Fogel Capital Management, Inc. Top Holdings and 13F Report (2025) About Fogel Capital Management, Inc.Investment ActivityFogel Capital Management, Inc. has $187.53 million in total holdings as of June 30, 2025.Fogel Capital Management, Inc. owns shares of 53 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.49% of the portfolio was purchased this quarter.About 14.65% of the portfolio was sold this quarter.This quarter, Fogel Capital Management, Inc. has purchased 44 new stocks and bought additional shares in 21 stocks.Fogel Capital Management, Inc. sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $23,675,576Alphabet $20,770,952Berkshire Hathaway $14,611,476Chubb $14,105,018Enterprise Products Partners $11,019,093 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $1,252,229 Holding571748102 - Marsh & McLennan Companies $571,525 Holding69608A108 - PALANTIR TECHNOLOGIES INC $302,085 Holding92826C839 - Visa $273,138 Holding46138E354 - Invesco S&P 500 Low Volatility ETF $265,793 Holding Largest Purchases this Quarter Amazon.com 15,593 shares (about $3.42M)iShares Russell 2000 ETF 5,803 shares (about $1.25M)EQT 14,625 shares (about $852.93K)MercadoLibre 250 shares (about $653.41K)Marsh & McLennan Companies 2,614 shares (about $571.53K) Largest Sales this Quarter Bank of America 306,676 shares (about $14.51M)Microsoft 23,990 shares (about $11.93M)ConocoPhillips 2,166 shares (about $194.38K)iShares Preferred and Income Securities ETF 6,100 shares (about $187.15K)Kratos Defense & Security Solutions 3,600 shares (about $167.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFogel Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$23,675,576$11,932,793 ▼-33.5%47,59812.6%Computer and TechnologyGOOGLAlphabet$20,770,952$98,512 ▼-0.5%117,86311.1%Computer and TechnologyBRK.BBerkshire Hathaway$14,611,476$114,156 ▲0.8%30,0797.8%FinanceCBChubb$14,105,018$130,374 ▼-0.9%48,6857.5%FinanceEPDEnterprise Products Partners$11,019,093$199,084 ▲1.8%355,3405.9%EnergyAVGOBroadcom$9,966,779$17,917 ▲0.2%36,1575.3%Computer and TechnologyETEnergy Transfer$8,006,552$248,018 ▲3.2%441,6194.3%EnergyMELIMercadoLibre$7,490,664$653,408 ▲9.6%2,8664.0%Retail/WholesaleKTOSKratos Defense & Security Solutions$6,584,520$167,220 ▼-2.5%141,7553.5%AerospaceJNJJohnson & Johnson$5,618,145$91,650 ▼-1.6%36,7803.0%MedicalMCOMoody's$5,555,109$178,064 ▲3.3%11,0753.0%FinanceSPYSPDR S&P 500 ETF Trust$5,543,105$8,032 ▲0.1%8,9723.0%FinanceESLTElbit Systems$5,275,782$41,804 ▲0.8%11,7372.8%AerospaceCOPConocoPhillips$5,274,289$194,377 ▼-3.6%58,7732.8%EnergyAAPLApple$4,115,685$410 ▼0.0%20,0602.2%Computer and TechnologyVOVanguard Mid-Cap ETF$4,006,024$32,460 ▲0.8%14,3162.1%ETFAMZNAmazon.com$3,778,773$3,420,948 ▲956.0%17,2242.0%Retail/WholesaleTDYTeledyne Technologies$3,751,134$189,555 ▲5.3%7,3222.0%AerospaceACGLArch Capital Group$3,244,476$513,977 ▲18.8%35,6341.7%FinanceDEDeere & Company$3,033,143$33,052 ▲1.1%5,9651.6%IndustrialsBRK.ABerkshire Hathaway$2,915,2000.0%41.6%FinanceEEMiShares MSCI Emerging Markets ETF$2,022,462$1,158 ▼-0.1%41,9251.1%FinanceEQTEQT$1,686,906$852,930 ▲102.3%28,9250.9%EnergyVSTVistra$1,530,518$13,954 ▲0.9%7,8970.8%UtilitiesNVDANVIDIA$1,492,848$8,215 ▲0.6%9,4490.8%Computer and TechnologyCVXChevron$1,481,157$173,260 ▲13.2%10,3440.8%EnergyPFFiShares Preferred and Income Securities ETF$1,271,686$187,148 ▼-12.8%41,4500.7%ETFIWMiShares Russell 2000 ETF$1,252,229$1,252,229 ▲New Holding5,8030.7%FinanceBF.BBrown-Forman$1,049,490$16,146 ▼-1.5%39,0000.6%Consumer StaplesHONHoneywell International$897,054$74,522 ▲9.1%3,8520.5%Multi-Sector ConglomeratesDIASPDR Dow Jones Industrial Average ETF Trust$721,7850.0%1,6380.4%FinanceMMCMarsh & McLennan Companies$571,525$571,525 ▲New Holding2,6140.3%FinanceBACBank of America$484,095$14,512,250 ▼-96.8%10,2300.3%FinanceIVViShares Core S&P 500 ETF$437,895$4,969 ▲1.1%7050.2%ETFUNHUnitedHealth Group$323,201$5,927 ▲1.9%1,0360.2%MedicalXOMExxon Mobil$321,369$35,576 ▼-10.0%2,9810.2%EnergyDVYiShares Select Dividend ETF$311,439$69,725 ▼-18.3%2,3450.2%ETFPALANTIR TECHNOLOGIES INC$302,085$302,085 ▲New Holding2,2160.2%CL AENBEnbridge$296,7100.0%6,5470.2%EnergyARK 21SHARES BITCOIN ETF$284,531$189,687 ▲200.0%7,9500.2%SHS BEN INTMETAMeta Platforms$276,7840.0%3750.1%Computer and TechnologyVVisa$273,138$273,138 ▲New Holding7690.1%Business ServicesSPLVInvesco S&P 500 Low Volatility ETF$265,793$265,793 ▲New Holding3,6500.1%ETFGOOGAlphabet$252,2490.0%1,4220.1%Computer and TechnologyTSLATesla$247,775$31,766 ▼-11.4%7800.1%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$239,7150.0%1,3190.1%ETFVOOVanguard S&P 500 ETF$224,762$224,762 ▲New Holding3960.1%ETFIJHiShares Core S&P Mid-Cap ETF$215,8300.0%3,4800.1%ETFIWFiShares Russell 1000 Growth ETF$214,413$214,413 ▲New Holding5050.1%ETFAXPAmerican Express$201,276$201,276 ▲New Holding6310.1%FinancePRMEPrime Medicine$24,700$24,700 ▲New Holding10,0000.0%MedicalORGNOrigin Materials$9,2770.0%19,2000.0%EnergyORGNWOrigin Materials$1,0560.0%55,0000.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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