Fogel Capital Management, Inc.
Net buyer this quarter
$249M
44
+$13.8M
64.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $43M | 17.28% | 0.00% | +0.3% | Q4 2023 |
 MSFT | $18.9M | 7.59% | 0.00% | +1.6% | Q4 2023 |
 CB | $17.2M | 6.90% | 0.01% | +1.6% | Q4 2023 |
 BRK.B | $14.9M | 5.98% | Not reported | -0.4% | Q1 2024 |
 EPD | $14.3M | 5.76% | 0.02% | +0.7% | Q4 2023 |
 AVGO | $14.1M | 5.65% | 0.00% | +1.4% | Q2 2024 |
 ESLT | $10.3M | 4.16% | 0.03% | +2.1% | Q4 2023 |
 JNJ | $9.91M | 3.98% | 0.00% | +2.0% | Q4 2023 |
 ET | $9.79M | 3.93% | 0.01% | +0.3% | Q4 2023 |
 SPY | $7.06M | 2.84% | Not reported | +4.6% | Q4 2023 |
 MCO | $6.03M | 2.42% | 0.01% | +2.0% | Q4 2023 |
 AAPL | $5.84M | 2.35% | 0.00% | +0.3% | Q1 2024 |
 MELI | $5.75M | 2.31% | 0.01% | +2.3% | Q4 2023 |
 AMZN | $5.43M | 2.18% | 0.00% | +3.6% | Q1 2025 |
 TDY | $5.4M | 2.17% | 0.02% | +4.4% | Q4 2023 |
 DE | $4.97M | 2.00% | 0.00% | +14.7% | Q4 2023 |
 ACGL | $3.96M | 1.59% | 0.01% | +4.9% | Q1 2025 |
 KTOS | $3.94M | 1.58% | 0.04% | +1.4% | Q1 2024 |
 NVDA | $3.85M | 1.55% | 0.00% | +82.0% | Q4 2023 |
 NOW | $3.81M | 1.53% | 0.00% | New | Q2 2026 |
 EQT | $3.34M | 1.34% | 0.01% | +1.8% | Q1 2025 |
| BRK.A | $3M | 1.20% | Not reported | Not reported | Q2 2024 |
 V | $2.91M | 1.17% | 0.00% | +29.7% | Q2 2025 |
 TSLA | $2.46M | 0.99% | 0.00% | +619.9% | Q4 2023 |
 INTC | $2.39M | 0.96% | 0.00% | +1.3% | Q1 2026 |
 CVX | $2.23M | 0.90% | 0.00% | +5.2% | Q1 2024 |
 VST | $1.32M | 0.53% | 0.00% | +0.8% | Q1 2025 |
 XOM | $1.02M | 0.41% | 0.00% | +80.4% | Q4 2024 |
| DIA | $819K | 0.33% | Not reported | Not reported | Q4 2023 |
 MU | $727K | 0.29% | 0.00% | New | Q2 2026 |
 SCCO | $646K | 0.26% | 0.00% | +35.6% | Q1 2026 |
 AMAT | $524K | 0.21% | 0.00% | +3.6% | Q1 2026 |
| GOOG | $502K | 0.20% | Not reported | Not reported | Q1 2025 |
 BAC | $474K | 0.19% | 0.00% | -4.5% | Q1 2024 |
 UNH | $424K | 0.17% | 0.00% | Not reported | Q4 2023 |
 JPM | $386K | 0.16% | 0.00% | +22.2% | Q4 2025 |
 AMD | $382K | 0.15% | 0.00% | New | Q2 2026 |
 GEV | $376K | 0.15% | 0.00% | New | Q2 2026 |
 ENB | $355K | 0.14% | 0.00% | Not reported | Q2 2024 |
 AXP | $303K | 0.12% | 0.00% | +24.2% | Q2 2025 |
 BE | $275K | 0.11% | 0.00% | New | Q2 2026 |
 PLTR | $259K | 0.10% | 0.00% | +4.2% | Q2 2025 |
 LLY | $236K | 0.10% | 0.00% | Not reported | Q4 2025 |
 MRVL | $209K | 0.08% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GOOGL | $34.5M | 15.76% | 0.00% | +0.9% | Q4 2023 |
| MSFT | $18.4M | 8.43% | 0.00% | +3.2% | Q4 2023 |
| CB | $16.2M | 7.39% | 0.01% | +0.8% | Q4 2023 |
| EPD | $14.7M | 6.70% | 0.02% | +2.9% | Q4 2023 |
| BRK.B | $14.3M | 6.54% | Not reported | -0.9% | Q1 2024 |
| AVGO | $11.4M | 5.19% | 0.00% | +0.4% | Q2 2024 |
| ESLT | $11.3M | 5.19% | 0.03% | +4.3% | Q4 2023 |
| ET | $9.85M | 4.50% | 0.01% | +1.9% | Q4 2023 |
| JNJ | $9.35M | 4.28% | 0.00% | +3.7% | Q4 2023 |
| SPY | $5.88M | 2.69% | Not reported | +0.5% | Q4 2023 |
| MELI | $5.72M | 2.62% | 0.01% | +10.2% | Q4 2023 |
| MCO | $5.7M | 2.61% | 0.01% | +14.8% | Q4 2023 |
| KTOS | $5.5M | 2.51% | 0.04% | +4.8% | Q1 2024 |
| AAPL | $5.11M | 2.34% | 0.00% | +2.7% | Q1 2024 |
| TDY | $4.69M | 2.14% | 0.02% | +2.9% | Q4 2023 |
| AMZN | $4.58M | 2.09% | 0.00% | +13.2% | Q1 2025 |
| EQT | $3.93M | 1.80% | 0.01% | +9.6% | Q1 2025 |
| DE | $3.85M | 1.76% | 0.00% | +8.2% | Q4 2023 |
| ACGL | $3.74M | 1.71% | 0.01% | +8.2% | Q1 2025 |
| BRK.A | $2.87M | 1.31% | Not reported | Not reported | Q2 2024 |
| CVX | $2.64M | 1.21% | 0.00% | +25.0% | Q1 2024 |
| V | $1.98M | 0.91% | 0.00% | +30.2% | Q2 2025 |
| NVDA | $1.84M | 0.84% | 0.00% | +4.7% | Q4 2023 |
| VST | $1.24M | 0.57% | 0.00% | -2.1% | Q1 2025 |
 HON | $1.02M | 0.46% | 0.00% | Not reported | Q1 2025 |
| INTC | $747K | 0.34% | 0.00% | New | Q1 2026 |
| DIA | $726K | 0.33% | Not reported | Not reported | Q4 2023 |
| XOM | $702K | 0.32% | 0.00% | +17.8% | Q4 2024 |
| SCCO | $466K | 0.21% | 0.00% | New | Q1 2026 |
| BAC | $424K | 0.19% | 0.00% | +0.5% | Q1 2024 |
| GOOG | $408K | 0.19% | Not reported | Not reported | Q1 2025 |
| ENB | $354K | 0.16% | 0.00% | Not reported | Q2 2024 |
| PLTR | $312K | 0.14% | 0.00% | +8.1% | Q2 2025 |
| TSLA | $301K | 0.14% | 0.00% | +4.0% | Q4 2023 |
| JPM | $284K | 0.13% | 0.00% | -2.0% | Q4 2025 |
| UNH | $276K | 0.13% | 0.00% | Not reported | Q4 2023 |
| AMAT | $239K | 0.11% | 0.00% | New | Q1 2026 |
| AXP | $218K | 0.10% | 0.00% | +7.3% | Q2 2025 |
 META | $205K | 0.09% | Not reported | -12.7% | Q4 2023 |
 NEE | $203K | 0.09% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $37.2M | 17.13% | 0.00% | +0.5% | Q4 2023 |
| MSFT | $23.3M | 10.75% | 0.00% | +1.4% | Q4 2023 |
| CB | $15.4M | 7.08% | 0.01% | +0.8% | Q4 2023 |
| BRK.B | $15.1M | 6.97% | Not reported | +0.1% | Q1 2024 |
| AVGO | $12.7M | 5.83% | 0.00% | +0.2% | Q2 2024 |
| EPD | $12.1M | 5.56% | 0.02% | +4.1% | Q4 2023 |
| ET | $8.26M | 3.81% | 0.01% | +1.6% | Q4 2023 |
| JNJ | $7.63M | 3.52% | 0.00% | +0.6% | Q4 2023 |
| ESLT | $7.4M | 3.41% | 0.03% | +3.1% | Q4 2023 |
| SPY | $6.14M | 2.83% | Not reported | +0.2% | Q4 2023 |
| MELI | $6.05M | 2.79% | 0.01% | +1.0% | Q4 2023 |
| MCO | $5.81M | 2.68% | 0.01% | +1.8% | Q4 2023 |
| KTOS | $5.65M | 2.60% | 0.04% | -47.0% | Q1 2024 |
| AAPL | $5.33M | 2.46% | 0.00% | +1.9% | Q1 2024 |
 COP | $4.6M | 2.12% | 0.00% | -16.0% | Q4 2023 |
| AMZN | $4.48M | 2.07% | 0.00% | +1.7% | Q1 2025 |
| TDY | $3.85M | 1.77% | 0.02% | +0.1% | Q4 2023 |
| ACGL | $3.45M | 1.59% | 0.01% | +0.1% | Q1 2025 |
| EQT | $3.02M | 1.39% | 0.01% | +28.4% | Q1 2025 |
| BRK.A | $3.02M | 1.39% | Not reported | Not reported | Q2 2024 |
| DE | $2.94M | 1.36% | 0.00% | +4.6% | Q4 2023 |
| NVDA | $1.88M | 0.87% | 0.00% | -1.0% | Q4 2023 |
| V | $1.76M | 0.81% | 0.00% | +283.0% | Q2 2025 |
| CVX | $1.56M | 0.72% | 0.00% | -2.6% | Q1 2024 |
| VST | $1.36M | 0.63% | 0.00% | +6.7% | Q1 2025 |
| DIA | $754K | 0.35% | Not reported | -2.7% | Q4 2023 |
| BAC | $477K | 0.22% | 0.00% | -6.5% | Q1 2024 |
| GOOG | $446K | 0.21% | Not reported | Not reported | Q1 2025 |
| XOM | $423K | 0.19% | 0.00% | +31.2% | Q4 2024 |
| TSLA | $351K | 0.16% | 0.00% | Not reported | Q4 2023 |
| PLTR | $350K | 0.16% | 0.00% | -11.7% | Q2 2025 |
| UNH | $337K | 0.16% | 0.00% | -0.8% | Q4 2023 |
| JPM | $317K | 0.15% | 0.00% | New | Q4 2025 |
| ENB | $313K | 0.14% | 0.00% | Not reported | Q2 2024 |
| META | $271K | 0.12% | Not reported | +9.3% | Q4 2023 |
| AXP | $249K | 0.11% | 0.00% | +1.8% | Q2 2025 |
 ARKB | $238K | 0.11% | 0.01% | +3.1% | Q1 2025 |
| LLY | $217K | 0.10% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| GOOGL | $28.7M | 13.30% | 0.00% | +0.3% | Q4 2023 |
| MSFT | $24.6M | 11.39% | 0.00% | -0.1% | Q4 2023 |
| BRK.B | $15.1M | 7.00% | Not reported | 0.0% | Q1 2024 |
| CB | $13.8M | 6.37% | 0.01% | +0.2% | Q4 2023 |
| KTOS | $12.8M | 5.93% | 0.08% | -1.0% | Q1 2024 |
| AVGO | $12M | 5.57% | 0.00% | +0.9% | Q2 2024 |
| EPD | $11.3M | 5.23% | 0.02% | +1.8% | Q4 2023 |
| ET | $8.46M | 3.92% | 0.01% | +11.7% | Q4 2023 |
| MELI | $6.95M | 3.22% | 0.01% | +3.8% | Q4 2023 |
| JNJ | $6.8M | 3.15% | 0.00% | -0.3% | Q4 2023 |
| ESLT | $6.34M | 2.93% | 0.03% | +5.9% | Q4 2023 |
| SPY | $5.98M | 2.77% | Not reported | 0.0% | Q4 2023 |
| COP | $5.53M | 2.56% | 0.00% | -0.5% | Q4 2023 |
| MCO | $5.32M | 2.46% | 0.01% | +0.9% | Q4 2023 |
| AAPL | $4.9M | 2.27% | 0.00% | -4.1% | Q1 2024 |
| TDY | $4.41M | 2.04% | 0.02% | +2.8% | Q4 2023 |
| AMZN | $4.19M | 1.94% | 0.00% | +10.9% | Q1 2025 |
| ACGL | $3.26M | 1.51% | 0.01% | +0.9% | Q1 2025 |
| BRK.A | $3.02M | 1.40% | Not reported | Not reported | Q2 2024 |
| DE | $2.76M | 1.28% | 0.00% | +1.3% | Q4 2023 |
 BA | $2.61M | 1.21% | 0.00% | New | Q3 2025 |
| EQT | $2.39M | 1.11% | 0.01% | +51.7% | Q1 2025 |
| NVDA | $1.9M | 0.88% | 0.00% | +7.9% | Q4 2023 |
| CVX | $1.63M | 0.75% | 0.00% | +1.6% | Q1 2024 |
| VST | $1.55M | 0.72% | 0.00% | +0.1% | Q1 2025 |
| HON | $1.08M | 0.50% | 0.00% | +33.1% | Q1 2025 |
| BF.B | $1.05M | 0.49% | 0.01% | -0.5% | Q1 2025 |
| DIA | $747K | 0.35% | Not reported | -1.7% | Q4 2023 |
 MRSH | $527K | 0.24% | 0.00% | Not reported | Q2 2025 |
 SE | $498K | 0.23% | 0.00% | New | Q3 2025 |
| BAC | $478K | 0.22% | 0.00% | -9.4% | Q1 2024 |
| V | $449K | 0.21% | 0.00% | +70.9% | Q2 2025 |
| PLTR | $407K | 0.19% | 0.00% | +0.7% | Q2 2025 |
| UNH | $355K | 0.16% | 0.00% | -0.8% | Q4 2023 |
| TSLA | $347K | 0.16% | 0.00% | Not reported | Q4 2023 |
| GOOG | $346K | 0.16% | Not reported | Not reported | Q1 2025 |
| ENB | $330K | 0.15% | 0.00% | Not reported | Q2 2024 |
| ARKB | $302K | 0.14% | 0.01% | Not reported | Q1 2025 |
| XOM | $302K | 0.14% | 0.00% | -10.2% | Q4 2024 |
| META | $275K | 0.13% | Not reported | Not reported | Q4 2023 |
| AXP | $220K | 0.10% | 0.00% | +4.8% | Q2 2025 |