13F Insight
DOSSIER · 13F-HR · Q2 2026

MOGY JOEL R INVESTMENT COUNSEL INC

$1.7B in tracked AUM across 121 positions as of Q2 2026.

MJ
CIK 0001126735 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
121
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MOGY JOEL R INVESTMENT COUNSEL INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$256M1.3M14.7%02
AAPL
APPLE INC
$171M591K9.8%03
GOOG
ALPHABET INC
$116M327K6.6%04
GOOGL
ALPHABET INC
$109M305K6.3%05
MSFT
MICROSOFT CORP
$107M286K6.1%06
PANW
PALO ALTO NETWORKS INC
$105M308K6.0%07
COST
COSTCO WHOLESALE CORPORATION
$91M98K5.2%08
AMZN
AMAZON COM INC
$82M345K4.7%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$65M130K3.7%10
V
VISA INC
$63M185K3.6%

Filing history

2026Q2Jun 30
$1.7B▲ 9.3%
121 positionsView →2026Q1Mar 31
$1.6B▼ 13.3%
114 positionsView →2025Q4Dec 31
$1.8B▲ 1.0%
115 positionsView →2025Q3Sep 30
$1.8B▲ 5.4%
119 positionsView →2025Q2Jun 30
$1.7B▲ 11.6%
127 positionsLocked2025Q1Mar 31
$1.6B▼ 7.7%
105 positionsLocked2024Q4Dec 31
$1.7B▲ 3.1%
110 positionsLocked2024Q3Sep 30
$1.6B▲ 3.4%
113 positionsLocked2024Q2Jun 30
$1.6B▲ 7.3%
107 positionsLocked2024Q1Mar 31
$1.5B▲ 11.1%
121 positionsLocked2023Q4Dec 31
$1.3B▲ 11.3%
104 positionsLocked2023Q3Sep 30
$1.2B▼ 5.5%
105 positionsLocked
Showing 12 of 97