Fogel Capital Management, Inc. Portfolio Holdings

Fogel Capital Management, Inc.

  • $188 Billion
  • Q2 2024

Fogel Capital Management, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $188 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 $32.7B, Alphabet Inc. with a value of $22.3B, Bank Of America Corp with a value of $12.7B, Berkshire Hathaway Inc Class B with a value of $12.4B, and Chubb LTD with a value of $12B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $170B to 188B.

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 $188 Billion
Technology: $51.3 Billion
Financial Services: $44.4 Billion
Energy: $24.4 Billion
Communication Services: $22.3 Billion
Industrials: $13.4 Billion
ETFs: $13 Billion
Healthcare: $9.52 Billion
Basic Materials: $6.42 Billion
Other: $2.98 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.95B
$2.53 Billion 1.35% of portfolio
126,285
Q2 2024 Added 13.94%
$4.36B
$2.28 Billion 1.21% of portfolio
12,507
Q2 2024 Added 3.02%
$8.51B
$2.05 Billion 1.09% of portfolio
11,614
Q2 2024 Reduced 1.78%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $188 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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