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Portfolio (Quarterly) Guide ↗

FOGEL CAPITAL MANAGEMENT, INC.

· CIK 0002011427
13F Portfolio $249M AUM 57 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 33 Added 4 Reduced 3 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EQT EQT CORP Energy 62,850.0 $3.3M 1.34% +7K +11.6% $53.17 +3.8%
22 V VISA INC Financial Services 8,492.0 $2.9M 1.17% +3K +68.8% $343.11 +9.3%
23 TSLA TESLA INC Consumer Cyclical 5,838.0 $2.5M 0.99% +5K +648.5% $420.60 -15.8%
24 CVX CHEVRON CORPORATION Energy 13,448.0 $2.2M 0.90% +3K +31.5% $165.76 +25.8%
25 IWM ISHARES TR 7,363.0 $2.2M 0.89% +130.0 +1.8% $300.45 -1.5%
26 PFF ISHARES TR 49,997.0 $1.5M 0.61% +1K +2.6% $30.49 -0.4%
27 XOM EXXON MOBIL CORP Energy 7,463.0 $1.0M 0.41% +4K +112.6% $136.72 +16.6%
28 IVV ISHARES TR CORE 725.0 $543K 0.22% +8.0 +1.1% $748.90 +3.3%
29 JPM JPMORGAN CHASE & CO Financial Services 1,179.0 $386K 0.15% +194.0 +19.7% $327.33 +9.6%
30 AXP AMERICAN EXPRESS CO Financial Services 897.0 $303K 0.12% +224.0 +33.3% $338.25 -3.6%
31 VOO VANGUARD INDEX FDS S&P 500 ETF 400.0 $275K 0.11% +4.0 +1.0% $686.69 +3.1%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 2,220.0 $259K 0.10% +250.0 +12.7% $116.67 +49.4%
33 IWF ISHARES TR 2,020.0 $251K 0.10% +2K +300.0% $124.17 -0.6%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Communication Services 21.4%
Financial Services 19.4%
Industrials 9.7%
Energy 8.3%
Consumer Cyclical 6.8%
Healthcare 5.3%
Utilities 0.8%
Basic Materials 0.3%