A.P. Gilfoyle & Co., L.P.

**A.P. Gilfoyle & Co., L.P.** manages a $2M AUM with a concentrated portfolio of 10 positions. The fund exhibits a clear overweight bias toward mega-cap technology, with AAPL representing the largest holding at $1.3M, accounting for 65% of reported exposure. Significant secondary allocations include AMZN ($0.3M) and TXN ($0.2M). The remaining capital is distributed across diverse sectors, including financials (BAC, BRK/B) and industrials (CAT).

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