Fogel Capital Management, Inc.

Est. AUM

$218.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$34.5M	119873	15.76%	SOLE
2	MICROSOFT CORP	COM	$18.4M	49776	8.43%	SOLE
3	CHUBB LTD SWITZ	COM	$16.2M	49597	7.39%	SOLE
4	ENTERPRISE PRODS PARTNERS L	COM	$14.7M	387260	6.70%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.3M	29849	6.54%	SOLE
6	BROADCOM INC	COM	$11.4M	36697	5.19%	SOLE
7	ELBIT SYS LTD	ORD	$11.3M	13358	5.19%	SOLE
8	ENERGY TRANSFER L P	COM UT LTD PTN	$9.8M	510337	4.50%	SOLE
9	JOHNSON & JOHNSON	COM	$9.4M	38263	4.28%	SOLE
10	STATE STR SPDR S&P 500 ETF T TR	UNIT	$5.9M	9040	2.69%	SOLE
11	MERCADOLIBRE INC	COM	$5.7M	3311	2.62%	SOLE
12	MOODYS CORP	COM	$5.7M	13061	2.61%	SOLE
13	KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$5.5M	77948	2.51%	SOLE
14	APPLE INC	COM	$5.1M	20130	2.34%	SOLE
15	TELEDYNE TECHNOLOGIES INC	COM	$4.7M	7750	2.14%	SOLE
16	AMAZON COM INC	COM	$4.6M	21985	2.09%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$4.2M	14472	1.90%	SOLE
18	EQT CORP	COM	$3.9M	61720	1.80%	SOLE
19	DEERE & CO	COM	$3.9M	6835	1.76%	SOLE
20	ARCH CAP GROUP LTD	ORD	$3.7M	38954	1.71%	SOLE
21	ISHARES TR	MSCI EMG MKT ETF	$2.9M	51420	1.34%	SOLE
22	BERKSHIRE HATHAWAY INC	DEL CL A	$2.9M	4	1.31%	SOLE
23	CHEVRON CORPORATION	COM	$2.6M	12780	1.21%	SOLE
24	VISA INC	COM CL A	$2.0M	6549	0.90%	SOLE
25	NVIDIA CORPORATION	COM	$1.8M	10559	0.84%	SOLE
26	ISHARES TR	RUSSELL 2000 ETF	$1.8M	7083	0.80%	SOLE
27	ISHARES TR	PFD AND INCM SEC	$1.5M	49730	0.69%	SOLE
28	VISTRA CORP	COM	$1.2M	8257	0.57%	SOLE
29	HONEYWELL INTL INC	COM	$1.0M	4497	0.46%	SOLE
30	INTEL CORP	COM	$747K	16929	0.34%	SOLE
31	STATE STR SPDR DOW JONES IND	UT SER 1	$726K	1568	0.33%	SOLE
32	EXXON MOBIL CORP	COM	$702K	4137	0.32%	SOLE
33	ISHARES TR CORE	S&P500 ETF	$468K	717	0.21%	SOLE
34	SOUTHERN COPPER CORP	COM	$466K	2706	0.21%	SOLE
35	BANK AMERICA CORP	COM	$424K	8706	0.19%	SOLE
36	ALPHABET INC	CAP STK CL C	$408K	1422	0.19%	SOLE
37	ISHARES TR	SELECT DIVID ETF	$355K	2345	0.16%	SOLE
38	ENBRIDGE INC	COM	$354K	6547	0.16%	SOLE
39	PALANTIR TECHNOLOGIES INC	CL A	$312K	2130	0.14%	SOLE
40	TESLA INC	COM	$301K	811	0.14%	SOLE
41	JPMORGAN CHASE & CO	COM	$284K	965	0.13%	SOLE
42	UNITEDHEALTH GROUP INC	COM	$276K	1020	0.13%	SOLE
43	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$267K	3650	0.12%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$253K	1319	0.12%	SOLE
45	VANGUARD INDEX FDS S&P 500 ETF	SHS	$246K	412	0.11%	SOLE
46	APPLIED MATLS INC	COM	$239K	700	0.11%	SOLE
47	ISHARES TR CORE	S&P MCP ETF	$235K	3480	0.11%	SOLE
48	ISHARES TR	MSCI ACWI EX US	$235K	3430	0.11%	SOLE
49	AMERICAN EXPRESS CO	COM	$218K	722	0.10%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$215K	505	0.10%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.