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Michael Fogel

Fogel Capital Management, Inc.

Assets Managed
$218.69M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
0.8%(2Q avg: 0.6%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Fogel Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Fogel Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 218.69M in assets, with a quarterly growth rate of 0.8% and a 2-quarter average growth rate of 0.6%. The portfolio is managed by Michael Fogel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.94%
15.77%
$34.471M
119,873 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.24%
8.43%
$18.426M
49,776 shares@ $370.17 avg price
CB
Chubb Ltd
Recent Activity
Increased 0.85%
7.4%
$16.165M
49,597 shares@ $325.93 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 2.88%
6.71%
$14.654M
387,260 shares@ $37.84 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.85%
6.55%
$14.304M
29,849 shares@ $479.21 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.38%
5.2%
$11.358M
36,697 shares@ $309.51 avg price
ESLT
Elbit Systems Ltd
Recent Activity
Increased 4.31%
5.19%
$11.342M
13,358 shares@ $849.09 avg price
ET
Energy Transfer Lp
Recent Activity
Increased 1.87%
4.51%
$9.849M
510,337 shares@ $19.3 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 3.75%
4.28%
$9.353M
38,263 shares@ $244.45 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.48%
2.69%
$5.879M
9,040 shares@ $650.31 avg price

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