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Showing Q2 2024 data
A.P. Gilfoyle & Co., L.P.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
A.P. Gilfoyle & Co., L.P.
•CIK: 2008868•Filing: Q2 2024
**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).
Total AUM
$2.3M
QoQ Performance
+20.6%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q2 2024
Top Holdings Allocation
AAPL
AMZN
TXN
AAPL58.7%
AMZN14.9%
TXN8.7%
META4.5%
BAC3.9%
BRK/B3.6%
CAT2.9%
HD1.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology71.8%
Consumer16.8%
Financial7.5%
Industrial2.9%
Other1.0%
🚪 Exited Positionssold since Q1 2024
Changes from Q1 2024
NEW1 new position
↑2 increased
Historical Filings
Q2 2024Q1 2024Q4 2023