# EDGAR Filing Document

**Accession Number:** 0001126735
**File Stem:** 0001398344-23-003372
**Filing Date:** 2023-2
**Character Count:** 13922
**Document Hash:** 420599c5cfc0cb8c51708bacda86048b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-003372.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001398344-23-003372

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**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:** 23627926

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MOGY JOEL R INVESTMENT COUNSEL INC<br>**Address:** 315 SO BEVERLY DRIVE SUITE 400<br>BEVERLY HILLS, CA 90212

**Form 13F File Number:** 028-05915

**CRD Number (if applicable):** 000111622

**SEC File Number (if applicable):** 801-15669

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joel R. Mogy<br>**Title:** President<br>**Phone:** 310-552-0529

**Signature, Place, and Date of Signing:**

/s/ Joel R. Mogy  Beverly Hills, CA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 107

**Form 13F Information Table Value Total:** $999786553

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 1057802 | 57458 | SH |  | SOLE |  | 0 | 0 | 57458 |
| ABBOTT LABS | COM | 002824100 |  | 7013605 | 63882 | SH |  | SOLE |  | 0 | 0 | 63882 |
| ABBVIE INC | COM | 00287Y109 |  | 10180784 | 62996 | SH |  | SOLE |  | 0 | 0 | 62996 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 18584196 | 55223 | SH |  | SOLE |  | 0 | 0 | 55223 |
| AIR LEASE CORP | CL A | 00912X302 |  | 272782 | 7100 | SH |  | SOLE |  | 0 | 0 | 7100 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 34165486 | 385050 | SH |  | SOLE |  | 0 | 0 | 385050 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 27491762 | 311592 | SH |  | SOLE |  | 0 | 0 | 311592 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 1009048 | 22075 | SH |  | SOLE |  | 0 | 0 | 22075 |
| AMAZON COM INC | COM | 023135106 |  | 29028804 | 345581 | SH |  | SOLE |  | 0 | 0 | 345581 |
| AMGEN INC | COM | 031162100 |  | 1886756 | 7183 | SH |  | SOLE |  | 0 | 0 | 7183 |
| APPLE INC | COM | 037833100 |  | 92011035 | 708158 | SH |  | SOLE |  | 0 | 0 | 708158 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 286632 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 235228 | 925 | SH |  | SOLE |  | 0 | 0 | 925 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 4218399 | 9 | SH |  | SOLE |  | 0 | 0 | 9 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 44511292 | 144096 | SH |  | SOLE |  | 0 | 0 | 144096 |
| BIOGEN INC | COM | 09062X103 |  | 1927363 | 6960 | SH |  | SOLE |  | 0 | 0 | 6960 |
| BLACKROCK INC | COM | 09247X101 |  | 10584816 | 14937 | SH |  | SOLE |  | 0 | 0 | 14937 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1729110 | 858 | SH |  | SOLE |  | 0 | 0 | 858 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 2245559 | 31209 | SH |  | SOLE |  | 0 | 0 | 31209 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 4015712 | 127645 | SH |  | SOLE |  | 0 | 0 | 127645 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 900052 | 31393 | SH |  | SOLE |  | 0 | 0 | 31393 |
| CSX CORP | COM | 126408103 |  | 557640 | 18000 | SH |  | SOLE |  | 0 | 0 | 18000 |
| CATERPILLAR INC | COM | 149123101 |  | 253934 | 1060 | SH |  | SOLE |  | 0 | 0 | 1060 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 400816 | 1182 | SH |  | SOLE |  | 0 | 0 | 1182 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1416716 | 7893 | SH |  | SOLE |  | 0 | 0 | 7893 |
| CISCO SYS INC | COM | 17275R102 |  | 13834704 | 290401 | SH |  | SOLE |  | 0 | 0 | 290401 |
| COCA COLA CO | COM | 191216100 |  | 1626128 | 25564 | SH |  | SOLE |  | 0 | 0 | 25564 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 472740 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1646947 | 47096 | SH |  | SOLE |  | 0 | 0 | 47096 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 48764819 | 106823 | SH |  | SOLE |  | 0 | 0 | 106823 |
| DANAHER CORPORATION | COM | 235851102 |  | 265420 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| DISNEY WALT CO | COM | 254687106 |  | 5096381 | 58660 | SH |  | SOLE |  | 0 | 0 | 58660 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 221592 | 2970 | SH |  | SOLE |  | 0 | 0 | 2970 |
| EQUINIX INC | COM | 29444U700 |  | 11436169 | 17459 | SH |  | SOLE |  | 0 | 0 | 17459 |
| ETSY INC | COM | 29786A106 |  | 285915 | 2387 | SH |  | SOLE |  | 0 | 0 | 2387 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3324767 | 30142 | SH |  | SOLE |  | 0 | 0 | 30142 |
| META PLATFORMS INC | CL A | 30303M102 |  | 11334704 | 94189 | SH |  | SOLE |  | 0 | 0 | 94189 |
| FEDEX CORP | COM | 31428X106 |  | 294440 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| GENERAL MLS INC | COM | 370334104 |  | 855270 | 10200 | SH |  | SOLE |  | 0 | 0 | 10200 |
| HERSHEY CO | COM | 427866108 |  | 308683 | 1333 | SH |  | SOLE |  | 0 | 0 | 1333 |
| HOME DEPOT INC | COM | 437076102 |  | 36267677 | 114822 | SH |  | SOLE |  | 0 | 0 | 114822 |
| HONEYWELL INTL INC | COM | 438516106 |  | 214300 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| IDEXX LABS INC | COM | 45168D104 |  | 27385131 | 67127 | SH |  | SOLE |  | 0 | 0 | 67127 |
| INTEL CORP | COM | 458140100 |  | 2158115 | 81654 | SH |  | SOLE |  | 0 | 0 | 81654 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 932974 | 6622 | SH |  | SOLE |  | 0 | 0 | 6622 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 448699 | 1685 | SH |  | SOLE |  | 0 | 0 | 1685 |
| INTUIT | COM | 461202103 |  | 28334827 | 72799 | SH |  | SOLE |  | 0 | 0 | 72799 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 17738913 | 66851 | SH |  | SOLE |  | 0 | 0 | 66851 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2066666 | 5379 | SH |  | SOLE |  | 0 | 0 | 5379 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 897170 | 3709 | SH |  | SOLE |  | 0 | 0 | 3709 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 338054 | 3572 | SH |  | SOLE |  | 0 | 0 | 3572 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 555308 | 4141 | SH |  | SOLE |  | 0 | 0 | 4141 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 28642561 | 162143 | SH |  | SOLE |  | 0 | 0 | 162143 |
| KELLOGG CO | COM | 487836108 |  | 356200 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| LILLY ELI  CO | COM | 532457108 |  | 244015 | 667 | SH |  | SOLE |  | 0 | 0 | 667 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1508119 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 13620236 | 39169 | SH |  | SOLE |  | 0 | 0 | 39169 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 402017 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| MCDONALDS CORP | COM | 580135101 |  | 1932388 | 7332 | SH |  | SOLE |  | 0 | 0 | 7332 |
| MERCK  CO INC | COM | 58933Y105 |  | 5018996 | 45236 | SH |  | SOLE |  | 0 | 0 | 45236 |
| MERCURY GENL CORP NEW | COM | 589400100 |  | 205200 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| MICROSOFT CORP | COM | 594918104 |  | 75943320 | 316668 | SH |  | SOLE |  | 0 | 0 | 316668 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 3964675 | 59485 | SH |  | SOLE |  | 0 | 0 | 59485 |
| NETFLIX INC | COM | 64110L106 |  | 5410163 | 18347 | SH |  | SOLE |  | 0 | 0 | 18347 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 6930440 | 82900 | SH |  | SOLE |  | 0 | 0 | 82900 |
| NIKE INC | CL B | 654106103 |  | 15126000 | 129271 | SH |  | SOLE |  | 0 | 0 | 129271 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 18470635 | 126390 | SH |  | SOLE |  | 0 | 0 | 126390 |
| ORACLE CORP | COM | 68389X105 |  | 13682540 | 167391 | SH |  | SOLE |  | 0 | 0 | 167391 |
| PPG INDS INC | COM | 693506107 |  | 289202 | 2300 | SH |  | SOLE |  | 0 | 0 | 2300 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 19574532 | 140279 | SH |  | SOLE |  | 0 | 0 | 140279 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 1181469 | 16589 | SH |  | SOLE |  | 0 | 0 | 16589 |
| PEPSICO INC | COM | 713448108 |  | 25553088 | 141442 | SH |  | SOLE |  | 0 | 0 | 141442 |
| PFIZER INC | COM | 717081103 |  | 5045705 | 98472 | SH |  | SOLE |  | 0 | 0 | 98472 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1687677 | 16675 | SH |  | SOLE |  | 0 | 0 | 16675 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 2373691 | 21765 | SH |  | SOLE |  | 0 | 0 | 21765 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 21010767 | 138630 | SH |  | SOLE |  | 0 | 0 | 138630 |
| PROLOGIS INC. | COM | 74340W103 |  | 10734556 | 95223 | SH |  | SOLE |  | 0 | 0 | 95223 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 6800696 | 67387 | SH |  | SOLE |  | 0 | 0 | 67387 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1225306 | 3204 | SH |  | SOLE |  | 0 | 0 | 3204 |
| SALESFORCE INC | COM | 79466L302 |  | 26092254 | 196789 | SH |  | SOLE |  | 0 | 0 | 196789 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1333946 | 16021 | SH |  | SOLE |  | 0 | 0 | 16021 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 451123 | 3840 | SH |  | SOLE |  | 0 | 0 | 3840 |
| SOUTHERN CO | COM | 842587107 |  | 1548383 | 21683 | SH |  | SOLE |  | 0 | 0 | 21683 |
| STARBUCKS CORP | COM | 855244109 |  | 35265005 | 355494 | SH |  | SOLE |  | 0 | 0 | 355494 |
| STRYKER CORPORATION | COM | 863667101 |  | 23467501 | 95985 | SH |  | SOLE |  | 0 | 0 | 95985 |
| TESLA INC | COM | 88160R101 |  | 1139661 | 9252 | SH |  | SOLE |  | 0 | 0 | 9252 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 11547969 | 20970 | SH |  | SOLE |  | 0 | 0 | 20970 |
| 3M CO | COM | 88579Y101 |  | 1103624 | 9203 | SH |  | SOLE |  | 0 | 0 | 9203 |
| UNION PAC CORP | COM | 907818108 |  | 12512205 | 60425 | SH |  | SOLE |  | 0 | 0 | 60425 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 521520 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| VANECK ETF TRUST | BIOTECH ETF | 92189F726 |  | 5626043 | 35220 | SH |  | SOLE |  | 0 | 0 | 35220 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 808870 | 7475 | SH |  | SOLE |  | 0 | 0 | 7475 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 340849 | 970 | SH |  | SOLE |  | 0 | 0 | 970 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1033521 | 5071 | SH |  | SOLE |  | 0 | 0 | 5071 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 872685 | 4095 | SH |  | SOLE |  | 0 | 0 | 4095 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 740452 | 5275 | SH |  | SOLE |  | 0 | 0 | 5275 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1090930 | 5706 | SH |  | SOLE |  | 0 | 0 | 5706 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 691982 | 17563 | SH |  | SOLE |  | 0 | 0 | 17563 |
| VISA INC | COM CL A | 92826C839 |  | 39987567 | 192470 | SH |  | SOLE |  | 0 | 0 | 192470 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 1472782 | 15708 | SH |  | SOLE |  | 0 | 0 | 15708 |
| WALMART INC | COM | 931142103 |  | 3025373 | 21337 | SH |  | SOLE |  | 0 | 0 | 21337 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 284646 | 7619 | SH |  | SOLE |  | 0 | 0 | 7619 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 1091740 | 9500 | SH |  | SOLE |  | 0 | 0 | 9500 |
| YUM BRANDS INC | COM | 988498101 |  | 1241095 | 9690 | SH |  | SOLE |  | 0 | 0 | 9690 |
| YUM CHINA HLDGS INC | COM | 98850P109 |  | 529012 | 9680 | SH |  | SOLE |  | 0 | 0 | 9680 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 25681749 | 96244 | SH |  | SOLE |  | 0 | 0 | 96244 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 258030 | 3320 | SH |  | SOLE |  | 0 | 0 | 3320 |

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