§ 13F · FUND PROFILE
FOGEL CAPITAL MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $216M (13F)Positions · 55Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 120K | $34M | 15.8% | +1% |
| 2 | MSFT | MICROSOFT CORP | 50K | $18M | 8.4% | +3% |
| 3 | CB | CHUBB LTD SWITZ | 50K | $16M | 7.4% | +1% |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | 387K | $15M | 6.7% | +3% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 30K | $14M | 6.5% | −1% |
| 6 | AVGO | BROADCOM INC | 37K | $11M | 5.2% | ±0% |
| 7 | ESLT | ELBIT SYS LTD | 13K | $11M | 5.2% | +4% |
| 8 | ET | ENERGY TRANSFER L P | 510K | $10M | 4.5% | +2% |
| 9 | JNJ | JOHNSON & JOHNSON | 38K | $9M | 4.3% | +4% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T TR | 9K | $6M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOGEL SIGNAL
AC read
FOGEL CAPITAL MANAGEMENT, INC. is a Other fund managing $216 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed