Fogel Capital Management, Inc. Portfolio Holdings

Fogel Capital Management, Inc.

  • $199 Billion
  • Q4 2024

Fogel Capital Management, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $199 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30B, Alphabet Inc. with a value of $22.6B, Broadcom Inc. with a value of $16.6B, Bank Of America Corp with a value of $14B, and Berkshire Hathaway Inc Class B with a value of $13.6B.

Examining the 13F form we can see an increase of $5.17B in the current position value, from $194B to 199B.

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 $199 Billion
Technology: $54.9 Billion
Financial Services: $49 Billion
Energy: $26.2 Billion
Communication Services: $22.6 Billion
Industrials: $16.1 Billion
ETFs: $14.8 Billion
Healthcare: $6.1 Billion
Basic Materials: $4.95 Billion
Other: $4.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.31T
$30 Billion 15.07% of portfolio
71,147
Q4 2024 Added 0.46%
$1.2T
$22.6 Billion 11.38% of portfolio
119,645
Q4 2024 Reduced 0.42%
$99.1B
$16.6 Billion 8.35% of portfolio
71,693
Q4 2024 Added 0.57%
$373B
$14 Billion 7.02% of portfolio
317,703
Q4 2024 Added 1.4%
$603B
$13.6 Billion 6.82% of portfolio
29,969
Q4 2024 Added 0.01%
$111B
$13.4 Billion 6.75% of portfolio
48,608
Q4 2024 Added 2.95%
$73B
$11 Billion 5.51% of portfolio
349,820
Q4 2024 Added 8.7%
$65B
$7.86 Billion 3.95% of portfolio
401,232
Q4 2024 Added 2.52%
$130B
$6.01 Billion 3.02% of portfolio
60,603
Q4 2024 Reduced 5.88%
$384B
$5.59 Billion 2.81% of portfolio
38,677
Q4 2024 Added 1.54%
$0
$5.16 Billion 2.59% of portfolio
8,800
Q4 2024 Reduced 4.1%
$89.7B
$5.1 Billion 2.56% of portfolio
10,765
Q4 2024 Reduced 0.32%
$54B
$4.93 Billion 2.48% of portfolio
129,421
Q4 2024 Reduced 0.82%
$3.58T
$4.86 Billion 2.44% of portfolio
19,425
Q4 2024 Reduced 1.65%
$130B
$4.76 Billion 2.39% of portfolio
9,798
Q4 2024 Added 2.96%
$92.8B
$4.02 Billion 2.02% of portfolio
2,367
Q4 2024 Added 13.15%
$4.3B
$3.28 Billion 1.65% of portfolio
124,515
Q4 2024 Added 0.35%
$13.3B
$3.07 Billion 1.54% of portfolio
11,914
Q4 2024 Added 4.93%
$24.1B
$3.07 Billion 1.54% of portfolio
6,613
Q4 2024 Added 12.35%
$417B
$2.72 Billion 1.37% of portfolio
4
Q2 2024 New
$145B
$2.5 Billion 1.26% of portfolio
5,900
Q4 2024 Added 19.63%
$4.51B
$2.44 Billion 1.22% of portfolio
15,844
Q4 2024 Added 8.3%
$0
$1.82 Billion 0.91% of portfolio
43,448
Q4 2024 Reduced 2.0%
$0
$1.46 Billion 0.74% of portfolio
46,550
Q4 2024 New
$305B
$795 Million 0.4% of portfolio
5,486
Q4 2024 Added 23.39%
$0
$697 Million 0.35% of portfolio
1,638
Q4 2024 Reduced 3.08%
$498B
$510 Million 0.26% of portfolio
1,009
Q4 2023 New
$0
$501 Million 0.25% of portfolio
6,625
Q4 2024 Added 5.49%
$0
$402 Million 0.2% of portfolio
683
Q4 2024 Added 2.55%
$0
$377 Million 0.19% of portfolio
2,870
Q1 2024 Added 9.33%
$355B
$378 Million 0.19% of portfolio
2,813
Q4 2024 Added 1.19%
$1.28T
$359 Million 0.18% of portfolio
888
Q4 2024 Added 1.25%
$91.2B
$278 Million 0.14% of portfolio
6,547
Q2 2024 New
$453B
$257 Million 0.13% of portfolio
2,389
Q4 2024 New
$0
$231 Million 0.12% of portfolio
1,319
Q4 2023 New
$0
$217 Million 0.11% of portfolio
3,480
Q1 2024 New
$0
$203 Million 0.1% of portfolio
505
Q4 2024 New
$0
$176 Million 0.09% of portfolio
18,000
Q4 2024 New
$145M
$24.6 Million 0.01% of portfolio
19,200
Q4 2023 New
$0
$7.08 Million 0.0% of portfolio
55,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $199 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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