Fogel Capital Management, Inc. holds a focused book of 57 stocks worth $248.7M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Servicenow Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Alphabet Inc-CL A at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fogel Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 57 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 57 | $4.4B |
| Graticule Asia Macro Advisors LLC | 5 / 57 | $1.3B |
| Swiss Re Ltd | 28 / 57 | $1.0B |
| Prospect Hill Management, LLC | 9 / 57 | $241.2M |
| Mirae Asset Global Investments Co., Ltd. | 49 / 57 | $279.8B |
| Hoffman, Alan N Investment Management | 8 / 57 | $153.5M |
| Trans-Canada Capital Inc. | 6 / 57 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Fogel Capital Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011427/holdings"
Use Arkolith to show Fogel Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 57 | $248.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 52 | $218.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 50 | $217.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 55 | $216.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 53 | $187.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 44 | $185.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 41 | $199.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 39 | $193.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 38d | 39 | $187.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 38 | $170.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 33 | $131.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.