§ 13F · FUND PROFILE
FOGEL CAPITAL MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187.5T (13F)Positions · 53Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$534.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 119K | $37.2T | 17.1% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 48K | $23.3T | 10.7% | +1% |
| 3 | CB | CHUBB LIMITED | 49K | $15.4T | 7.1% | +1% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 30K | $15.1T | 7.0% | ±0% |
| 5 | AVGO | BROADCOM INC | 37K | $12.7T | 5.8% | ±0% |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | 376K | $12.1T | 5.6% | +4% |
| 7 | ET | ENERGY TRANSFER L P | 501K | $8.3T | 3.8% | +2% |
| 8 | JNJ | JOHNSON & JOHNSON | 37K | $7.6T | 3.5% | +1% |
| 9 | ESLT | ELBIT SYS LTD | 13K | $7.4T | 3.4% | +3% |
| 10 | SPY | SPDR S&P 500 ETF TR TR | 9K | $6.1T | 2.8% | ±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 $187527.2 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed