Mogy-Joel-R-Investment-Counsel
AI_NATIVE detailed information: This accession holds the following tickers:[ "TROW", "ACN", "MMM", "ABT", "ABBV", "ADBE", "GOOGL", "T", "BLK", "CAT", "BRO", null, null, "HON", "HD", "MCD", "INTU", "UNP", "ISRG", "BKNG", "META", "IJH", "MMC", "MA", "MSFT", "MDLZ", "EQIX", "ORLY", "IJR", "ORCL", "PANW", "PEP", null, "IVV", "AAPL", "SPY", "NVDA", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "PPG", "SPG", "IBM", "SYK", "SBUX", "TMO", "BIV", "VO", "VV", "SCHW", "VYM", "K", "WEC", "IDXX", "AMZN", null, "ESGD", "VUG", "VBR", "BSV", "VB", "VOO", "VTV", "V", "WMT", "WSM", "YUM", "IUSG", "BIIB", "MSCI", "SO", "CRM", "IUSV", "GWW", null, "FDX", "AZO", "BRK-A", "BRK-B", "BMY", "CVX", "CSCO", "KO", "COST", "CSX", "DFAC", "RSP", "NEE", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 105
- Total Value
- 1552296177
- Accession Number
- 0001398344-25-007194
- Form Type
- 13F-HR
- Manager Name
- Mogy-Joel-R-Investment-Counsel
Data Enrichment
95% identified100 identified5 unidentified
Holdings
105 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $5.1M | YoY NEW(+$5.1M) | |
PEPSICO INC(PEPcusip713448108) | 30.7K | All Managers (Combined) | $4.6M | ||
EQUINIX INC(EQIXcusip29444U700) | 4.4K | All Managers (Combined) | $3.6M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 29.9K | QoQ -0.74% (-225)YoY -0.74% (-225) | All Managers (Combined) | $3.6M | |
5.2K | QoQ 0.00% (-0)YoY -1.76% (-94) | All Managers (Combined) | $2.9M | ||
Prologis, Inc.(PLDcusip74340W103) | 25.1K | All Managers (Combined) | $2.8M | ||
30.2K | QoQ 0.00% (-0)YoY -0.65% (-200) | All Managers (Combined) | $2.7M | ||
Walt Disney Co(DIScusip254687106) | 24.8K | All Managers (Combined) | $2.4M | ||
6.9K | All Managers (Combined) | $2.2M | |||
29.8K | All Managers (Combined) | $2.1M | |||
12.0K | All Managers (Combined) | $1.9M | |||
3.3K | All Managers (Combined) | $1.9M | |||
MCDONALDS CORP(MCDcusip580135101) | 5.7K | All Managers (Combined) | $1.8M | ||
15.7K | All Managers (Combined) | $1.7M | |||
10.1K | All Managers (Combined) | $1.6M | |||
YUM BRANDS INC(YUMcusip988498101) | 9.7K | All Managers (Combined) | $1.5M | ||
3.6K | QoQ -2.01% (-75)YoY -3.43% (-130) | All Managers (Combined) | $1.4M | ||
4.9K | QoQ -0.77% (-38) | All Managers (Combined) | $1.3M | ||
18.9K | All Managers (Combined) | $1.2M | |||
COCA COLA CO(KOcusip191216100) | 16.1K | QoQ -2.42% (-400)YoY -4.33% (-730) | All Managers (Combined) | $1.2M |