Fogel Capital Management, Inc. Portfolio Holdings

Fogel Capital Management, Inc.

  • $216 Billion
  • Q3 2025

Fogel Capital Management, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $28.7B, Microsoft Corp with a value of $24.6B, Berkshire Hathaway Inc Class B with a value of $15.1B, Chubb LTD with a value of $13.8B, and Kratos Defense & Security Solutions, Inc. with a value of $12.8B.

Examining the 13F form we can see an increase of $28.6B in the current position value, from $188B to 216B.

Fogel Capital Management, Inc. is based out at Stuart, FL

Below you can find more details about Fogel Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $216 Billion
Technology: $48.3 Billion
Financial Services: $42.2 Billion
Energy: $30 Billion
Communication Services: $29.4 Billion
Industrials: $25.6 Billion
ETFs: $18.7 Billion
Consumer Cyclical: $12 Billion
Healthcare: $7.16 Billion
Other: $1.56 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$13.8 Billion 6.37% of portfolio
48,773
Q3 2025 Added 0.18%
$139B
$12 Billion 5.57% of portfolio
36,476
Q3 2025 Added 0.88%
$70.2B
$11.3 Billion 5.23% of portfolio
361,740
Q3 2025 Added 1.8%
$52.5B
$8.46 Billion 3.92% of portfolio
493,055
Q3 2025 Added 11.65%
$103B
$6.95 Billion 3.22% of portfolio
2,974
Q3 2025 Added 3.77%
$21B
$6.34 Billion 2.93% of portfolio
12,427
Q3 2025 Added 5.88%
$113B
$5.53 Billion 2.56% of portfolio
58,483
Q3 2025 Reduced 0.49%
$87.8B
$5.32 Billion 2.46% of portfolio
11,170
Q3 2025 Added 0.86%
$23.5B
$4.41 Billion 2.04% of portfolio
7,525
Q3 2025 Added 2.77%
$34.2B
$3.26 Billion 1.51% of portfolio
35,964
Q3 2025 Added 0.93%
$144B
$2.76 Billion 1.28% of portfolio
6,040
Q3 2025 Added 1.26%
$114B
$2.61 Billion 1.21% of portfolio
12,116
Q3 2025 New
$22B
$2.39 Billion 1.11% of portfolio
43,880
Q3 2025 Added 51.7%
$72.7B
$1.55 Billion 0.72% of portfolio
7,907
Q3 2025 Added 0.13%
$132B
$1.08 Billion 0.5% of portfolio
5,127
Q3 2025 Added 33.1%
$89.7B
$527 Million 0.24% of portfolio
2,614
Q2 2025 New
$96.7B
$330 Million 0.15% of portfolio
6,547
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $216 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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