MOGY JOEL R INVESTMENT COUNSEL INC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MOGY JOEL R INVESTMENT COUNSEL INC opened 3 positions, added to 9, reduced 30, sold out of 1 and left 34 unchanged. The largest increase in value was PANW (+$55,536,067); the largest decrease was INTU (-$13,889,832).
- PANW: Country of operation United States; Class COM; Shares 2026-03-31 308,786; Shares 2026-06-30 308,019.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 1,281,293; Shares 2026-06-30 1,279,041.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 328,099; Shares 2026-06-30 327,135.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 306,149; Shares 2026-06-30 305,497.
Two Form 13F-HR filings compared (SEC CIK 1126735): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 308,786 | 308,019 | -767 | $49,504,572 | $105,040,639 | +$55,536,067 |
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NVDA
NVIDIA CORPORATION | United States | COM | 1,281,293 | 1,279,041 | -2,252 | $223,457,564 | $255,923,388 | +$32,465,824 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 328,099 | 327,135 | -964 | $94,118,435 | $115,586,555 | +$21,468,120 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 306,149 | 305,497 | -652 | $88,036,166 | $109,175,413 | +$21,139,247 |
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AAPL
APPLE INC | United States | COM | 592,645 | 590,640 | -2,005 | $150,407,306 | $170,907,512 | +$20,500,206 |
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INTU
INTUIT | United States | COM | 68,359 | 60,028 | -8,331 | $29,557,254 | $15,667,422 | -$13,889,832 |
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AMZN
AMAZON COM INC | United States | COM | 345,544 | 344,856 | -688 | $71,966,449 | $82,192,979 | +$10,226,530 |
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V
VISA INC | United States | COM CL A | 185,051 | 184,802 | -249 | $55,929,798 | $63,403,700 | +$7,473,902 |
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CRM
SALESFORCE INC | United States | COM | 194,091 | 185,992 | -8,099 | $36,230,967 | $29,137,507 | -$7,093,460 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 97,829 | 97,596 | -233 | $97,480,011 | $91,298,375 | -$6,181,636 |
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ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 76,783 | 74,157 | -2,626 | $15,225,303 | $9,228,098 | -$5,997,205 |
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ADBE
ADOBE INC | United States | COM | 32,191 | 20,481 | -11,710 | $7,824,988 | $4,199,015 | -$3,625,973 |
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IDXX
IDEXX LABS INC | United States | COM | 85,492 | 85,445 | -47 | $48,037,100 | $44,981,666 | -$3,055,434 |
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BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 130,565 | 129,970 | -595 | $62,566,748 | $65,035,688 | +$2,468,940 |
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AZO
AUTOZONE INC | United States | COM | 6,267 | 6,240 | -27 | $21,168,547 | $19,942,666 | -$1,225,881 |
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ABBV
ABBVIE INC | United States | COM | 43,044 | 41,919 | -1,125 | $9,361,640 | $10,548,497 | +$1,186,857 |
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META
META PLATFORMS INC | United States | CL A | 95,687 | 95,355 | -332 | $54,745,403 | $53,712,518 | -$1,032,885 |
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ABT
ABBOTT LABORATORIES | United States | COM | 58,474 | 55,666 | -2,808 | $6,003,526 | $5,051,133 | -$952,393 |
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HD
HOME DEPOT INC | United States | COM | 39,928 | 39,678 | -250 | $13,131,987 | $13,993,709 | +$861,722 |
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WMT
WALMART INC | United States | COM | 60,785 | 59,840 | -945 | $7,554,360 | $6,777,478 | -$776,882 |
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MA
MASTERCARD INCORPORATED | United States | CL A | 39,485 | 39,465 | -20 | $19,728,946 | $20,269,091 | +$540,145 |
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MSCI
MSCI INC | United States | COM | 26,859 | 26,758 | -101 | $14,477,270 | $14,985,550 | +$508,280 |
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ORCL
ORACLE CORP | United States | COM | 127,874 | 124,961 | -2,913 | $18,811,544 | $18,313,035 | -$498,509 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 30,930 | 30,730 | -200 | $7,560,529 | $7,804,498 | +$243,969 |
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MRSH
MARSH & MCLENNAN COS INC | United States | COM | 7,950 | 7,265 | -685 | $1,378,928 | $1,210,858 | -$168,070 |
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AMGN
AMGEN INC | United States | COM | 6,373 | 5,923 | -450 | $2,242,340 | $2,144,837 | -$97,503 |
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BLK
BLACKROCK INC | United States | COM | 15,406 | 15,331 | -75 | $14,816,104 | $14,741,676 | -$74,428 |
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TSLA
TESLA INC | United States | COM | 735 | 560 | -175 | $273,236 | $235,536 | -$37,700 |
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MDLZ
MONDELEZ INTL INC | United States | CL A | 8,190 | 7,840 | -350 | $472,072 | $453,466 | -$18,606 |
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SPG
SIMON PPTY GROUP INC NEW | United States | COM | 2,325 | 1,875 | -450 | $433,682 | $419,344 | -$14,338 |
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