MOGY JOEL R INVESTMENT COUNSEL INC
CIK 1126735
13F filing for Q2 2026・No. 1,794
- Holdings
- US$1.75B
- Quarter change
- +US$147.96M
- Entries
- 121
- Net bought (estimate)
- −US$4.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 1
- Cut 36
- Added 11
- Corporate actions 0
- Unchanged 66
Largest holdings
121 stocks worth US$1.75B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,279,041 | US$255.92M | 14.66% |
| AAPLAppleCOM | Cut | 590,640 | US$170.91M | 9.79% |
| GOOGALPHABET INCCAP STK CL C | Cut | 327,135 | US$115.59M | 6.62% |
| GOOGLAlphabetCAP STK CL A | Cut | 305,497 | US$109.18M | 6.26% |
| MSFTMicrosoftCOM | Added | 286,312 | US$106.8M | 6.12% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 308,019 | US$105.04M | 6.02% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 97,596 | US$91.3M | 5.23% |
| AMZNAmazonCOM | Cut | 344,856 | US$82.19M | 4.71% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 129,970 | US$65.04M | 3.73% |
| VVISA INCCOM CL A | Cut | 184,802 | US$63.4M | 3.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.