A.P. Gilfoyle & Co., L.P.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 1, 2024), A.P. Gilfoyle & Co., L.P. reported 10 stock positions worth $1.9 million. Its top holding was Apple (AAPL) at 54.2% of the portfolio, followed by Amazon.com (AMZN, 14.9%) and Texas Instruments (TXN, 9.2%). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 3 and reduced 1. The biggest buy was Apple (AAPL, shares +2652%) and the biggest sale an exit from Costco Wholesale (COST).
- Most Recent 13F
- Q2 2024
- Location
- NEW YORK, NY
- CIK
- 0002008868
- Portfolio Value
- $1.9M (Q1 2024)
- SEC Filing
- 0002008868-24-000005 ↗ filed Apr 1, 2024
Holdings Value
Holdings 10 stocks · $1.9M
| AAPL Apple Inc. | 54.21% | 6,000 | $1.0M | Add +2652.3% |
| AMZN Amazon.com Inc. | 14.91% | 1,569 | $283K | Add +1469.0% |
| TXN Texas Instruments Inc. | 9.18% | 1,000 | $174K | New |
| META Meta Platforms Inc. Class A | 5.12% | 200 | $97K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 4.43% | 200 | $84K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.40% | 2,200 | $83K | Add +388.9% |
| CAT Caterpillar Inc. | 3.86% | 200 | $73K | New |
| HD Home Depot Inc. | 2.02% | 100 | $38K | New |
| CNI Canadian Natl Railway Co. | 1.39% | 200 | $26K | New |
| PM Philip Morris International | 0.48% | 100 | $9K | Reduce -33.3% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| AAPL Apple Inc. | Add +2652.3% | 54.21% | +46.91 |
| AMZN Amazon.com Inc. | Add +1469.0% | 14.91% | +11.59 |
| TXN Texas Instruments Inc. | New | 9.18% | +9.18 |
| META Meta Platforms Inc. Class A | New | 5.12% | +5.12 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 4.43% | +4.43 |
| CAT Caterpillar Inc. | New | 3.86% | +3.86 |
| HD Home Depot Inc. | New | 2.02% | +2.02 |
| CNI Canadian Natl Railway Co. | New | 1.39% | +1.39 |
| BAC Bank of America Corp. | Add +388.9% | 4.40% | −25.36 |