GM

Gilfoyle Management LLC

Sector-focusedConcentrated strategyQuality / disciplined sizing

Total reported value

$25.0K

Reporting period: 2023-09-30 · Number of holdings: 5

Gilfoyle Management LLC disclosed 5 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $25.0K and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
97.54
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
100
Diversification
10
Sizing Uniformity
94.76

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1TSLATesla INCStock-Consumer Disc34.78%—+230.00%
2AAPLApple INCStock-Tech26.09%——
3SBUXStarbucks CORPStock-Consumer Disc17.39%——
4DISWalt Disney Co/theStock-Comm Services13.04%——
5✓ Anheuser Busch Inbev Sa/nvStock-Other8.70%——

Holding changes this quarter

Position changes disclosed by Gilfoyle Management LLC for the quarter ending 2023-09-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Gilfoyle Management LLC and what type of investor is it?
Gilfoyle Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $25.0K, spread across 5 disclosed positions.
What are Gilfoyle Management LLC's largest equity positions?
Based on the latest 13F filing, Gilfoyle Management LLC's top holdings by market value are: 1. Tesla INC (TSLA) — $8.7K (34.8%) 2. Apple INC (AAPL) — $6.5K (26.1%) 3. Starbucks CORP (SBUX) — $4.3K (17.4%) 4. Walt Disney Co/the (DIS) — $3.3K (13.0%) 5. Anheuser Busch Inbev Sa/nv — $2.2K (8.7%)
What changes did Gilfoyle Management LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Gilfoyle Management LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Gilfoyle Management LLC focus on?
Gilfoyle Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 57.1% • Information Technology: 28.6% • Communication Services: 14.3%