13F Insight
DOSSIER · 13F-HR · Q3 2026

MOGY JOEL R INVESTMENT COUNSEL INC

$1.9B in tracked AUM across 128 positions as of Q3 2026.

MJ
CIK 0001126735 · last filed Sep 30, 2026
Total AUM
$1.9B
as of Q3 2026
Holdings
128
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MOGY JOEL R INVESTMENT COUNSEL INC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$291M1.3M15.6%02
AAPL
APPLE INC
$196M588K10.5%03
MSFT
MICROSOFT CORP
$147M287K7.9%04
PANW
PALO ALTO NETWORKS INC
$121M306K6.5%05
GOOG
ALPHABET INC
$112M328K6.0%06
GOOGL
ALPHABET INC
$105M304K5.6%07
COST
COSTCO WHOLESALE CORPORATION
$89M97K4.7%08
AMZN
AMAZON COM INC
$87M349K4.7%09
META
META PLATFORMS INC
$68M94K3.7%10
V
VISA INC
$66M184K3.5%

Filing history

2026Q3Sep 30
$1.9B▲ 7.1%
128 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 98