Fogel Capital Management, Inc.
All 13F Filings
- Location
- Stuart, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 262,889
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 59 | 262,889 | 13F-HR | Fogel Capital Management, Inc. |
| Q2 2026 | 8/13/2026 | 57 | 248,711 | 13F-HR | Fogel Capital Management, Inc. |
| Q1 2026 | 5/13/2026 | 52 | 218,690 | 13F-HR | Fogel Capital Management, Inc. |
| Q4 2025 | 2/2/2026 | 50 | 216,964 | 13F-HR | Fogel Capital Management, Inc. |
| Q3 2025 | 10/21/2025 | 55 | 216,102 | 13F-HR | Fogel Capital Management, Inc. |
| Q2 2025 | 7/30/2025 | 53 | 187,527 | 13F-HR | Fogel Capital Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 240.8 K | 91.6% | 14.79 K | 0 | 14.79 K |
| ETFs | 22.05 K | 8.4% | 0 | 610 | -610 |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
262,889
Holdings
59
QoQ value change ($000)
14,178
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.