Fogel Capital Management, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.5B, Alphabet Inc. with a value of $19.9B, Berkshire Hathaway Inc Class B with a value of $13.8B, Chubb LTD with a value of $13.6B, and Bank Of America Corp with a value of $12.4B.

Examining the 13F form we can see an increase of $6.1B in the current position value, from $188B to 194B.

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 $194 Billion
Technology: $50.3 Billion
Financial Services: $47.7 Billion
Energy: $23.3 Billion
Communication Services: $19.9 Billion
Industrials: $15.7 Billion
ETFs: $13.5 Billion
Healthcare: $12.3 Billion
Basic Materials: $6.54 Billion
Other: $4.52 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $194 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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