0001398344-16-009447.txt : 20160202
0001398344-16-009447.hdr.sgml : 20160202
20160202120041
ACCESSION NUMBER: 0001398344-16-009447
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160202
DATE AS OF CHANGE: 20160202
EFFECTIVENESS DATE: 20160202
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: 161379908
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
12-31-2015
12-31-2015
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
02-02-2016
0
127
533093
INFORMATION TABLE
2
fp0017780_13fhr-table.xml
13F INFORMATION TABLE
AT&T INC
COM
00206R102
7112
20668
SH
SOLE
0
0
206687
ABBOTT LABS
COM
002824100
3165
7046
SH
SOLE
0
0
70466
ABBVIE INC
COM
00287Y109
4323
7296
SH
SOLE
0
0
72966
ADOBE SYS INC
COM
00724F101
1531
1630
SH
SOLE
0
0
16300
AIR LEASE CORP
CL A
00912X302
238
710
SH
SOLE
0
0
7100
ALPHABET INC
CAP STK CL C
02079K107
15342
2021
SH
SOLE
0
0
20217
ALPHABET INC
CAP STK CL A
02079K305
12078
1552
SH
SOLE
0
0
15524
ALTRIA GROUP INC
COM
02209S103
4161
7148
SH
SOLE
0
0
71485
AMAZON COM INC
COM
023135106
7681
1136
SH
SOLE
0
0
11365
AMERICAN EXPRESS CO
COM
025816109
216
310
SH
SOLE
0
0
3100
AMGEN INC
COM
031162100
1089
671
SH
SOLE
0
0
6710
APPLE INC
COM
037833100
24827
23585
SH
SOLE
0
0
235859
AUTOZONE INC
COM
053332102
8947
1206
SH
SOLE
0
0
12060
BECTON DICKINSON & CO
COM
075887109
277
180
SH
SOLE
0
0
1800
BED BATH & BEYOND INC
COM
075896100
10799
22382
SH
SOLE
0
0
223822
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
2374
1
SH
SOLE
0
0
12
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
22433
16989
SH
SOLE
0
0
169899
BIOGEN INC
COM
09062X103
1991
650
SH
SOLE
0
0
6500
BOEING CO
COM
097023105
1949
1348
SH
SOLE
0
0
13482
BRISTOL MYERS SQUIBB CO
COM
110122108
2242
3259
SH
SOLE
0
0
32597
CSX CORP
COM
126408103
830
3200
SH
SOLE
0
0
32000
CVS HEALTH CORP
COM
126650100
291
298
SH
SOLE
0
0
2981
CELGENE CORP
COM
151020104
2431
2030
SH
SOLE
0
0
20300
CHEVRON CORP NEW
COM
166764100
2798
3110
SH
SOLE
0
0
31107
CISCO SYS INC
COM
17275R102
14721
54211
SH
SOLE
0
0
542114
COCA COLA CO
COM
191216100
1299
3023
SH
SOLE
0
0
30234
COLGATE PALMOLIVE CO
COM
194162103
408
612
SH
SOLE
0
0
6124
COMCAST CORP NEW
CL A
20030N101
1345
2384
SH
SOLE
0
0
23842
COSTCO WHSL CORP NEW
COM
22160K105
17065
10566
SH
SOLE
0
0
105667
CRANE CO
COM
224399105
334
699
SH
SOLE
0
0
6990
DENTSPLY INTL INC NEW
COM
249030107
231
380
SH
SOLE
0
0
3800
DISNEY WALT CO
COM DISNEY
254687106
14632
13924
SH
SOLE
0
0
139248
DOLLAR GEN CORP NEW
COM
256677105
453
630
SH
SOLE
0
0
6300
DOMINION RES INC VA NEW
COM
25746U109
515
761
SH
SOLE
0
0
7612
DU PONT E I DE NEMOURS & CO
COM
263534109
333
500
SH
SOLE
0
0
5000
EXPRESS SCRIPTS HLDG CO
COM
30219G108
12573
14384
SH
SOLE
0
0
143845
EXXON MOBIL CORP
COM
30231G102
11606
14889
SH
SOLE
0
0
148895
FACEBOOK INC
CL A
30303M102
4331
4138
SH
SOLE
0
0
41385
FEDEX CORP
COM
31428X106
305
205
SH
SOLE
0
0
2050
FINANCIAL ENGINES INC
COM
317485100
8007
23780
SH
SOLE
0
0
237809
FRANKLIN RES INC
COM
354613101
280
760
SH
SOLE
0
0
7600
GENERAL ELECTRIC CO
COM
369604103
6057
19443
SH
SOLE
0
0
194431
GENERAL MLS INC
COM
370334104
588
1020
SH
SOLE
0
0
10200
GILEAD SCIENCES INC
COM
375558103
7333
7246
SH
SOLE
0
0
72465
HOME DEPOT INC
COM
437076102
9508
7189
SH
SOLE
0
0
71894
HONEYWELL INTL INC
COM
438516106
694
670
SH
SOLE
0
0
6700
IDEXX LABS INC
COM
45168D104
3748
5140
SH
SOLE
0
0
51405
ILLINOIS TOOL WKS INC
COM
452308109
204
220
SH
SOLE
0
0
2200
INTEL CORP
COM
458140100
4311
12513
SH
SOLE
0
0
125131
INTERNATIONAL BUSINESS MACHS
COM
459200101
2903
2109
SH
SOLE
0
0
21096
INTUIT
COM
461202103
1707
1769
SH
SOLE
0
0
17690
INTUITIVE SURGICAL INC
COM NEW
46120E602
2063
377
SH
SOLE
0
0
3778
ISHARES TR
CORE S&P MCP ETF
464287507
2193
1573
SH
SOLE
0
0
15738
ISHARES TR
RUSSELL 2000 ETF
464287655
782
694
SH
SOLE
0
0
6948
ISHARES TR
CORE S&P SCP ETF
464287804
751
682
SH
SOLE
0
0
6820
JPMORGAN CHASE & CO
COM
46625H100
419
634
SH
SOLE
0
0
6343
JOHNSON & JOHNSON
COM
478160104
18652
18157
SH
SOLE
0
0
181579
JOHNSON CTLS INC
COM
478366107
1327
3360
SH
SOLE
0
0
33600
KELLOGG CO
COM
487836108
376
520
SH
SOLE
0
0
5200
KRAFT HEINZ CO
COM
500754106
785
1079
SH
SOLE
0
0
10790
LOCKHEED MARTIN CORP
COM
539830109
717
330
SH
SOLE
0
0
3300
LOWES COS INC
COM
548661107
403
530
SH
SOLE
0
0
5300
LUXOTTICA GROUP S P A
SPONSORED ADR
55068R202
10957
16893
SH
SOLE
0
0
168935
MASTERCARD INC
CL A
57636Q104
1964
2017
SH
SOLE
0
0
20170
MCCORMICK & CO INC
COM NON VTG
579780206
321
375
SH
SOLE
0
0
3750
MCDONALDS CORP
COM
580135101
880
745
SH
SOLE
0
0
7450
MERCK & CO INC NEW
COM
58933Y105
2745
5196
SH
SOLE
0
0
51960
MERCURY GENL CORP NEW
COM
589400100
233
500
SH
SOLE
0
0
5000
MICROSOFT CORP
COM
594918104
19267
34727
SH
SOLE
0
0
347279
MONDELEZ INTL INC
CL A
609207105
2972
6628
SH
SOLE
0
0
66286
NETFLIX INC
COM
64110L106
242
211
SH
SOLE
0
0
2116
NEXTERA ENERGY INC
COM
65339F101
1861
1791
SH
SOLE
0
0
17916
NIKE INC
CL B
654106103
6617
10587
SH
SOLE
0
0
105874
NORDSTROM INC
COM
655664100
540
1085
SH
SOLE
0
0
10850
NORFOLK SOUTHERN CORP
COM
655844108
216
255
SH
SOLE
0
0
2550
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
1963
774
SH
SOLE
0
0
7745
ORACLE CORP
COM
68389X105
9222
25243
SH
SOLE
0
0
252439
PPG INDS INC
COM
693506107
376
380
SH
SOLE
0
0
3800
PACWEST BANCORP DEL
COM
695263103
302
700
SH
SOLE
0
0
7000
PALO ALTO NETWORKS INC
COM
697435105
3141
1783
SH
SOLE
0
0
17830
PAREXEL INTL CORP
COM
699462107
307
450
SH
SOLE
0
0
4500
PEPSICO INC
COM
713448108
12357
12367
SH
SOLE
0
0
123673
PFIZER INC
COM
717081103
4414
13675
SH
SOLE
0
0
136754
PHILIP MORRIS INTL INC
COM
718172109
4714
5362
SH
SOLE
0
0
53625
PRICE T ROWE GROUP INC
COM
74144T108
3617
5060
SH
SOLE
0
0
50600
PRICELINE GRP INC
COM NEW
741503403
912
71
SH
SOLE
0
0
715
PROCTER & GAMBLE CO
COM
742718109
12052
15177
SH
SOLE
0
0
151773
QUALCOMM INC
COM
747525103
226
452
SH
SOLE
0
0
4520
RAYTHEON CO
COM NEW
755111507
1258
1010
SH
SOLE
0
0
10100
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
527
1150
SH
SOLE
0
0
11504
SPDR S&P 500 ETF TR
TR UNIT
78462F103
695
341
SH
SOLE
0
0
3410
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
226
88
SH
SOLE
0
0
889
SALESFORCE COM INC
COM
79466L302
12727
16234
SH
SOLE
0
0
162340
SCHEIN HENRY INC
COM
806407102
6101
3857
SH
SOLE
0
0
38570
SCHLUMBERGER LTD
COM
806857108
2567
3679
SH
SOLE
0
0
36796
SCHWAB CHARLES CORP NEW
COM
808513105
663
2012
SH
SOLE
0
0
20125
SIMON PPTY GROUP INC NEW
COM
828806109
4161
2139
SH
SOLE
0
0
21399
SOUTHERN CO
COM
842587107
1986
4244
SH
SOLE
0
0
42441
STARBUCKS CORP
COM
855244109
20425
34024
SH
SOLE
0
0
340241
STERICYCLE INC
COM
858912108
10190
8449
SH
SOLE
0
0
84495
STRYKER CORP
COM
863667101
8458
9100
SH
SOLE
0
0
91008
3M CO
COM
88579Y101
1750
1162
SH
SOLE
0
0
11620
TIME WARNER INC
COM NEW
887317303
2405
3718
SH
SOLE
0
0
37186
TIME WARNER CABLE INC
COM
88732J207
532
286
SH
SOLE
0
0
2869
TRAVELERS COMPANIES INC
COM
89417E109
238
210
SH
SOLE
0
0
2106
US BANCORP DEL
COM NEW
902973304
224
525
SH
SOLE
0
0
5259
UNION PAC CORP
COM
907818108
6931
8863
SH
SOLE
0
0
88638
UNITED PARCEL SERVICE INC
CL B
911312106
289
300
SH
SOLE
0
0
3000
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
680
1018
SH
SOLE
0
0
10186
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1550
1569
SH
SOLE
0
0
15695
VANGUARD INDEX FDS
MID CAP ETF
922908629
880
732
SH
SOLE
0
0
7325
VANGUARD INDEX FDS
GROWTH ETF
922908736
596
560
SH
SOLE
0
0
5600
VANGUARD INDEX FDS
VALUE ETF
922908744
595
730
SH
SOLE
0
0
7300
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
438
419
SH
SOLE
0
0
4196
VERIZON COMMUNICATIONS INC
COM
92343V104
10221
22114
SH
SOLE
0
0
221143
VISA INC
COM CL A
92826C839
14591
18815
SH
SOLE
0
0
188152
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
92857W308
300
929
SH
SOLE
0
0
9293
WEC ENERGY GROUP INC
COM
92939U106
1298
2529
SH
SOLE
0
0
25290
WAL-MART STORES INC
COM
931142103
1543
2517
SH
SOLE
0
0
25174
WALGREENS BOOTS ALLIANCE INC
COM
931427108
996
1169
SH
SOLE
0
0
11692
WELLS FARGO & CO NEW
COM
949746101
1656
3045
SH
SOLE
0
0
30459
WHOLE FOODS MKT INC
COM
966837106
2083
6218
SH
SOLE
0
0
62183
WILLIAMS SONOMA INC
COM
969904101
1144
1958
SH
SOLE
0
0
19580
YUM BRANDS INC
COM
988498101
707
968
SH
SOLE
0
0
9680
ALLERGAN PLC
SHS
G0177J108
6610
2115
SH
SOLE
0
0
21152
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
7681
7350
SH
SOLE
0
0
73500
MEDTRONIC PLC
SHS
G5960L103
1669
2169
SH
SOLE
0
0
21695