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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46434G863
Shares:6.0K
Value:$211.0K
46436E569
Shares:3.4K
Value:$143.3K
464287556
Shares:975
Value:$124.7K
46436E551
Shares:3.0K
Value:$117.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.9K | All Managers (Combined) | $451.8K | |||
969 | All Managers (Combined) | $433.0K | |||
FEDEX CORP(FDXcusip31428X106) | 1.7K | All Managers (Combined) | $414.4K | ||
CATERPILLAR INC(CATcusip149123101) | 1.2K | All Managers (Combined) | $395.8K | ||
SOUTHERN CO(SOcusip842587107) | 3.9K | All Managers (Combined) | $361.6K | ||
7.9K | All Managers (Combined) | $358.5K | |||
1.3K | QoQ 0.00% (-0)YoY -7.99% (-113) | All Managers (Combined) | $275.3K | ||
2.3K | All Managers (Combined) | $251.5K | |||
3.0K | All Managers (Combined) | $247.5K | |||
7.4K | All Managers (Combined) | $243.5K | |||
Tesla, Inc.(TSLAcusip88160R101) | 850 | All Managers (Combined) | $220.3K | ||
1.2K | All Managers (Combined) | $214.8K | |||
(cusip46434G863)✕ | 6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $211.0K | QoQ NEW(+$211.0K) YoY NEW(+$211.0K) |
1.4K | All Managers (Combined) | $205.6K | |||
1.0K | All Managers (Combined) | $199.5K | |||
(cusip46436E569)✕ | 3.4K | QoQ +3.87% (-125)YoY 0.00% (+0) | All Managers (Combined) | $143.3K | |
500 | All Managers (Combined) | $128.5K | |||
(cusip464287556)✕ | 975 | All Managers (Combined) | $124.7K | ||
(cusip46436E551)✕ | 3.0K | All Managers (Combined) | $117.2K | ||
400 | All Managers (Combined) | $88.7K |