13F Insight
DOSSIER · 13F-HR · Q2 2026

Fogel Capital Management, Inc.

$249M in tracked AUM across 57 positions as of Q2 2026.

FC
CIK 0002011427 · last filed Jun 30, 2026
Total AUM
$249M
as of Q2 2026
Holdings
57
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fogel Capital Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$43M120K17.3%02
MSFT
MICROSOFT CORP
$19M51K7.6%03
H1467J104
CHUBB LIMITED
$17M50K6.9%04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$15M30K6.0%05
EPD
ENTERPRISE PRODS PARTNERS L
$14M390K5.8%06
AVGO
BROADCOM INC
$14M37K5.7%07
M3760D101
ELBIT SYS LTD
$10M14K4.2%08
JNJ
JOHNSON & JOHNSON
$10M39K4.0%09
ET
ENERGY TRANSFER L P
$10M512K3.9%10
SPY
STATE STR SPDR S&P 500 ETF T TR
$7M9K2.8%

Filing history

2026Q2Jun 30
$249M▲ 13.7%
57 positionsView →2026Q1Mar 31
$219M▲ 0.8%
52 positionsView →2025Q4Dec 31
$217M▲ 0.4%
50 positionsView →2025Q3Sep 30
$216M▲ 15.2%
55 positionsView →2025Q2Jun 30
$188M▲ 0.9%
53 positionsLocked2025Q1Mar 31
$186M▼ 6.6%
44 positionsLocked2024Q4Dec 31
$199M▲ 2.7%
41 positionsLocked2024Q3Sep 30
$194M▲ 3.2%
39 positionsLocked2024Q2Jun 30
$188M▲ 10.4%
39 positionsLocked2024Q1Mar 31
$170M▲ 21.6%
38 positionsLocked2023Q4Dec 31
$140M—
34 positionsLocked