• 13F History

Fogel Capital Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$186M
Signature - Title
Michael Fogel - CEO
Location
Stuart, FL
Summary
This page shows a list of all the recent 13F filings made by Fogel Capital Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fogel Capital Management, Inc. reported 44 stock holdings with total value $186M as of Q1 2025. Top holdings included MSFT, GOOGL, BRKB, CB, and BAC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 44 $186M +$11.5M -$19.7M -$8.24M MSFT, GOOGL, BRKB, CB, BAC 13F-HR 4/17/2025, 03:41 PM
Q4 2024 41 $199M +$5.98M -$6.42M -$447K MSFT, GOOGL, AVGO, BAC, BRKB 13F-HR 1/27/2025, 10:45 AM
Q3 2024 39 $194M +$15M -$4.16M +$10.8M MSFT, GOOGL, BRKB, CB, BAC 13F-HR 11/5/2024, 11:13 AM
Q2 2024 39 $188M +$19.4M -$6.24M +$13.2M MSFT, GOOGL, BAC, BRKB, CB 13F-HR 8/7/2024, 12:09 PM
Q1 2024 36 $170M +$40.1M -$6.49M +$33.7M MSFT, GOOGL, BRKB, BAC, CB 13F-HR 5/14/2024, 10:59 AM
Q4 2023 27 $130M $0 $0 MSFT, GOOGL, CB, EPD, COP Restatement 2/14/2024, 03:20 PM