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FOGEL CAPITAL MANAGEMENT, INC.
FOGEL CAPITAL MANAGEMENT, INC.
Latest filing: 2026-06-30
FOGEL CAPITAL MANAGEMENT, INC. runs FOGEL CAPITAL MANAGEMENT, INC. and currently holds 57 stock positions, which is fewer than the average of 230 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%.
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57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 17.28% | $143.20 | $344.82 | +140.80% | Added +0.33% |
 MSFT MICROSOFT CORP | 7.59% | $377.69 | $483.24 | +27.95% | Added +1.61% |
 CB CHUBB LIMITED | 6.90% | $232.00 | $341.06 | +47.01% | Added +1.55% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 5.98% | $420.79 | $495.77 | +17.82% | Trimmed -0.36% |
 EPD ENTERPRISE PRODS PARTNERS L | 5.76% | $27.48 | $38.04 | +38.41% | Added +0.70% |
 AVGO BROADCOM INC | 5.65% | $170.04 | $368.45 | +116.68% | Added +1.44% |
 ESLT ELBIT SYS LTD | 4.16% | $278.48 | $741.33 | +166.21% | Added +2.05% |
 JNJ JOHNSON & JOHNSON | 3.98% | $161.80 | $270.30 | +67.06% | Added +1.96% |
 ET ENERGY TRANSFER L P | 3.93% | $14.77 | $21.20 | +43.50% | Added +0.28% |
 SPY STATE STR SPDR S&P 500 ETF T TR | 2.84% | $490.91 | $765.62 | +55.96% | Added +4.57% |
Showing 1-10 of 57