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Portfolio (Quarterly) Guide ↗

Gallacher Capital Management LLC

· CIK 0001960749
13F Portfolio $261M AUM 301 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New 86 Added 83 Reduced 87 Exited
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MUB ISHARES TR 2,375.0 $252K 0.10% -354.0 -13.0% $106.15 +1.0%
82 ABBV ABBVIE INC Healthcare 1,091.0 $237K 0.09% -15.0 -1.4% $217.56 +7.9%
83 V VISA INC Financial Services 764.0 $231K 0.09% -3K -77.2% $302.35 +8.6%
Page 5 of 5  ·  83 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 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%