Gallo Partners

Gallo Partners as of Dec. 31, 2024

Portfolio Holdings for Gallo Partners

Gallo Partners holds 68 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Parker-Hannifin Corporation (PH) 3.9 $5.3M 8.3k 636.03
Canadian Pacific Kansas City (CP) 3.2 $4.4M 60k 72.37
Packaging Corporation of America (PKG) 3.0 $4.0M 18k 225.13
Cintas Corporation (CTAS) 2.9 $4.0M 22k 182.70
CRH Ord (CRH) 2.9 $4.0M 43k 92.52
Republic Services (RSG) 2.7 $3.7M 18k 201.18
Modine Manufacturing (MOD) 2.7 $3.6M 31k 115.93
Mueller Industries (MLI) 2.6 $3.5M 44k 79.36
Waste Connections (WCN) 2.6 $3.5M 20k 171.58
Ishares Tr Russell 2000 Etf (IWM) 2.4 $3.3M 15k 220.96
Nvent Electric SHS (NVT) 2.2 $3.0M 44k 68.16
Williams Companies (WMB) 2.2 $3.0M 55k 54.12
S&p Global (SPGI) 2.2 $2.9M 5.9k 498.03
Public Service Enterprise (PEG) 2.1 $2.8M 33k 84.49
Knife River Corp Common Stock (KNF) 2.0 $2.8M 27k 101.64
Clean Harbors (CLH) 1.8 $2.5M 11k 230.14
Lennox International (LII) 1.8 $2.5M 4.1k 609.30
Corteva (CTVA) 1.8 $2.5M 44k 56.96
PG&E Corporation (PCG) 1.8 $2.4M 121k 20.18
Trane Technologies SHS (TT) 1.8 $2.4M 6.6k 369.35
Spx Corp (SPXC) 1.8 $2.4M 17k 145.52
Entegris (ENTG) 1.7 $2.3M 24k 99.06
Montrose Environmental Group (MEG) 1.7 $2.3M 124k 18.55
Amphenol Corp Cl A (APH) 1.7 $2.3M 33k 69.45
Zim Integrated Shipping Serv SHS (ZIM) 1.6 $2.2M 104k 21.47
Hawaiian Electric Industries (HE) 1.6 $2.2M 230k 9.73
Primoris Services (PRIM) 1.6 $2.2M 29k 76.40
Element Solutions (ESI) 1.6 $2.2M 87k 25.43
TransDigm Group Incorporated (TDG) 1.6 $2.1M 1.7k 1267.28
Dupont De Nemours (DD) 1.6 $2.1M 28k 76.25
Viper Energy Cl A 1.6 $2.1M 43k 49.07
Consolidated Edison (ED) 1.5 $2.1M 23k 89.23
PPG Industries (PPG) 1.5 $2.0M 17k 119.45
Carpenter Technology Corporation (CRS) 1.4 $1.9M 11k 169.71
Vertiv Holdings Com Cl A (VRT) 1.3 $1.8M 16k 113.61
W.W. Grainger (GWW) 1.3 $1.8M 1.7k 1054.05
Willscot Hldgs Corp Com Cl A (WSC) 1.3 $1.7M 51k 33.45
Caci Intl Cl A (CACI) 1.2 $1.7M 4.1k 404.06
NiSource (NI) 1.2 $1.6M 43k 36.76
Albemarle Corporation (ALB) 1.1 $1.5M 18k 86.08
Emcor (EME) 1.1 $1.5M 3.4k 453.90
Dow (DOW) 1.1 $1.5M 38k 40.13
Lyondellbasell Industries N Shs - A - (LYB) 1.1 $1.5M 20k 74.27
Weyerhaeuser Co Mtn Be Com New (WY) 1.1 $1.5M 54k 28.15
Granite Construction (GVA) 1.1 $1.5M 17k 87.71
Emerson Electric (EMR) 1.1 $1.5M 12k 123.93
Ftai Aviation SHS (FTAI) 1.1 $1.4M 10k 144.04
Zurn Water Solutions Corp Zws (ZWS) 1.0 $1.4M 37k 37.30
Driven Brands Hldgs (DRVN) 1.0 $1.3M 82k 16.14
Comfort Systems USA (FIX) 1.0 $1.3M 3.1k 424.06
Paccar (PCAR) 0.9 $1.2M 12k 104.02
EQT Corporation (EQT) 0.9 $1.2M 26k 46.11
FedEx Corporation (FDX) 0.8 $1.2M 4.1k 281.33
Construction Partners Com Cl A (ROAD) 0.8 $1.1M 12k 88.46
Zebra Technologies Corporati Cl A (ZBRA) 0.8 $1.0M 2.7k 386.22
Stanley Black & Decker (SWK) 0.7 $1.0M 13k 80.29
Magnolia Oil & Gas Corp Cl A (MGY) 0.7 $975k 42k 23.38
SM Energy (SM) 0.7 $930k 24k 38.76
Carlisle Companies (CSL) 0.7 $911k 2.5k 368.84
Flowserve Corporation (FLS) 0.6 $870k 15k 57.52
Permian Resources Corp Class A Com (PR) 0.6 $844k 59k 14.38
Patterson-UTI Energy (PTEN) 0.6 $800k 97k 8.26
Apa Corporation (APA) 0.6 $765k 33k 23.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $689k 1.2k 586.08
Liberty Energy Com Cl A (LBRT) 0.4 $497k 25k 19.89
Bkv Corp (BKV) 0.3 $476k 20k 23.78
Nano Nuclear Energy (NNE) 0.3 $433k 17k 24.89
Eaton Corp SHS (ETN) 0.2 $219k 659.00 331.87