FOGEL CAPITAL MANAGEMENT, INC.: 13F holdings
CIK 20114272026Q2
| Positions | 57 |
|---|
| Reported value | $248.7m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 57 (+5 vs prior quarter) |
|---|
| Reported value | $248.7m (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 120,270 | $43.0m | 17.3% |
| MSFT MICROSOFT CORP | 50,575 | $18.9m | 7.6% |
| CHUBB LIMITED | 50,364 | $17.2m | 6.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 29,742 | $14.9m | 6.0% |
| EPD ENTERPRISE PRODS PARTNERS L | 389,960 | $14.3m | 5.8% |
| AVGO BROADCOM INC | 37,225 | $14.1m | 5.7% |
| ELBIT SYS LTD | 13,632 | $10.3m | 4.2% |
| JNJ JOHNSON & JOHNSON | 39,013 | $9.9m | 4.0% |
| ET ENERGY TRANSFER L P | 511,784 | $9.8m | 3.9% |
| SPY STATE STR SPDR S&P 500 ETF T TR | 9,453 | $7.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011427")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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