Fogel Capital Management, Inc. - Portfolio overview

Fogel Capital Management, Inc. has 60 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC, 15.04%
2. MSFT - MICROSOFT CORP, 8.04%
3. CB - CHUBB LTD SWITZ, 7.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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