MOGY JOEL R INVESTMENT COUNSEL INC
Top Portfolio Positions
75 positions ·
$1,478,309,243 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,281,293 | $223,457,499 | 15.12% | |
| AAPL |
Apple Inc.
Technology
|
592,645 | $150,407,374 | 10.17% | |
| MSFT |
Microsoft Corp
Technology
|
285,774 | $105,784,961 | 7.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
97,829 | $97,479,750 | 6.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
306,149 | $88,036,206 | 5.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
345,544 | $71,966,448 | 4.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
130,565 | $62,566,748 | 4.23% | |
| V |
Visa Inc.
Financial Services
|
185,051 | $55,929,814 | 3.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
95,687 | $54,745,403 | 3.70% | |
| PANW |
Palo Alto Networks Inc
Technology
|
308,786 | $49,504,571 | 3.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PRTA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,690 | 20,750 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $198,162 | 20,750 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $202,520 | 20,750 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $125,952 | 20,750 | Shares | Sole | 2025-07-10 | |
| No 13F history on record for this holder in this stock. | ||||||