SEC Form 13F

FOGEL CAPITAL MANAGEMENT, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$248,711,386
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INCGOOGLCAP STK CL A$42,980,965120,270
MICROSOFT CORPMSFTCOM$18,865,53950,575
CHUBB LIMITEDCBCOM$17,161,02950,364
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$14,882,59929,742
ENTERPRISE PRODS PARTNERS LEPDCOM$14,334,930389,960
BROADCOM INCAVGOCOM$14,061,74437,225
ELBIT SYS LTDESLTORD$10,342,87113,632
JOHNSON & JOHNSONJNJCOM$9,908,13239,013
ENERGY TRANSFER L PETCOM UT LTD PTN$9,785,310511,784
STATE STR SPDR S&P 500 ETF T TRSPYUNIT$7,059,1149,453

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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