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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 410.0 $271K 0.12% +35.0 +9.3% $660.09 -9.0%
42 SPLV INVESCO EXCH TRADED FD TR II 3,650.0 $261K 0.12% $71.42 +2.8%
43 RSP INVESCO EXCHANGE TRADED FD T 1,319.0 $253K 0.12% $191.56 +4.8%
44 AXP AMERICAN EXPRESS CO Financial Services 673.0 $249K 0.12% +12.0 +1.8% $369.95 -18.0%
45 VOO VANGUARD INDEX FDS S&P 500 ETF 396.0 $248K 0.11% +8.0 +2.1% $626.47 +7.9%
46 IWF ISHARES TR 505.0 $239K 0.11% $473.30 -73.9%
47 ARKB ARK 21SHARES BITCOIN ETF Financial Services 8,200.0 $238K 0.11% +250.0 +3.1% $29.04 -12.1%
48 ACWX ISHARES TR 3,430.0 $230K 0.11% -105.0 -3.0% $67.13 +9.8%
49 IJH ISHARES TR CORE 3,480.0 $230K 0.11% $66.00 +8.1%
50 LLY ELI LILLY & CO Healthcare 202.0 $217K 0.10% NEW $1074.68 -3.7%
Page 3 of 3  ·  50 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%