Gallo Partners as of March 31, 2025
Portfolio Holdings for Gallo Partners
Gallo Partners holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Russell 2000 Etf (IWM) | 4.7 | $7.1M | 36k | 199.49 | |
| S&p Global (SPGI) | 4.2 | $6.4M | 13k | 508.10 | |
| Trane Technologies SHS (TT) | 4.2 | $6.3M | 19k | 336.92 | |
| FirstEnergy (FE) | 3.6 | $5.4M | 134k | 40.42 | |
| Ge Aerospace Com New (GE) | 3.6 | $5.4M | 27k | 200.15 | |
| Vulcan Materials Company (VMC) | 3.5 | $5.3M | 23k | 233.30 | |
| 3M Company (MMM) | 3.4 | $5.2M | 36k | 146.86 | |
| Linde SHS (LIN) | 3.4 | $5.1M | 11k | 465.64 | |
| Moody's Corporation (MCO) | 2.9 | $4.4M | 9.5k | 465.69 | |
| Howmet Aerospace (HWM) | 2.9 | $4.4M | 34k | 129.73 | |
| Parker-Hannifin Corporation (PH) | 2.9 | $4.3M | 7.1k | 607.85 | |
| Entergy Corporation (ETR) | 2.8 | $4.3M | 50k | 85.49 | |
| Republic Services (RSG) | 2.8 | $4.2M | 18k | 242.16 | |
| Xcel Energy (XEL) | 2.3 | $3.5M | 50k | 70.79 | |
| Wabtec Corporation (WAB) | 2.2 | $3.4M | 19k | 181.35 | |
| PG&E Corporation (PCG) | 2.2 | $3.3M | 190k | 17.18 | |
| Advanced Drain Sys Inc Del (WMS) | 2.1 | $3.1M | 29k | 108.65 | |
| Ishares Tr Us Home Cons Etf (ITB) | 2.1 | $3.1M | 33k | 95.21 | |
| EOG Resources (EOG) | 2.1 | $3.1M | 24k | 128.24 | |
| CenterPoint Energy (CNP) | 2.0 | $3.1M | 85k | 36.23 | |
| Emerson Electric (EMR) | 2.0 | $3.0M | 28k | 109.64 | |
| Core & Main Cl A (CNM) | 1.9 | $3.0M | 61k | 48.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $2.8M | 4.9k | 559.39 | |
| Carpenter Technology Corporation (CRS) | 1.8 | $2.7M | 15k | 181.18 | |
| Chesapeake Energy Corp (EXE) | 1.8 | $2.7M | 24k | 111.32 | |
| Quanta Services (PWR) | 1.8 | $2.7M | 11k | 254.18 | |
| Ftai Aviation SHS (FTAI) | 1.6 | $2.5M | 23k | 111.03 | |
| Costco Wholesale Corporation (COST) | 1.5 | $2.3M | 2.4k | 945.78 | |
| Nrg Energy Com New (NRG) | 1.5 | $2.3M | 24k | 95.46 | |
| Devon Energy Corporation (DVN) | 1.5 | $2.2M | 59k | 37.40 | |
| IDEX Corporation (IEX) | 1.5 | $2.2M | 12k | 180.97 | |
| Xylem (XYL) | 1.4 | $2.2M | 18k | 119.46 | |
| Eaton Corp SHS (ETN) | 1.3 | $2.0M | 7.3k | 271.83 | |
| Nvent Electric SHS (NVT) | 1.3 | $2.0M | 38k | 52.42 | |
| Matador Resources (MTDR) | 1.3 | $2.0M | 39k | 51.09 | |
| Ingersoll Rand (IR) | 1.3 | $2.0M | 25k | 80.03 | |
| Ametek (AME) | 1.3 | $1.9M | 11k | 172.14 | |
| EQT Corporation (EQT) | 1.2 | $1.8M | 34k | 53.43 | |
| Badger Meter (BMI) | 1.2 | $1.8M | 9.3k | 190.25 | |
| Crane Company Common Stock (CR) | 1.1 | $1.7M | 11k | 153.18 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $1.7M | 5.9k | 288.14 | |
| Viper Energy Cl A | 1.1 | $1.7M | 37k | 45.15 | |
| Montrose Environmental Group (MEG) | 1.0 | $1.5M | 102k | 14.26 | |
| Constellation Energy (CEG) | 0.9 | $1.4M | 6.7k | 201.63 | |
| Encana Corporation (OVV) | 0.9 | $1.3M | 31k | 42.80 | |
| PPL Corporation (PPL) | 0.9 | $1.3M | 36k | 36.11 | |
| Kodiak Gas Svcs (KGS) | 0.8 | $1.3M | 34k | 37.30 | |
| Ge Vernova (GEV) | 0.8 | $1.2M | 4.0k | 305.28 | |
| Murphy Oil Corporation (MUR) | 0.8 | $1.1M | 40k | 28.40 | |
| Knife River Corp Common Stock (KNF) | 0.7 | $1.1M | 13k | 90.21 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $486k | 6.7k | 72.20 | |
| Myr (MYRG) | 0.3 | $458k | 4.0k | 113.09 | |
| Nano Nuclear Energy (NNE) | 0.3 | $384k | 15k | 26.46 | |
| Powell Industries (POWL) | 0.1 | $217k | 1.3k | 170.33 |
