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Gallacher Capital Management LLC

All holdings · as of Dec 31, 2025

293 positions

CompanyClassValueShares% of portfolio
Amazon.com Inc—$499.8K2,1650.2%
EMCOR Group Inc—$499.1K8160.2%
BRITISH AMERN TOB PLC—$495.5K8,7510.2%
OneSpan Inc.—$494.6K38,5190.2%
Churchill Downs Inc—$487.1K4,2810.2%
Toyota Motor CorporationTMADR$479.3K2,2390.2%
Matador Resources Co—$479.2K11,2910.2%
GREENBRIER COMPANIES INC—$475.9K10,1810.2%
PROCTER & GAMBLE Co—$471.4K3,2900.2%
RELX PLC—$469.8K11,6230.2%
Broadcom Inc.—$469.8K1,3570.2%
SANOFI—$462.8K9,5490.2%
INVESCO QQQ TR—$459.8K7490.2%
SAP SE—$458.5K1,8870.2%
NOVO-NORDISK A S—$456.4K8,9700.2%
PROGRESSIVE CORP/OH—$456.3K2,0040.2%
EQUINOR ASA—$453.2K19,1800.2%
UNILEVER PLC—$453.0K6,9260.2%
NetApp Inc—$447.8K4,1810.2%
Mastercard Inc—$447.8K7840.2%
SPDR GOLD TR—$443.4K1,1190.2%
Lennox International Inc—$439.8K9060.2%
HONEYWELL INTERNATIONAL INC—$434.2K2,2260.2%
Halozyme Therapeutics Inc—$433.9K6,4470.2%
VANGUARD INDEX FDS—$428.3K8780.2%
ExlService Holdings Inc—$424.5K10,0020.2%
MCGRATH RENTCORP—$422.4K4,0260.2%
Weatherford International PLC—$421.7K5,3890.2%
ISHARES TR—$419.0K13,5340.2%
BOSTON SCIENTIFIC CORP—$409.6K4,2960.2%
Palantir Technologies Inc—$407.1K2,2900.2%
Ralph Lauren Corp—$405.3K1,1460.2%
TRINET GROUP, INC.—$399.5K6,7570.2%
Cal-Maine Foods Inc—$395.3K4,9680.2%
Bath & Body Works, Inc.—$394.9K19,6660.2%
HOME DEPOT, INC.—$394.5K1,1460.2%
WISDOMTREE TR—$392.4K4,3870.2%
GoDaddy Inc.—$386.8K3,1170.1%
XPEL Inc—$386.7K7,7480.1%
Liberty Media Corp-Liberty Formula One—$385.0K4,3080.1%
Dolby Laboratories Inc—$384.0K5,9800.1%
CHUNGHWA TELECOM CO LTDCHTADR$381.8K9,1530.1%
VERTEX PHARMACEUTICALS INC / MA—$374.9K8270.1%
Monster Beverage Corp—$374.4K4,8830.1%
CAPITAL ONE FINANCIAL CORP—$374.0K1,5430.1%
CLOROX CO /DE—$373.7K3,7060.1%
CarGurus, Inc.—$373.2K9,7320.1%
ServiceNow Inc—$372.4K2,4310.1%
Netflix Inc—$371.4K3,9610.1%
ISHARES TR—$370.5K1,5050.1%
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