Fogel Capital Management, Inc. Top Holdings and 13F Report (2026) About Fogel Capital Management, Inc.Investment ActivityFogel Capital Management, Inc. has $248.71 million in total holdings as of June 30, 2026.Fogel Capital Management, Inc. owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.62% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, Fogel Capital Management, Inc. has purchased 52 new stocks and bought additional shares in 36 stocks.Fogel Capital Management, Inc. sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $42,980,965Microsoft $18,865,539Chubb $17,161,029Berkshire Hathaway $14,882,599Enterprise Products Partners $14,334,930 Largest New Holdings this Quarter 81762P102 - ServiceNow $3,810,466 Holding595112103 - Micron Technology $727,203 Holding007903107 - Advanced Micro Devices $381,658 Holding36828A101 - GE VERNOVA INC $375,955 Holding093712107 - Bloom Energy $275,457 Holding Largest Purchases this Quarter ServiceNow 38,381 shares (about $3.81M)Vanguard Mid-Cap ETF 44,502 shares (about $3.59M)Tesla 5,027 shares (about $2.11M)NVIDIA 8,662 shares (about $1.73M)Micron Technology 630 shares (about $727.20K) Largest Sales this Quarter Berkshire Hathaway 107 shares (about $53.54K)Bank of America 394 shares (about $22.45K)Vanguard S&P 500 ETF 12 shares (about $8.24K) 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 PortfolioSectorGOOGLAlphabet$42,980,965$141,876 â–²0.3%120,27017.3%Communication ServicesMSFTMicrosoft$18,865,539$298,044 â–²1.6%50,5757.6%TechnologyCBChubb$17,161,029$261,348 â–²1.5%50,3646.9%FinanceBRK.BBerkshire Hathaway$14,882,599$53,542 â–¼-0.4%29,7426.0%FinanceEPDEnterprise Products Partners$14,334,930$99,252 â–²0.7%389,9605.8%EnergyAVGOBroadcom$14,061,744$199,452 â–²1.4%37,2255.7%TechnologyESLTElbit Systems$10,342,871$207,889 â–²2.1%13,6324.2%IndustrialsJNJJohnson & Johnson$9,908,132$190,478 â–²2.0%39,0134.0%HealthcareETEnergy Transfer$9,785,310$27,667 â–²0.3%511,7843.9%EnergySPYSPDR S&P 500 ETF Trust$7,059,114$308,412 â–²4.6%9,4532.8%ETFMCOMoody's$6,031,083$115,495 â–²2.0%13,3162.4%FinanceAAPLApple$5,839,686$14,758 â–²0.3%20,1812.3%TechnologyMELIMercadoLibre$5,747,363$127,304 â–²2.3%3,3862.3%Consumer DiscretionaryAMZNAmazon.com$5,430,577$190,672 â–²3.6%22,7852.2%Consumer DiscretionaryTDYTeledyne Technologies$5,395,888$227,413 â–²4.4%8,0912.2%TechnologyDEDeere & Company$4,974,416$638,770 â–²14.7%7,8422.0%IndustrialsVOVanguard Mid-Cap ETF$4,751,497$3,585,497 â–²307.5%58,9741.9%ETFACGLArch Capital Group$3,964,804$183,929 â–²4.9%40,8491.6%FinanceKTOSKratos Defense & Security Solutions$3,939,987$53,500 â–²1.4%79,0211.6%IndustrialsNVDANVIDIA$3,845,930$1,733,180 â–²82.0%19,2211.5%TechnologyNOWServiceNow$3,810,466$3,810,466 â–²New Holding38,3811.5%TechnologyEEMiShares MSCI Emerging Markets ETF$3,552,873$35,231 â–²1.0%51,9351.4%ETFEQTEQT$3,341,735$60,082 â–²1.8%62,8501.3%EnergyBRK.ABerkshire Hathaway$2,995,4000.0%41.2%FinanceVVisa$2,913,676$666,659 â–²29.7%8,4921.2%FinanceTSLATesla$2,455,463$2,114,356 â–²619.9%5,8381.0%Consumer DiscretionaryINTCIntel$2,394,515$30,719 â–²1.3%17,1491.0%TechnologyCVXChevron$2,229,140$110,728 â–²5.2%13,4480.9%EnergyIWMiShares Russell 2000 ETF$2,212,213$84,126 â–²4.0%7,3630.9%ETFPFFiShares Preferred and Income Securities ETF$1,524,409$8,141 â–²0.5%49,9970.6%ETFVSTVistra$1,320,119$10,311 â–²0.8%8,3220.5%UtilitiesXOMExxonMobil$1,020,324$454,723 â–²80.4%7,4630.4%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$819,1080.0%1,5680.3%ETFMUMicron Technology$727,203$727,203 â–²New Holding6300.3%TechnologySCCOSouthern Copper$645,808$174,260 â–²37.0%3,7060.3%MaterialsIVViShares Core S&P 500 ETF$542,956$5,991 â–²1.1%7250.2%ETFAMATApplied Materials$524,175$18,075 â–²3.6%7250.2%TechnologyGOOGAlphabet$502,4350.0%1,4220.2%Communication ServicesBACBank of America$473,599$22,449 â–¼-4.5%8,3120.2%FinanceUNHUnitedHealth Group$423,9430.0%1,0200.2%HealthcareJPMJPMorgan Chase & Co.$385,922$70,049 â–²22.2%1,1790.2%FinanceAMDAdvanced Micro Devices$381,658$381,658 â–²New Holding6570.2%TechnologyGE VERNOVA INC$375,955$375,955 â–²New Holding3200.2%COMDVYiShares Select Dividend ETF$366,5240.0%2,3450.1%ETFENBEnbridge$354,9130.0%6,5470.1%EnergyAXPAmerican Express$303,410$59,194 â–²24.2%8970.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$280,6440.0%1,3190.1%ETFBEBloom Energy$275,457$275,457 â–²New Holding9100.1%IndustrialsVOOVanguard S&P 500 ETF$274,677$8,240 â–¼-2.9%4000.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$273,3850.0%3,6500.1%ETFIJHiShares Core S&P Mid-Cap ETF$268,3430.0%3,4800.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$261,0570.0%3,4300.1%ETFPALANTIR TECHNOLOGIES INC$259,007$10,500 â–²4.2%2,2200.1%CL AIWFiShares Russell 1000 Growth ETF$250,823$188,117 â–²300.0%2,0200.1%ETFLLYEli Lilly and Company$236,288$236,288 â–²New Holding1970.1%HealthcareVGTVanguard Information Technology ETF$221,180$221,180 â–²New Holding1,8510.1%ETFMRVLMarvell Technology$209,119$209,119 â–²New Holding7020.1%TechnologyHONHoneywell International$0$1,016,457 â–¼-100.0%00.0%IndustrialsMETAMeta Platforms$0$204,823 â–¼-100.0%00.0%Communication ServicesNEENextEra Energy$0$203,221 â–¼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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