Fogel Capital Management, Inc.
CIK 0002011427 · STUART, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$248.7M
2026 Q2
Positions
57
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOGL
ALPHABET INC
17.3%
MSFT
MICROSOFT CORP
7.6%
CB
CHUBB LIMITED
6.9%
BRK-B
BERKSHIRE HATHAWAY INC DEL
6.0%
EPD
ENTERPRISE PRODS PARTNERS L
5.8%
AVGO
BROADCOM INC
5.7%
ESLT
ELBIT SYS LTD
4.2%
JNJ
JOHNSON & JOHNSON
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.