Instuitional Investor - Mogy Joel R Investment Counsel Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	1,281,293	$223,457,564	13.99%
2.	Apple Inc.	AAPL	592,645	$150,407,306	9.42%
3.	Microsoft Corp	MSFT	285,774	$105,784,980	6.62%
4.	Costco Wholesale Corp W	COST	97,829	$97,480,011	6.1%
5.	Alphabet Inc.	GOOGL	328,099	$94,118,435	5.89%