MOGY JOEL R INVESTMENT COUNSEL INC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$1.58B
Signature - Title
Joel R. Mogy - President
Location
315 So Beverly Drive, Suite 400, Beverly Hills, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 107 $1.58B +$187M -$19.9M +$167M NVDA, AAPL, MSFT, COST, AMZN 13F-HR 7/12/2024, 08:24 PM
Q1 2024 121 $1.47B +$44.1M -$34.8M +$9.34M NVDA, MSFT, AAPL, COST, AMZN 13F-HR 4/30/2024, 01:55 PM
Q4 2023 104 $1.32B +$14.4M -$35.8M -$21.4M AAPL, MSFT, COST, NVDA, AMZN 13F-HR 2/2/2024, 05:49 PM
Q3 2023 116 $1.19B +$26M -$52.4M -$26.4M AAPL, MSFT, COST, NVDA, BRKB 13F-HR 11/1/2023, 02:06 PM
Q2 2023 122 $1.26B +$11.6M -$9.13M +$2.46M AAPL, MSFT, COST, NVDA, BRKB 13F-HR 8/14/2023, 01:36 PM
Q1 2023 119 $1.13B +$12.8M -$18.1M -$5.23M AAPL, MSFT, COST, BRKB, V 13F-HR 5/12/2023, 03:53 PM
Q4 2022 107 $1B +$9.72M -$17.4M -$7.71M AAPL, MSFT, COST, BRKB, V 13F-HR 2/14/2023, 02:28 PM
Q3 2022 105 $955M +$84.3M -$2.67M +$81.7M AAPL, MSFT, COST, BRKB, AMZN 13F-HR 11/14/2022, 12:35 PM
Q2 2022 106 $1.01B +$40.8M -$6.36M +$34.4M AAPL, MSFT, COST, GOOG, BRKB 13F-HR 8/12/2022, 01:34 PM
Q1 2022 111 $1.26B +$5.51M -$27.2M -$21.7M AAPL, MSFT, COST, AMZN, GOOG 13F-HR 5/11/2022, 08:01 PM
Q4 2021 120 $1.4B +$49.7M -$1.9M +$47.8M AAPL, MSFT, COST, AMZN, GOOG Restatement 2/10/2022, 07:14 PM
Q3 2021 113 $1.22B +$31.1M -$5.37M +$25.7M AAPL, MSFT, AMZN, GOOG, CRM 13F-HR 10/27/2021, 04:35 PM
Q2 2021 113 $1.18B +$33.8M -$9.15M +$24.6M AAPL, MSFT, AMZN, GOOG, CRM 13F-HR 8/4/2021, 01:41 PM
Q1 2021 112 $1.04B +$25M -$15.6M +$9.32M AAPL, MSFT, AMZN, GOOG, V 13F-HR 5/5/2021, 12:05 PM
Q4 2020 107 $1.01B +$6.52M -$6.44M +$84.5K AAPL, MSFT, AMZN, V, CRM 13F-HR 2/8/2021, 01:37 PM
Q3 2020 105 $929M +$74M -$10.6M +$63.4M AAPL, MSFT, AMZN, CRM, V 13F-HR 11/12/2020, 08:50 AM
Q2 2020 105 $836M +$10.4M -$26.1M -$15.7M AAPL, MSFT, AMZN, V, CRM 13F-HR 8/11/2020, 11:14 AM
Q1 2020 102 $704M +$897K -$9.76M -$8.87M AAPL, MSFT, AMZN, V, COST 13F-HR 5/8/2020, 10:22 AM
Q4 2019 114 $834M +$2.08M -$2.45M -$379K AAPL, MSFT, BRKB, V, AMZN 13F-HR 1/29/2020, 01:46 PM
Q3 2019 117 $790M +$16M -$7.81M +$8.21M AAPL, MSFT, BRKB, V, SBUX 13F-HR 10/31/2019, 12:06 PM
Q2 2019 110 $768M +$3.86M -$7.04M -$3.18M MSFT, AAPL, BRKB, V, AMZN 13F-HR 8/8/2019, 12:49 PM
Q1 2019 114 $740M +$12.8M -$13.3M -$495K AAPL, MSFT, BRKB, AMZN, V 13F-HR 4/29/2019, 07:46 PM
Q4 2018 113 $644M +$3.73M -$6.57M -$2.84M BRKB, AAPL, MSFT, AMZN, V 13F-HR 2/6/2019, 10:59 AM
Q3 2018 122 $744M +$7.85M -$8.85M -$993K AAPL, MSFT, BRKB, AMZN, CRM 13F-HR 11/2/2018, 06:56 PM
Q2 2018 121 $676M +$13.3M -$12.1M +$1.21M AAPL, MSFT, BRKB, AMZN, V 13F-HR 8/3/2018, 04:12 PM
Q1 2018 116 $643M +$4.14M -$5.98M -$1.85M AAPL, BRKB, MSFT, AMZN, V 13F-HR 5/1/2018, 06:21 PM
Q4 2017 118 $639M +$10.3M -$1.43M +$8.86M AAPL, BRKB, MSFT, JNJ, V 13F-HR 2/7/2018, 11:32 AM
Q3 2017 123 $601M +$15M -$13M +$2.03M AAPL, BRKB, MSFT, JNJ, V 13F-HR 11/8/2017, 04:55 PM
Q2 2017 123 $583M +$9.21M -$5.32M +$3.88M AAPL, BRKB, JNJ, MSFT, SBUX 13F-HR 8/4/2017, 02:50 PM
Q1 2017 122 $580M +$11.7M -$19.7M -$8.03M AAPL, BRKB, JNJ, MSFT, SBUX 13F-HR 5/8/2017, 05:32 PM
Q4 2016 124 $551M +$8.21M -$3.27M +$4.94M BRKB, AAPL, MSFT, JNJ, SBUX 13F-HR 2/14/2017, 11:15 AM
Q3 2016 124 $546M +$24.1M -$9.88M +$14.2M AAPL, BRKB, JNJ, MSFT, SBUX 13F-HR 11/7/2016, 01:48 PM
Q2 2016 123 $540M +$6.77M -$5.3M +$1.47M BRKB, AAPL, JNJ, SBUX, MSFT 13F-HR 8/3/2016, 02:33 PM
Q1 2016 123 $539M AAPL, BRKB, SBUX, JNJ, MSFT 13F-HR 5/5/2016, 11:43 AM
Q4 2015 0 13F-HR 2/2/2016, 11:00 AM
Q3 2015 132 $506M +$18.9M -$12.9M +$6.03M AAPL, BRKB, SBUX, JNJ, MSFT 13F-HR 11/10/2015, 06:51 PM
Q2 2015 142 $529M +$36.9M -$18.9M +$18M AAPL, BRKB, JNJ, SBUX, BBBYQ 13F-HR 8/13/2015, 11:15 AM
Q1 2015 142 $534M +$26.6M -$6.35M +$20.2M AAPL, BRKB, BBBYQ, JNJ, COST 13F-HR 5/14/2015, 06:17 PM
Q4 2014 146 $528M +$12.6M -$8.1M +$4.49M AAPL, BRKB, BBBYQ, JNJ, MSFT 13F-HR 2/13/2015, 12:59 PM
Q3 2014 146 $496M +$6.47M -$14.8M -$8.32M AAPL, BRKB, JNJ, MSFT, BBBYQ 13F-HR 11/13/2014, 02:46 PM
Q2 2014 145 $499M +$43.5M -$5.37M +$38.1M AAPL, BRKB, JNJ, XOM, MSFT 13F-HR 8/13/2014, 10:27 AM
Q1 2014 146 $480M +$11.8M -$1.2M +$10.6M BRKB, GOOGLXXXX, AAPL, JNJ, BBBYQ 13F-HR 5/14/2014, 11:24 AM
Q4 2013 142 $473M BBBYQ, BRKB, AAPL, GOOGLXXXX, XOM 13F-HR 2/14/2014, 10:43 AM