Fogel Capital Management, Inc. Portfolio Holdings

Fogel Capital Management, Inc.

  • $188 Billion
  • Q2 2025

Fogel Capital Management, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.7B, Alphabet Inc. with a value of $20.8B, Berkshire Hathaway Inc Class B with a value of $14.6B, Chubb LTD with a value of $14.1B, and Enterprise Products Partners L.P. with a value of $11B.

Examining the 13F form we can see an increase of $1.61B in the current position value, from $186B 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: $43.3 Billion
Financial Services: $42 Billion
Energy: $28.1 Billion
Communication Services: $21.3 Billion
ETFs: $16.7 Billion
Industrials: $15.8 Billion
Consumer Cyclical: $11.5 Billion
Healthcare: $5.94 Billion
Other: $1.54 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$23.7 Billion 12.63% of portfolio
47,598
Q2 2025 Reduced 33.51%
$1.21T
$20.8 Billion 11.08% of portfolio
117,863
Q2 2025 Reduced 0.47%
$621B
$14.6 Billion 7.79% of portfolio
30,079
Q2 2025 Added 0.79%
$112B
$14.1 Billion 7.52% of portfolio
48,685
Q2 2025 Reduced 0.92%
$68.2B
$11 Billion 5.88% of portfolio
355,340
Q2 2025 Added 1.84%
$127B
$9.97 Billion 5.31% of portfolio
36,157
Q2 2025 Added 0.18%
$53.7B
$8.01 Billion 4.27% of portfolio
441,619
Q2 2025 Added 3.2%
$118B
$7.49 Billion 3.99% of portfolio
2,866
Q2 2025 Added 9.56%
$8.71B
$6.58 Billion 3.51% of portfolio
141,755
Q2 2025 Reduced 2.48%
$452B
$5.62 Billion 3.0% of portfolio
36,780
Q2 2025 Reduced 1.61%
$0
$5.54 Billion 2.96% of portfolio
8,972
Q2 2025 Added 0.15%
$94.5B
$5.56 Billion 2.96% of portfolio
11,075
Q2 2025 Added 3.31%
$120B
$5.27 Billion 2.81% of portfolio
58,773
Q2 2025 Reduced 3.55%
$19.4B
$5.28 Billion 2.81% of portfolio
11,737
Q2 2025 Added 0.8%
$3.69T
$4.12 Billion 2.19% of portfolio
20,060
Q2 2025 Reduced 0.01%
$0
$4.01 Billion 2.14% of portfolio
14,316
Q2 2025 Added 0.82%
$25.9B
$3.75 Billion 2.0% of portfolio
7,322
Q2 2025 Added 5.32%
$32.4B
$3.24 Billion 1.73% of portfolio
35,634
Q2 2025 Added 18.82%
$153B
$3.03 Billion 1.62% of portfolio
5,965
Q2 2025 Added 1.1%
$423B
$2.92 Billion 1.55% of portfolio
4
Q2 2024 New
$0
$2.02 Billion 1.08% of portfolio
41,925
Q2 2025 Reduced 0.06%
$18.8B
$1.69 Billion 0.9% of portfolio
28,925
Q2 2025 Added 102.27%
$87.2B
$1.53 Billion 0.82% of portfolio
7,897
Q2 2025 Added 0.92%
$456B
$1.49 Billion 0.8% of portfolio
9,449
Q2 2025 Added 0.55%
$302B
$1.48 Billion 0.79% of portfolio
10,344
Q2 2025 Added 13.25%
$0
$1.27 Billion 0.68% of portfolio
41,450
Q2 2025 Reduced 12.83%
$0
$1.25 Billion 0.67% of portfolio
5,803
Q2 2025 New
-
$1.05 Billion 0.56% of portfolio
-
Q2 2025 Reduced 1.52%
$146B
$897 Million 0.48% of portfolio
3,852
Q2 2025 Added 9.06%
$0
$722 Million 0.38% of portfolio
1,638
Q4 2024 Reduced 3.08%
$101B
$572 Million 0.3% of portfolio
2,614
Q2 2025 New
$381B
$484 Million 0.26% of portfolio
10,230
Q2 2025 Reduced 96.77%
$0
$438 Million 0.23% of portfolio
705
Q2 2025 Added 1.15%
$0
$311 Million 0.17% of portfolio
2,345
Q2 2025 Reduced 18.29%
$245B
$323 Million 0.17% of portfolio
1,036
Q2 2025 Added 1.87%
$442B
$321 Million 0.17% of portfolio
2,981
Q2 2025 Reduced 9.97%
$95.8B
$297 Million 0.16% of portfolio
6,547
Q2 2024 New
$367B
$302 Million 0.16% of portfolio
2,216
Q2 2025 New
Ark 21 Shares Bitcoin ETF
-
$285 Million 0.15% of portfolio
-
Q2 2025 Added 200.0%
$551B
$273 Million 0.15% of portfolio
769
Q2 2025 New
$1.78T
$277 Million 0.15% of portfolio
375
Q1 2025 New
$0
$266 Million 0.14% of portfolio
3,650
Q2 2025 New
$1.24T
$252 Million 0.13% of portfolio
1,422
Q1 2025 New
$1.08T
$248 Million 0.13% of portfolio
780
Q2 2025 Reduced 11.36%
$0
$240 Million 0.13% of portfolio
1,319
Q4 2023 New
$0
$216 Million 0.12% of portfolio
3,480
Q1 2024 New
$0
$225 Million 0.12% of portfolio
396
Q2 2025 New
$227B
$201 Million 0.11% of portfolio
631
Q2 2025 New
$0
$214 Million 0.11% of portfolio
505
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $188 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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