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Gallacher Capital Management LLC

All holdings · as of Dec 31, 2025

293 positions

CompanyClassValueShares% of portfolio
Booz Allen Hamilton Holding Corp—$370.4K4,3910.1%
Intuitive Surgical Inc—$366.7K6470.1%
HONDA MOTOR CO LTDHMCADR$363.0K12,3140.1%
VANGUARD WORLD FD—$360.5K1,2080.1%
CNX RESOURCES CORP—$359.1K9,7650.1%
CDW Corp—$357.8K2,6270.1%
GRAYSCALE COINDESK CRYPTO—$351.6K8,5090.1%
TELEFONICA S A—$346.1K85,4490.1%
TIDEWATER INC—$344.1K6,8130.1%
AMGEN INC—$343.0K1,0480.1%
COCA COLA CONSOLIDATED INC—$339.3K2,2130.1%
TAKEDA PHARMACEUTICAL CO LTDTAKADR$338.0K21,6810.1%
JPMORGAN CHASE & CO—$337.8K1,0480.1%
Sea Ltd—$336.2K2,6350.1%
Autodesk, Inc.—$330.6K1,1170.1%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$324.0K1,5180.1%
Vertiv Holdings Co—$324.0K2,0000.1%
WILLIAMS SONOMA INC—$323.8K1,8130.1%
CSG Systems International Inc—$320.3K4,1760.1%
VANGUARD WORLD FD—$320.1K8130.1%
Howmet Aerospace Inc.—$318.0K1,5510.1%
Perdoceo Education Corp—$316.6K10,7960.1%
CITIGROUP INC—$314.7K2,6970.1%
Alphabet Inc.—$314.6K1,0030.1%
Sealed Air Corp—$312.9K7,5520.1%
Jack Henry & Associates Inc—$312.1K1,7100.1%
LAM RESEARCH CORP—$310.3K1,8130.1%
VANGUARD INDEX FDS—$310.1K1,1110.1%
OCEANEERING INTERNATIONAL INC—$307.8K12,8100.1%
INTUIT INC.—$305.8K4620.1%
PROG Holdings, Inc.—$305.6K10,3620.1%
EXXON MOBIL CORP—$301.6K2,5060.1%
Medpace Holdings, Inc.—$298.8K5320.1%
CATERPILLAR INC—$298.6K5210.1%
T-Mobile US, Inc.TMUSCommon Stock$296.7K1,4610.1%
Trade Desk, Inc.—$294.5K7,7590.1%
ORACLE CORP—$294.0K1,5090.1%
ISHARES TR—$292.3K2,7290.1%
STMICROELECTRONICS N V—$291.3K11,2310.1%
ROLLINS INC—$289.2K4,8190.1%
NRG Energy Inc—$288.3K1,8110.1%
Palo Alto Networks Inc—$287.2K1,5590.1%
Tapestry Inc—$282.7K2,2130.1%
ST JOE Co—$282.6K4,7600.1%
InterDigital, Inc.—$279.7K8780.1%
ISHARES TR—$278.0K1,8660.1%
Abercrombie & Fitch Co—$276.5K2,1970.1%
Walmart Inc.—$275.5K2,4730.1%
Trane Technologies plc—$274.3K7050.1%
J P MORGAN EXCHANGE TRADED F—$273.0K4,7690.1%
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