FOGEL CAPITAL MANAGEMENT, INC.
13F filer · CIK 2011427 · Stuart, FL
Summary
FOGEL CAPITAL MANAGEMENT, INC. reported $248.71M across 57 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are GOOGL (17.3%), MSFT (7.6%), CB (6.9%). Versus 2026 Q1, leaving options aside, it opened 8 new positions, added to 36, trimmed 3 and sold out of 3.
Reported value$248.71M
Positions57
Report period2026 Q2
FiledAug 13, 2026
New positions8
Added36
Trimmed3
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 17.3%Value $42.98MPrice $340.92Shares 120K +0.33%Since Jun 30 -4.60%
Weight 7.6%Value $18.87MPrice $508.96Shares 51K +1.61%Since Jun 30 +36.44%
Weight 6.9%Value $17.16MPrice $332.08Shares 50K +1.55%Since Jun 30 -2.54%
Weight 6.0%Value $14.88MPrice $502.35Shares 30K -0.36%Since Jun 30 +0.39%
Weight 5.8%Value $14.33MPrice $36.02Shares 390K +0.70%Since Jun 30 -2.01%
Weight 5.7%Value $14.06MPrice $355.10Shares 37K +1.44%Since Jun 30 -6.00%
Weight 4.2%Value $10.34MPrice $743.34Shares 14K +2.05%Since Jun 30 -2.03%
Weight 4.0%Value $9.91MPrice $267.57Shares 39K +1.96%Since Jun 30 +5.35%
Weight 3.9%Value $9.79MPrice $19.91Shares 512K +0.28%Since Jun 30 +4.13%
Weight 2.8%Value $7.06MPrice $764.20Shares 9,453 +4.57%Since Jun 30 +2.34%
Weight 2.4%Value $6.03MPrice $454.82Shares 13K +1.95%Since Jun 30 +0.42%
Weight 2.3%Value $5.84MPrice $329.40Shares 20K +0.25%Since Jun 30 +13.84%
Weight 2.3%Value $5.75MPrice $1725Shares 3,386 +2.27%Since Jun 30 +1.62%
Weight 2.2%Value $5.43MPrice $246.67Shares 23K +3.64%Since Jun 30 +3.50%
Weight 2.2%Value $5.40MPrice $605.59Shares 8,091 +4.40%Since Jun 30 -9.19%
Weight 2.0%Value $4.97MPrice $680.50Shares 7,842 +14.73%Since Jun 30 +7.28%
Weight 1.9%Value $4.75MPrice $79.04Shares 59K +307.50%Since Jun 30 -1.90%
Weight 1.6%Value $3.96MPrice $95.12Shares 41K +4.86%Since Jun 30 -2.00%
Weight 1.6%Value $3.94MPrice $43.05Shares 79K +1.38%Since Jun 30 -13.66%
Weight 1.5%Value $3.85MPrice $227.21Shares 19K +82.03%Since Jun 30 +13.55%
Weight 1.5%Value $3.81MPrice $129.94Shares 38KSince Jun 30 +30.88%
Weight 1.4%Value $3.55MPrice $67.40Shares 52K +1.00%Since Jun 30 -1.48%
Weight 1.3%Value $3.34MPrice $48.88Shares 63K +1.83%Since Jun 30 -8.07%
Weight 1.2%Value $3.00MPrice $753368Shares 4Since Jun 30 +0.60%
Weight 1.2%Value $2.91MPrice $365.88Shares 8,492 +29.67%Since Jun 30 +6.64%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 17.3% | $42.98M | -4.60% | +0.33% | Add | |
| 7.6% | $18.87M | +36.44% | +1.61% | Add | |
| 6.9% | $17.16M | -2.54% | +1.55% | Add | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 6.0% | $14.88M | +0.39% | -0.36% | Trim |
| 5.8% | $14.33M | -2.01% | +0.70% | Add | |
| 5.7% | $14.06M | -6.00% | +1.44% | Add | |
| 4.2% | $10.34M | -2.03% | +2.05% | Add | |
| 4.0% | $9.91M | +5.35% | +1.96% | Add | |
| 3.9% | $9.79M | +4.13% | +0.28% | Add | |
| 2.8% | $7.06M | +2.34% | +4.57% | Add | |
| 2.4% | $6.03M | +0.42% | +1.95% | Add | |
| 2.3% | $5.84M | +13.84% | +0.25% | Add | |
| 2.3% | $5.75M | +1.62% | +2.27% | Add | |
| 2.2% | $5.43M | +3.50% | +3.64% | Add | |
| 2.2% | $5.40M | -9.19% | +4.40% | Add | |
| 2.0% | $4.97M | +7.28% | +14.73% | Add | |
| 1.9% | $4.75M | -1.90% | +307.50% | Add | |
| 1.6% | $3.96M | -2.00% | +4.86% | Add | |
| 1.6% | $3.94M | -13.66% | +1.38% | Add | |
| 1.5% | $3.85M | +13.55% | +82.03% | Add | |
| 1.5% | $3.81M | +30.88% | — | New | |
| 1.4% | $3.55M | -1.48% | +1.00% | Add | |
| 1.3% | $3.34M | -8.07% | +1.83% | Add | |
| BRK.ABERKSHIRE HATHAWAY INC | 1.2% | $3.00M | +0.60% | — | Hold |
| 1.2% | $2.91M | +6.64% | +29.67% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
BRK.BBERKSHIRE HATHAWAY INC DEL≈ $51.3KTrimSource: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.