Top 50 Fogel Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 15.76% | 119.9K | $34.5M | +0.93%(+1.10K) | $140.57(+185.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.43% | 49.8K | $18.4M | +3.24%(+1.56K) | $351.47(+16.49%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 7.39% | 49.6K | $16.2M | +0.84%(+414) | $221.84(+44.29%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 6.7% | 387.3K | $14.7M | +2.87%(+10.82K) | $27.68(+41.74%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.54% | 29.8K | $14.3M | -0.85%(-257) | $389.60(+24.25%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.19% | 36.7K | $11.4M | +0.37%(+137) | $149.54(+194.09%) | 2026-03-31 | |
| ESLT | ELBIT SYS LTD | 5.19% | 13.4K | $11.3M | +4.30%(+551) | $252.81(+208.31%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 4.5% | 510.3K | $9.8M | +1.86%(+9.34K) | $14.88(+36.86%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.28% | 38.3K | $9.4M | +3.74%(+1.38K) | $158.92(+45.23%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T TR | 2.69% | 9.0K | $5.9M | +0.48%(+43) | $456.20(+64.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.88% | +81.06% |
| Top 20 Holdings Unweighted | +20.53% | +75.09% |
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