StockDriftsStockDriftsTop 50 Fogel Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 17.28% | 120.3K | $43.0M | +0.33%(+397) | $141.15(+143.39%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.59% | 50.6K | $18.9M | +1.61%(+799) | $351.70(+40.01%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 6.9% | 50.4K | $17.2M | +1.55%(+767) | $223.54(+53.59%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.98% | 29.7K | $14.9M | -0.36%(-107) | $389.60(+34.33%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 5.76% | 390.0K | $14.3M | +0.70%(+2.70K) | $27.75(+36.65%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.65% | 37.2K | $14.1M | +1.44%(+528) | $152.18(+173.39%) | 2026-06-30 | |
| ESLT | ELBIT SYS LTD | 4.16% | 13.6K | $10.3M | +2.05%(+274) | $263.56(+195.76%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.98% | 39.0K | $9.9M | +1.96%(+750) | $160.64(+62.39%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 3.93% | 511.8K | $9.8M | +0.28%(+1.45K) | $14.89(+40.71%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T TR | 2.84% | 9.5K | $7.1M | +4.57%(+413) | $466.39(+65.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +57.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.09% |
Fogel Capital Management INC reports $248.71M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (17.3%), MSFT (7.6%) and CB (6.9%). The top 20 holdings account for 84.13% of reported assets. Its disclosed equity book has returned +57.11% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fogel Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011427). View Fogel Capital Management INC’s 13F filings on SEC