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  Name: Fogel Capital Management Inc.
  City: Stuart
  State: FL
  Zip: 34994
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $170,068,000
  Total Value Change : $39,089,000
  Securities Held Change : 5
   
All Securities Held : 38
  New Positions : 10
  Closed Positions : 5
  Increased Positions : 17
  Unchanged Positions : 5
  Decreased Positions : 6

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Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 2 - $172.50 $20,359,000 121,738 11.97% 3,509,000 1,113 0.002    Search Engines & Info...
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 6 - $28.50 $9,423,000 335,350 5.54% 639,000 710 0.015    Independent Oil & Gas
   (COP)1 Year Chart         COP ConocoPhillips 7 - $116.48 $7,819,000 63,973 4.6% 1,081,000 4,818 0.006    Integrated Oil & Gas
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 9 - $52.73 $6,391,000 126,678 3.76% 1,581,000 506 0.009    Copper
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 11 - $527.37 $4,805,000 9,398 2.83% 207,000 172 0    Closed - End Fund - E...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 12 - $470.34 $4,342,000 9,401 2.55% 408,000 187 0.003    Aerospace/Defense - M...
   (MCO)1 Year Chart         MCO Moodys Corp 13 - $396.99 $4,243,000 11,150 2.49% -179,000 40 0.006    Business Services
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 14 - $244.60 $3,880,000 16,090 2.28% 149,000 131 0.008    Closed - End Fund - E...
   (MELI)1 Year Chart         MELI Mercadolibre Inc 17 - $1,725.58 $2,749,000 1,686 1.62% -34,000 80 0.003    Business Services
   (ESLT)1 Year Chart         ESLT Elbit Systems Ltd 18 - $192.85 $2,392,000 11,824 1.41% -13,000 61 0.027    Scientific & Technica...
   (EOG)1 Year Chart         EOG EOG Resources Inc 19 - $124.55 $2,311,000 17,777 1.36% 380,000 701 0.003    Independent Oil & Gas
   (TDY)1 Year Chart         TDY Teledyne Technologies Inc 20 - $396.95 $2,160,000 5,606 1.27% -114,000 325 0.012    Aerospace/Defense Pro...
   (DE)1 Year Chart         DE Deere & Co 21 - $374.76 $2,092,000 5,217 1.23% 137,000 150 0.002    Farm & Construction M...
   (MRK)1 Year Chart         MRK Merck & Co Inc 27 - $131.20 $474,000 3,719 0.28% 54,000 401 0    Drug Manufacturers - ...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 28 - $529.96 $462,000 899 0.27% 188,000 352 0    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 30 - $124.47 $348,000 2,870 0.2% 49,000 245 0.002    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 31 - $81.18 $250,000 3,165 0.15% 39,000 359 0    Closed - End Fund - E...

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