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Portfolio (Quarterly) Guide ↗

Gallacher Capital Management LLC

· CIK 0001960749
13F Portfolio $178M AUM 259 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 32 Added 151 Reduced 105 Exited
Page 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 UBER UBER TECHNOLOGIES INC Technology 2,793 $201K 0.08% SOLD
102 WSC WILLSCOT HLDGS CORP Industrials 10,996 $191K 0.07% SOLD
103 MAT MATTEL INC Consumer Cyclical 10,420 $151K 0.06% SOLD
104 FLNA FILANA THERAPEUTICS INC Healthcare 64,972 $110K 0.04% SOLD
105 RSP CALL INVESCO EXCHANGE TRADED FD T 500 $96K 0.04% SOLD
Page 6 of 6  ·  105 positions
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%