Latest imported 13F data
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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but Gilfoyle & Co LLC's latest available filing here is Q4 2023.

Gilfoyle & Co LLC

โ€ขCIK: 2002843โ€ขFiling: Q4 2023

**Gilfoyle & Co LLC** manages $1M across a concentrated portfolio of 10 positions. The fund's current allocation is anchored by a significant holding in BKNG, representing $0.4M of total assets. Further exposure is maintained in AAPL ($0.1M), while the remaining eight positions are currently valued at $0.0M each. This structure suggests a focused, tactical approach to market opportunities.

Total AUM
$670.6K
QoQ Performance
N/A
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2023

Top Holdings Allocation

BKNG
AAPL
BRK.B
META
HD
BKNG57.9%
AAPL7.7%
BRK.B6.3%
META5.8%
HD5.2%
CAT4.8%
WM4.5%
CNR4.0%

๐Ÿ“ˆ Biggest Buys

BKNG
BOOKING HOLDINGS INC
NEW
57.9% of portfolio
AAPL
APPLE INC
NEW
7.7% of portfolio
BRK.B
BERKSHIRE HATHAWAY INC DEL
NEW
6.3% of portfolio
META
META PLATFORMS INC
NEW
5.8% of portfolio
HD
HOME DEPOT INC
NEW
5.2% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Consumer63.2%
Technology15.9%
Other14.8%
Industrial4.8%
Consumer Staples1.4%

Changes from Q3 2023

NEW10 new positions

Historical Filings

Q4 2023Q3 2023Q2 2023