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Portfolio (Quarterly) Guide ↗

FOGEL CAPITAL MANAGEMENT, INC.

· CIK 0002011427
13F Portfolio $217M AUM 50 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 22 Added 9 Reduced 7 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS S&P 500 ETF 396.0 $248K 0.11% +8.0 +2.1% $626.47 +8.8%
22 ARKB ARK 21SHARES BITCOIN ETF Financial Services 8,200.0 $238K 0.11% +250.0 +3.1% $29.04 -11.3%
Page 2 of 2  ·  22 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 25.4%
Communication Services 20.3%
Financial Services 18.5%
Energy 16.2%
Industrials 8.6%
Consumer Cyclical 5.8%
Healthcare 4.4%
Utilities 0.7%