Fogel Capital Management, Inc. 13F Holdings · Q2 2026
Fogel Capital Management, Inc. reported 57 securities worth $248.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (17.28%), MSFT (7.59%), CB (6.90%). Among its top 25 positions this quarter: 1 new, 22 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $43.0M | 17.28% | 120,270 | Added |
| 2 | MSFT | MICROSOFT CORP | $18.9M | 7.59% | 50,575 | Added |
| 3 | CB | CHUBB LIMITED | $17.2M | 6.90% | 50,364 | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.9M | 5.98% | 29,742 | Trimmed |
| 5 | EPD | ENTERPRISE PRODS PARTNERS L | $14.3M | 5.76% | 389,960 | Added |
| 6 | AVGO | BROADCOM INC | $14.1M | 5.65% | 37,225 | Added |
| 7 | ESLT | ELBIT SYS LTD | $10.3M | 4.16% | 13,632 | Added |
| 8 | JNJ | JOHNSON & JOHNSON | $9.9M | 3.98% | 39,013 | Added |
| 9 | ET | ENERGY TRANSFER L P | $9.8M | 3.93% | 511,784 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T TR | $7.1M | 2.84% | 9,453 | Added |
| 11 | MCO | MOODYS CORP | $6.0M | 2.42% | 13,316 | Added |
| 12 | AAPL | APPLE INC | $5.8M | 2.35% | 20,181 | Added |
| 13 | MELI | MERCADOLIBRE INC | $5.7M | 2.31% | 3,386 | Added |
| 14 | AMZN | AMAZON COM INC | $5.4M | 2.18% | 22,785 | Added |
| 15 | TDY | TELEDYNE TECHNOLOGIES INC | $5.4M | 2.17% | 8,091 | Added |
| 16 | DE | DEERE & CO | $5.0M | 2.00% | 7,842 | Added |
| 17 | VO | VANGUARD INDEX FDS | $4.8M | 1.91% | 58,974 | Added |
| 18 | ACGL | ARCH CAP GROUP LTD | $4.0M | 1.59% | 40,849 | Added |
| 19 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.9M | 1.58% | 79,021 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $3.8M | 1.55% | 19,221 | Added |
| 21 | NOW | SERVICENOW INC | $3.8M | 1.53% | 38,381 | New |
| 22 | EEM | ISHARES TR | $3.6M | 1.43% | 51,935 | Added |
| 23 | EQT | EQT CORP | $3.3M | 1.34% | 62,850 | Added |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC | $3.0M | 1.20% | 4 | Hold |
| 25 | V | VISA INC | $2.9M | 1.17% | 8,492 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR