Mogy Joel R Investment Counsel Inc 13F 持仓 · 2026年Q2
Mogy Joel R Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 121 只证券，申报市值合计 17.45 亿美元。前几大持仓：NVDA（14.66%）、AAPL（9.79%）、GOOG（6.62%）。本季前 25 大持仓中：增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $255.9M | 14.66% | 1.3M | 减持 |
| 2 | AAPL | APPLE INC | $170.9M | 9.79% | 590,640 | 减持 |
| 3 | GOOG | ALPHABET INC | $115.6M | 6.62% | 327,135 | 减持 |
| 4 | GOOGL | ALPHABET INC | $109.2M | 6.26% | 305,497 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $106.8M | 6.12% | 286,312 | 增持 |
| 6 | PANW | PALO ALTO NETWORKS INC | $105.0M | 6.02% | 308,019 | 减持 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $91.3M | 5.23% | 97,596 | 减持 |
| 8 | AMZN | AMAZON COM INC | $82.2M | 4.71% | 344,856 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $65.0M | 3.73% | 129,970 | 减持 |
| 10 | V | VISA INC | $63.4M | 3.63% | 184,802 | 减持 |
| 11 | META | META PLATFORMS INC | $53.7M | 3.08% | 95,355 | 减持 |
| 12 | LLY | ELI LILLY & CO | $47.6M | 2.72% | 39,645 | 增持 |
| 13 | IDXX | IDEXX LABS INC | $45.0M | 2.58% | 85,445 | 减持 |
| 14 | SYK | STRYKER CORPORATION | $31.5M | 1.80% | 100,030 | 增持 |
| 15 | CRM | SALESFORCE INC | $29.1M | 1.67% | 185,992 | 减持 |
| 16 | ISRG | INTUITIVE SURGICAL INC | $27.7M | 1.58% | 69,534 | 增持 |
| 17 | ORLY | OREILLY AUTOMOTIVE INC | $23.7M | 1.36% | 256,847 | 增持 |
| 18 | MA | MASTERCARD INCORPORATED | $20.3M | 1.16% | 39,465 | 减持 |
| 19 | AZO | AUTOZONE INC | $19.9M | 1.14% | 6,240 | 减持 |
| 20 | NFLX | NETFLIX INC. | $19.0M | 1.09% | 265,568 | 增持 |
| 21 | ORCL | ORACLE CORP | $18.3M | 1.05% | 124,961 | 减持 |
| 22 | CSCO | CISCO SYS INC | $15.9M | 0.91% | 135,231 | 持平 |
| 23 | INTU | INTUIT | $15.7M | 0.90% | 60,028 | 减持 |
| 24 | MSCI | MSCI INC | $15.0M | 0.86% | 26,758 | 减持 |
| 25 | BLK | BLACKROCK INC | $14.7M | 0.84% | 15,331 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR