Gallo Partners as of Dec. 31, 2025
Portfolio Holdings for Gallo Partners
Gallo Partners holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Russell 2000 Etf (IWM) | 6.3 | $7.1M | 29k | 246.16 | |
| Embraer Sponsored Ads (EMBJ) | 5.1 | $5.8M | 90k | 64.37 | |
| Parker-Hannifin Corporation (PH) | 4.9 | $5.6M | 6.4k | 878.96 | |
| Zurn Water Solutions Corp Zws (ZWS) | 4.8 | $5.4M | 117k | 46.49 | |
| American Electric Power Company (AEP) | 4.8 | $5.4M | 47k | 115.31 | |
| S&p Global (SPGI) | 4.8 | $5.4M | 10k | 522.59 | |
| Donaldson Company (DCI) | 4.7 | $5.3M | 60k | 88.66 | |
| Amphenol Corp Cl A (APH) | 4.2 | $4.8M | 35k | 135.14 | |
| Howmet Aerospace (HWM) | 3.8 | $4.3M | 21k | 205.02 | |
| Pentair SHS (PNR) | 3.8 | $4.3M | 41k | 104.14 | |
| Comfort Systems USA (FIX) | 3.7 | $4.2M | 4.5k | 933.29 | |
| Acuity Brands (AYI) | 3.5 | $4.0M | 11k | 360.04 | |
| Myr (MYRG) | 3.5 | $3.9M | 18k | 218.50 | |
| Cummins (CMI) | 3.1 | $3.6M | 7.0k | 510.45 | |
| General Motors Company (GM) | 3.1 | $3.5M | 43k | 81.32 | |
| Caterpillar (CAT) | 3.1 | $3.5M | 6.1k | 572.87 | |
| Curtiss-Wright (CW) | 3.0 | $3.4M | 6.2k | 551.27 | |
| Xpo Logistics Inc equity (XPO) | 2.8 | $3.2M | 24k | 135.91 | |
| Construction Partners Com Cl A (ROAD) | 2.6 | $2.9M | 27k | 108.55 | |
| Martin Marietta Materials (MLM) | 2.4 | $2.8M | 4.5k | 622.66 | |
| Toll Brothers (TOL) | 2.3 | $2.6M | 19k | 135.22 | |
| Western Digital (WDC) | 2.1 | $2.4M | 14k | 172.27 | |
| United Rentals (URI) | 2.0 | $2.3M | 2.8k | 809.32 | |
| Ge Vernova (GEV) | 1.9 | $2.2M | 3.4k | 653.57 | |
| Mueller Industries (MLI) | 1.8 | $2.0M | 18k | 114.80 | |
| Johnson Ctls Intl SHS (JCI) | 1.7 | $2.0M | 17k | 119.75 | |
| Waste Connections (WCN) | 1.6 | $1.8M | 11k | 175.36 | |
| Installed Bldg Prods (IBP) | 1.5 | $1.7M | 6.7k | 259.39 | |
| Trane Technologies SHS (TT) | 1.4 | $1.6M | 4.1k | 389.20 | |
| Resideo Technologies (REZI) | 1.2 | $1.4M | 40k | 35.12 | |
| Huntington Ingalls Inds (HII) | 1.1 | $1.3M | 3.8k | 340.07 | |
| HudBay Minerals (HBM) | 1.0 | $1.2M | 59k | 19.85 | |
| Iamgold Corp (IAG) | 0.9 | $982k | 60k | 16.49 | |
| Alcoa (AA) | 0.8 | $907k | 17k | 53.14 | |
| Allegheny Technologies Incorporated (ATI) | 0.3 | $307k | 2.7k | 114.76 | |
| Lightwave Logic Inc C ommon (LWLG) | 0.2 | $218k | 67k | 3.24 |
