Gilfoyle Foundation Trust
EndowmentCIK
1967157
Location
NEW FAIRFIELD, CT
Portfolio Value
Micro
$105
Diversification
Highly concentrated
Filing Date
Mar 31, 2023
Global Rank
#6,866
/ 6,875
· as of Mar 2023
Top Industry
Auto Manufacturers
100.0%
3Y Alpha vs SPY
-20.5%
Period ended 3 years ago
Filed May 25, 2023 · 3y
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.6%
SPY
+76.0%
Annualised alpha
-19.9%
Max drawdown
−35.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Mar 31, 2023Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Mar 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 100.0% | $105 |
1 positions ·
$105 total
· as of Mar 31, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HMC |
Honda Motor Co Ltd
Consumer Cyclical
|
First | 4 | $105 | 100.00% |