Fogel Capital Management
Fogel Capital Management reported 57 stocks worth $249M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GOOGL (17.3%), MSFT (7.6%) and CB (6.9%). Compared with Q1 2026, the fund opened new positions in NOW, MU and AMD, added to GOOGL, MSFT and CB, trimmed BRK.B, BAC and VOO and sold out of META and NEE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $43M | 17.3% | 120K | +397 (+0%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $18.9M | 7.6% | 51K | +799 (+2%) | 8 of 8 | |
| 3 |  CB Chubb Ltd F | $17.2M | 6.9% | 50K | +767 (+2%) | 8 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $14.9M | 6.0% | 30K | −107 (−0%) | 8 of 8 | |
| 5 |  EPD Enterprise Products | $14.3M | 5.8% | 390K | +2,700 (+1%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $14.1M | 5.7% | 37K | +528 (+1%) | 8 of 8 | |
| 7 |  ESLT Elbit Sys Ltd | $10.3M | 4.2% | 14K | +274 (+2%) | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $9.9M | 4.0% | 39K | +750 (+2%) | 8 of 8 | |
| 9 |  ET Energy Transfer L P LP | $9.8M | 3.9% | 512K | +1,447 (+0%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $7.1M | 2.8% | 9,453 | +413 (+5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Fogel Capital Management 13F FAQ
What does Fogel Capital Management own?
Fogel Capital Management reported 57 stocks worth $249M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GOOGL (17.3%), MSFT (7.6%) and CB (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Fogel Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 36 added to, 3 trimmed and 3 sold out. New positions include NOW, MU and AMD. It sold all of META and NEE.
When will Fogel Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fogel Capital Management's portfolio worth?
The Q2 2026 filing reports $249M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.