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Home > Institutional Investor > Mogy Joel R Investment Counsel Inc > Profile

Instuitional Investor - Mogy Joel R Investment Counsel Inc

Fund Profile
Filing Period:
Fund Name: Mogy Joel R Investment Counsel Inc
Portfolio Value $1,682,510,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,437,427 $193,032,122 11.47%
2.
Apple Inc.
 AAPL 632,876 $158,484,740 9.41%
3.
Microsoft Corp
 MSFT 292,829 $123,427,444 7.33%
4.
Costco Wholesale Corp W
 COST 101,194 $92,721,266 5.51%
5.
Amazon Com Inc
 AMZN 345,480 $75,794,857 4.5%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)