FOGEL CAPITAL MANAGEMENT, INC. 13F Portfolio
FOGEL CAPITAL MANAGEMENT, INC. runs FOGEL CAPITAL MANAGEMENT, INC. and currently holds 57 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $248.71M. Their top holdings are GOOGL, MSFT, CB, BRK-B, EPD. The top five represent 43.5% of reported portfolio weight. FOGEL CAPITAL MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FOGEL CAPITAL MANAGEMENT, INC. initiated 7 new positions. They added to 37 existing positions. They trimmed 3 positions. Their current best-performing preview position is INTC with returns of +216.41%.
Portfolio Value
$248.71M
Alpha Score
44.4
#0 of 1000
Holdings
57
FOGEL CAPITAL MANAGEMENT, INC. Current 13F Holdings
Reported holdings from FOGEL CAPITAL MANAGEMENT, INC.'s latest SEC 13F filing, ranked by portfolio weight.
57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 17.28% | $143.20 | $351.66 | +145.57% | Added +0.33% |
 MSFT MICROSOFT CORP | 7.59% | $377.69 | $535.07 | +41.67% | Added +1.61% |
 CB CHUBB LIMITED | 6.90% | $232.00 | $341.24 | +47.09% | Added +1.55% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 5.98% | $420.79 | $515.44 | +22.49% | Trimmed -0.36% |
 EPD ENTERPRISE PRODS PARTNERS L | 5.76% | $27.48 | $36.07 | +31.24% | Added +0.70% |
 AVGO BROADCOM INC | 5.65% | $170.04 | $361.54 | +112.62% | Added +1.44% |
 ESLT ELBIT SYS LTD | 4.16% | $278.48 | $655.74 | +135.47% | Added +2.05% |
 JNJ JOHNSON & JOHNSON | 3.98% | $161.80 | $261.49 | +61.61% | Added +1.96% |
 ET ENERGY TRANSFER L P | 3.93% | $14.77 | $20.72 | +40.28% | Added +0.28% |
 SPY STATE STR SPDR S&P 500 ETF T TR | 2.84% | $490.91 | $778.54 | +58.59% | Added +4.57% |
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