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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
37
1
2
2
1
1
39
7
3
MOGY JOEL R INVESTMENT COUNSEL INC

Time Period2018-12-31

Total Holdings113

Total Value ($x1000)644,396
Activities
New0

Increased24

Unchanged42

Decreased47

Sold Out9

Top 10 Stock Holdingstotal 42.52%
BRK.B5.45

AAPL5.44

MSFT5.39

AMZN4.06

V4.06

 
CRM3.99

JNJ3.64

SBUX3.54

CSCO3.51

COST3.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
5.45%
CL B NEW
AAPL
5.44%
COM
MSFT
5.39%
COM
AMZN
4.06%
COM
V
4.06%
COM CL A
CRM
3.99%
COM
JNJ
3.64%
COM
SBUX
3.54%
COM
CSCO
3.51%
COM
COST
3.44%
COM
GOOG
3.37%
CAP STK CL C
HD
3.01%
COM
GOOGL
2.43%
CAP STK CL A
DIS
2.3%
COM DISNEY
PEP
2.17%
COM
SYK
2.12%
COM
INTU
2.09%
COM
PG
2.07%
COM
ACN
2.01%
SHS CLASS A
FB
1.77%
CL A
VZ
1.62%
COM
IDXX
1.55%
COM
BA
1.54%
COM
ORCL
1.46%
COM
NKE
1.38%
CL B
ISRG
1.37%
COM NEW
UNP
1.3%
COM
MA
1.27%
CL A
IJH
1.21%
CORE S&P MCP ETF
ADBE
1.18%
COM
ABBV
1.01%
COM
PFE
0.94%
COM
PANW
0.86%
COM
INTC
0.84%
COM
ABT
0.78%
COM
T
0.66%
COM
XOM
0.65%
COM
BRK.A
0.62%
CL A
EQIX
0.59%
COM PAR $0.001
IJR
0.55%
CORE S&P SCP ETF
MRK
0.55%
COM
MO
0.51%
COM
PLD
0.49%
COM
BLK
0.48%
COM
NFLX
0.44%
COM
SCHW
0.43%
COM
NEE
0.39%
COM
PM
0.39%
COM
CVX
0.37%
COM
MDLZ
0.37%
CL A
SPG
0.34%
COM
BBH
0.32%
BIOTECH ETF
WMT
0.32%
COM
TROW
0.32%
COM
CSX
0.31%
COM
BIIB
0.3%
COM
MMM
0.3%
COM
VBR
0.29%
SM CP VAL ETF
BABA
0.26%
SPONSORED ADS
BMY
0.25%
COM
CMCSA
0.25%
CL A
BKNG
0.25%
COM
RTN
0.24%
COM NEW
SO
0.22%
COM
KO
0.21%
COM
MCD
0.2%
COM
AMGN
0.2%
COM
LYV
0.19%
COM
VO
0.19%
MID CAP ETF
WEC
0.19%
COM
IBM
0.17%
COM
NVDA
0.16%
COM
MDT
0.16%
SHS
YUM
0.14%
COM
HON
0.14%
COM
IWM
0.14%
RUSSELL 2000 ETF
LMT
0.13%
COM
SPY
0.12%
TR UNIT
VTI
0.12%
TOTAL STK MKT
WBA
0.11%
COM
VUG
0.11%
GROWTH ETF
VYM
0.11%
HIGH DIV YLD
LAZ
0.1%
SHS A
JPM
0.1%
COM
VTV
0.1%
VALUE ETF
CR
0.08%
COM
WSM
0.08%
COM
MKC
0.07%
COM NON VTG
GIS
0.06%
COM
BDX
0.06%
COM
KHC
0.06%
COM
CL
0.06%
COM
LOW
0.05%
COM
CHTR
0.05%
CL A
YUMC
0.05%
COM
USB
0.05%
COM NEW
FDX
0.05%
COM
K
0.05%
COM
UPS
0.05%
CL B
PPG
0.04%
COM
ITW
0.04%
COM
WFC
0.04%
COM
VB
0.04%
SMALL CP ETF
MCY
0.04%
COM
DNKN
0.04%
COM
ADP
0.04%
COM
BP
0.04%
SPONSORED ADR
RDS/A
0.04%
SPONS ADR A
PACW
0.04%
COM
AL
0.03%
CL A
VOE
0.03%
MCAP VL IDXVIP
QQQ
0.03%
UNIT SER 1
GE
0.01%
COM
SLB
0.04%
COM
BIDU
0.03%
SPON ADR REP A
VEA
0.03%
FTSE DEV MKT ETF
COP
0.03%
COM
TXT
0.03%
COM
EXAS
0.03%
COM
PSX
0.03%
COM
CVS
0.03%
COM
BBBY
0.03%
COM