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FOGEL CAPITAL MANAGEMENT, INC. 13F portfolio summary

FOGEL CAPITAL MANAGEMENT, INC. of FOGEL CAPITAL MANAGEMENT, INC. has 52 current stock holdings with a reported portfolio value of $218.7M. The portfolio 1 year return is +25.16%. Top holdings include PFF (0.00%), SPY (0.00%), GOOGL (16.31%), MSFT (8.72%), CB (7.65%).

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FOGEL CAPITAL MANAGEMENT, INC.

FOGEL CAPITAL MANAGEMENT, INC.
Latest filing: 2026-03-31

FOGEL CAPITAL MANAGEMENT, INC. runs FOGEL CAPITAL MANAGEMENT, INC. and currently holds 52 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $218.69M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FOGEL CAPITAL MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FOGEL CAPITAL MANAGEMENT, INC.'s portfolio at FOGEL CAPITAL MANAGEMENT, INC. has delivered returns of +25.16%. Their 3-year annualized return is +45.10%. Looking at the 5-year horizon, FOGEL CAPITAL MANAGEMENT, INC. has achieved +45.10% annualized returns at FOGEL CAPITAL MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.16%
#0/1000
3 Year
+45.10%
#0/1000
5 Year
+45.10%
#0/1000

Portfolio Value

$218.69M

Alpha Score

36.5

#0 of 1000

Holdings

52

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change