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Fogel Capital Management, Inc.

Portfolio Manager
Fogel Capital Management, Inc.
Performance
+4.09% (2025 Q4)
AUM (13F)
$218.69M
# of Holdings
52
Performance Rank
Allocation (Top 20)
88.15%

Fogel Capital Management, Inc. Holdings Map

Top 50 Fogel Capital Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
15.76%119.9K$34.5M
+0.93%(+1.10K)
2025-Q1: 118.4K shares2025-Q2: 117.9K shares2025-Q3: 118.2K shares2025-Q4: 118.8K shares2026-Q1: 119.9K shares
$140.57(+185.31%)
2026-03-31
MSFT
MICROSOFT CORP
8.43%49.8K$18.4M
+3.24%(+1.56K)
2025-Q1: 71.6K shares2025-Q2: 47.6K shares2025-Q3: 47.5K shares2025-Q4: 48.2K shares2026-Q1: 49.8K shares
$351.47(+16.49%)
2026-03-31
CB
CHUBB LTD SWITZ
7.39%49.6K$16.2M
+0.84%(+414)
2025-Q1: 49.1K shares2025-Q2: 48.7K shares2025-Q3: 48.8K shares2025-Q4: 49.2K shares2026-Q1: 49.6K shares
$221.84(+44.29%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L
6.7%387.3K$14.7M
+2.87%(+10.82K)
2025-Q1: 348.9K shares2025-Q2: 355.3K shares2025-Q3: 361.7K shares2025-Q4: 376.4K shares2026-Q1: 387.3K shares
$27.68(+41.74%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
6.54%29.8K$14.3M
-0.85%(-257)
2025-Q1: 29.8K shares2025-Q2: 30.1K shares2025-Q3: 30.1K shares2025-Q4: 30.1K shares2026-Q1: 29.8K shares
$389.60(+24.25%)
2026-03-31
AVGO
BROADCOM INC
5.19%36.7K$11.4M
+0.37%(+137)
2025-Q1: 36.1K shares2025-Q2: 36.2K shares2025-Q3: 36.5K shares2025-Q4: 36.6K shares2026-Q1: 36.7K shares
$149.54(+194.09%)
2026-03-31
ESLT
ELBIT SYS LTD
5.19%13.4K$11.3M
+4.30%(+551)
2025-Q1: 11.6K shares2025-Q2: 11.7K shares2025-Q3: 12.4K shares2025-Q4: 12.8K shares2026-Q1: 13.4K shares
$252.81(+208.31%)
2026-03-31
ET
ENERGY TRANSFER L P
4.5%510.3K$9.8M
+1.86%(+9.34K)
2025-Q1: 427.9K shares2025-Q2: 441.6K shares2025-Q3: 493.1K shares2025-Q4: 501.0K shares2026-Q1: 510.3K shares
$14.88(+36.86%)
2026-03-31
JNJ
JOHNSON & JOHNSON
4.28%38.3K$9.4M
+3.74%(+1.38K)
2025-Q1: 37.4K shares2025-Q2: 36.8K shares2025-Q3: 36.7K shares2025-Q4: 36.9K shares2026-Q1: 38.3K shares
$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)
2025-Q1: 9.0K shares2025-Q2: 9.0K shares2025-Q3: 9.0K shares2025-Q4: 9.0K shares2026-Q1: 9.0K shares
$456.20(+64.00%)
2026-03-31

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