A.P. Gilfoyle & Co., L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 3, 2024), A.P. Gilfoyle & Co., L.P. reported 10 stock positions worth $2.3 million. Its top holding was Apple (AAPL) at 58.7% of the portfolio, followed by Amazon.com (AMZN, 14.9%) and Texas Instruments (TXN, 8.7%). Compared with Q1 2024, it opened 1 new position, sold out of 1 and added to 2. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale an exit from Philip Morris International (PM).
- Most Recent 13F
- Q2 2024
- Location
- NEW YORK, NY
- CIK
- 0002008868
- Portfolio Value
- $2.3M (Q2 2024)
- SEC Filing
- 0002008868-24-000006 ↗ filed Jul 3, 2024
Holdings Value
Holdings 10 stocks · $2.3M
| AAPL Apple Inc. | 58.71% | 6,100 | $1.3M | Add +1.7% |
| AMZN Amazon.com Inc. | 14.86% | 1,700 | $340K | Add +8.3% |
| TXN Texas Instruments Inc. | 8.67% | 1,000 | $198K | No change |
| META Meta Platforms Inc. Class A | 4.45% | 200 | $102K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.93% | 2,200 | $90K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 3.56% | 200 | $81K | No change |
| CAT Caterpillar Inc. | 2.86% | 200 | $66K | No change |
| HD Home Depot Inc. | 1.46% | 100 | $33K | No change |
| CNI Canadian Natl Railway Co. | 1.03% | 200 | $24K | No change |
| NKE Nike Inc. Class B | 0.47% | 140 | $11K | New |
Portfolio Sells Q1 2024 → Q2 2024
| PM Philip Morris International | Sold out | 0.00% | −0.48 |