Mogy Joel R Investment Counsel Inc.
MOGY JOEL R INVESTMENT COUNSEL INC, founded in 1976, is an independent investment counseling firm headquartered in Beverly Hills, California. The firm provides investment management services primarily to high net worth individuals, families, and institutional clients. With approximately 1.8 billion USD in assets under management and a longstanding reputation, Mogy Joel R is known for its personalized and prudent investment approach, serving clients across the United States. Employee count and specific client details are not publicly disclosed, but the firm has operated for nearly five decades as a registered investment adviser in California.
Investment Strategy
MOGY JOEL R INVESTMENT COUNSEL INC pursues a long-term, fundamentals-driven investment strategy focused on building diversified portfolios for high net worth individuals, families, and select institutions. The firm utilizes active management of publicly traded U.S. equities and fixed income assets, emphasizing capital preservation, portfolio risk management, and consistent returns over market cycles. The counsel adapts investment allocations based on market trends and individual client objectives, with a strong emphasis on independent research and disciplined asset allocation.
Latest 13F Filing Activity
Mogy Joel R Investment Counsel Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 119 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Apple Inc., Alphabet Inc. among other positions. Mogy Joel R Investment Counsel Inc. reduced exposure to Adobe Inc., Accenture PLC Ireland, Salesforce Inc. among others.
Top Holdings
Equity Positions (119)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.10% | $257.3M | 1,379,114 | $20.14 | $186.58 | +$38.1M |
A AAPL | APPLE INC | 8.52% | $155.5M | 610,633 | $31.76 | $254.63 | +$29.3M |
M MSFT | MICROSOFT CORP | 8.14% | $148.6M | 286,835 | $66.65 | $517.95 | +$5.8M |
C COST | COSTCO WHSL CORP NEW | 5.01% | $91.4M | 98,776 | $169.88 | $925.63 | -$6.2M |
G GOOG | ALPHABET INC | 4.54% | $82.8M | 339,999 | $38.52 | $243.55 | +$22.3M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Rock Island, TN , United States |
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