MOGY JOEL R INVESTMENT COUNSEL INC

CIK 0001126735 · BEVERLY HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

MOGY JOEL R INVESTMENT COUNSEL INC reported 121 positions worth $1.75B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: NVDA (14.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.75B
2026 Q2
Positions
121
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.8%
Est. Net Flow (Q)
2026 Q2
10 / 121 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$255.9M14.66%1,279,041
2AAPLAPPLE INCSH$170.9M9.79%590,640
3GOOGALPHABET INCSH$115.6M6.62%327,135
4GOOGLALPHABET INCSH$109.2M6.26%305,497
5MSFTMICROSOFT CORPSH$106.8M6.12%286,312
6PANWPALO ALTO NETWORKS INCSH$105.0M6.02%308,019
7COSTCOSTCO WHOLESALE CORPORATIONSH$91.3M5.23%97,596
8AMZNAMAZON COM INCSH$82.2M4.71%344,856
9BRK-BBERKSHIRE HATHAWAY INC DELSH$65.0M3.73%129,970
10VVISA INCSH$63.4M3.63%184,802

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MOGY JOEL R INVESTMENT COUNSEL INC hold as of Q2 2026?

MOGY JOEL R INVESTMENT COUNSEL INC reported 121 positions worth $1.75B in its Q2 2026 13F filing. Largest positions: NVDA (14.7%), AAPL (9.8%), GOOG (6.6%), GOOGL (6.3%) and MSFT (6.1%).

What did MOGY JOEL R INVESTMENT COUNSEL INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MOGY JOEL R INVESTMENT COUNSEL INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.