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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 $1,552,296,177
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,390,322 $150,683,139 9.71%
2.
Apple Inc.
 AAPL 618,687 $137,428,883 8.85%
3.
Microsoft Corp
 MSFT 287,022 $107,745,207 6.94%
4.
Costco Wholesale Corp W
 COST 99,145 $93,769,605 6.04%
5.
Berkshire Hathaway Inc
 BRK.A 133,475 $71,086,116 4.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)