Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FOGEL CAPITAL MANAGEMENT, INC. (CIK 2011427) reported $218.7M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($34.5M, 15.76%), MSFT ($18.4M, 8.43%), CB ($16.2M, 7.39%), EPD ($14.7M, 6.70%), BRK/B ($14.3M, 6.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $34.5M | 15.76% | 119,873 | Added |
| 2 | MSFT | MICROSOFT CORP | $18.4M | 8.43% | 49,776 | Added |
| 3 | CB | CHUBB LTD SWITZ | $16.2M | 7.39% | 49,597 | Added |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | $14.7M | 6.70% | 387,260 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.3M | 6.54% | 29,849 | Trimmed |
| 6 | AVGO | BROADCOM INC | $11.4M | 5.19% | 36,697 | Added |
| 7 | ESLT | ELBIT SYS LTD | $11.3M | 5.19% | 13,358 | Added |
| 8 | ET | ENERGY TRANSFER L P | $9.8M | 4.50% | 510,337 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $9.4M | 4.28% | 38,263 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T TR | $5.9M | 2.69% | 9,040 | Added |
| 11 | MELI | MERCADOLIBRE INC | $5.7M | 2.62% | 3,311 | Added |
| 12 | MCO | MOODYS CORP | $5.7M | 2.61% | 13,061 | Added |
| 13 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5.5M | 2.51% | 77,948 | Added |
| 14 | AAPL | APPLE INC | $5.1M | 2.34% | 20,130 | Added |
| 15 | TDY | TELEDYNE TECHNOLOGIES INC | $4.7M | 2.14% | 7,750 | Added |
| 16 | AMZN | AMAZON COM INC | $4.6M | 2.09% | 21,985 | Added |
| 17 | VO | VANGUARD INDEX FDS | $4.2M | 1.90% | 14,472 | Added |
| 18 | EQT | EQT CORP | $3.9M | 1.80% | 61,720 | Added |
| 19 | DE | DEERE & CO | $3.9M | 1.76% | 6,835 | Added |
| 20 | ACGL | ARCH CAP GROUP LTD | $3.7M | 1.71% | 38,954 | Added |
| 21 | EEM | ISHARES TR | $2.9M | 1.34% | 51,420 | Added |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC | $2.9M | 1.31% | 4 | Hold |
| 23 | CVX | CHEVRON CORPORATION | $2.6M | 1.21% | 12,780 | Added |
| 24 | V | VISA INC | $2.0M | 0.91% | 6,549 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $1.8M | 0.84% | 10,559 | Added |
Source: SEC Form 13F filings · as of 2026-03-31