What Fogel Capital Management, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2011427 · Filed Aug 13, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 50.6K |
| +1.6% |
| $18.9M |
| 7.6% |
CBChubb Ltd | 50.4K | +1.5% | $17.2M | 6.9% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 29.7K | −0.4% | $14.9M | 6% |
EPDEnterprise Products Partners L.P. | 390K | +0.7% | $14.3M | 5.8% |
AVGOBroadcom Inc. | 37.2K | +1.4% | $14.1M | 5.7% |
ESLTElbit Systems Ltd | 13.6K | +2.1% | $10.3M | 4.2% |
JNJJohnson & Johnson | 39K | +2.0% | $9.9M | 4% |
ETEnergy Transfer LP | 511.8K | +0.3% | $9.8M | 3.9% |
SPYSPDR S&P 500 ETF Trust | 9.5K | +4.6% | $7.1M | 2.8% |
MCOMoody's Corp | 13.3K | +2.0% | $6M | 2.4% |
AAPLApple Inc. | 20.2K | +0.3% | $5.8M | 2.3% |
MELIMercadoLibre Inc | 3.4K | +2.3% | $5.7M | 2.3% |
AMZNAmazon Com Inc | 22.8K | +3.6% | $5.4M | 2.2% |
TDYTeledyne Technologies Inc | 8.1K | +4.4% | $5.4M | 2.2% |
DEDeere & Co | 7.8K | +14.7% | $5M | 2% |
VANGUARD INDEX FDSMID CAP ETF | 59K | +307.5% | $4.8M | 1.9% |
ACGLArch Capital Group Ltd. | 40.8K | +4.9% | $4M | 1.6% |
KTOSKratos Defense & Security Solutions, Inc. | 79K | +1.4% | $3.9M | 1.6% |
NVDANVIDIA Corp | 19.2K | +82.0% | $3.8M | 1.5% |
NOWServiceNow, Inc. | 38.4K | New | $3.8M | 1.5% |
ISHARES TRMSCI EMG MKT ETF | 51.9K | +1.0% | $3.6M | 1.4% |
EQTEQT Corp | 62.9K | +1.8% | $3.3M | 1.3% |
BERKSHIRE HATHAWAY INCDEL CL A | 4 | ±0% | $3M | 1.2% |
VVisa Inc. | 8.5K | +29.7% | $2.9M | 1.2% |
TSLATesla, Inc. | 5.8K | +619.9% | $2.5M | 1% |
INTCIntel Corp | 17.1K | +1.3% | $2.4M | 1% |
CVXChevron Corp | 13.4K | +5.2% | $2.2M | 0.9% |
ISHARES TRRUSSELL 2000 ETF | 7.4K | +4.0% | $2.2M | 0.9% |
ISHARES TRPFD AND INCM SEC | 50K | +0.5% | $1.5M | 0.6% |
VSTVistra Corp. | 8.3K | +0.8% | $1.3M | 0.5% |
EXXON MOBIL CORPCOM | 7.5K | +80.4% | $1M | 0.4% |
DIASPDR DOW Jones Industrial Average ETF Trust | 1.6K | ±0% | $819.1K | 0.3% |
MUMicron Technology Inc | 630 | New | $727.2K | 0.3% |
SCCOSouthern Copper Corp | 3.7K | +37.0% | $645.8K | 0.3% |
ISHARES TR CORES&P500 ETF | 725 | +1.1% | $543K | 0.2% |
AMATApplied Materials Inc | 725 | +3.6% | $524.2K | 0.2% |
GOOGAlphabet Inc. | 1.4K | ±0% | $502.4K | 0.2% |
BACBank of America Corp | 8.3K | −4.5% | $473.6K | 0.2% |
UNHUnitedHealth Group Inc | 1K | ±0% | $423.9K | 0.2% |
JPMJPMorgan Chase & Co | 1.2K | +22.2% | $385.9K | 0.2% |
AMDAdvanced Micro Devices Inc | 657 | New | $381.7K | 0.2% |
GEVGE Vernova Inc. | 320 | New | $376K | 0.2% |
ISHARES TRSELECT DIVID ETF | 2.3K | ±0% | $366.5K | 0.1% |
ENBEnbridge Inc | 6.5K | ±0% | $354.9K | 0.1% |
AXPAmerican Express Co | 897 | +24.2% | $303.4K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 1.3K | ±0% | $280.6K | 0.1% |
BEBloom Energy Corp | 910 | New | $275.5K | 0.1% |
VANGUARD INDEX FDS S&P 500 ETFSHS | 400 | −2.9% | $274.7K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | 3.7K | ±0% | $273.4K | 0.1% |
ISHARES TR CORES&P MCP ETF | 3.5K | ±0% | $268.3K | 0.1% |
ISHARES TRMSCI ACWI EX US | 3.4K | ±0% | $261.1K | 0.1% |
PLTRPalantir Technologies Inc. | 2.2K | +4.2% | $259K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 2K | +300.0% | $250.8K | 0.1% |
LLYELI LILLY & Co | 197 | New | $236.3K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 1.9K | New | $221.2K | 0.1% |
MRVLMarvell Technology, Inc. | 702 | New | $209.1K | 0.1% |
