246 is the total number of securities MOGY JOEL R INVESTMENT COUNSEL INC has owned. The longest MOGY JOEL R INVESTMENT COUNSEL INC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 42 | 42 | 3.19% | 6.75% | 10.57% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 2.89% | 5.46% | 8.40% | Q2 2013 | Q3 2023 | 42 |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 3.01% | 4.35% | 5.44% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW | 42 | 42 | 2.40% | 3.54% | 5.32% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.93% | 3.21% | 4.07% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC. | 42 | 42 | 1.04% | 3.18% | 4.44% | Q2 2013 | Q3 2023 | 42 |
SBUX | STARBUCKS CORPORATION | 42 | 42 | 2.32% | 3.15% | 3.98% | Q2 2013 | Q3 2023 | 42 |
AMZN | AMAZON COM INC | 42 | 42 | 0.47% | 2.98% | 5.71% | Q2 2013 | Q3 2023 | 42 |
CRM | SALESFORCE INC | 42 | 42 | 1.00% | 2.93% | 4.97% | Q2 2013 | Q3 2023 | 42 |
CSCO | CISCO SYSTEMS INC | 42 | 42 | 0.81% | 2.60% | 3.82% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC | 42 | 42 | 1.10% | 2.57% | 3.63% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 1.65% | 2.16% | 3.08% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 1.69% | 2.12% | 2.56% | Q2 2013 | Q3 2023 | 42 |
SYK | STRYKER CORPORATION | 42 | 42 | 1.32% | 1.93% | 2.40% | Q2 2013 | Q3 2023 | 42 |
ACN | ACCENTURE PLC IRELAND | 42 | 42 | 0.83% | 1.88% | 2.82% | Q2 2013 | Q3 2023 | 42 |
DIS | DISNEY WALT CO (HOLDIN... | 42 | 42 | 0.18% | 1.67% | 2.74% | Q2 2013 | Q3 2023 | 42 |
INTU | INTUIT INC | 42 | 42 | 0.10% | 1.67% | 3.32% | Q2 2013 | Q3 2023 | 42 |
IDXX | IDEXX LABS INC | 42 | 42 | 0.47% | 1.66% | 3.35% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORP | 42 | 42 | 1.09% | 1.61% | 2.23% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP (NEW) | 42 | 42 | 0.14% | 1.39% | 3.89% | Q2 2013 | Q3 2023 | 42 |
NKE | NIKE INC CL B | 42 | 42 | 0.56% | 1.22% | 1.66% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORPORATION | 42 | 42 | 0.92% | 1.22% | 1.55% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.02% | 1.17% | 2.33% | Q2 2013 | Q3 2023 | 42 |
ADBE | ADOBE SYSTEMS INCORPOR... | 42 | 42 | 0.18% | 1.12% | 2.46% | Q2 2013 | Q3 2023 | 42 |
ISRG | INTUITIVE SURGICAL INC | 42 | 42 | 0.23% | 1.01% | 1.82% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC | 42 | 42 | 0.03% | 0.82% | 1.74% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC | 42 | 42 | 0.56% | 0.80% | 1.08% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP | 42 | 42 | 0.11% | 0.72% | 1.33% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.18% | 0.72% | 1.13% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABS | 42 | 42 | 0.51% | 0.62% | 0.78% | Q2 2013 | Q3 2023 | 42 |
IJH | ISHARES TR | 42 | 42 | 0.08% | 0.58% | 1.33% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTL INC | 42 | 42 | 0.09% | 0.56% | 1.35% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW | 42 | 42 | 0.24% | 0.51% | 0.82% | Q2 2013 | Q3 2023 | 42 |
BRKA | BERKSHIRE HATHAWAY INC... | 42 | 42 | 0.37% | 0.49% | 0.62% | Q2 2013 | Q3 2023 | 42 |
WMT | WAL-MART STORES INC | 42 | 42 | 0.23% | 0.47% | 1.15% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW | 42 | 42 | 0.10% | 0.46% | 1.27% | Q2 2013 | Q3 2023 | 42 |
MO | ALTRIA GROUP INC | 42 | 42 | 0.05% | 0.45% | 0.91% | Q2 2013 | Q3 2023 | 42 |
TROW | PRICE T ROWE GROUP INC | 42 | 42 | 0.18% | 0.44% | 0.79% | Q2 2013 | Q3 2023 | 42 |
SPG | SIMON PROPERTY GROUP INC | 42 | 42 | 0.02% | 0.42% | 1.07% | Q2 2013 | Q3 2023 | 42 |
NEE | NEXTERA ENERGY INC | 42 | 42 | 0.33% | 0.42% | 0.69% | Q2 2013 | Q3 2023 | 42 |
IBM | INTL BUSINESS MACHINES | 42 | 42 | 0.03% | 0.42% | 1.81% | Q2 2013 | Q3 2023 | 42 |
MDLZ | MONDELEZ INTL INC | 42 | 42 | 0.25% | 0.38% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BIIB | BIOGEN INC. | 42 | 42 | 0.11% | 0.28% | 0.51% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL-MYERS SQUIBB CO | 42 | 42 | 0.10% | 0.27% | 0.44% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M CO | 42 | 42 | 0.04% | 0.26% | 0.50% | Q2 2013 | Q3 2023 | 42 |
SO | SOUTHERN COMPANY | 42 | 42 | 0.04% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
KO | COCA-COLA COMPANY | 42 | 42 | 0.08% | 0.25% | 0.94% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP | 42 | 42 | 0.13% | 0.23% | 0.68% | Q2 2013 | Q3 2023 | 42 |
IJR | ISHARES TR | 42 | 42 | 0.02% | 0.23% | 0.58% | Q2 2013 | Q3 2023 | 42 |
CMCSA | COMCAST CORP NEW | 42 | 42 | 0.02% | 0.21% | 0.32% | Q2 2013 | Q3 2023 | 42 |
CSX | CSX CORP | 42 | 42 | 0.05% | 0.21% | 0.32% | Q2 2013 | Q3 2023 | 42 |
AMGN | AMGEN INC | 42 | 42 | 0.10% | 0.17% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SCHW | THE CHARLES SCHWAB COR... | 42 | 42 | 0.06% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 42 |
WSM | WILLIAMS SONOMA INC | 42 | 42 | 0.06% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
VO | VANGUARD MID-CAP ETF | 42 | 42 | 0.09% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR TRUST SERIES 1 | 42 | 42 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
LMT | LOCKHEED MARTIN CORP | 42 | 42 | 0.03% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 42 |
YUM | YUM! BRANDS INC | 42 | 42 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VTI | VANGUARD TOTAL STOCK M... | 42 | 42 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
VUG | VANGUARD LARGE CAP GRO... | 42 | 42 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
VYM | VANGUARD WHITEHALL FDS... | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
VTV | VANGUARD LARGE CAP VAL... | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PPG | PPG INDUSTRIES | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FDX | FEDEX CORP | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
K | KELLOGG COMPANY | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FB | META PLATFORMS INC | 41 | 41 | 0.04% | 1.60% | 2.63% | Q3 2013 | Q3 2023 | 41 |
GIS | GENERAL MLS INC | 41 | 41 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q2 2023 | 41 |
CL | COLGATE PALMOLIVE CO | 41 | 41 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2023 | 41 |
UPS | UNITED PARCEL SERVICE INC | 41 | 41 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2023 | 41 |
HON | HONEYWELL INTL INC | 39 | 1 | 0.02% | 0.13% | 0.16% | Q2 2013 | Q2 2023 | 40 |
BDX | BECTON DICKINSON & CO | 40 | 40 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q1 2023 | 40 |
MA | MASTERCARD INCORPORATED | 38 | 38 | 0.12% | 0.99% | 1.56% | Q2 2014 | Q3 2023 | 38 |
IWM | ISHARES TR | 28 | 3 | 0.01% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 38 |
MCY | MERCURY GENL CORP NEW | 37 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2022 | 38 |
CR | CRANE COMPANY | 36 | 36 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q1 2022 | 36 |
PANW | PALO ALTO NETWORKS INC | 35 | 35 | 0.04% | 1.13% | 2.95% | Q1 2015 | Q3 2023 | 35 |
VBR | VANGUARD SMALL-CAP VAL... | 28 | 3 | 0.01% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 34 |
WEC | WEC ENERGY GROUP INC | 34 | 34 | 0.11% | 0.18% | 0.31% | Q2 2015 | Q3 2023 | 34 |
WBA | WALGREENS BOOTS ALLIAN... | 34 | 34 | 0.02% | 0.10% | 0.19% | Q4 2014 | Q1 2023 | 34 |
MKC | MCCORMICK & CO INC | 34 | 34 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
NFLX | NETFLIX, INC | 33 | 33 | 0.04% | 0.43% | 0.78% | Q3 2015 | Q3 2023 | 33 |
WFC | WELLS FARGO CO NEW | 27 | 6 | 0.02% | 0.17% | 0.33% | Q2 2013 | Q2 2022 | 33 |
GOOG | ALPHABET INC | 32 | 32 | 2.59% | 3.46% | 4.35% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET INC | 32 | 32 | 2.02% | 2.60% | 3.42% | Q4 2015 | Q3 2023 | 32 |
MDT | MEDTRONIC PLC | 32 | 32 | 0.03% | 0.19% | 0.66% | Q1 2015 | Q4 2022 | 32 |
PACW | PACWEST BANCORP DEL | 27 | 5 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2022 | 32 |
CHTR | CHARTER COMMUNICATIONS... | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
RTN | RAYTHEON CO NEW | 28 | 28 | 0.16% | 0.23% | 0.34% | Q2 2013 | Q1 2020 | 28 |
YUMC | YUM CHINA HLDGS INC COM | 28 | 28 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
ITW | ILLINOIS TOOL WORKS | 25 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2021 | 28 |
BA | BOEING COMPANY | 27 | 27 | 0.03% | 0.72% | 1.62% | Q4 2013 | Q2 2020 | 27 |
AL | AIR LEASE CORP CL A | 14 | 2 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q4 2022 | 27 |
EQIX | EQUINIX INC | 26 | 26 | 0.13% | 0.86% | 1.20% | Q2 2017 | Q3 2023 | 26 |
PLD | PROLOGIS, INC | 26 | 26 | 0.14% | 0.74% | 1.25% | Q2 2017 | Q3 2023 | 26 |
BBH | VANECK VECTORS ETF TRUST | 26 | 26 | 0.04% | 0.38% | 0.56% | Q1 2017 | Q2 2023 | 26 |
RDSA | ROYAL DUTCH SHELL PLC ... | 24 | 24 | 0.03% | 0.18% | 0.43% | Q2 2013 | Q1 2019 | 24 |
LOW | LOWES COS INC COM | 24 | 24 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2019 | 24 |
GE | GENERAL ELECTRIC CO | 23 | 23 | 0.01% | 1.13% | 2.26% | Q2 2013 | Q4 2018 | 23 |
BKNG | BOOKING HOLDINGS INC | 23 | 23 | 0.14% | 0.19% | 0.30% | Q1 2018 | Q3 2023 | 23 |
BBBY | BED BATH & BEYOND INC | 22 | 22 | 0.03% | 2.00% | 4.48% | Q2 2013 | Q3 2018 | 22 |
NVDA | NVIDIA CORPORATION | 22 | 22 | 0.06% | 1.51% | 4.68% | Q2 2018 | Q3 2023 | 22 |
BLK | BLACKROCK INC | 22 | 22 | 0.32% | 0.72% | 1.06% | Q2 2018 | Q3 2023 | 22 |
SLB | SCHLUMBERGER LTD | 22 | 22 | 0.04% | 0.48% | 1.06% | Q2 2013 | Q3 2018 | 22 |
QQQ | INVESCO QQQ TR | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
FNGN | FINANCIAL ENGINES INC | 21 | 21 | 0.03% | 1.35% | 1.92% | Q2 2013 | Q2 2018 | 21 |
BP | BP PLC ADRS | 12 | 9 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q1 2019 | 21 |
VOE | VANGUARD MID-CAP VALUE... | 15 | 6 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2019 | 21 |
TWX | TIME WARNER INC | 20 | 20 | 0.45% | 0.58% | 0.68% | Q2 2013 | Q1 2018 | 20 |
DNKN | DUNKIN' BRANDS GROUP INC | 17 | 1 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2020 | 19 |
BABA | ALIBABA GROUP HLDG LTD | 18 | 18 | 0.04% | 0.26% | 0.36% | Q2 2017 | Q3 2021 | 18 |
USB | US BANCORP DEL | 18 | 18 | 0.04% | 0.07% | 0.10% | Q3 2015 | Q4 2019 | 18 |
HSY | HERSHEY CO | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 18 |
HSIC | SCHEIN HENRY INC | 17 | 17 | 0.20% | 0.88% | 1.38% | Q3 2013 | Q3 2017 | 17 |
TSLA | TESLA INC | 15 | 1 | 0.03% | 0.14% | 0.26% | Q2 2017 | Q3 2023 | 17 |
D | DOMINION RESOURCES INC... | 17 | 17 | 0.05% | 0.10% | 0.11% | Q2 2013 | Q2 2017 | 17 |
CVS | CVS HEALTH CORPORATION | 16 | 1 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q3 2018 | 17 |
VB | VANGUARD SMALL CAP ETF | 14 | 3 | 0.01% | 0.04% | 0.05% | Q3 2016 | Q3 2023 | 17 |
ADP | AUTOMATIC DATA PROCESS... | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2023 | 17 |
ESRX | EXPRESS SCRIPTS HOLDIN... | 16 | 16 | 0.04% | 1.80% | 2.36% | Q2 2013 | Q1 2017 | 16 |
JWN | NORDSTROM INC | 16 | 16 | 0.05% | 0.13% | 0.18% | Q2 2013 | Q1 2017 | 16 |
BEN | FRANKLIN RESOURCES INC | 13 | 3 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2017 | 16 |
QCOM | QUALCOMM INC | 15 | 15 | 0.04% | 1.45% | 2.58% | Q2 2013 | Q4 2016 | 15 |
LUXTY | LUXOTTICA GROUP S P A ADR | 13 | 2 | 0.04% | 1.33% | 2.23% | Q2 2013 | Q1 2017 | 15 |
AZO | AUTOZONE INC | 12 | 3 | 0.09% | 0.96% | 1.82% | Q2 2014 | Q3 2023 | 15 |
PCLN | PRICELINE GRP INC | 15 | 15 | 0.04% | 0.17% | 0.30% | Q2 2014 | Q4 2017 | 15 |
EW | EDWARDS LIFESCIENCES CORP | 13 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q2 2023 | 15 |
DG | DOLLAR GEN CORP NEW | 14 | 14 | 0.07% | 1.09% | 1.83% | Q2 2013 | Q3 2016 | 14 |
TMO | THERMO FISHER SCIENTIF... | 14 | 14 | 0.27% | 0.82% | 1.16% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.14% | 0.40% | 0.68% | Q2 2020 | Q3 2023 | 14 |
ORLY | O REILLY AUTOMOTIVE IN... | 11 | 3 | 0.07% | 0.34% | 0.74% | Q3 2014 | Q3 2023 | 14 |
IVV | ISHARES TR | 14 | 14 | 0.18% | 0.23% | 0.27% | Q2 2020 | Q3 2023 | 14 |
KHC | KRAFT HEINZ COMPANY | 14 | 14 | 0.06% | 0.14% | 0.18% | Q3 2015 | Q4 2018 | 14 |
VOO | VANGUARD S&P 500 ETF | 14 | 14 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SRCL | STERICYCLE INC | 13 | 13 | 1.42% | 1.68% | 2.05% | Q2 2013 | Q2 2016 | 13 |
WFM | WHOLE FOODS MKT INC | 13 | 13 | 0.27% | 0.40% | 0.60% | Q2 2013 | Q2 2016 | 13 |
CELG | CELGENE CORP COM | 13 | 13 | 0.06% | 0.33% | 0.46% | Q3 2014 | Q3 2017 | 13 |
JCI | JOHNSON CTLS INC | 13 | 13 | 0.24% | 0.30% | 0.36% | Q2 2013 | Q2 2016 | 13 |
BAM | BROOKFIELD ASSET MGMT INC | 12 | 12 | 0.02% | 0.32% | 0.54% | Q4 2019 | Q3 2022 | 12 |
LYV | LIVE NATION ENTERTAINM... | 12 | 12 | 0.15% | 0.19% | 0.22% | Q2 2017 | Q1 2020 | 12 |
TWC | TIME WARNER CABLE INC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q1 2016 | 12 |
COP | CONOCOPHILLIPS | 9 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2019 | 12 |
PRXL | PAREXEL INTL CORP | 10 | 2 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q3 2017 | 12 |
DHR | DANAHER CORPORATION | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
AXP | AMERICAN EXPRESS CO | 11 | 11 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2015 | 11 |
DD | DU PONT E I DE NEMOURS... | 11 | 11 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q4 2015 | 11 |
MDY | SPDR S&P MIDCAP 400 ET... | 11 | 11 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2015 | 11 |
CAT | CATERPILLAR INC DEL | 5 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 11 |
GOOGL | GOOGLE INC | 10 | 10 | 1.60% | 2.53% | 3.90% | Q2 2013 | Q3 2015 | 10 |
TYG | TORTOISE ENERGY INFRST... | 10 | 10 | 0.78% | 1.05% | 1.20% | Q2 2013 | Q3 2015 | 10 |
GILD | GILEAD SCIENCES INC | 10 | 10 | 0.08% | 0.85% | 1.38% | Q2 2014 | Q3 2016 | 10 |
AGN | ALLERGAN PLC | 10 | 10 | 0.52% | 0.84% | 1.24% | Q2 2015 | Q3 2017 | 10 |
UTX | UNITED TECHNOLOGIES CORP | 10 | 10 | 0.20% | 0.43% | 0.51% | Q2 2013 | Q3 2015 | 10 |
CMG | CHIPOTLE MEXICAN GRILL... | 10 | 10 | 0.17% | 0.22% | 0.29% | Q2 2013 | Q3 2015 | 10 |
PYPL | PAYPAL HOLDINGS INC | 10 | 10 | 0.08% | 0.18% | 0.32% | Q1 2021 | Q2 2023 | 10 |
CMCSK | COMCAST CORP NEW | 10 | 10 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q3 2015 | 10 |
EPD | ENTERPRISE PRODS PARTN... | 10 | 10 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2015 | 10 |
CYN | CITY NATL CORP | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2015 | 10 |
ETP | ENERGY TRANSFER PRTNRS... | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2015 | 10 |
MMP | MAGELLAN MIDSTREAM PRT... | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2015 | 10 |
A309PS | DIRECTV | 9 | 9 | 0.09% | 1.18% | 1.55% | Q2 2013 | Q2 2015 | 9 |
KRFT | KRAFT FOODS GROUP INC | 9 | 9 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
VOD | VODAFONE GROUP PLC NEW | 9 | 9 | 0.05% | 0.13% | 0.32% | Q1 2014 | Q1 2016 | 9 |
AGU | AGRIUM INC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
TRV | TRAVELERS COS INC/THE | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q4 2016 | 9 |
WEC | WISCONSIN ENERGY CORP | 8 | 8 | 0.22% | 0.24% | 0.25% | Q2 2013 | Q1 2015 | 8 |
VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.04% | 0.20% | 0.26% | Q2 2013 | Q1 2015 | 8 |
LAZ | LAZARD LTD | 8 | 8 | 0.09% | 0.13% | 0.15% | Q2 2017 | Q1 2019 | 8 |
EWH | ISHARES INC | 7 | 1 | 0.02% | 0.11% | 0.14% | Q2 2013 | Q4 2021 | 8 |
LNKD | LINKEDIN CORP | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2013 | Q3 2015 | 8 |
PAA | PLAINS ALL AMERN PIPEL... | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
BPL | BUCKEYE PARTNERS L P | 7 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2015 | 8 |
AGN | ALLERGAN INC | 7 | 7 | 0.59% | 0.97% | 1.26% | Q2 2013 | Q4 2014 | 7 |
MDT | MEDTRONIC INC | 7 | 7 | 0.56% | 0.58% | 0.62% | Q2 2013 | Q4 2014 | 7 |
KORS | MICHAEL KORS HLDGS LTD | 7 | 7 | 0.28% | 0.44% | 0.52% | Q3 2013 | Q1 2015 | 7 |
EWS | ISHARES INC | 7 | 7 | 0.09% | 0.13% | 0.15% | Q2 2013 | Q4 2014 | 7 |
EXPD | EXPEDITORS INTL WASH INC | 7 | 7 | 0.05% | 0.13% | 0.17% | Q2 2013 | Q4 2014 | 7 |
EWY | ISHARES INC | 6 | 1 | 0.02% | 0.07% | 0.08% | Q2 2013 | Q4 2021 | 7 |
EFA | ISHARES TR | 7 | 7 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q4 2014 | 7 |
XRAY | DENTSPLY SIRONA INC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2017 | 7 |
DFAC | DIMENSIONAL US CORE EQ... | 4 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 7 |
GOOG | GOOGLE INC | 6 | 6 | 1.82% | 2.02% | 2.42% | Q2 2014 | Q3 2015 | 6 |
OAK | OAKTREE CAP GROUP LLC | 6 | 6 | 0.09% | 0.96% | 1.27% | Q2 2013 | Q3 2014 | 6 |
WAG | WALGREEN CO | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 6 |
JCI | JOHNSON CTLS INTL PLC | 6 | 6 | 0.08% | 0.14% | 0.24% | Q3 2016 | Q4 2017 | 6 |
FAST | FASTENAL CO | 6 | 6 | 0.08% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
LULU | LULULEMON ATHLETICA INC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
4945SC | KINDER MORGAN ENERGY P... | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
EEM | ISHARES TR | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
ETSY | ETSY INC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 6 |
EXAS | EXACT SCIENCES CORP | 4 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q2 2020 | 6 |
BIDU | BAIDU INC SPON ADR | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2021 | 6 |
BROOKFIELD CORP | 4 | 4 | 0.18% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 | |
LLY | LILLY ELI & CO | 4 | 4 | 0.02% | 0.24% | 0.88% | Q4 2022 | Q3 2023 | 4 |
COH | COACH INC | 4 | 4 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q1 2014 | 4 |
TGT | TARGET CORP | 4 | 4 | 0.12% | 0.13% | 0.16% | Q2 2013 | Q1 2014 | 4 |
GLD | SPDR GOLD TRUST | 4 | 4 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2014 | 4 |
VEU | VANGUARD INTL EQUITY I... | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
NSC | NORFOLK SOUTHERN CORP | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q4 2015 | 4 |
SRE | SEMPRA ENERGY | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
DIMENSIONAL ETF TRUST | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 | |
VOD | VODAFONE GROUP PLC NEW | 3 | 3 | 0.43% | 0.55% | 0.63% | Q2 2013 | Q4 2013 | 3 |
MSCI | MSCI INC | 3 | 3 | 0.15% | 0.23% | 0.37% | Q1 2023 | Q3 2023 | 3 |
BSV | VANGUARD BD INDEX FDS | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SYY | SYSCO CORP | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
KMI | KINDER MORGAN INC DEL | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
BIV | VANGUARD BD INDEX FDS | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ADNT | ADIENT PLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q4 2017 | 3 |
PSX | PHILLIPS 66 | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 3 |
ZBH | ZIMMER BIOMET HOLDINGS... | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 3 |
VV | VANGUARD INDEX FDS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
IBB | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
IDU | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BROOKFIELD ASSET MANAG... | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 | |
MJN | MEAD JOHNSON NUTRITION CO | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q4 2016 | 2 |
CRANE HLDGS CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 | |
NVS | NOVARTIS A G | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
BFB | BROWN FORMAN CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
XRAY | DENTSPLY INTL INC NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2015 | 2 |
QQQ | POWERSHARES QQQ TRUST | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
TXT | TEXTRON INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
DOCU | DOCUSIGN INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
REXR | REXFORD INDL RLTY INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
WARNER BROS DISCOVERY INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 | |
IWF | ISHARES TR | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 2 |
SENS | SENSEONICS HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
NSRGY | NESTLE SA SPONSORED ADR | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2019 | Q3 2019 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
B108PS | ACTAVIS PLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2015 | Q1 2015 | 1 |
DE | DEERE & CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
EQUITY RESIDENTIAL OPE... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 | |
T ROWE PRICE GROWTH ST... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 | |
TWTR | TWITTER INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
BEAM | BEAM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
AMBA | AMBARELLA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
T ROWE PRICE MID CAP G... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 | |
EBAY | EBAY INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
VEA | VANGUARD TAX MANAGED I... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
FMI COMMON STOCK FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 | |
IEV | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CCL | CARNIVAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIDELITY CONTRAFUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 | |
IVW | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NEXTPLAY TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
IJK | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IWS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and BERKSHIRE HATHAWAY INC DEL, are the highest-conviction holdings of MOGY JOEL R INVESTMENT COUNSEL INC.
The conviction is calculated by counting the number of quarters a security has been reported by MOGY JOEL R INVESTMENT COUNSEL INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MOGY JOEL R INVESTMENT COUNSEL INC owns currently or has owned in the past.