Portfolio (Quarterly)
Guide ↗
Gallacher Capital Management LLC
· CIK 0001960749| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 827 | $375K | 0.14% | SOLD |
| 42 | CLX | CLOROX CO DEL | Consumer Defensive | 3,706 | $374K | 0.14% | SOLD |
| 43 | CARG | CARGURUS INC | Consumer Cyclical | 9,732 | $373K | 0.14% | SOLD |
| 44 | NOW | SERVICENOW INC | Technology | 2,431 | $372K | 0.14% | SOLD |
| 45 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 4,391 | $370K | 0.14% | SOLD |
| 46 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 647 | $367K | 0.14% | SOLD |
| 47 | CNX | CNX RES CORP | Energy | 9,765 | $359K | 0.14% | SOLD |
| 48 | GDLC | GRAYSCALE COINDESK CRYPTO | Financial Services | 8,509 | $352K | 0.14% | SOLD |
| 49 | — | TELEFONICA S A | — | 85,449 | $346K | 0.13% | SOLD |
| 50 | COKE | COCA COLA CONS INC | Consumer Defensive | 2,213 | $339K | 0.13% | SOLD |
| 51 | WAB | WABTEC | Industrials | 1,518 | $324K | 0.12% | SOLD |
| 52 | HWM | HOWMET AEROSPACE INC | Industrials | 1,551 | $318K | 0.12% | SOLD |
| 53 | PRDO | PERDOCEO ED CORP | Consumer Defensive | 10,796 | $317K | 0.12% | SOLD |
| 54 | JKHY | HENRY JACK & ASSOC INC | Technology | 1,710 | $312K | 0.12% | SOLD |
| 55 | INTU | INTUIT | Technology | 462 | $306K | 0.12% | SOLD |
| 56 | PRG | PROG HOLDINGS INC | Industrials | 10,362 | $306K | 0.12% | SOLD |
| 57 | TMUS | T-MOBILE US INC | Communication Services | 1,461 | $297K | 0.12% | SOLD |
| 58 | TTD | THE TRADE DESK INC | Technology | 7,759 | $295K | 0.11% | SOLD |
| 59 | ORCL | ORACLE CORP | Technology | 1,509 | $294K | 0.11% | SOLD |
| 60 | NRG | NRG ENERGY INC | Utilities | 1,811 | $288K | 0.11% | SOLD |
Sector Allocation
Technology
19.1%
Consumer Defensive
15.3%
Financial Services
13.5%
Energy
11.8%
Consumer Cyclical
11.7%
Industrials
9.1%
Healthcare
8.9%
Communication Services
4.6%
Real Estate
3.1%
Basic Materials
2.5%