FC

FOGEL CAPITAL MANAGEMENT, INC.

13F
FOGEL CAPITAL MANAGEMENT, INC.
Last update 2025-04-17 44 Stocks (9 new)
Value $186.00 Mil Turnover 6 %
Countries:
Top Holdings: MSFT(14.45%)GOOGL(9.85%)BRK.B(8.55%)CB(7.98%)BAC(7.11%)
Summary Stock Picks Current Portfolio
FOGEL CAPITAL MANAGEMENT, INC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
71,588
26,873.3
+0.62%
14.450
+0.09%
0.000
+19.59%
+10.48%
3,447,734.1
Software
GOOGL 		Alphabet Inc
118,422
18,312.7
-1.02%
9.850
-0.12%
0.000
-1.57%
-11.12%
2,046,560.0
Interactive Media
BRK.B 		Berkshire Hathaway Inc
29,844
15,894.3
-0.42%
8.550
-0.03%
0.000
-0.98%
+8.32%
1,059,968.3
Insurance
CB 		Chubb Ltd
49,135
14,838.3
+1.08%
7.980
+0.09%
0.010
+3.01%
+5.94%
116,930.4
Insurance
BAC 		Bank of America Corp
316,906
13,224.5
-0.25%
7.110
-0.02%
0.000
+4.62%
+1.57%
334,114.0
Banks
EPD 		Enterprise Products Partners LP
348,920
11,912.1
-0.26%
6.410
-0.01%
0.020
-5.87%
+1.61%
66,845.6
Oil & Gas
ET 		Energy Transfer LP
427,939
7,955.4
+6.66%
4.280
+0.27%
0.010
-3.27%
-7.32%
60,159.1
Oil & Gas
COP 		ConocoPhillips
60,939
6,399.8
+0.55%
3.440
+0.02%
0.000
-4.37%
-11.88%
108,504.1
Oil & Gas
JNJ 		Johnson & Johnson
37,380
6,199.1
-3.35%
3.330
-0.09%
0.000
-6.58%
+7.71%
368,658.5
Drug Manufacturers
AVGO 		Broadcom Inc
36,092
6,042.9
-49.66%
3.250
-4.15%
0.000
+39.68%
+12.95%
1,227,584.8
Semiconductors

FOGEL CAPITAL MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

FOGEL CAPITAL MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2025-03-31Reduce
-4.15%
●
167.43 ($211.65) 244.7
$261.08
23.35%
Reduce -49.66%
36,092
-35,601
FCX 		Freeport-McMoRan Inc2025-03-31Sold Out
-2.48%
●
34.5 ($38.26) 43.01
$40.86
6.80%
Sold Out
0
-129,421
LMT 		Lockheed Martin Corp2025-03-31Sold Out
-2.39%
●
423.19 ($460.32) 506.29
$482.21
4.76%
Sold Out
0
-9,798
ACGL 		Arch Capital Group Ltd2025-03-31New Buy
+1.55%
●
88.13 ($92.28) 96.94
$94.75
2.68%
New holding
29,989
29,989
AVAV 		AeroVironment Inc2025-03-31Sold Out
-1.22%
●
119.19 ($153.58) 186.12
$183.48
19.47%
Sold Out
0
-15,844
BF.B 		Brown-Forman Corp2025-03-31New Buy
+0.72%
●
30.65 ($33.71) 37.96
$33.20
-1.51%
New holding
39,600
39,600
VST 		Vistra Corp2025-03-31New Buy
+0.49%
●
108.49 ($149.41) 191.89
$172.69
15.58%
New holding
7,825
7,825
EQT 		EQT Corp2025-03-31New Buy
+0.41%
●
46.16 ($51.08) 54.25
$55.49
8.63%
New holding
14,300
14,300
HON 		Honeywell International Inc2025-03-31New Buy
+0.40%
●
202.75 ($214.7) 226.52
$227.45
5.94%
New holding
3,532
3,532
NVDA 		NVIDIA Corp2025-03-31Add
+0.39%
●
106.98 ($126.74) 149.43
$141.92
11.98%
Add 234.06%
9,397
6,584

FOGEL CAPITAL MANAGEMENT, INC. Total Holding History ($B)

To

FOGEL CAPITAL MANAGEMENT, INC.'s Asset Allocation

To

FOGEL CAPITAL MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FOGEL CAPITAL MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31

FOGEL CAPITAL MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FOGEL CAPITAL MANAGEMENT, INC.'s Holdings Heat Map

Size field:

FOGEL CAPITAL MANAGEMENT, INC.'s Holdings Bubble Chart

FOGEL CAPITAL MANAGEMENT, INC. News

  • 1

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