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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 51 | $5,709,960 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOOKING HOLDINGS INC | COM | 52 | $5,079,032 | 1,400 | 0.00 | 0.00 | 508 | 56.95 | 03-31-2024 |
| MERCK & CO INC | COM | 53 | $4,014,345 | 30,423 | 0.00 | 0.00 | -11,847 | -28.03 | 03-31-2024 |
| WALMART INC | COM | 54 | $3,657,674 | 60,789 | 0.00 | 0.00 | 40,252 | 196.00 | 03-31-2024 |
