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Portfolio (Quarterly) Guide ↗

FOGEL CAPITAL MANAGEMENT, INC.

· CIK 0002011427
13F Portfolio $216M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 55 New
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 1,422.0 $346K 0.16% NEW $243.55 +61.4%
42 DVY ISHARES TR 2,345.0 $333K 0.15% NEW $142.10 +7.5%
43 ENB ENBRIDGE INC Energy 6,547.0 $330K 0.15% NEW $50.46 +11.7%
44 ARKB ARK 21SHARES BITCOIN ETF Financial Services 7,950.0 $302K 0.14% NEW $38.02 -33.0%
45 XOM EXXON MOBIL CORP Energy 2,676.0 $302K 0.14% NEW $112.73 +42.4%
46 META META PLATFORMS INC Communication Services 375.0 $275K 0.13% NEW $734.38 -16.8%
47 SPLV INVESCO EXCH TRADED FD TR II 3,650.0 $268K 0.12% NEW $73.48 -0.1%
48 RSP INVESCO EXCHANGE TRADED FD T 1,319.0 $250K 0.12% NEW $189.70 +6.3%
49 VOO VANGUARD INDEX FDS S&P 500 ETF 388.0 $238K 0.11% NEW $612.40 +10.2%
50 IWF ISHARES TR 505.0 $237K 0.11% NEW $468.41 -73.7%
51 ACWX ISHARES TR 3,535.0 $230K 0.11% NEW $65.01 +13.1%
52 IJH ISHARES TR CORE 3,480.0 $227K 0.10% NEW $65.26 +9.5%
53 AXP AMERICAN EXPRESS CO Financial Services 661.0 $220K 0.10% NEW $332.16 -6.9%
54 ORIGIN MATERIALS INC 19,200.0 $10K 0.01% NEW $0.52
55 ORIGIN MATERIALS INC 55,000.0 $803.0 NEW $0.01
Page 3 of 3  ·  55 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 26.1%
Financial Services 16.8%
Energy 16.2%
Communication Services 15.9%
Industrials 13.8%
Consumer Cyclical 6.5%
Healthcare 3.9%
Utilities 0.8%