Gallo Partners as of June 30, 2025
Portfolio Holdings for Gallo Partners
Gallo Partners holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 5.2 | $8.0M | 15k | 536.21 | |
| Republic Services (RSG) | 5.0 | $7.6M | 31k | 246.61 | |
| Quanta Services (PWR) | 4.9 | $7.4M | 20k | 378.08 | |
| Emcor (EME) | 4.8 | $7.4M | 14k | 534.89 | |
| Parker-Hannifin Corporation (PH) | 4.7 | $7.2M | 10k | 698.47 | |
| Atmos Energy Corporation (ATO) | 4.1 | $6.3M | 41k | 154.11 | |
| Cintas Corporation (CTAS) | 3.9 | $6.0M | 27k | 222.87 | |
| Viper Energy Cl A | 3.5 | $5.3M | 139k | 38.13 | |
| DTE Energy Company (DTE) | 3.2 | $4.9M | 37k | 132.46 | |
| Ge Aerospace Com New (GE) | 3.1 | $4.8M | 19k | 257.39 | |
| PPL Corporation (PPL) | 2.7 | $4.2M | 124k | 33.89 | |
| Air Products & Chemicals (APD) | 2.6 | $4.1M | 14k | 282.06 | |
| Howmet Aerospace (HWM) | 2.6 | $4.0M | 22k | 186.13 | |
| Granite Construction (GVA) | 2.6 | $4.0M | 43k | 93.51 | |
| Vistra Energy (VST) | 2.3 | $3.6M | 19k | 193.81 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $3.5M | 2.3k | 1520.64 | |
| Ge Vernova (GEV) | 2.3 | $3.5M | 6.6k | 529.15 | |
| Public Service Enterprise (PEG) | 2.2 | $3.4M | 40k | 84.18 | |
| Pentair SHS (PNR) | 2.2 | $3.4M | 33k | 102.66 | |
| EQT Corporation (EQT) | 2.1 | $3.3M | 56k | 58.32 | |
| Dt Midstream Common Stock (DTM) | 2.1 | $3.2M | 29k | 109.91 | |
| Norfolk Southern (NSC) | 2.1 | $3.2M | 12k | 255.97 | |
| Saia (SAIA) | 2.0 | $3.1M | 11k | 273.99 | |
| Moody's Corporation (MCO) | 2.0 | $3.1M | 6.1k | 501.59 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 1.8 | $2.8M | 109k | 25.69 | |
| Chesapeake Energy Corp (EXE) | 1.7 | $2.6M | 22k | 116.94 | |
| Celanese Corporation (CE) | 1.7 | $2.6M | 47k | 55.33 | |
| Union Pacific Corporation (UNP) | 1.7 | $2.5M | 11k | 230.08 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 1.5 | $2.2M | 9.4k | 238.70 | |
| Talen Energy Corp (TLN) | 1.5 | $2.2M | 7.7k | 290.77 | |
| Modine Manufacturing (MOD) | 1.4 | $2.1M | 22k | 98.50 | |
| Zurn Water Solutions Corp Zws (ZWS) | 1.3 | $2.1M | 56k | 36.57 | |
| United Rentals (URI) | 1.3 | $2.1M | 2.7k | 753.40 | |
| Badger Meter (BMI) | 1.3 | $2.0M | 8.2k | 244.95 | |
| Xcel Energy (XEL) | 1.3 | $2.0M | 29k | 68.10 | |
| Linde SHS (LIN) | 1.3 | $2.0M | 4.2k | 469.18 | |
| Xpo Logistics Inc equity (XPO) | 1.3 | $2.0M | 16k | 126.29 | |
| Element Solutions (ESI) | 1.3 | $2.0M | 87k | 22.65 | |
| Sterling Construction Company (STRL) | 1.1 | $1.8M | 7.6k | 230.73 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.9 | $1.4M | 48k | 28.35 | |
| VSE Corporation (VSEC) | 0.8 | $1.2M | 9.4k | 130.98 | |
| Nextera Energy (NEE) | 0.6 | $919k | 13k | 69.42 | |
| Devon Energy Corporation (DVN) | 0.4 | $565k | 18k | 31.81 | |
| Gorilla Technology Group Shs New (GRRR) | 0.3 | $433k | 22k | 19.89 | |
| S&p Global (SPGI) | 0.2 | $345k | 654.00 | 527.29 | |
| O'reilly Automotive (ORLY) | 0.2 | $298k | 3.3k | 90.13 | |
| Costco Wholesale Corporation (COST) | 0.2 | $256k | 259.00 | 989.94 | |
| Generac Holdings (GNRC) | 0.1 | $225k | 1.6k | 143.21 |
