FOGEL CAPITAL MANAGEMENT, INC.
Top Portfolio Positions
38 positions ·
$202,794,277 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
119,873 | $34,470,679 | 17.00% | |
| MSFT |
Microsoft Corp
Technology
|
49,776 | $18,425,581 | 9.09% | |
| CB |
Chubb Ltd
Financial Services
|
49,597 | $16,165,150 | 7.97% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
387,260 | $14,653,918 | 7.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
29,849 | $14,303,640 | 7.05% | |
| AVGO |
Broadcom Inc.
Technology
|
36,697 | $11,358,088 | 5.60% | |
| ESLT |
Elbit Systems Ltd
Industrials
|
13,358 | $11,342,144 | 5.59% | |
| ET |
Energy Transfer LP
Energy
|
510,337 | $9,849,504 | 4.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
38,263 | $9,353,007 | 4.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,040 | $5,879,073 | 2.90% |
Portfolio Trend
10 quarters · across all stocks
Holdings in ESLT
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,342,144 | 13,358 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,398,731 | 12,807 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,335,284 | 12,427 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,275,781 | 11,737 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,467,569 | 11,644 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,074,645 | 11,914 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,271,935 | 11,354 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,051,380 | 11,614 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,485,759 | 11,824 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,508,459 | 11,763 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||