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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO. Financial Services 985.0 $317K 0.15% NEW $322.22 -8.8%
2 LLY ELI LILLY & CO Healthcare 202.0 $217K 0.10% NEW $1074.68 -3.7%

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%