Mogy-Joel-R-Investment-Counsel

Filing Details

13F-HR2025-03-31
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% identified
100 identified5 unidentified

Holdings

105 positions
Manager:
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MARSH & MCLENNAN COMPANIES, INC.
Shares:20.7K
Value:$5.1M
PEPSICO INC
Shares:30.7K
Value:$4.6M
EQUINIX INC
Shares:4.4K
Value:$3.6M
EXXON MOBIL CORP
Shares:29.9K
Value:$3.6M
464287200
Shares:5.2K
Value:$2.9M
Prologis, Inc.
Shares:25.1K
Value:$2.8M
Merck & Co., Inc.
Shares:30.2K
Value:$2.7M
Walt Disney Co
Shares:24.8K
Value:$2.4M
AMGEN INC
Shares:6.9K
Value:$2.2M
NEXTERA ENERGY INC
Shares:29.8K
Value:$2.1M
Philip Morris International Inc.
Shares:12.0K
Value:$1.9M
SPDR S&P 500 ETF TRUST
Shares:3.3K
Value:$1.9M
MCDONALDS CORP
Shares:5.7K
Value:$1.8M
WEC ENERGY GROUP, INC.
Shares:15.7K
Value:$1.7M
WILLIAMS SONOMA INC
Shares:10.1K
Value:$1.6M
YUM BRANDS INC
Shares:9.7K
Value:$1.5M
922908736
Shares:3.6K
Value:$1.4M
922908769
Shares:4.9K
Value:$1.3M
BRISTOL MYERS SQUIBB CO
Shares:18.9K
Value:$1.2M
COCA COLA CO
Shares:16.1K
Value:$1.2M