Fogel Capital Management, Inc. Top Holdings and 13F Report (2025) About Fogel Capital Management, Inc.Investment ActivityFogel Capital Management, Inc. has $185.92 million in total holdings as of March 31, 2025.Fogel Capital Management, Inc. owns shares of 44 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.17% of the portfolio was purchased this quarter.About 10.60% of the portfolio was sold this quarter.This quarter, Fogel Capital Management, Inc. has purchased 41 new stocks and bought additional shares in 15 stocks.Fogel Capital Management, Inc. sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $26,873,259Alphabet $18,312,716Berkshire Hathaway $15,894,318Chubb $14,838,279Bank of America $13,224,506 Largest New Holdings this Quarter G0450A105 - Arch Capital Group $2,884,342 Holding115637209 - Brown-Forman $1,344,024 Holding92840M102 - Vistra $918,968 Holding26884L109 - EQT $764,049 Holding438516106 - Honeywell International $747,901 Holding Largest Purchases this Quarter Arch Capital Group 29,989 shares (about $2.88M)Brown-Forman 39,600 shares (about $1.34M)Vistra 7,825 shares (about $918.97K)EQT 14,300 shares (about $764.05K)Honeywell International 3,532 shares (about $747.90K) Largest Sales this Quarter Broadcom 35,601 shares (about $5.96M)Johnson & Johnson 1,297 shares (about $215.09K)Alphabet 1,223 shares (about $189.12K)Elbit Systems 270 shares (about $103.59K)Berkshire Hathaway 125 shares (about $66.57K) 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$26,873,259$165,546 ▲0.6%71,58814.5%Computer and TechnologyGOOGLAlphabet$18,312,716$189,124 ▼-1.0%118,4229.8%Computer and TechnologyBRK.BBerkshire Hathaway$15,894,318$66,573 ▼-0.4%29,8448.5%FinanceCBChubb$14,838,279$159,149 ▲1.1%49,1358.0%FinanceBACBank of America$13,224,506$33,259 ▼-0.3%316,9067.1%FinanceEPDEnterprise Products Partners$11,912,129$30,726 ▼-0.3%348,9206.4%EnergyETEnergy Transfer$7,955,383$496,483 ▲6.7%427,9394.3%EnergyCOPConocoPhillips$6,399,801$35,287 ▲0.6%60,9393.4%EnergyJNJJohnson & Johnson$6,199,099$215,094 ▼-3.4%37,3803.3%MedicalAVGOBroadcom$6,042,938$5,960,729 ▼-49.7%36,0923.3%Computer and TechnologyMELIMercadoLibre$5,103,476$485,767 ▲10.5%2,6162.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$5,011,720$88,946 ▲1.8%8,9592.7%FinanceMCOMoody's$4,992,197$20,956 ▼-0.4%10,7202.7%FinanceESLTElbit Systems$4,467,570$103,594 ▼-2.3%11,6442.4%AerospaceAAPLApple$4,456,396$141,498 ▲3.3%20,0622.4%Computer and TechnologyKTOSKratos Defense & Security Solutions$4,315,590$618,740 ▲16.7%145,3552.3%AerospaceVOVanguard Mid-Cap ETF$3,672,384$4,138 ▼-0.1%14,2002.0%ETFTDYTeledyne Technologies$3,460,080$168,724 ▲5.1%6,9521.9%AerospaceBRK.ABerkshire Hathaway$3,193,7660.0%41.7%FinanceACGLArch Capital Group$2,884,342$2,884,342 ▲New Holding29,9891.6%FinanceDEDeere & Company$2,769,1650.0%5,9001.5%IndustrialsEEMiShares MSCI Emerging Markets ETF$1,833,158$65,506 ▼-3.5%41,9491.0%FinanceCVXChevron$1,528,027$610,274 ▲66.5%9,1340.8%EnergyPFFiShares Preferred and Income Securities ETF$1,461,212$30,730 ▲2.1%47,5500.8%ETFBF.BBrown-Forman$1,344,024$1,344,024 ▲New Holding39,6000.7%Consumer StaplesNVDANVIDIA$1,018,447$713,574 ▲234.1%9,3970.5%Computer and TechnologyVSTVistra$918,968$918,968 ▲New Holding7,8250.5%UtilitiesEQTEQT$764,049$764,049 ▲New Holding14,3000.4%EnergyHONHoneywell International$747,901$747,901 ▲New Holding3,5320.4%Multi-Sector ConglomeratesDIASPDR Dow Jones Industrial Average ETF Trust$687,7630.0%1,6380.4%FinanceUNHUnitedHealth Group$532,654$4,190 ▲0.8%1,0170.3%MedicalXOMExxon Mobil$393,739$109,643 ▲38.6%3,3110.2%EnergyIVViShares Core S&P 500 ETF$391,513$7,864 ▲2.0%6970.2%ETFDVYiShares Select Dividend ETF$385,4120.0%2,8700.2%ETFAMZNAmazon.com$310,314$310,314 ▲New Holding1,6310.2%Retail/WholesaleENBEnbridge$290,0980.0%6,5470.2%EnergyRSPInvesco S&P 500 Equal Weight ETF$228,4900.0%1,3190.1%ETFTSLATesla$228,061$2,073 ▼-0.9%8800.1%Auto/Tires/TrucksGOOGAlphabet$222,159$222,159 ▲New Holding1,4220.1%Computer and TechnologyARK 21SHARES BITCOIN ETF$217,830$217,830 ▲New Holding2,6500.1%SHS BEN INTMETAMeta Platforms$216,135$216,135 ▲New Holding3750.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$203,0580.0%3,4800.1%ETFORGNOrigin Materials$12,7410.0%19,2000.0%EnergyORGNWOrigin Materials$2,7720.0%55,0000.0%Basic MaterialsFCXFreeport-McMoRan$0$4,928,381 ▼-100.0%00.0%Basic MaterialsLMTLockheed Martin$0$4,761,651 ▼-100.0%00.0%AerospaceAVAVAeroVironment$0$2,438,233 ▼-100.0%00.0%AerospaceEFAiShares MSCI EAFE ETF$0$500,916 ▼-100.0%00.0%FinanceIWFiShares Russell 1000 Growth ETF$0$202,798 ▼-100.0%00.0%ETFEATON VANCE LTD DURATION INC$0$175,860 ▼-100.0%00.0%COMShowing 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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