0.03%	+0.2%	Q3 2014
AZOAutozone Inc	$21.2M	1.33%	0.04%	+0.1%	Q2 2014
MAMastercard Inc	$19.7M	1.24%	0.00%	-0.5%	Q2 2014
ORCLOracle Corp	$18.8M	1.18%	0.00%	-1.8%	Q2 2013
ACNAccenture plc	$15.2M	0.95%	0.01%	-21.1%	Q2 2013
BLKBlackRock, Inc.	$14.8M	0.93%	0.01%	+0.3%	Q2 2018
MSCIMSCI Inc.	$14.5M	0.91%	0.04%	-0.4%	Q1 2023
HDHome Depot, Inc.	$13.1M	0.82%	0.00%	-62.7%	Q2 2013
CSCOCisco Systems, Inc.	$10.5M	0.66%	0.00%	-4.4%	Q2 2013
BKNGBooking Holdings Inc.	$10M	0.63%	0.01%	-2.1%	Q1 2018
ABBVAbbVie Inc.	$9.36M	0.59%	0.00%	-5.5%	Q2 2013
GWWW.W. Grainger, Inc.	$8.25M	0.52%	0.02%	+2.0%	Q3 2024
ADBEAdobe Inc.	$7.82M	0.49%	0.01%	-45.3%	Q2 2013
UNPUnion Pacific Corp	$7.58M	0.47%	0.01%	-2.9%	Q2 2013
JNJJohnson & Johnson	$7.56M	0.47%	0.00%	-1.9%	Q2 2013
WMTWalmart Inc.	$7.55M	0.47%	0.00%	-3.8%	Q2 2013
BRK.ABerkshire Hathaway Inc	$6.46M	0.40%	Not reported	Not reported	Q2 2013
ABTAbbott Laboratories	$6M	0.38%	0.00%	-12.3%	Q2 2013
XOMExxonMobil Holdings Corp	$5.08M	0.32%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$5.02M	0.31%	0.00%	-8.7%	Q2 2013
SBUXStarbucks Corp	$4.75M	0.30%	0.00%	-15.1%	Q2 2013
PEPPepsico Inc	$4.74M	0.30%	0.00%	-0.5%	Q2 2013
MRKMerck & Co., Inc.	$3.21M	0.20%	0.00%	-6.7%	Q2 2013
NEENextera Energy Inc	$2.77M	0.17%	0.00%	Not reported	Q2 2013
PLDPrologis, Inc.	$2.49M	0.16%	0.00%	-20.0%	Q2 2017
DISWalt Disney Co	$2.39M	0.15%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$2.24M	0.14%	0.00%	-7.9%	Q2 2013
EQIXEquinix Inc	$2.11M	0.13%	0.00%	-46.0%	Q2 2017
PMPhilip Morris International Inc.	$1.98M	0.12%	0.00%	Not reported	Q2 2013
WECWec Energy Group, Inc.	$1.82M	0.11%	0.00%	Not reported	Q2 2015
SPYSPDR S&P 500 ETF Trust	$1.78M	0.11%	Not reported	Not reported	Q2 2013
WSMWilliams Sonoma Inc	$1.78M	0.11%	0.01%	-2.5%	Q2 2013

Q4 2025Reported Jan 30, 202682 positions
NVDANvidia Corp	$251M	13.63%	0.01%	-2.3%	Q2 2018
AAPLApple Inc.	$164M	8.90%	0.00%	-1.2%	Q2 2013
MSFTMicrosoft Corp	$139M	7.53%	0.00%	0.0%	Q2 2013
GOOGAlphabet Inc.	$104M	5.66%	Not reported	-2.1%	Q4 2015
GOOGLAlphabet Inc.	$96.3M	5.22%	0.00%	-1.1%	Q4 2015
COSTCostco Wholesale Corp	$85M	4.61%	0.02%	-0.2%	Q2 2013
AMZNAmazon Com Inc	$80.5M	4.37%	0.00%	+0.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$66.7M	3.62%	Not reported	-0.6%	Q2 2013
VVisa Inc.	$65.1M	3.53%	0.01%	+0.1%	Q2 2013
METAMeta Platforms, Inc.	$63.8M	3.46%	Not reported	+0.2%	Q3 2013
IDXXIdexx Laboratories Inc	$57.9M	3.14%	0.11%	+0.3%	Q2 2013
PANWPalo Alto Networks Inc	$57.2M	3.10%	0.04%	+0.3%	Q1 2015
CRMSalesforce, Inc.	$51.9M	2.81%	0.02%	+0.3%	Q2 2013
INTUIntuit Inc.	$48.7M	2.64%	0.03%	-0.1%	Q2 2013
LLYELI LILLY & Co	$42.5M	2.31%	0.00%	-0.1%	Q4 2022
ISRGIntuitive Surgical Inc	$39.1M	2.12%	0.02%	+0.9%	Q2 2013
HDHome Depot, Inc.	$36.8M	2.00%	0.01%	-0.4%	Q2 2013
SYKStryker Corp	$35.3M	1.92%	0.03%	+1.1%	Q2 2013
ACNAccenture plc	$26.1M	1.42%	0.02%	+8.9%	Q2 2013
ORCLOracle Corp	$25.4M	1.38%	0.00%	-1.2%	Q2 2013
NFLXNetflix Inc	$24.7M	1.34%	0.01%	+0.9%	Q3 2015
ORLYO Reilly Automotive Inc	$23.3M	1.27%	0.03%	+2.2%	Q3 2014
MAMastercard Inc	$22.7M	1.23%	0.00%	-0.2%	Q2 2014
AZOAutozone Inc	$21.2M	1.15%	0.04%	+1.9%	Q2 2014
ADBEAdobe Inc.	$20.6M	1.12%	0.01%	+16.2%	Q2 2013
BLKBlackRock, Inc.	$16.4M	0.89%	0.01%	+0.2%	Q2 2018
MSCIMSCI Inc.	$15.5M	0.84%	0.04%	+0.5%	Q1 2023
BKNGBooking Holdings Inc.	$13M	0.71%	0.01%	+4.0%	Q1 2018
CSCOCisco Systems, Inc.	$10.9M	0.59%	0.00%	-1.2%	Q2 2013
ABBVAbbVie Inc.	$10.4M	0.56%	0.00%	-0.5%	Q2 2013
ABTAbbott Laboratories	$8.36M	0.45%	0.00%	-0.2%	Q2 2013
GWWW.W. Grainger, Inc.	$7.48M	0.41%	0.02%	-18.1%	Q3 2024
UNPUnion Pacific Corp	$7.44M	0.40%	0.01%	-1.2%	Q2 2013
WMTWalmart Inc.	$7.04M	0.38%	0.00%	+0.8%	Q2 2013
BRK.ABerkshire Hathaway Inc	$6.79M	0.37%	Not reported	Not reported	Q2 2013
JNJJohnson & Johnson	$6.53M	0.35%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$5.46M	0.30%	0.00%	Not reported	Q2 2013
SBUXStarbucks Corp	$5.26M	0.29%	0.01%	-0.8%	Q2 2013
PEPPepsico Inc	$4.4M	0.24%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$3.6M	0.20%	0.00%	Not reported	Q2 2013
EQIXEquinix Inc	$3.05M	0.17%	0.00%	-1.4%	Q2 2017
MRKMerck & Co., Inc.	$3.01M	0.16%	0.00%	-3.4%	Q2 2013
PLDPrologis, Inc.	$3M	0.16%	0.00%	-2.5%	Q2 2017
DISWalt Disney Co	$2.82M	0.15%	0.00%	-0.7%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$2.67M	0.15%	0.00%	-32.3%	Q3 2024
BROBrown & Brown, Inc.	$2.5M	0.14%	0.01%	-14.7%	Q3 2024
NEENextera Energy Inc	$2.39M	0.13%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$2.27M	0.12%	0.00%	Not reported	Q2 2013
PMPhilip Morris International Inc.	$1.92M	0.10%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.87M	0.10%	Not reported	-14.8%	Q2 2013

Q3 2025Reported Oct 16, 202583 positions
NVDANvidia Corp	$257M	14.10%	0.01%	-0.6%	Q2 2018
AAPLApple Inc.	$155M	8.52%	0.00%	-0.7%	Q2 2013
MSFTMicrosoft Corp	$149M	8.14%	0.00%	-0.1%	Q2 2013
COSTCostco Wholesale Corp	$91.4M	5.01%	0.02%	+0.2%	Q2 2013
GOOGAlphabet Inc.	$82.8M	4.54%	Not reported	-0.3%	Q4 2015
AMZNAmazon Com Inc	$76.4M	4.18%	0.00%	+0.1%	Q2 2013
GOOGLAlphabet Inc.	$75.6M	4.14%	0.00%	0.0%	Q4 2015
METAMeta Platforms, Inc.	$70.8M	3.88%	Not reported	0.0%	Q3 2013
BRK.BBerkshire Hathaway Inc	$67.2M	3.68%	Not reported	+0.1%	Q2 2013
VVisa Inc.	$63.3M	3.47%	0.01%	+0.1%	Q2 2013
PANWPalo Alto Networks Inc	$63.1M	3.46%	0.05%	+0.2%	Q1 2015
IDXXIdexx Laboratories Inc	$54.5M	2.98%	0.11%	+0.1%	Q2 2013
INTUIntuit Inc.	$50.2M	2.75%	0.03%	+0.5%	Q2 2013
CRMSalesforce, Inc.	$46.3M	2.54%	0.02%	-1.3%	Q2 2013
HDHome Depot, Inc.	$43.5M	2.39%	0.01%	+0.2%	Q2 2013
ORCLOracle Corp	$37.1M	2.03%	0.00%	0.0%	Q2 2013
SYKStryker Corp	$36.7M	2.01%	0.03%	+0.7%	Q2 2013
NFLXNetflix Inc	$31.3M	1.72%	0.01%	+0.7%	Q3 2015
ISRGIntuitive Surgical Inc	$30.6M	1.68%	0.02%	-0.5%	Q2 2013
LLYELI LILLY & Co	$30.2M	1.66%	0.00%	+0.2%	Q4 2022
ORLYO Reilly Automotive Inc	$27M	1.48%	0.03%	+0.4%	Q3 2014
AZOAutozone Inc	$26.4M	1.44%	0.04%	+0.2%	Q2 2014
MAMastercard Inc	$22.6M	1.24%	0.00%	+0.1%	Q2 2014
ACNAccenture plc	$22M	1.21%	0.01%	-15.9%	Q2 2013
ADBEAdobe Inc.	$17.9M	0.98%	0.01%	-29.2%	Q2 2013
BLKBlackRock, Inc.	$17.9M	0.98%	0.01%	-0.1%	Q2 2018
MSCIMSCI Inc.	$15.2M	0.83%	0.04%	+1.8%	Q1 2023
BKNGBooking Holdings Inc.	$12.6M	0.69%	0.01%	+1.6%	Q1 2018
ABBVAbbVie Inc.	$10.6M	0.58%	0.00%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$9.79M	0.54%	0.00%	-0.6%	Q2 2013
ABTAbbott Laboratories	$8.95M	0.49%	0.00%	+3.7%	Q2 2013
GWWW.W. Grainger, Inc.	$8.63M	0.47%	0.02%	-12.7%	Q3 2024
UNPUnion Pacific Corp	$7.7M	0.42%	0.01%	-0.3%	Q2 2013
BRK.ABerkshire Hathaway Inc	$6.79M	0.37%	Not reported	Not reported	Q2 2013
WMTWalmart Inc.	$6.46M	0.35%	0.00%	-0.3%	Q2 2013
PGPROCTER & GAMBLE Co	$5.85M	0.32%	0.00%	-0.1%	Q2 2013
JNJJohnson & Johnson	$5.85M	0.32%	0.00%	Not reported	Q2 2013
SBUXStarbucks Corp	$5.33M	0.29%	0.01%	-3.9%	Q2 2013
PEPPepsico Inc	$4.3M	0.24%	0.00%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$4.29M	0.24%	0.00%	-3.3%	Q3 2024
BROBrown & Brown, Inc.	$3.44M	0.19%	0.01%	-27.2%	Q3 2024
XOMExxonMobil Holdings Corp	$3.37M	0.18%	0.00%	Not reported	Q2 2013
EQIXEquinix Inc	$3.16M	0.17%	0.00%	-1.1%	Q2 2017
DISWalt Disney Co	$2.85M	0.16%	0.00%	Not reported	Q2 2013
PLDPrologis, Inc.	$2.76M	0.15%	0.00%	-1.0%	Q2 2017
MRKMerck & Co., Inc.	$2.49M	0.14%	0.00%	Not reported	Q2 2013
NEENextera Energy Inc	$2.25M	0.12%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.14M	0.12%	Not reported	-0.3%	Q2 2013
WSMWilliams Sonoma Inc	$1.97M	0.11%	0.01%	Not reported	Q2 2013
AMGNAmgen Inc	$1.95M	0.11%	0.00%	Not reported	Q2 2013

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