Mogy Joel R Investment Counsel Inc Q2 2026: Significant Purchases in Tech Stocks

As part of their investment strategy for Q2 2026, Mogy Joel R Investment Counsel Inc demonstrated notable buying activity in several high-profile stocks. The firm significantly increased its position in NVIDIA Corporation (NVDA), acquiring shares valued at approximately $255 million during the quarter.

Similarly, Apple Inc (AAPL) saw substantial inflows into its portfolio allocation this period, with a total stock value increase of nearly $170 million. These two technology giants form core components of Mogy Joel R Investment Counsel Inc's investment approach for this time frame.

The investor also showed strong interest in Booking Holdings (BKNG), adding shares worth over $10 million to their portfolio exposure during Q2 2026. This significant purchase highlights the firm's focus on growth sectors within the consumer cyclical space.

Furthermore, Mogy Joel R Investment Counsel Inc bolstered its holdings in several Vanguard index funds and ETFs this quarter. The purchases included VANGUARD INDEX FDS (VUG), ISHARES INC (EMXC), VANGUARD INDEX FDS (VO), and ISHARES TR (IDEV). Each of these additions represents a strategic move to diversify or enhance existing positions.

While the primary focus appears to be on technology, Mogy Joel R Investment Counsel Inc also invested in other sectors during Q2 2026. The firm added shares to Adobe Inc (ADBE) and Oracle Corporation (ORCL), both within the Technology sector but representing specific growth areas.

In contrast to these significant buys, there is no disclosure of large-scale selling activity by Mogy Joel R Investment Counsel Inc during this quarter period according to available data. The firm maintained its existing positions in major holdings like Microsoft Corp (MSFT) and Costco Wholesale Corporation (COST), while slightly reducing shares in some cases.