President

0001398344-15-000959.txt : 20150213 0001398344-15-000959.hdr.sgml : 20150213 20150213135929 ACCESSION NUMBER: 0001398344-15-000959 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOGY JOEL R INVESTMENT COUNSEL INC CENTRAL INDEX KEY: 0001126735 IRS NUMBER: 953533539 STATE OF INCORPORATION: CA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05915 FILM NUMBER: 15612507 BUSINESS ADDRESS: STREET 1: 315 SO BEVERLY DRIVE, SUITE 400 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 BUSINESS PHONE: 3105520529 MAIL ADDRESS: STREET 1: 315 SO BEVERLY DRIVE, SUITE 400 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001126735 XXXXXXXX 12-31-2014 12-31-2014 false MOGY JOEL R INVESTMENT COUNSEL INC

315 So Beverly Drive, Suite 400 Beverly Hills CA 90212

13F HOLDINGS REPORT 028-05915 N Joel R. Mogy President 310-552-0529 /s/ Joel R. Mogy Beverly Hills CA 02-12-2015 0 146 527727 INFORMATION TABLE 2 fp0013241_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 6603 196570 SH SOLE 0 0 196570 ABBOTT LABS COM 002824100 3190 70866 SH SOLE 0 0 70866 ABBVIE INC COM 00287Y109 4624 70666 SH SOLE 0 0 70666 ADOBE SYS INC COM 00724F101 1185 16300 SH SOLE 0 0 16300 AGRIUM INC COM 008916108 332 3500 SH SOLE 0 0 3500 ALLERGAN INC COM 018490102 6505 30600 SH SOLE 0 0 30600 ALTRIA GROUP INC COM 02209S103 3878 78710 SH SOLE 0 0 78710 AMAZON COM INC COM 023135106 2962 9545 SH SOLE 0 0 9545 AMERICAN EXPRESS CO COM 025816109 572 6150 SH SOLE 0 0 6150 AMGEN INC COM 031162100 1062 6666 SH SOLE 0 0 6666 APPLE INC COM 037833100 25906 234695 SH SOLE 0 0 234695 AUTOZONE INC COM 053332102 2931 4735 SH SOLE 0 0 4735 BP PLC SPONSORED ADR 055622104 701 18388 SH SOLE 0 0 18388 BECTON DICKINSON & CO COM 075887109 1058 7600 SH SOLE 0 0 7600 BED BATH & BEYOND INC COM 075896100 19071 250376 SH SOLE 0 0 250376 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2712 12 SH SOLE 0 0 12 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25234 168057 SH SOLE 0 0 168057 BIOGEN IDEC INC COM 09062X103 2206 6500 SH SOLE 0 0 6500 BOEING CO COM 097023105 321 2470 SH SOLE 0 0 2470 BRISTOL MYERS SQUIBB CO COM 110122108 1718 29097 SH SOLE 0 0 29097 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 229 3023 SH SOLE 0 0 3023 CSX CORP COM 126408103 1203 33192 SH SOLE 0 0 33192 CVS HEALTH CORP COM 126650100 287 2981 SH SOLE 0 0 2981 CELGENE CORP COM 151020104 598 5350 SH SOLE 0 0 5350 CHEVRON CORP NEW COM 166764100 4396 39190 SH SOLE 0 0 39190 CHIPOTLE MEXICAN GRILL INC COM 169656105 1200 1753 SH SOLE 0 0 1753 CISCO SYS INC COM 17275R102 15086 542380 SH SOLE 0 0 542380 CITY NATL CORP COM 178566105 307 3800 SH SOLE 0 0 3800 COCA COLA CO COM 191216100 1728 40925 SH SOLE 0 0 40925 COLGATE PALMOLIVE CO COM 194162103 457 6600 SH SOLE 0 0 6600 COMCAST CORP NEW CL A 20030N101 773 13321 SH SOLE 0 0 13321 COMCAST CORP NEW CL A SPL 20030N200 950 16500 SH SOLE 0 0 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2300 FINANCIAL ENGINES INC COM 317485100 6180 169091 SH SOLE 0 0 169091 FRANKLIN RES INC COM 354613101 437 7901 SH SOLE 0 0 7901 GENERAL ELECTRIC CO COM 369604103 7090 280560 SH SOLE 0 0 280560 GENERAL MLS INC COM 370334104 544 10200 SH SOLE 0 0 10200 GILEAD SCIENCES INC COM 375558103 2362 25060 SH SOLE 0 0 25060 GOOGLE INC CL A 38259P508 8473 15967 SH SOLE 0 0 15967 GOOGLE INC CL C 38259P706 9596 18229 SH SOLE 0 0 18229 HERSHEY CO COM 427866108 213 2050 SH SOLE 0 0 2050 HOME DEPOT INC COM 437076102 7059 67244 SH SOLE 0 0 67244 HONEYWELL INTL INC COM 438516106 699 7000 SH SOLE 0 0 7000 IDEXX LABS INC COM 45168D104 3424 23090 SH SOLE 0 0 23090 ILLINOIS TOOL WKS INC COM 452308109 208 2200 SH SOLE 0 0 2200 INTEL CORP COM 458140100 5496 151450 SH SOLE 0 0 151450 INTERNATIONAL BUSINESS MACHS COM 459200101 3685 22970 SH SOLE 0 0 22970 INTUIT COM 461202103 1222 13250 SH SOLE 0 0 13250 INTUITIVE SURGICAL INC COM NEW 46120E602 1443 2728 SH SOLE 0 0 2728 ISHARES MSCI SINGAP ETF 464286673 493 37700 SH SOLE 0 0 37700 ISHARES MSCI HONG KG ETF 464286871 508 24750 SH SOLE 0 0 24750 ISHARES TR MSCI EAFE ETF 464287465 292 4798 SH SOLE 0 0 4798 ISHARES TR CORE S&P MCP ETF 464287507 2603 17975 SH SOLE 0 0 17975 ISHARES TR RUSSELL 2000 ETF 464287655 921 7698 SH SOLE 0 0 7698 ISHARES TR CORE S&P SCP ETF 464287804 926 8120 SH SOLE 0 0 8120 JPMORGAN CHASE & CO COM 46625H100 430 6875 SH SOLE 0 0 6875 JOHNSON & JOHNSON COM 478160104 18843 180195 SH SOLE 0 0 180195 JOHNSON CTLS INC COM 478366107 1624 33600 SH SOLE 0 0 33600 KELLOGG CO COM 487836108 340 5200 SH SOLE 0 0 5200 KINDER MORGAN INC DEL COM 49456B101 297 7017 SH SOLE 0 0 7017 KRAFT FOODS GROUP INC COM 50076Q106 692 11040 SH SOLE 0 0 11040 LINKEDIN CORP COM CL A 53578A108 565 2460 SH SOLE 0 0 2460 LOCKHEED MARTIN CORP COM 539830109 635 3300 SH SOLE 0 0 3300 LOWES COS INC COM 548661107 365 5300 SH SOLE 0 0 5300 LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 7652 140485 SH SOLE 0 0 140485 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 368 4458 SH SOLE 0 0 4458 MASTERCARD INC CL A 57636Q104 827 9595 SH SOLE 0 0 9595 MCDONALDS CORP COM 580135101 787 8400 SH SOLE 0 0 8400 MEDTRONIC INC COM 585055106 3258 45120 SH SOLE 0 0 45120 MERCK & CO INC NEW COM 58933Y105 3148 55427 SH SOLE 0 0 55427 MERCURY GENL CORP NEW COM 589400100 283 5000 SH SOLE 0 0 5000 MICROSOFT CORP COM 594918104 17678 380585 SH SOLE 0 0 380585 MONDELEZ INTL INC CL A 609207105 2028 55836 SH SOLE 0 0 55836 NEXTERA ENERGY INC COM 65339F101 1936 18216 SH SOLE 0 0 18216 NIKE INC CL B 654106103 4567 47495 SH SOLE 0 0 47495 NORDSTROM INC COM 655664100 921 11600 SH SOLE 0 0 11600 NORFOLK SOUTHERN CORP COM 655844108 280 2550 SH SOLE 0 0 2550 O REILLY AUTOMOTIVE INC NEW COM 67103H107 553 2870 SH SOLE 0 0 2870 ORACLE CORP COM 68389X105 11504 255804 SH SOLE 0 0 255804 PPG INDS INC COM 693506107 555 2400 SH SOLE 0 0 2400 PACWEST BANCORP DEL COM 695263103 318 7000 SH SOLE 0 0 7000 PAREXEL INTL CORP COM 699462107 306 5500 SH SOLE 0 0 5500 PEPSICO INC COM 713448108 10702 113176 SH SOLE 0 0 113176 PFIZER INC COM 717081103 4573 146800 SH SOLE 0 0 146800 PHILIP MORRIS INTL INC COM 718172109 4453 54675 SH SOLE 0 0 54675 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 216 4204 SH SOLE 0 0 4204 PRICE T ROWE GROUP INC COM 74144T108 4143 48250 SH SOLE 0 0 48250 PRICELINE GRP INC COM NEW 741503403 274 240 SH SOLE 0 0 240 PROCTER & GAMBLE CO COM 742718109 14623 160532 SH SOLE 0 0 160532 QUALCOMM INC COM 747525103 12652 170216 SH SOLE 0 0 170216 RAYTHEON CO COM NEW 755111507 1093 10100 SH SOLE 0 0 10100 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1410 21062 SH SOLE 0 0 21062 SPDR S&P 500 ETF TR TR UNIT 78462F103 711 3457 SH SOLE 0 0 3457 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 305 1155 SH SOLE 0 0 1155 SALESFORCE COM INC COM 79466L302 7937 133815 SH SOLE 0 0 133815 SCHEIN HENRY INC COM 806407102 3587 26345 SH SOLE 0 0 26345 SCHLUMBERGER LTD COM 806857108 3583 41946 SH SOLE 0 0 41946 SCHWAB CHARLES CORP NEW COM 808513105 608 20125 SH SOLE 0 0 20125 SIMON PPTY GROUP INC NEW COM 828806109 4661 25594 SH SOLE 0 0 25594 SOUTHERN CO COM 842587107 2209 44974 SH SOLE 0 0 44974 STARBUCKS CORP COM 855244109 13437 163770 SH SOLE 0 0 163770 STERICYCLE INC COM 858912108 8784 67015 SH SOLE 0 0 67015 STRYKER CORP COM 863667101 8416 89224 SH SOLE 0 0 89224 3M CO COM 88579Y101 1832 11147 SH SOLE 0 0 11147 TIME WARNER INC COM NEW 887317303 3495 40919 SH SOLE 0 0 40919 TIME WARNER CABLE INC COM 88732J207 431 2836 SH SOLE 0 0 2836 TORTOISE ENERGY INFRSTRCTR C COM 89147L100 5644 128941 SH SOLE 0 0 128941 TRAVELERS COMPANIES INC COM 89417E109 223 2106 SH SOLE 0 0 2106 UNION PAC CORP COM 907818108 8166 68546 SH SOLE 0 0 68546 UNITED PARCEL SERVICE INC CL B 911312106 334 3000 SH SOLE 0 0 3000 UNITED TECHNOLOGIES CORP COM 913017109 2251 19577 SH SOLE 0 0 19577 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 516 7500 SH SOLE 0 0 7500 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 998 24948 SH SOLE 0 0 24948 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 205 2290 SH SOLE 0 0 2290 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1758 16620 SH SOLE 0 0 16620 VANGUARD INDEX FDS MID CAP ETF 922908629 877 7100 SH SOLE 0 0 7100 VANGUARD INDEX FDS GROWTH ETF 922908736 397 3800 SH SOLE 0 0 3800 VANGUARD INDEX FDS VALUE ETF 922908744 410 4850 SH SOLE 0 0 4850 VANGUARD INDEX FDS TOTAL STK MKT 922908769 370 3490 SH SOLE 0 0 3490 VERIZON COMMUNICATIONS INC COM 92343V104 8517 182058 SH SOLE 0 0 182058 VISA INC COM CL A 92826C839 9983 38075 SH SOLE 0 0 38075 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 513 15009 SH SOLE 0 0 15009 WAL-MART STORES INC COM 931142103 5858 68214 SH SOLE 0 0 68214 WALGREENS BOOTS ALLIANCE INC COM 931427108 315 4136 SH SOLE 0 0 4136 WELLS FARGO & CO NEW COM 949746101 1670 30459 SH SOLE 0 0 30459 WHOLE FOODS MKT INC COM 966837106 2461 48803 SH SOLE 0 0 48803 WILLIAMS SONOMA INC COM 969904101 1557 20580 SH SOLE 0 0 20580 WISCONSIN ENERGY CORP COM 976657106 1334 25290 SH SOLE 0 0 25290 YUM BRANDS INC COM 988498101 705 9680 SH SOLE 0 0 9680 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4579 51275 SH SOLE 0 0 51275 MICHAEL KORS HLDGS LTD SHS G60754101 2484 33080 SH SOLE 0 0 33080