Holdings of FOGEL CAPITAL MANAGEMENT, INC.
48 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 69.3 % of the equity sleeve
Sector breakdown
- Technology 20.3 %
- Communication 18.8 %
- Financials 13.8 %
- Consumer discretionary 5.7 %
- Health care 5.1 %
- Industrials 5.1 %
- Energy 2.5 %
- Funds 1.8 %
- Utilities 0.8 %
- Unattributed 26.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 48 | 187.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Alphabet Inc | 119,873 | 34.5M $ | |
| 2 | Microsoft Corp | 49,776 | 18.4M $ | |
| 3 | Enterprise Products Partners LP | 387,260 | 14.7M $ | |
| 4 | Berkshire Hathaway Inc | 29,849 | 14.3M $ | |
| 5 | Broadcom Inc | 36,697 | 11.4M $ | |
| 6 | Energy Transfer LP | 510,337 | 9.8M $ | |
| 7 | Johnson & Johnson | 38,263 | 9.4M $ | |
| 8 | State Street SPDR S&P 500 ETF Trust | 9,040 | 5.9M $ | |
| 9 | MercadoLibre Inc | 3,311 | 5.7M $ | |
| 10 | Moody's Corp | 13,061 | 5.7M $ | |
| 11 | Kratos Defense & Security Solutions, Inc. | 77,948 | 5.5M $ | |
| 12 | Apple Inc | 20,130 | 5.1M $ | |
| 13 | Teledyne Technologies Inc | 7,750 | 4.7M $ | |
| 14 | Amazon.com Inc | 21,985 | 4.6M $ | |
| 15 | Vanguard Mid-Cap ETF | 14,472 | 4.2M $ | |
| 16 | EQT Corp | 61,720 | 3.9M $ | |
| 17 | Deere & Co | 6,835 | 3.9M $ | |
| 18 | iShares MSCI Emerging Markets ETF | 51,420 | 2.9M $ | |
| 19 | Berkshire Hathaway Inc | 4 | 2.9M $ | |
| 20 | Chevron Corp | 12,780 | 2.6M $ | |
| 21 | Visa Inc | 6,549 | 2M $ | |
| 22 | NVIDIA Corp | 10,559 | 1.8M $ | |
| 23 | iShares Russell 2000 ETF | 7,083 | 1.8M $ | |
| 24 | iShares Preferred and Income S | 49,730 | 1.5M $ | |
| 25 | Vistra Corp | 8,257 | 1.2M $ | |
| 26 | Honeywell International Inc | 4,497 | 1M $ | |
| 27 | Intel Corp | 16,929 | 747.1K $ | |
| 28 | State Street Spdr Dow Jones Industrial Average Etf Trust | 1,568 | 726.3K $ | |
| 29 | Exxon Mobil Corp | 4,137 | 702K $ | |
| 30 | iShares Core S&P 500 ETF | 717 | 468.2K $ | |
| 31 | Southern Copper Corp | 2,706 | 465.6K $ | |
| 32 | Bank of America Corp | 8,706 | 424.4K $ | |
| 33 | Alphabet Inc | 1,422 | 407.9K $ | |
| 34 | iShares Select Dividend ETF | 2,345 | 355.1K $ | |
| 35 | Palantir Technologies Inc | 2,130 | 311.6K $ | |
| 36 | Tesla Inc | 811 | 301.5K $ | |
| 37 | JPMorgan Chase & Co | 965 | 283.9K $ | |
| 38 | UnitedHealth Group Inc | 1,020 | 276K $ | |
| 39 | Invesco S&P 500 Low Volatility | 3,650 | 267K $ | |
| 40 | Invesco S&P 500 Equal Weight ETF | 1,319 | 253.1K $ | |
| 41 | Vanguard S&P 500 ETF | 412 | 246.2K $ | |
| 42 | Applied Materials Inc | 700 | 239.3K $ | |
| 43 | iShares Core S&P Mid-Cap ETF | 3,480 | 235K $ | |
| 44 | iShares Trust | 3,430 | 234.9K $ | |
| 45 | American Express Co | 722 | 218.4K $ | |
| 46 | iShares Russell 1000 Growth ETF | 505 | 215.3K $ | |
| 47 | Meta Platforms Inc | 358 | 204.8K $ | |
| 48 | NextEra Energy Inc | 2,188 | 203.2K $ | |