# EDGAR Filing Document

**Accession Number:** 0001126735
**File Stem:** 0001398344-25-019214
**Filing Date:** 2025-10
**Character Count:** 15175
**Document Hash:** 738e74d34560d48bc12b9d445fba23ae
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-019214.hdr.sgml**: 20251016

**ACCESSION NUMBER**: 0001398344-25-019214

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251016

**DATE AS OF CHANGE**: 20251016

**EFFECTIVENESS DATE**: 20251016

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MOGY JOEL R INVESTMENT COUNSEL INC
- **CENTRAL INDEX KEY:** 0001126735

**ORGANIZATION NAME:**
- **EIN:** 953533539
- **STATE OF INCORPORATION:** CA

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05915
- **FILM NUMBER:** 251397184

**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:** 09-30-2025

**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  10-15-2025<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:** 119

**Form 13F Information Table Value Total:** $1825147861

      (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 |
| 3M CO | COM | 88579Y101 |  | 217252 | 1400 | SH |  | SOLE |  | 1400 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 705463 | 24981 | SH |  | SOLE |  | 24981 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 8950674 | 66826 | SH |  | SOLE |  | 66826 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 10595502 | 45761 | SH |  | SOLE |  | 45761 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 22023601 | 89309 | SH |  | SOLE |  | 89309 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 17874227 | 50664 | SH |  | SOLE |  | 50664 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 75568065 | 310848 | SH |  | SOLE |  | 310848 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 82806719 | 339999 | SH |  | SOLE |  | 339999 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 855477 | 12950 | SH |  | SOLE |  | 12950 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 76373072 | 347821 | SH |  | SOLE |  | 347821 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1953671 | 6923 | SH |  | SOLE |  | 6923 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 155485272 | 610633 | SH |  | SOLE |  | 610633 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 26358415 | 6144 | SH |  | SOLE |  | 6144 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 67183157 | 133634 | SH |  | SOLE |  | 133634 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 6787800 | 9 | SH |  | SOLE |  | 9 | 0 | 0 |
| BIOGEN INC | COM | 09062X103 |  | 876901 | 6260 | SH |  | SOLE |  | 6260 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 17866225 | 15323 | SH |  | SOLE |  | 15323 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 12608684 | 2335 | SH |  | SOLE |  | 2335 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 854420 | 18945 | SH |  | SOLE |  | 18945 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 |  | 3441812 | 36697 | SH |  | SOLE |  | 36697 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 572580 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 658499 | 6897 | SH |  | SOLE |  | 6897 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 884066 | 5693 | SH |  | SOLE |  | 5693 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 9790496 | 143094 | SH |  | SOLE |  | 143094 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 91427993 | 98776 | SH |  | SOLE |  | 98776 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 639180 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 284647 | 7380 | SH |  | SOLE |  | 7380 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 3160373 | 4035 | SH |  | SOLE |  | 4035 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3373249 | 29918 | SH |  | SOLE |  | 29918 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 400877 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 43533110 | 107437 | SH |  | SOLE |  | 107437 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 273650 | 1300 | SH |  | SOLE |  | 1300 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 677184 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 54477610 | 85273 | SH |  | SOLE |  | 85273 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 50242083 | 73566 | SH |  | SOLE |  | 73566 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 30573871 | 68370 | SH |  | SOLE |  | 68370 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1052449 | 1753 | SH |  | SOLE |  | 1753 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 235228 | 1240 | SH |  | SOLE |  | 1240 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 |  | 22029 | 485 | SH |  | SOLE |  | 485 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3499770 | 5229 | SH |  | SOLE |  | 5229 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1120841 | 17175 | SH |  | SOLE |  | 17175 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 75814 | 638 | SH |  | SOLE |  | 638 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 41135 | 250 | SH |  | SOLE |  | 250 | 0 | 0 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 37481 | 375 | SH |  | SOLE |  | 375 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 579265 | 6230 | SH |  | SOLE |  | 6230 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 262127 | 6037 | SH |  | SOLE |  | 6037 | 0 | 0 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 95811 | 1265 | SH |  | SOLE |  | 1265 | 0 | 0 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 |  | 172596 | 3350 | SH |  | SOLE |  | 3350 | 0 | 0 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 |  | 131550 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 140761 | 975 | SH |  | SOLE |  | 975 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 206876 | 855 | SH |  | SOLE |  | 855 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 5846293 | 31530 | SH |  | SOLE |  | 31530 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 978148 | 3101 | SH |  | SOLE |  | 3101 | 0 | 0 |
| KELLANOVA | COM | 487836108 |  | 246060 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 30211533 | 39606 | SH |  | SOLE |  | 39606 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 533796 | 1069 | SH |  | SOLE |  | 1069 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 4292186 | 21298 | SH |  | SOLE |  | 21298 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 22616876 | 39762 | SH |  | SOLE |  | 39762 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1729956 | 5693 | SH |  | SOLE |  | 5693 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 2486278 | 29623 | SH |  | SOLE |  | 29623 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 70848061 | 96469 | SH |  | SOLE |  | 96469 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 148564974 | 286835 | SH |  | SOLE |  | 286835 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 511629 | 8190 | SH |  | SOLE |  | 8190 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 15237033 | 26853 | SH |  | SOLE |  | 26853 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 31346175 | 26144 | SH |  | SOLE |  | 26144 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2247564 | 29773 | SH |  | SOLE |  | 29773 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 257284296 | 1379114 | SH |  | SOLE |  | 1379114 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 26990746 | 250360 | SH |  | SOLE |  | 250360 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 37079807 | 131844 | SH |  | SOLE |  | 131844 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 63094478 | 309861 | SH |  | SOLE |  | 309861 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 4304582 | 30651 | SH |  | SOLE |  | 30651 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 602245 | 23636 | SH |  | SOLE |  | 23636 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1942345 | 11975 | SH |  | SOLE |  | 11975 | 0 | 0 |
| PPG INDS INC | COM | 693506107 |  | 241753 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 5853850 | 38099 | SH |  | SOLE |  | 38099 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 2760418 | 24104 | SH |  | SOLE |  | 24104 | 0 | 0 |
| PROTHENA CORP PLC | SHS | G72800108 |  | 202520 | 20750 | SH |  | SOLE |  | 20750 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 46305689 | 195363 | SH |  | SOLE |  | 195363 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 1700 | 47 | SH |  | SOLE |  | 47 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 28096 | 654 | SH |  | SOLE |  | 654 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 |  | 12507 | 281 | SH |  | SOLE |  | 281 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 58412 | 2221 | SH |  | SOLE |  | 2221 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 85926 | 3691 | SH |  | SOLE |  | 3691 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 10149 | 223 | SH |  | SOLE |  | 223 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 421582 | 16398 | SH |  | SOLE |  | 16398 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 81900 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 38035 | 1444 | SH |  | SOLE |  | 1444 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 58938 | 1847 | SH |  | SOLE |  | 1847 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 87355 | 3131 | SH |  | SOLE |  | 3131 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 530168 | 2825 | SH |  | SOLE |  | 2825 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 372730 | 3933 | SH |  | SOLE |  | 3933 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2144433 | 3219 | SH |  | SOLE |  | 3219 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 5328616 | 62986 | SH |  | SOLE |  | 62986 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 36738467 | 99382 | SH |  | SOLE |  | 99382 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 1200888 | 11700 | SH |  | SOLE |  | 11700 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 258268 | 916 | SH |  | SOLE |  | 916 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 344658 | 775 | SH |  | SOLE |  | 775 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1067752 | 16100 | SH |  | SOLE |  | 16100 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 7699189 | 32573 | SH |  | SOLE |  | 32573 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 260128 | 272 | SH |  | SOLE |  | 272 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1743382 | 3635 | SH |  | SOLE |  | 3635 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 842881 | 5980 | SH |  | SOLE |  | 5980 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 460731 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 153930 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1264551 | 4305 | SH |  | SOLE |  | 4305 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1096160 | 1790 | SH |  | SOLE |  | 1790 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 998212 | 12650 | SH |  | SOLE |  | 12650 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 101712 | 400 | SH |  | SOLE |  | 400 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 83484 | 400 | SH |  | SOLE |  | 400 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1506628 | 4591 | SH |  | SOLE |  | 4591 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 800042 | 4290 | SH |  | SOLE |  | 4290 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 347337 | 7903 | SH |  | SOLE |  | 7903 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 63349259 | 185570 | SH |  | SOLE |  | 185570 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 1799980 | 15708 | SH |  | SOLE |  | 15708 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 6455885 | 62642 | SH |  | SOLE |  | 62642 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 2852882 | 24916 | SH |  | SOLE |  | 24916 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 1974045 | 10100 | SH |  | SOLE |  | 10100 | 0 | 0 |
| GRAINGER W W INC | COM | 384802104 |  | 8626602 | 9053 | SH |  | SOLE |  | 9053 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 1471360 | 9680 | SH |  | SOLE |  | 9680 | 0 | 0 |

---