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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
38
1
2
2
1
1
38
7
4
MOGY JOEL R INVESTMENT COUNSEL INC

Time Period2019-03-31

Total Holdings114

Total Value ($x1000)739,669
Activities
New4

Increased30

Unchanged44

Decreased36

Sold Out3

Top 10 Stock Holdingstotal 42.73%
AAPL5.68

MSFT5.43

BRK.B4.66

AMZN4.25

V4.17

 
CRM4.07

CSCO3.82

SBUX3.63

COST3.6

JNJ3.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.68%
COM
MSFT
5.43%
COM
BRK.B
4.66%
CL B NEW
AMZN
4.25%
COM
V
4.17%
COM CL A
CRM
4.07%
COM
CSCO
3.82%
COM
SBUX
3.63%
COM
COST
3.6%
COM
JNJ
3.42%
COM
GOOG
3.39%
CAP STK CL C
HD
2.98%
COM
INTU
2.43%
COM
GOOGL
2.37%
CAP STK CL A
SYK
2.32%
COM
ACN
2.24%
SHS CLASS A
PEP
2.06%
COM
DIS
2.03%
COM DISNEY
PG
2.01%
COM
FB
1.99%
CL A
IDXX
1.65%
COM
BA
1.62%
COM
ADBE
1.52%
COM
ISRG
1.52%
COM NEW
ORCL
1.49%
COM
MA
1.39%
CL A
NKE
1.38%
CL B
UNP
1.37%
COM
IJH
1.26%
CORE S&P MCP ETF
VZ
1.19%
COM
PANW
1.01%
COM
INTC
0.83%
COM
PFE
0.8%
COM
EQIX
0.77%
COM PAR $0.001
ABBV
0.7%
COM
ABT
0.68%
COM
IJR
0.58%
CORE S&P SCP ETF
PLD
0.57%
COM
BLK
0.57%
COM
BRK.A
0.53%
CL A
NFLX
0.51%
COM
MRK
0.51%
COM
XOM
0.49%
COM
SCHW
0.44%
COM
NEE
0.38%
COM
BBH
0.37%
BIOTECH ETF
MDLZ
0.36%
CL A
NVDA
0.35%
COM
T
0.35%
COM
CVX
0.35%
COM
BABA
0.33%
SPONSORED ADS
CSX
0.32%
COM
SPG
0.32%
COM
TROW
0.3%
COM
WMT
0.29%
COM
MMM
0.29%
COM
VBR
0.27%
SM CP VAL ETF
PM
0.26%
COM
CMCSA
0.25%
CL A
MO
0.24%
COM
SO
0.22%
COM
BKNG
0.22%
COM
LYV
0.21%
COM
BIIB
0.21%
COM
BMY
0.2%
COM
MCD
0.19%
COM
IBM
0.19%
COM
VO
0.19%
MID CAP ETF
KO
0.18%
COM
RTN
0.18%
COM NEW
AMGN
0.17%
COM
WEC
0.17%
COM
HON
0.14%
COM
IWM
0.14%
RUSSELL 2000 ETF
MDT
0.13%
SHS
YUM
0.13%
COM
LMT
0.13%
COM
SPY
0.12%
TR UNIT
VTI
0.12%
TOTAL STK MKT
VUG
0.1%
GROWTH ETF
VYM
0.1%
HIGH DIV YLD
WBA
0.09%
COM
JPM
0.09%
COM
LAZ
0.09%
SHS A
VTV
0.09%
VALUE ETF
CR
0.08%
COM
WSM
0.07%
COM
GIS
0.07%
COM
MKC
0.07%
COM NON VTG
BDX
0.06%
COM
YUMC
0.06%
COM
LOW
0.06%
COM
CL
0.06%
COM
CHTR
0.06%
CL A
VB
0.05%
SMALL CP ETF
FDX
0.05%
COM
UPS
0.05%
CL B
ITW
0.04%
COM
PPG
0.04%
COM
DNKN
0.04%
COM
K
0.04%
COM
USB
0.04%
COM NEW
BP
0.04%
SPONSORED ADR
WFC
0.04%
COM
PACW
0.04%
COM
MCY
0.03%
COM
AL
0.03%
CL A
EXAS
0.03%
COM
QQQ
0.03%
UNIT SER 1
VOE
0.03%
MCAP VL IDXVIP
RDS/A
0.03%
SPONS ADR A
SRE
0.03%
COM
COP
0.03%
COM
SENS
0.01%
COM
KHC
0.06%
COM
ADP
0.04%
COM
GE
0.01%
COM