GF
Gilfoyle Foundation Trust Historical SEC 13F Holdings & Archive (Q1 2023)
Gilfoyle Foundation TrustCIK: 0001967157
Concentrated strategySector-focusedLong-term holder
Total reported value
$100.0
Reporting period: 2023-03-31 · Number of holdings: 1
Gilfoyle Foundation Trust disclosed 1 holdings in its latest 13F filing for the period ending 2023-03-31, with total reported value of $100.0 and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 2
- Sizing Uniformity
- —
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 100.00% | — | — | — |
Portfolio Performance
Performance for Q3 2026
+18%
Performance Last 4 Quarters
-4.6%
- Stdev
- +24.4%
- Beta
- +0.18
- Alpha
- +1.7%
- Max Drawdown
- -31.7%
- Annualized Perf
- +2.3%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +0.3
- Stutzer
- +0.06
- Treynor
- +0.3
- Sterling
- +0.08
- Calmar
- +0.07
- Information Ratio
- -0.56
- Tracking Error
- +26.5%
- Stdev Down
- +17.2%
- Winning Months %
- +52.8%
- Losing Months %
- +47.2%
- Best 12 Months
- +19.8%
- Worst 12 Months
- -23.8%
- Efficiency Ratio
- +0.04
- Sharpe
- +0.21
- Stdev Sectors
- 0%
- Skewness
- -0.56
- Kurtosis
- +0.52
- Upside Potential
- +1.93
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Gilfoyle Foundation Trust and what type of investor is it?
Gilfoyle Foundation Trust is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-03-31), the firm manages a tracked equity portfolio valued at approximately $100.0, spread across 1 disclosed positions.
What are Gilfoyle Foundation Trust's largest equity positions?
Based on the latest 13F filing, Gilfoyle Foundation Trust's top holdings by market value are:
1. Honda Motor Co Ltd-spons Adr (HMC) — $100.0 (100.0%)
What changes did Gilfoyle Foundation Trust make in its most recent portfolio filing?
No notable portfolio changes were recorded for Gilfoyle Foundation Trust in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Gilfoyle Foundation Trust focus on?
Gilfoyle Foundation Trust is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 100.0%
Investment Profile
Gilfoyle Foundation Trust returned an annualized 2.3% over the trailing 36 months — outperforming the S&P 500 by 1.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.18 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Consumer Discretionary.
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Developer Access
Access Gilfoyle Foundation Trust's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/gilfoyle-foundation-trustCLI
npx alphasmo institutions get gilfoyle-foundation-trust