You're signed outSign in or to get full access.
Fogel Capital Management, Inc.
Fogel Capital Management, Inc. is an investment management firm headquartered in Stuart, Florida. Founded in 1995, the firm manages portfolios for a diverse client base, including high net worth individuals, pension and profit-sharing plans, and charitable organizations. As of early 2025, the firm has approximately 11 employees and manages over $390 million in assets. Fogel Capital specializes in delivering discretionary investment advisory services, with most clients being high net worth individuals.
Investment Strategy
Fogel Capital Management provides discretionary investment management, focusing on constructing diversified portfolios for clients primarily composed of U.S. equities. The firm emphasizes long-term capital appreciation, utilizing fundamental analysis and active management to select securities across sectors, with significant allocations to major technology, financial, and industrial companies. Their approach aims to balance growth with risk management for high net worth individuals and retirement plans.
Latest 13F Filing Activity
Fogel Capital Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 55 equity positions with a total 13F market value of $216M. The fund increased holdings in Alphabet Inc., Kratos Defense & Sec Solutio, Boeing Co. among other positions. Fogel Capital Management, Inc. reduced exposure to Mercadolibre Inc., Chubb Limited, Deere & Co. among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | 13.30% | $28.7M | 118,227 | $140.35 | $243.10 | +$8.0M | |
M MSFT | MICROSOFT CORP | 11.39% | $24.6M | 47,539 | $376.51 | $517.95 | +$947.1K |
| BERKSHIRE HATHAWAY INC DEL | 7.00% | $15.1M | 30,091 | $420.75 | $502.74 | +$516.5K | |
C CB | CHUBB LIMITED | 6.37% | $13.8M | 48,773 | $228.82 | $282.25 | -$338.8K |
K KTOS | KRATOS DEFENSE & SEC SOLUTIO | 5.93% | $12.8M | 140,310 | $20.15 | $91.37 | +$6.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more