Fogel Capital Management, Inc.

RIA/Wealth

Fogel Capital Management, Inc. is a RIA/Wealth based in Stuart, FL led by Michael Frederick Fogel, reporting $390.7M in AUM as of Q3 2025 with 65% concentrated in top 10 holdings.

PresidentMichael Frederick Fogel

Portfolio Value: $216.1M
Positions: 55
Top Holding: GOOGL at 13.3%
Last Reported: Q3 2025

Address453 Riverside Drive, Stuart, FL, 34994, United States

Top Holdings

Largest long holdings in Fogel Capital Management, Inc.'s portfolio (65.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$28.7M	13.30%	+$88.5K Bought	0.00% 118.2K shares	Q4 2023 Held for 1y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$24.6M	11.39%	-$30.6K Sold	0.00% 47.5K shares	Q4 2023 Held for 1y 11m
3 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$15.1M	7.00%	+$6.0K Bought	0.00% 30.1K shares	Q1 2024 Held for 1y 8m
4 Chubb CB	Insurance - Property & Casualty Financial Services	$13.8M	6.37%	+$24.8K Bought	0.01% 48.8K shares	Q4 2023 Held for 1y 11m
5 Kratos Defense & Security Solutions KTOS	Aerospace & Defense Industrials	$12.8M	5.93%	-$132.0K Sold	0.08% 140.3K shares	Q1 2024 Held for 1y 8m
6 Broadcom Inc. AVGO	Semiconductors Technology	$12.0M	5.57%	+$105.2K Bought	0.00% 36.5K shares	Q2 2024 Held for 1y 5m
7 Enterprise Products Partners EPD	Oil & Gas Midstream Energy	$11.3M	5.23%	+$200.1K Bought	0.02% 361.7K shares	Q4 2023 Held for 1y 11m
8 Energy Transfer ET	Oil & Gas Midstream Energy	$8.5M	3.92%	+$882.6K Bought	0.01% 493.1K shares	Q4 2023 Held for 1y 11m
9 Mercado Libre MELI	Specialty Retail Consumer Cyclical	$7.0M	3.22%	+$252.4K Bought	0.01% 3.0K shares	Q4 2023 Held for 1y 11m
10 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$6.8M	3.15%	-$19.1K Sold	0.00% 36.7K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Fogel Capital Management, Inc.'s latest filing

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Market Value

$216.1M

Prior: $187.5M

Q/Q Change

+15.24%

+$28.6M

Net Flows % of MV

+3.28%

Turnover Ratio

1.95%

New Purchases

2 stocks

$3.1M

Added To

26 stocks

+$4.5M

Sold Out Of

1 stocks

$24.7K

Reduced Holdings

11 stocks

-$528.0K

Increased Positions

Position	Shares Δ	Change
1 Boeing BA	New	0 → 12.1K +$2.6M
2 Sea Limited SE	New	0 → 2.8K +$497.8K
3 Visa V	+70.87%	769.0 → 1.3K +$186.1K
4 EQT Corporation EQT	+51.7%	28.9K → 43.9K +$814.0K
5 Honeywell International HON	+33.1%	3.9K → 5.1K +$268.4K

Decreased Positions

Position	Shares Δ	Change
1 Prime Medicine PRME	Sold	10.0K → 0 −$24.7K
2 Exxon Mobil XOM	-10.23%	3.0K → 2.7K −$34.4K
3 Bank of America BAC	-9.39%	10.2K → 9.3K −$49.6K
4 Apple AAPL	-4.1%	20.1K → 19.2K −$209.3K
5 Vanguard S&P 500 ETF VOO	-2.02%	396.0 → 388.0 −$4.9K