Mogy Joel R Investment Counsel Inc holds a focused book of 121 stocks worth $1.7B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Themes Transatlantic Defense and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1126735/holdings"
Use Arkolith to show MOGY JOEL R INVESTMENT COUNSEL INC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $255.9M | 1.28M | 14.7% | ▼−0.2% Reduced · −2K sh | |
| 2 | Apple Inc COM | $170.9M | 590.6K | 9.8% | ▼−0.3% Reduced · −2K sh | |
| 3 | Alphabet Inc CAP STK CL C | $115.6M | 327.1K | 6.6% | ▼−0.3% Reduced · −964 sh | |
| 4 | Alphabet Inc CAP STK CL A | $109.2M | 305.5K | 6.3% | ▼−0.2% Reduced · −652 sh | |
| 5 | Microsoft Corp COM | $106.8M | 286.3K | 6.1% | ▲+0.2% Added · +538 sh | |
| 6 | Palo Alto Networks Inc COM | $105.0M | 308.0K | 6.0% | ▼−0.2% Reduced · −767 sh | |
| 7 | Costco Wholesale Corporation COM | $91.3M | 97.6K | 5.2% | ▼−0.2% Reduced · −233 sh | |
| 8 | Amazon Com Inc COM | $82.2M | 344.9K | 4.7% | ▼−0.2% Reduced · −688 sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $65.0M | 130.0K | 3.7% | ▼−0.5% Reduced · −595 sh | |
| 10 | Visa Inc COM CL A | $63.4M | 184.8K | 3.6% | ▼−0.1% Reduced · −249 sh | |
| 11 | Meta Platforms Inc CL A | $53.7M | 95.4K | 3.1% | ▼−0.3% Reduced · −332 sh | |
| 12 | Eli Lilly & Co COM | $47.6M | 39.6K | 2.7% | ▲+0.1% Added · +45 sh | |
| 13 | Idexx Labs Inc COM | $45.0M | 85.4K | 2.6% | ▼−0.1% Reduced · −47 sh | |
| 14 | Stryker Corporation COM | $31.5M | 100.0K | 1.8% | ▲+0.1% Added · +75 sh | |
| 15 | Salesforce Inc COM | $29.1M | 186.0K | 1.7% | ▼−4.2% Reduced · −8K sh | |
| 16 | Intuitive Surgical Inc COM NEW | $27.7M | 69.5K | 1.6% | ▲+0.2% Added · +158 sh | |
| 17 | Oreilly Automotive Inc COM | $23.7M | 256.8K | 1.4% | ▲+0.2% Added · +597 sh | |
| 18 | Mastercard Incorporated CL A | $20.3M | 39.5K | 1.2% | ▼−0.1% Reduced · −20 sh | |
| 19 | Autozone Inc COM | $19.9M | 6.2K | 1.1% | ▼−0.4% Reduced · −27 sh | |
| 20 | Netflix Inc. COM | $19.0M | 265.6K | 1.1% | ▲+0.3% Added · +850 sh | |
| 21 | Oracle Corp COM | $18.3M | 125.0K | 1.0% | ▼−2.3% Reduced · −3K sh | |
| 22 | Cisco Sys Inc COM | $15.9M | 135.2K | 0.9% | —Held | |
| 23 | Intuit COM | $15.7M | 60.0K | 0.9% | ▼−12% Reduced · −8K sh | |
| 24 | Msci Inc COM | $15.0M | 26.8K | 0.9% | ▼−0.4% Reduced · −101 sh | |
| 25 | BlackRock Inc COM | $14.7M | 15.3K | 0.8% | ▼−0.5% Reduced · −75 sh | |
| 26 | Home Depot Inc COM | $14.0M | 39.7K | 0.8% | ▼−0.6% Reduced · −250 sh | |
| 27 | Abbvie Inc COM | $10.5M | 41.9K | 0.6% | ▼−2.6% Reduced · −1K sh | |
| 28 | WW Grainger Inc COM | $10.3M | 7.6K | 0.6% | ▲+0.1% Added · +5 sh | |
| 29 | Booking Holdings Inc COM | $10.3M | 57.6K | 0.6% | ▲24× Added · +55K sh | |
| 30 | Accenture PLC Ireland SHS CLASS A | $9.2M | 74.2K | 0.5% | ▼−3.4% Reduced · −3K sh | |
| 31 | Union Pac Corp COM | $8.5M | 31.2K | 0.5% | —Held | |
| 32 | Johnson & Johnson COM | $7.8M | 30.7K | 0.4% | ▼−0.6% Reduced · −200 sh | |
| 33 | Walmart Inc COM | $6.8M | 59.8K | 0.4% | ▼−1.6% Reduced · −945 sh | |
| 34 | Berkshire Hathaway Inc Del CL A | $6.7M | 9 | 0.4% | —Held | |
| 35 | Starbucks Corp COM | $5.4M | 53.0K | 0.3% | —Held | |
| 36 | Procter & Gamble Co COM | $5.1M | 34.8K | 0.3% | —Held | |
| 37 | Abbott Laboratories COM | $5.1M | 55.7K | 0.3% | ▼−4.8% Reduced · −3K sh | |
| 38 | Adobe Inc COM | $4.2M | 20.5K | 0.2% | ▼−36% Reduced · −12K sh | |
| 39 | Pepsico Inc COM | $4.1M | 30.5K | 0.2% | —Held | |
| 40 | Exxon Mobil Corp COM | $4.1M | 29.9K | 0.2% | —Held | |
| 41 | Ishares TR CORE S&P500 ETF | $3.9M | 5.2K | 0.2% | —Held | |
| 42 | Merck & Co Inc COM | $3.4M | 26.7K | 0.2% | —Held | |
| 43 | NextEra Energy Inc COM | $2.6M | 29.8K | 0.1% | —Held | |
| 44 | Prologis Inc. COM | $2.5M | 18.8K | 0.1% | —Held | |
| 45 | Disney Walt Co COM | $2.4M | 24.8K | 0.1% | —Held | |
| 46 | Vanguard Index FDS S&P 500 ETF SHS | $2.4M | 3.4K | 0.1% | ▲+5.1% Added · +167 sh | |
| 47 | Williams Sonoma Inc COM | $2.3M | 9.8K | 0.1% | —Held | |
| 48 | Vanguard Index FDS GROWTH ETF | $2.2M | 26.0K | 0.1% | ▲+500% Added · +22K sh | |
| 49 | Equinix Inc COM | $2.2M | 2.1K | 0.1% | —Held | |
| 50 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 5.9K | 0.1% | ▲+0.3% Added · +15 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.