FOGEL CAPITAL MANAGEMENT, INC.
53 holdingsFiling period: 2026-03-31Current AUM: $241.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 119.9K | $34.5M | $42.7M | 17.67% | +1.1K | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 49.8K | $18.4M | $23.1M | 9.58% | +1.6K | 2026-03-31 |
| 3 | — | CHUBB LTD SWITZ | 49.6K | $16.2M | $16.2M | 6.69% | +414 | 2026-03-31 |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | 387.3K | $14.7M | $14.7M | 6.10% | +10.8K | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 29.8K | $14.3M | $14.3M | 5.92% | -257 | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 36.7K | $11.4M | $14.3M | 5.91% | +137 | 2026-03-31 |
| 7 | — | ELBIT SYS LTD | 13.4K | $11.3M | $11.3M | 4.69% | +551 | 2026-03-31 |
| 8 | ET | ENERGY TRANSFER L P | 510.3K | $9.8M | $10.4M | 4.30% | +9.3K | 2026-03-31 |
| 9 | JNJ | JOHNSON & JOHNSON | 38.3K | $9.4M | $9.8M | 4.06% | +1.4K | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T TR | 9.0K | $5.9M | $6.8M | 2.79% | +43 | 2026-03-31 |
| 11 | MELI | MERCADOLIBRE INC | 3.3K | $5.7M | $6.2M | 2.57% | +306 | 2026-03-31 |
| 12 | MCO | MOODYS CORP | 13.1K | $5.7M | $6.2M | 2.59% | +1.7K | 2026-03-31 |
| 13 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | 77.9K | $5.5M | $3.6M | 1.50% | +3.5K | 2026-03-31 |
| 14 | AAPL | APPLE INC | 20.1K | $5.1M | $6.2M | 2.57% | +532 | 2026-03-31 |
| 15 | TDY | TELEDYNE TECHNOLOGIES INC | 7.8K | $4.7M | $5.1M | 2.10% | +220 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 22.0K | $4.6M | $6.0M | 2.47% | +2.6K | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 14.5K | $4.2M | $4.7M | 1.94% | +83 | 2026-03-31 |
| 18 | EQT | EQT CORP | 61.7K | $3.9M | $3.3M | 1.36% | +5.4K | 2026-03-31 |
| 19 | DE | DEERE & CO | 6.8K | $3.9M | $4.1M | 1.68% | +515 | 2026-03-31 |
| 20 | — | ARCH CAP GROUP LTD | 39.0K | $3.7M | $3.7M | 1.55% | +3.0K | 2026-03-31 |
| 21 | EEM | ISHARES TR | 51.4K | $2.9M | $3.3M | 1.36% | +4.2K | 2026-03-31 |
| 22 | BRK-A | BERKSHIRE HATHAWAY INC | 4 | $2.9M | $2.9M | 1.19% | -- | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 12.8K | $2.6M | $2.5M | 1.04% | +2.6K | 2026-03-31 |
| 24 | V | VISA INC | 6.5K | $2.0M | $2.4M | 0.99% | +1.5K | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 10.6K | $1.8M | $2.1M | 0.88% | +470 | 2026-03-31 |
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