The Analysis of Fogel Capital Management, Inc.'s Holdings
Currently, Fogel Capital Management, Inc. holds 50 types of securities in its portfolio with a total value $217.0M. In the most recent quarter, they have increased their positions in V (+3.7K shares, valued at $1.3M), N/A (+12.5K shares, valued at $667.6K), EPD (+14.7K shares, valued at $471.3K); decreased their positions in KTOS (-65.9K shares, valued at $5.0M), COP (-9.3K shares, valued at $875.3K), PLTR (-261 shares, valued at $46.4K); initiated new positions in JPM (+985 shares, valued at $317.4K), LLY (+202 shares, valued at $217.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC118.8K shares0.46%2025-12-312026-02-02
MSFT MICROSOFT CORP48.2K shares1.42%2025-12-312026-02-02 CB CHUBB LIMITED49.2K shares0.84%2025-12-312026-02-02 BROADCOM INC BROADCOM INC36.6K shares0.23%2025-12-312026-02-02 EPD ENTERPRISE PRODS PARTNERS L376.4K shares4.06%2025-12-312026-02-02 ET ENERGY TRANSFER L P501.0K shares1.61%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON36.9K shares0.56%2025-12-312026-02-02 ESLT ELBIT SYS LTD12.8K shares3.06%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR TR9.0K shares0.23%2025-12-312026-02-02 MELI MERCADOLIBRE INC3.0K shares1.04%2025-12-312026-02-02 MCO MOODYS CORP11.4K shares1.84%2025-12-312026-02-02 KTOS KRATOS DEFENSE & SEC SOLUTIO74.4K shares-46.97%2025-12-312026-02-02 AAPL APPLE INC19.6K shares1.87%2025-12-312026-02-02 COP CONOCOPHILLIPS49.1K shares-15.99%2025-12-312026-02-02 AMZN AMAZON COM INC19.4K shares1.68%2025-12-312026-02-02 VO VANGUARD INDEX FDS14.4K shares0.16%2025-12-312026-02-02 TDY TELEDYNE TECHNOLOGIES INC7.5K shares0.07%2025-12-312026-02-02 ACGL ARCH CAP GROUP LTD36.0K shares0.11%2025-12-312026-02-02 EQT CORP EQT CORP56.3K shares28.38%2025-12-312026-02-02 BRK.A BERKSHIRE HATHAWAY INC4 shares0.00%2025-12-312026-02-02 DE DEERE & CO6.3K shares4.64%2025-12-312026-02-02 EEM ISHARES TR47.2K shares8.62%2025-12-312026-02-02 NVDA NVIDIA CORPORATION10.1K shares-1.04%2025-12-312026-02-02 IWM ISHARES TR7.2K shares8.72%2025-12-312026-02-02 V VISA INC5.0K shares282.95%2025-12-312026-02-02 CVX CHEVRON CORP NEW10.2K shares-2.63%2025-12-312026-02-02 PFF ISHARES TR48.7K shares0.00%2025-12-312026-02-02 VST VISTRA CORP8.4K shares6.69%2025-12-312026-02-02 DIA SPDR DOW JONES INDL AVERAGE1.6K shares-2.67%2025-12-312026-02-02 IVV ISHARES TR CORE717 shares1.70%2025-12-312026-02-02 BAC BANK AMERICA CORP8.7K shares-6.53%2025-12-312026-02-02 ALPHABET INC ALPHABET INC1.4K shares0.00%2025-12-312026-02-02 XOM EXXON MOBIL CORP3.5K shares31.20%2025-12-312026-02-02 TSLA TESLA INC780 shares0.00%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC2.0K shares-11.70%2025-12-312026-02-02 UNH UNITEDHEALTH GROUP INC1.0K shares-0.78%2025-12-312026-02-02 DVY ISHARES TR2.3K shares0.00%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.985 sharesnew addition2025-12-312026-02-02 ENB ENBRIDGE INC6.5K shares0.00%2025-12-312026-02-02 META META PLATFORMS INC410 shares9.33%2025-12-312026-02-02 AXP AMERICAN EXPRESS CO673 shares1.82%2025-12-312026-02-02 IWF ISHARES TR505 shares0.00%2025-12-312026-02-02 ARKB ARK 21SHARES BITCOIN ETF8.2K shares3.14%2025-12-312026-02-02 ACWX ISHARES TR3.4K shares-2.97%2025-12-312026-02-02 IJH ISHARES TR CORE3.5K shares0.00%2025-12-312026-02-02 LLY ELI LILLY & CO202 sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available