MOGY JOEL R INVESTMENT COUNSEL INC - Portfolio overview

MOGY JOEL R INVESTMENT COUNSEL INC has 122 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 13.92%
2. AAPL - APPLE INC, 9.37%
3. MSFT - MICROSOFT CORP, 6.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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