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.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | 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 |
B BRK-B | 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 |