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Home > Institutional Investor > Fogel Capital Management, Inc. > Profile

Instuitional Investor - Fogel Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Fogel Capital Management, Inc.
Portfolio Value $187,527,248
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 47,598 $23,675,576 12.63%
2.
Alphabet Inc.
 GOOGL 117,863 $20,770,952 11.08%
3.
Berkshire Hathaway Inc
 BRK.A 30,079 $14,611,476 7.79%
4.
Chubb Ltd
 CB 48,685 $14,105,018 7.52%
5.
Enterprise Products Partners L.p.
 EPD 355,340 $11,019,093 5.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)