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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 $130,977,890
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 76,352 $31,617,921 24.13%
2.
Alphabet Inc.
 GOOG 120,625 $16,850,106 12.86%
3.
Chubb Ltd
 CB 46,837 $11,444,135 8.73%
4.
Enterprise Products Partners L.p.
 EPD 334,640 $8,784,300 6.7%
5.
Conocophillips
 COP 59,155 $6,737,800 5.14%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)