MOGY JOEL R INVESTMENT COUNSEL INC
•CIK: 1126735•Filing: Q4 2025
**MOGY JOEL R INVESTMENT COUNSEL INC** manages $1.8B across a diversified portfolio of 115 positions. The strategy exhibits a significant concentration in mega-cap technology leaders, evidenced by the top holdings including NVDA at $251.2M and AAPL at $164.1M. Further allocations are notable in MSFT ($138.7M), GOOG ($104.4M), and COST ($85.0M). This structure suggests a conviction-driven approach targeting established growth pillars within the technology and consumer sectors.
Total AUM
$1.8B
QoQ Performance
+1.0%
Positions
86
Top 10 Concentration
60.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
MSFT
GOOG
GOOGL
NVDA13.6%
AAPL8.9%
MSFT7.5%
GOOG5.7%
GOOGL5.2%
COST4.6%
AMZN4.4%
BRK/B3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology54.4%
Other15.9%
Consumer12.5%
Financial9.8%
Healthcare4.1%
Communication1.5%
Industrial0.5%
ETF0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑22 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023