Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel reported 128 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (15.6%), AAPL (10.5%) and MSFT (7.9%). Compared with Q2 2026, the fund opened new positions in XOM, CBZ and TSM, added to MSFT, GOOG and AMZN, trimmed NVDA, AAPL and PANW and sold out of XOM and TSLA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $291M | 15.6% | 1.3M | −4,599 (−0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $196M | 10.5% | 588K | −3,112 (−1%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $147M | 7.9% | 287K | +769 (+0%) | 8 of 8 | |
| 4 |  PANW Palo Alto Networks Inc | $121M | 6.5% | 306K | −2,370 (−1%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $112M | 6.0% | 328K | +842 (+0%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $105M | 5.6% | 304K | −1,277 (−0%) | 8 of 8 | |
| 7 |  COST Costco Whsl Corp New | $88.6M | 4.7% | 97K | −314 (−0%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $87M | 4.7% | 349K | +4,479 (+1%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $68.4M | 3.7% | 94K | −1,008 (−1%) | 8 of 8 | |
| 10 |  V Visa Inc | $66.2M | 3.5% | 184K | −656 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mogy Joel R Investment Counsel 13F FAQ
What does Mogy Joel R Investment Counsel own?
Mogy Joel R Investment Counsel reported 128 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (15.6%), AAPL (10.5%) and MSFT (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Mogy Joel R Investment Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 21 added to, 32 trimmed and 2 sold out. New positions include XOM, CBZ and TSM. It sold all of XOM and TSLA.
When will Mogy Joel R Investment Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mogy Joel R Investment Counsel's portfolio worth?
The Q3 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.