Institutional Fund
Mogy Joel R Investment Counsel Inc
Beverly Hills, CACIK 11267355 filings on record
Portfolio Value
$1.60B
Q1 2026
Holdings
114
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-13.3%
from $1.84B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation14.0%
- Apple Inc9.4%
- Microsoft Corp6.6%
- Costco Whsl Corp New6.1%
- Alphabet Inc5.9%
- Alphabet Inc5.5%
- Other52.5%
Portfolio Holdings
114 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.28M | $223.46M | 14.0% | −65.9K | Reduced |
| 2 | Apple Inc | 592.6K | $150.41M | 9.4% | −10.9K | Reduced |
| 3 | Microsoft Corp | 285.8K | $105.78M | 6.6% | −1.1K | Reduced |
| 4 | Costco Whsl Corp New | 97.8K | $97.48M | 6.1% | −760 | Reduced |
| 5 | Alphabet Inc | 328.1K | $94.12M | 5.9% | −4.6K | Reduced |
| 6 | Alphabet Inc | 306.1K | $88.04M | 5.5% | −1.4K | Reduced |
| 7 | Amazon Com Inc | 345.5K | $71.97M | 4.5% | −3.2K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 130.6K | $62.57M | 3.9% | −2.2K | Reduced |
| 9 | Visa Inc | 185.1K | $55.93M | 3.5% | −657 | Reduced |
| 10 | Meta Platforms Inc | 95.7K | $54.75M | 3.4% | −923 | Reduced |
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