FOGEL CAPITAL MANAGEMENT, INC. 13F Holdings

CIK 0002011427 · STUART, FL

As of Sep 30, 2025, FOGEL CAPITAL MANAGEMENT, INC. reported 55 positions worth $216.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity118,227$28.7M13.30%
MICROSOFT CORPMSFTTechnology47,539$24.6M11.39%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services30,091 5.1M7.00%
CHUBB LTDCBFinancial Services48,773 3.8M6.37%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials140,310 2.8M5.93%
BROADCOM INCAVGOTechnology36,476 2.0M5.57%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy361,740 1.3M5.23%
ENERGY TRANSFER LPETEnergy493,055$8.5M3.92%
MERCADOLIBRE INCMELIConsumer Cyclical2,974$7.0M3.22%
JOHNSON & JOHNSONJNJHealthcare36,677$6.8M3.15%
ELBIT SYSTEMS LTDESLTIndustrials12,427$6.3M2.93%
SPDR S&P 500 ETF TRUSTSPY—8,976$6.0M2.77%
CONOCOPHILLIPSCOPEnergy58,483$5.5M2.56%
MOODYS CORPMCOFinancial Services11,170$5.3M2.46%
APPLE INCAAPLTechnology19,238$4.9M2.27%
TELEDYNE TECHNOLOGIES INCTDYTechnology7,525$4.4M2.04%
VANGUARD MID-CAP INDEX FUNDVO—14,366$4.2M1.95%
AMAZON.COM INCAMZNEquity19,097$4.2M1.94%
ARCH CAPITAL GROUP LTDACGLFinancial Services35,964$3.3M1.51%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services4$3.0M1.40%
DEERE & CODEIndustrials6,040$2.8M1.28%
BOEING COBAIndustrials12,116$2.6M1.21%
EQT CORPEQTEnergy43,880$2.4M1.11%
ISHARES MSCI EMERGING MARKETS ETFEEM—43,445$2.3M1.07%
NVIDIA CORPNVDATechnology10,195 .9M0.88%