FOGEL CAPITAL MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, FOGEL CAPITAL MANAGEMENT, INC. held in its portfolio 50 assets valued at $216,964,228 (i.e. $216.96M).
The most valuable assets in the portfolio included: ALPHABET INC ($37.17M), MICROSOFT CORP ($23.32M), and CHUBB LIMITED ($15.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FOGEL CAPITAL MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 118768 | 37174377 | CAP STK CL A |
| MICROSOFT CORP | 48214 | 23317166 | COM |
| CHUBB LIMITED | 49183 | 15350998 | COM |
| BERKSHIRE HATHAWAY INC DEL | 30106 | 15132781 | CL B NEW |
| BROADCOM INC | 36560 | 12653416 | COM |
| ENTERPRISE PRODS PARTNERS L | 376440 | 12068666 | COM |
| ENERGY TRANSFER L P | 500996 | 8261416 | COM UT LTD PTN |
| JOHNSON & JOHNSON | 36882 | 7632730 | COM |
| ELBIT SYS LTD | 12807 | 7398732 | ORD |
| SPDR S&P 500 ETF TR TR | 8997 | 6135375 | UNIT |
| MERCADOLIBRE INC | 3005 | 6052851 | COM |
| MOODYS CORP | 11375 | 5810919 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 74400 | 5647704 | COM NEW |
| APPLE INC | 19598 | 5327968 | COM |
| CONOCOPHILLIPS | 49133 | 4599340 | COM |
| AMAZON COM INC | 19418 | 4482063 | COM |
| VANGUARD INDEX FDS | 14389 | 4175972 | MID CAP ETF |
| TELEDYNE TECHNOLOGIES INC | 7530 | 3845797 | COM |
| ARCH CAP GROUP LTD | 36004 | 3453504 | ORD |
| EQT CORP | 56335 | 3019556 | COM |
| BERKSHIRE HATHAWAY INC | 4 | 3019200 | DEL CL A |
| DEERE & CO | 6320 | 2942402 | COM |
| ISHARES TR | 47190 | 2581765 | MSCI EMG MKT ETF |
| NVIDIA CORPORATION | 10089 | 1881599 | COM |
| ISHARES TR | 7233 | 1780475 | RUSSELL 2000 ETF |
| VISA INC | 5032 | 1764902 | COM CL A |
| CHEVRON CORP NEW | 10228 | 1558849 | COM |
| ISHARES TR | 48730 | 1508681 | PFD AND INCM SEC |
| VISTRA CORP | 8436 | 1360980 | COM |
| SPDR DOW JONES INDL AVERAGE | 1568 | 753534 | UT SER 1 |
| ISHARES TR CORE | 717 | 490859 | S&P500 ETF |
| BANK AMERICA CORP | 8664 | 476527 | COM |
| ALPHABET INC | 1422 | 446224 | CAP STK CL C |
| EXXON MOBIL CORP | 3511 | 422522 | COM |
| TESLA INC | 780 | 350782 | COM |
| PALANTIR TECHNOLOGIES INC | 1970 | 350168 | CL A |
| UNITEDHEALTH GROUP INC | 1020 | 336712 | COM |
| ISHARES TR | 2345 | 330973 | SELECT DIVID ETF |
| JPMORGAN CHASE & CO. | 985 | 317387 | COM |
| ENBRIDGE INC | 6547 | 313143 | COM |
| META PLATFORMS INC | 410 | 270637 | CL A |
| INVESCO EXCH TRADED FD TR II | 3650 | 260683 | S&P500 LOW VOL |
| INVESCO EXCHANGE TRADED FD T | 1319 | 252668 | S&P500 EQL WGT |
| AMERICAN EXPRESS CO | 673 | 248976 | COM |
| VANGUARD INDEX FDS S&P 500 ETF | 396 | 248083 | SHS |
| ISHARES TR | 505 | 239017 | RUS 1000 GRW ETF |
| ARK 21SHARES BITCOIN ETF | 8200 | 238128 | SHS BEN INT |
| ISHARES TR | 3430 | 230256 | MSCI ACWI EX US |
| ISHARES TR CORE | 3480 | 229680 | S&P MCP ETF |
| ELI LILLY & CO | 202 | 217085 | COM |
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