Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOGY JOEL R INVESTMENT COUNSEL INC | 04-29-2024 | 03-31-2024 | 121 | 1,471,121,847 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $129,482,079 | 143,302 | 0.01 | 0.00 | 15,531 | 12.16 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $124,438,479 | 295,775 | 0.01 | 0.01 | -13,460 | -4.35 | 03-31-2024 |
| APPLE INC | COM | 3 | $109,384,988 | 637,888 | 0.01 | 0.01 | -33,538 | -5.00 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 4 | $73,999,485 | 101,005 | 0.01 | 0.00 | -3,656 | -3.49 | 03-31-2024 |
