account_balance
Investment manager · 13F filer · SEC CIK 2011427
Fogel Capital Management, Inc.
Reported value$263Mas of Sep 30, 2026
Positions59 4 new, 2 sold out
Top 10 weight62.7%GOOGL alone is 16%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
15.8%
MSFTMicrosoft Corp
10.0%
CBChubb Ltd
6.3%
BRK-BBerkshire Hathaway Inc
5.7%
EPDEnterprise Products Partners L.P.
5.3%
AVGOBroadcom Inc.
5.0%
JNJJohnson & Johnson
4.0%Added +2%
ETEnergy Transfer LP
3.9%
ESLTElbit Systems Ltd
3.6%
NVDANVIDIA Corp
3.2%Added +92%
SPYSPDR S&P 500 ETF Trust
2.7%
AAPLApple Inc.
2.6%
GOOGLAlphabet Inc.
15.8%
MSFTMicrosoft Corp
10.0%
CBChubb Ltd
6.3%
BRK-BBerkshire Hathaway Inc
5.7%
EPDEnterprise Products Partners L.P.
5.3%
AVGOBroadcom Inc.
5.0%
JNJJohnson & Johnson
4.0%
ETEnergy Transfer LP
3.9%
ESLT3.6%NVDASPY2.7%AAPL2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 15.8% HeldMSFT Microsoft Corp 10.0% HeldCB Chubb Ltd 6.3% HeldBRK-B Berkshire Hathaway Inc 5.7% HeldEPD Enterprise Products Partners L.P. 5.3% HeldAVGO Broadcom Inc. 5.0% HeldJNJ Johnson & Johnson 4.0% Added +2%ET Energy Transfer LP 3.9% HeldESLT Elbit Systems Ltd 3.6% HeldNVDA NVIDIA Corp 3.2% Added +92%SPY SPDR S&P 500 ETF Trust 2.7% HeldAAPL Apple Inc. 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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