Gallacher Capital Management LLC Portfolio Holdings
Q3 2025•296 long positions•$252.9M portfolio value
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Holding359 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Beverages - Non-Alcoholic Consumer Defensive | $14.4M 5.71% | -$644.5K Sold | 0.008% 102.8K shares | 107.4K → 102.8K −$644.5K | -4.27% | $192.27B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.0M 3.56% | +$169.2K Bought | — 344.0K shares | 337.5K → 344.0K +$169.2K | +1.92% | — — | Q3 2024 Held for 1y 2m | |
Restaurants Consumer Cyclical | $6.5M 2.58% | -$259.2K Sold | 0.015% 43.0K shares | 44.7K → 43.0K −$259.2K | -3.81% | $42.2B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.2M 2.44% | +$235.6K Bought | — 51.2K shares | 49.2K → 51.2K +$235.6K | +3.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 2.34% | +$149.5K Bought | — 109.4K shares | 106.6K → 109.4K +$149.5K | +2.59% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $5.3M 2.1% | -$153.8K Sold | 0.0% 10.5K shares | 10.9K → 10.5K −$153.8K | -2.82% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.4M 1.76% | -$8.7K Sold | — 70.7K shares | 70.8K → 70.7K −$8.7K | -0.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 1.63% | +$455.5K Bought | — 81.4K shares | 72.5K → 81.4K +$455.5K | +12.39% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.1M 1.63% | +$287.5K Bought | — 61.1K shares | 56.8K → 61.1K +$287.5K | +7.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.8M 1.5% | +$61.4K Bought | — 11.5K shares | 11.3K → 11.5K +$61.4K | +1.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.6M 1.42% | -$51.4K Sold | — 5.9K shares | 6.0K → 5.9K −$51.4K | -1.41% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $3.2M 1.26% | -$18.3K Sold | 0.0% 12.6K shares | 12.6K → 12.6K −$18.3K | -0.57% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 1.15% | -$63.6K Sold | — 4.4K shares | 4.4K → 4.4K −$63.6K | -2.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 1.13% | +$280.0K Bought | — 156.8K shares | 141.5K → 156.8K +$280.0K | +10.85% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 1.08% | +$452.1K Bought | — 94.5K shares | 78.9K → 94.5K +$452.1K | +19.85% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 1.04% | +$559.3K Bought | — 39.9K shares | 31.4K → 39.9K +$559.3K | +27.07% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.5M 0.991% | +$2.5M Bought | — 49.5K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.3M 0.895% | -$15.0K Sold | — 48.8K shares | 49.1K → 48.8K −$15.0K | -0.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.818% | +$153.7K Bought | — 30.4K shares | 28.1K → 30.4K +$153.7K | +8.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.741% | -$468.5 Sold | — 4.0K shares | 4.0K → 4.0K −$468.5 | -0.03% | — — | Q4 2022 Held for 2y 11m | |
Restaurants Consumer Cyclical | $1.8M 0.713% | — | 0.012% 42.0K shares | — | — | $15.6B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.711% | -$66.5K Sold | — 37.9K shares | 39.3K → 37.9K −$66.5K | -3.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.693% | -$2.4M Sold | — 6.8K shares | 16.3K → 6.8K −$2.4M | -58.12% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.648% | +$125.2K Bought | — 3.5K shares | 3.3K → 3.5K +$125.2K | +8.27% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.5M 0.602% | +$106.3K Bought | 0.0% 8.2K shares | 7.6K → 8.2K +$106.3K | +7.51% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $1.5M 0.599% | +$220.1K Bought | 0.0% 2.9K shares | 2.5K → 2.9K +$220.1K | +16.99% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.5M 0.594% | +$1.5M New | — 47.7K shares | 0 → 47.7K +$1.5M | New | — — | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $1.5M 0.58% | +$1.2M Bought | 0.0% 4.3K shares | 749.0 → 4.3K +$1.2M | +473.43% | $662.60B Mega Cap | Q1 2024 Held for 1y 8m | |
Personal Products & Services Consumer Cyclical | $1.4M 0.568% | +$1.0M Bought | 0.022% 28.4K shares | 8.5K → 28.4K +$1.0M | +234.33% | $6.5B Mid Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.548% | +$157.4K Bought | — 40.5K shares | 35.9K → 40.5K +$157.4K | +12.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.547% | -$162.4K Sold | — 51.5K shares | 57.6K → 51.5K −$162.4K | -10.51% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.524% | +$76.6K Bought | — 2.0K shares | 1.9K → 2.0K +$76.6K | +6.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.523% | +$197.2 Bought | — 13.4K shares | 13.4K → 13.4K +$197.2 | +0.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.519% | -$121.7K Sold | — 12.1K shares | 13.2K → 12.1K −$121.7K | -8.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.517% | +$466.2K Bought | — 32.2K shares | 20.7K → 32.2K +$466.2K | +55.46% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.3M 0.509% | +$41.9K Bought | 0.0% 1.8K shares | 1.7K → 1.8K +$41.9K | +3.36% | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.493% | -$11.9K Sold | — 1.7K shares | 1.7K → 1.7K −$11.9K | -0.95% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.2M 0.482% | -$107.9K Sold | — 5.6K shares | 6.1K → 5.6K −$107.9K | -8.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.477% | -$9.4K Sold | — 25.3K shares | 25.5K → 25.3K −$9.4K | -0.77% | — — | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $1.2M 0.47% | +$983.9K Bought | 0.0% 4.2K shares | 727.0 → 4.2K +$983.9K | +479.64% | $262.84B Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.1M 0.451% | +$532.6K Bought | 0.0% 1.5K shares | 796.0 → 1.5K +$532.6K | +87.69% | $684.00B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.446% | +$1.1M New | — 31.4K shares | 0 → 31.4K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Staffing & Employment Services Industrials | $1.1M 0.443% | +$288.5K Bought | 0.001% 3.8K shares | 2.8K → 3.8K +$288.5K | +34.65% | $118.89B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.442% | +$1.1M New | — 11.1K shares | 0 → 11.1K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.439% | -$166.5K Sold | — 17.3K shares | 19.8K → 17.3K −$166.5K | -13.03% | — — | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $1.1M 0.434% | +$153.1K Bought | 0.002% 13.7K shares | 11.8K → 13.7K +$153.1K | +16.2% | $64.6B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.418% | -$92.8K Sold | — 15.6K shares | 16.9K → 15.6K −$92.8K | -8.07% | — — | Q4 2022 Held for 2y 11m | |
Computer Hardware Technology | $1.0M 0.413% | +$129.5K Bought | 0.001% 7.2K shares | 6.3K → 7.2K +$129.5K | +14.17% | $183.14B Large Cap | Q4 2022 Held for 2y 11m | |
REIT - Specialty Real Estate | $1.0M 0.409% | +$281.4K Bought | 0.008% 8.4K shares | 6.1K → 8.4K +$281.4K | +37.41% | $12.4B Large Cap | Q2 2024 Held for 1y 5m | |
REIT - Industrial Real Estate | $1.0M 0.398% | +$102.2K Bought | 0.011% 24.8K shares | 22.3K → 24.8K +$102.2K | +11.29% | $9.3B Mid Cap | Q4 2022 Held for 2y 11m |
