Portfolio (Quarterly)
Guide ↗
Gallacher Capital Management LLC
· CIK 0001960749| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | CACI | CACI INTL INC | Technology | 507 | $276K | 0.11% | SOLD |
| 62 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,505 | $275K | 0.10% | SOLD |
| 63 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 4,805 | $272K | 0.10% | SOLD |
| 64 | ROL | ROLLINS INC | Consumer Cyclical | 5,087 | $272K | 0.10% | SOLD |
| 65 | ALKS | ALKERMES PLC | Healthcare | 7,677 | $271K | 0.10% | SOLD |
| 66 | NYT | NEW YORK TIMES CO MTN BE | Communication Services | 3,230 | $270K | 0.10% | SOLD |
| 67 | CROX | CROCS INC | Consumer Cyclical | 3,247 | $270K | 0.10% | SOLD |
| 68 | HYMB | SPDR SERIES TRUST | — | 10,585 | $263K | 0.10% | SOLD |
| 69 | NEU | NEWMARKET CORP | Basic Materials | 409 | $262K | 0.10% | SOLD |
| 70 | ADSK | AUTODESK INC | Technology | 1,090 | $261K | 0.10% | SOLD |
| 71 | PRIM | PRIMORIS SVCS CORP | Industrials | 1,809 | $259K | 0.10% | SOLD |
| 72 | DRH | DIAMONDROCK HOSPITALITY CO | Real Estate | 27,509 | $258K | 0.10% | SOLD |
| 73 | TEL | TE CONNECTIVITY PLC | Technology | 1,213 | $253K | 0.10% | SOLD |
| 74 | MWA | MUELLER WTR PRODS INC | Industrials | 9,176 | $252K | 0.10% | SOLD |
| 75 | MUB | ISHARES TR | — | 2,375 | $252K | 0.10% | SOLD |
| 76 | RMD | RESMED INC | Healthcare | 1,120 | $251K | 0.10% | SOLD |
| 77 | GGG | GRACO INC | Industrials | 2,953 | $250K | 0.10% | SOLD |
| 78 | IJJ | ISHARES TR | — | 1,860 | $246K | 0.09% | SOLD |
| 79 | BKE | BUCKLE INC | Consumer Cyclical | 4,876 | $246K | 0.09% | SOLD |
| 80 | SRLN | SSGA ACTIVE ETF TR | — | 6,057 | $243K | 0.09% | SOLD |
Sector Allocation
Technology
27.4%
Financial Services
19.0%
Healthcare
10.4%
Industrials
10.0%
Energy
8.4%
Consumer Defensive
6.5%
Consumer Cyclical
6.3%
Communication Services
4.6%
Real Estate
4.2%
Basic Materials
2.8%