Gallo Partners as of Sept. 30, 2025
Portfolio Holdings for Gallo Partners
Gallo Partners holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 3.9 | $5.2M | 11k | 477.15 | |
| Parker-Hannifin Corporation (PH) | 3.6 | $4.8M | 6.4k | 758.15 | |
| United Rentals (URI) | 3.6 | $4.8M | 5.0k | 954.66 | |
| Xylem (XYL) | 3.5 | $4.8M | 32k | 147.50 | |
| Iamgold Corp (IAG) | 3.2 | $4.3M | 336k | 12.93 | |
| Union Pacific Corporation (UNP) | 3.1 | $4.2M | 18k | 236.37 | |
| Boeing Company (BA) | 3.0 | $4.1M | 19k | 215.83 | |
| Comfort Systems USA (FIX) | 3.0 | $4.0M | 4.9k | 825.18 | |
| Xpo Logistics Inc equity (XPO) | 2.9 | $3.9M | 31k | 129.27 | |
| Spx Corp (SPXC) | 2.9 | $3.9M | 21k | 186.78 | |
| Emcor (EME) | 2.8 | $3.7M | 5.7k | 649.54 | |
| Martin Marietta Materials (MLM) | 2.7 | $3.6M | 5.7k | 630.28 | |
| PG&E Corporation (PCG) | 2.7 | $3.6M | 238k | 15.08 | |
| Construction Partners Com Cl A (ROAD) | 2.5 | $3.4M | 27k | 127.00 | |
| Dominion Resources (D) | 2.3 | $3.1M | 51k | 61.17 | |
| Zurn Water Solutions Corp Zws (ZWS) | 2.3 | $3.1M | 66k | 47.03 | |
| Morningstar (MORN) | 2.3 | $3.1M | 13k | 232.01 | |
| General Motors Company (GM) | 2.2 | $2.9M | 47k | 60.97 | |
| Linde SHS (LIN) | 2.0 | $2.7M | 5.8k | 475.00 | |
| Amphenol Corp Cl A (APH) | 2.0 | $2.7M | 22k | 123.75 | |
| Modine Manufacturing (MOD) | 2.0 | $2.7M | 19k | 142.16 | |
| Knife River Corp Common Stock (KNF) | 2.0 | $2.6M | 34k | 76.87 | |
| Rollins (ROL) | 1.9 | $2.6M | 44k | 58.74 | |
| Air Products & Chemicals (APD) | 1.8 | $2.4M | 9.0k | 272.72 | |
| Impinj (PI) | 1.8 | $2.4M | 13k | 180.75 | |
| DTE Energy Company (DTE) | 1.8 | $2.4M | 17k | 141.43 | |
| D.R. Horton (DHI) | 1.8 | $2.4M | 14k | 169.47 | |
| TransDigm Group Incorporated (TDG) | 1.8 | $2.4M | 1.8k | 1318.02 | |
| Carpenter Technology Corporation (CRS) | 1.8 | $2.4M | 9.6k | 245.54 | |
| American Electric Power Company (AEP) | 1.7 | $2.3M | 21k | 112.50 | |
| MasTec (MTZ) | 1.7 | $2.3M | 11k | 212.81 | |
| S&p Global (SPGI) | 1.7 | $2.3M | 4.7k | 486.71 | |
| Ge Aerospace Com New (GE) | 1.6 | $2.2M | 7.3k | 300.82 | |
| Sterling Construction Company (STRL) | 1.6 | $2.1M | 6.3k | 339.68 | |
| Allegheny Technologies Incorporated (ATI) | 1.6 | $2.1M | 26k | 81.34 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 1.6 | $2.1M | 40k | 52.89 | |
| Toll Brothers (TOL) | 1.4 | $1.8M | 13k | 138.14 | |
| Legence Corp Cl A | 1.3 | $1.8M | 57k | 30.81 | |
| Curtiss-Wright (CW) | 1.3 | $1.8M | 3.2k | 542.94 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.3 | $1.8M | 12k | 145.61 | |
| Ameren Corporation (AEE) | 1.2 | $1.6M | 15k | 104.38 | |
| Johnson Ctls Intl SHS (JCI) | 1.2 | $1.6M | 14k | 109.95 | |
| Mueller Wtr Prods Com Ser A (MWA) | 1.1 | $1.5M | 60k | 25.52 | |
| EQT Corporation (EQT) | 1.1 | $1.5M | 28k | 54.43 | |
| Granite Construction (GVA) | 1.1 | $1.5M | 14k | 109.65 | |
| Honeywell International (HON) | 1.1 | $1.5M | 7.0k | 210.50 | |
| Lear Corp Com New (LEA) | 0.8 | $1.0M | 10k | 100.61 | |
| A2z Cust2mate Solutions Corp (AZ) | 0.7 | $971k | 122k | 7.99 | |
| Qxo Com New (QXO) | 0.7 | $970k | 51k | 19.06 | |
| Forward Air Corp (FWRD) | 0.5 | $662k | 26k | 25.64 | |
| Duos Technologies Group (DUOT) | 0.3 | $443k | 60k | 7.36 |
