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Fogel Capital Management, Inc.

CIK:0002011427
Investment Adviser
$391M AUM
55 holdings
Stuart, FL, United States
Founded:1995
11 employees
Latest filing:Sep 30, 2025

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 Buys
G
GOOGLALPHABET INC
+$8.0M
K
KTOSKRATOS DEFENSE & SEC SOLUTIO
+$6.2M
B
BABOEING CO
+$2.6M
A
AVGOBROADCOM INC
+$2.1M
J
JNJJOHNSON & JOHNSON
+$1.2M
Top Sells
M
MELIMERCADOLIBRE INC
-$540.6K
C
CBCHUBB LIMITED
-$338.8K
D
DEDEERE & CO
-$271.3K
M
MCOMOODYS CORP
-$232.8K
M
MMCMARSH & MCLENNAN COS INC
-$44.7K

Top Holdings

G
GOOGLALPHABET INC
+13.3%$28.7M
M
MSFTMICROSOFT CORP
+11.4%$24.6M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+7.0%$15.1M
C
CBCHUBB LIMITED
+6.4%$13.8M
K
KTOSKRATOS DEFENSE & SEC SOLUTIO
+5.9%$12.8M

Equity Positions (55)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
G
GOOGL
ALPHABET INC13.30%$28.7M118,227$140.35$243.10+$8.0M
M
MSFT
MICROSOFT CORP11.39%$24.6M47,539$376.51$517.95+$947.1K
B
BRK-B
BERKSHIRE HATHAWAY INC DEL7.00%$15.1M30,091$420.75$502.74+$516.5K
C
CB
CHUBB LIMITED6.37%$13.8M48,773$228.82$282.25-$338.8K
K
KTOS
KRATOS DEFENSE & SEC SOLUTIO5.93%$12.8M140,310$20.15$91.37+$6.2M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+16.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.7%
SERVICES-PREPACKAGED SOFTWARE
+11.6%
NATURAL GAS TRANSMISSION
+9.1%
SEMICONDUCTORS & RELATED DEVICES
+6.4%