Long-term investor
Mogy Joel R Investment Counsel Inc. @mogyjoelrinvestmentcouns
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001126735).
Record
- Tracked since 2025-06-30 (448 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.8% · all +3.8%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 14.7% · long · since 2025-06-30
- AAPL · 9.8% · long · since 2025-06-30
- 02079K107 · 6.6% · long · since 2025-06-30
- GOOGL · 6.3% · long · since 2025-06-30
- MSFT · 6.1% · long · since 2025-06-30
- PANW · 6.0% · long · since 2025-06-30
- COST · 5.2% · long · since 2025-06-30
- AMZN · 4.7% · long · since 2025-06-30
- BRK-B · 3.7% · long · since 2025-06-30
- V · 3.6% · long · since 2025-06-30
- META · 3.1% · long · since 2025-06-30
- LLY · 2.7% · long · since 2025-06-30