0001398344-21-002612.txt : 20210208 0001398344-21-002612.hdr.sgml : 20210208 20210208143719 ACCESSION NUMBER: 0001398344-21-002612 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 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: 21600900 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 12-31-2020 12-31-2020 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 310-552-0529 /s/ Joel R. Mogy Beverly Hills CA 02-05-2021 0 107 1012348 INFORMATION TABLE 2 fp0061699_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 1921 66789 SH SOLE 0 0 66789 ABBOTT LABS COM 002824100 6966 63621 SH SOLE 0 0 63621 ABBVIE INC COM 00287Y109 6757 63058 SH SOLE 0 0 63058 ADOBE SYSTEMS INCORPORATED COM 00724F101 20932 41853 SH SOLE 0 0 41853 AIR LEASE CORP CL A 00912X302 315 7100 SH SOLE 0 0 7100 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2718 11680 SH SOLE 0 0 11680 ALPHABET INC CAP STK CL C 02079K107 36005 20552 SH SOLE 0 0 20552 ALPHABET INC CAP STK CL A 02079K305 25382 14482 SH SOLE 0 0 14482 ALTRIA GROUP INC COM 02209S103 1048 25550 SH SOLE 0 0 25550 AMAZON COM INC COM 023135106 54456 16720 SH SOLE 0 0 16720 AMGEN INC COM 031162100 1499 6521 SH SOLE 0 0 6521 APPLE INC COM 037833100 102995 776207 SH SOLE 0 0 776207 AUTOMATIC DATA PROCESSING IN COM 053015103 211 1200 SH SOLE 0 0 1200 BAIDU INC SPON ADR REP A 056752108 210 970 SH SOLE 0 0 970 BECTON DICKINSON & CO COM 075887109 244 975 SH SOLE 0 0 975 BERKSHIRE HATHAWAY INC DEL CL A 084670108 4522 13 SH SOLE 0 0 13 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34641 149397 SH SOLE 0 0 149397 BIOGEN INC COM 09062X103 1592 6500 SH SOLE 0 0 6500 BLACKROCK INC COM 09247X101 7739 10726 SH SOLE 0 0 10726 BOOKING HOLDINGS INC COM 09857L108 1733 778 SH SOLE 0 0 778 BRISTOL-MYERS SQUIBB CO COM 110122108 1916 30895 SH SOLE 0 0 30895 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2197 53225 SH SOLE 0 0 53225 CSX CORP COM 126408103 1978 21800 SH SOLE 0 0 21800 CHARTER COMMUNICATIONS INC N CL A 16119P108 782 1182 SH SOLE 0 0 1182 CHEVRON CORP NEW COM 166764100 1129 13368 SH SOLE 0 0 13368 CISCO SYS INC COM 17275R102 21531 481142 SH SOLE 0 0 481142 COCA COLA CO COM 191216100 1329 24226 SH SOLE 0 0 24226 COLGATE PALMOLIVE CO COM 194162103 513 6000 SH SOLE 0 0 6000 COMCAST CORP NEW CL A 20030N101 2468 47096 SH SOLE 0 0 47096 COSTCO WHSL CORP NEW COM 22160K105 39219 104091 SH SOLE 0 0 104091 CRANE CO COM 224399105 504 6490 SH SOLE 0 0 6490 DANAHER CORPORATION COM 235851102 222 1000 SH SOLE 0 0 1000 DISNEY WALT CO COM 254687106 19588 108113 SH SOLE 0 0 108113 EDWARDS LIFESCIENCES CORP COM 28176E108 271 2970 SH SOLE 0 0 2970 EQUINIX INC COM 29444U700 9753 13656 SH SOLE 0 0 13656 EXXON MOBIL CORP COM 30231G102 1505 36513 SH SOLE 0 0 36513 FACEBOOK INC CL A 30303M102 23742 86916 SH SOLE 0 0 86916 FEDEX CORP COM 31428X106 441 1700 SH SOLE 0 0 1700 GENERAL MLS INC COM 370334104 600 10200 SH SOLE 0 0 10200 HERSHEY CO COM 427866108 203 1333 SH SOLE 0 0 1333 HOME DEPOT INC COM 437076102 30074 113223 SH SOLE 0 0 113223 HONEYWELL INTL INC COM 438516106 1425 6700 SH SOLE 0 0 6700 IDEXX LABS INC COM 45168D104 28227 56468 SH SOLE 0 0 56468 ILLINOIS TOOL WKS INC COM 452308109 456 2235 SH SOLE 0 0 2235 INTEL CORP COM 458140100 5470 109789 SH SOLE 0 0 109789 INTERNATIONAL BUSINESS MACHS COM 459200101 1091 8665 SH SOLE 0 0 8665 INVESCO QQQ TR UNIT SER 1 46090E103 394 1255 SH SOLE 0 0 1255 INTUIT COM 461202103 25729 67734 SH SOLE 0 0 67734 INTUITIVE SURGICAL INC COM NEW 46120E602 16307 19933 SH SOLE 0 0 19933 ISHARES TR CORE S&P500 ETF 464287200 2684 7149 SH SOLE 0 0 7149 ISHARES TR CORE S&P MCP ETF 464287507 888 3865 SH SOLE 0 0 3865 ISHARES TR RUSSELL 2000 ETF 464287655 559 2850 SH SOLE 0 0 2850 ISHARES TR CORE S&P SCP ETF 464287804 273 2975 SH SOLE 0 0 2975 JPMORGAN CHASE & CO COM 46625H100 565 4443 SH SOLE 0 0 4443 JOHNSON & JOHNSON COM 478160104 27077 172049 SH SOLE 0 0 172049 KELLOGG CO COM 487836108 324 5200 SH SOLE 0 0 5200 LOCKHEED MARTIN CORP COM 539830109 1100 3100 SH SOLE 0 0 3100 MASTERCARD INCORPORATED CL A 57636Q104 14609 40928 SH SOLE 0 0 40928 MCCORMICK & CO INC COM NON VTG 579780206 612 6400 SH SOLE 0 0 6400 MCDONALDS CORP COM 580135101 1503 7003 SH SOLE 0 0 7003 MERCK & CO. 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COM 74340W103 7401 74259 SH SOLE 0 0 74259 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1587 22190 SH SOLE 0 0 22190 SPDR S&P 500 ETF TR TR UNIT 78462F103 2137 5716 SH SOLE 0 0 5716 SALESFORCE COM INC COM 79466L302 40967 184096 SH SOLE 0 0 184096 SCHWAB CHARLES CORP COM 808513105 770 14525 SH SOLE 0 0 14525 SIMON PPTY GROUP INC NEW COM 828806109 311 3650 SH SOLE 0 0 3650 SOUTHERN CO COM 842587107 1604 26117 SH SOLE 0 0 26117 STARBUCKS CORP COM 855244109 37270 348384 SH SOLE 0 0 348384 STRYKER CORPORATION COM 863667101 21256 86747 SH SOLE 0 0 86747 TESLA INC COM 88160R101 1157 1640 SH SOLE 0 0 1640 THERMO FISHER SCIENTIFIC INC COM 883556102 3881 8332 SH SOLE 0 0 8332 3M CO COM 88579Y101 1673 9570 SH SOLE 0 0 9570 UNION PAC CORP COM 907818108 11813 56735 SH SOLE 0 0 56735 UNITED PARCEL SERVICE INC CL B 911312106 505 3000 SH SOLE 0 0 3000 VANECK VECTORS ETF TR BIOTECH ETF 92189F726 4241 24990 SH SOLE 0 0 24990 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 783 8560 SH SOLE 0 0 8560 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 301 877 SH SOLE 0 0 877 VANGUARD INDEX FDS MID CAP ETF 922908629 977 4725 SH SOLE 0 0 4725 VANGUARD INDEX FDS GROWTH ETF 922908736 1168 4610 SH SOLE 0 0 4610 VANGUARD INDEX FDS VALUE ETF 922908744 634 5333 SH SOLE 0 0 5333 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2221 11410 SH SOLE 0 0 11410 VERIZON COMMUNICATIONS INC COM 92343V104 7156 121808 SH SOLE 0 0 121808 VISA INC COM CL A 92826C839 41033 187598 SH SOLE 0 0 187598 WEC ENERGY GROUP INC COM 92939U106 1446 15708 SH SOLE 0 0 15708 WALMART INC COM 931142103 3219 22332 SH SOLE 0 0 22332 WALGREENS BOOTS ALLIANCE INC COM 931427108 314 7875 SH SOLE 0 0 7875 WILLIAMS SONOMA INC COM 969904101 967 9500 SH SOLE 0 0 9500 YUM BRANDS INC COM 988498101 1051 9680 SH SOLE 0 0 9680 YUM CHINA HLDGS INC COM 98850P109 553 9680 SH SOLE 0 0 9680 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23297 89187 SH SOLE 0 0 89187 MEDTRONIC PLC SHS G5960L103 1243 10607 SH SOLE 0 0 10607