Fogel Capital Management, Inc.
•CIK: 2011427•Filing: Q4 2025
**Fogel Capital Management, Inc.** manages $217M across a diversified portfolio of 50 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding GOOGL at $37.2M and MSFT at $23.3M. Further allocations include substantial positions in RYLBF ($15.4M) and BRK/B ($15.1M). This structure suggests a core focus on established, large-cap growth and technology leaders.
Total AUM
$217.0M
QoQ Performance
+0.4%
Positions
43
Top 10 Concentration
66.9%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
CB
BRK/B
AVGO
EPD
GOOGL17.1%
MSFT10.7%
CB7.1%
BRK/B7.0%
AVGO5.8%
EPD5.6%
ET3.8%
JNJ3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology37.4%
Other33.1%
Financial16.7%
Healthcare3.8%
ETF3.2%
Energy2.3%
Consumer2.2%
Industrial1.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑29 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023