MOGY JOEL R INVESTMENT COUNSEL INC

Position in INTU — Intuit Inc.

CIK 1126735 BEVERLY HILLS, CA

Position in INTU

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$15,667,308

-$13,889,756 QoQ

Shares Held

60,028

-12.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#283

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MOGY JOEL R INVESTMENT COUNSEL INC holds $49,003,828 across 3 Software - Application names. INTU ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	185,992	$29,137,506
2	INTU	Intuit Inc. This page	60,028	$15,667,308
3	ADBE	Adobe Inc.	20,481	$4,199,014

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,667,308	60,028	-12.2%	Shares	Sole	2026-07-14
2026-03-31	$29,557,064	68,359	-7.0%	Shares	Sole	2026-04-15
2025-12-31	$48,708,405	73,531	-0.0%	Shares	Sole	2026-01-30
2025-09-30	$50,238,957	73,566	+0.5%	Shares	Sole	2025-10-16
2025-06-30	$57,678,932	73,231	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$44,888,194	73,109	+1.6%	Shares	Sole	2025-04-16
2024-12-31	$45,243,201	71,986	+0.6%	Shares	Sole	2025-01-17
2024-09-30	$44,446,212	71,572	+0.6%	Shares	Sole	2024-10-18
2024-06-30	$46,770,349	71,165	+0.4%	Shares	Sole	2024-07-15
2024-03-31	$46,077,200	70,888	-1.4%	Shares	Sole	2024-04-30
2023-12-31	$44,917,155	71,864	-2.5%	Shares	Sole	2024-02-05
2023-09-30	$37,640,949	73,670	-0.1%	Shares	Sole	2023-11-01
2023-06-30	$33,789,679	73,746	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$32,623,164	73,174	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$28,334,826	72,799	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$28,192,635	72,789	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$28,014,935	72,683	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$34,981,110	72,750	+0.7%	Shares	Sole	2022-05-12
2021-12-31	$46,472,645	72,250	+0.7%	Shares	Sole	2022-02-11
2021-09-30	$38,693,657	71,720	+0.7%	Shares	Sole	2021-10-27
2021-06-30	$34,907,456	71,215	+1.6%	Shares	Sole	2021-08-04
2021-03-31	$26,840,631	70,069	+3.4%	Shares	Sole	2021-05-05
2020-12-31	$25,728,759	67,734	+0.1%	Shares	Sole	2021-02-08
2020-09-30	$22,068,758	67,652	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$20,020,666	67,594	-2.1%	Shares	Sole	2020-08-11
2020-03-31	$15,878,970	69,039	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.