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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FOXA FOX CORP Communication Services 3,898.0 $203K 0.11% NEW $52.16 +31.2%
62 VRSK VERISK ANALYTICS INC Industrials 1,123.0 $202K 0.11% NEW $179.45 +6.9%
63 VRRM VERRA MOBILITY CORP Technology 12,702.0 $54K 0.03% NEW $4.25 +3.3%
Page 4 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%