MOGY JOEL R INVESTMENT COUNSEL INC
All 13F Filings
- Location
- Beverly Hills, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,868,515
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 128 | 1,868,515 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
| Q2 2026 | 7/13/2026 | 121 | 1,745,149 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
| Q1 2026 | 4/15/2026 | 114 | 1,597,189 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
| Q4 2025 | 1/30/2026 | 115 | 1,843,194 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
| Q3 2025 | 10/16/2025 | 119 | 1,825,148 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
| Q2 2025 | 7/10/2025 | 127 | 1,731,735 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
| Q1 2014 | 5/14/2014 | 146 | 479,739 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
| Q4 2013 | 2/14/2014 | 142 | 472,601 | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.831 M | 98.0% | 114.1 K | 0 | 114.1 K |
| ETFs | 36.75 K | 2.0% | 9.25 K | 0 | 9.25 K |
| Debt | 754 | 0.0% | 0 | 15 | -15 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
1,868,515
Holdings
128
QoQ value change ($000)
123,366
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.