Gallo Partners as of March 31, 2026
Portfolio Holdings for Gallo Partners
Gallo Partners holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 5.8 | $3.0M | 9.5k | 321.74 | |
| Clean Harbors (CLH) | 5.5 | $2.9M | 10k | 286.73 | |
| Hexcel Corporation (HXL) | 5.3 | $2.8M | 34k | 80.93 | |
| Johnson Controls Internation SHS (JCI) | 4.6 | $2.4M | 18k | 130.95 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 4.5 | $2.3M | 38k | 61.26 | |
| Comfort Systems USA (FIX) | 4.3 | $2.2M | 1.6k | 1378.99 | |
| Caterpillar (CAT) | 4.2 | $2.2M | 3.1k | 708.46 | |
| Atmos Energy Corporation (ATO) | 3.8 | $2.0M | 11k | 184.72 | |
| RBC Bearings Incorporated (RBC) | 3.7 | $2.0M | 3.6k | 543.12 | |
| L3harris Technologies (LHX) | 3.5 | $1.8M | 5.3k | 345.15 | |
| Waste Management (WM) | 3.4 | $1.8M | 7.7k | 229.79 | |
| Terex Corporation (TEX) | 3.3 | $1.7M | 29k | 59.10 | |
| Granite Construction (GVA) | 3.2 | $1.7M | 14k | 119.88 | |
| Woodward Governor Company (WWD) | 3.1 | $1.6M | 4.5k | 357.92 | |
| Lockheed Martin Corporation (LMT) | 3.0 | $1.6M | 2.6k | 604.39 | |
| Cummins (CMI) | 2.9 | $1.5M | 2.8k | 538.02 | |
| Entergy Corporation (ETR) | 2.7 | $1.4M | 13k | 112.36 | |
| Atmus Filtration Technologies Ord (ATMU) | 2.7 | $1.4M | 25k | 56.77 | |
| Allegheny Technologies Incorporated (ATI) | 2.7 | $1.4M | 9.6k | 145.46 | |
| Installed Bldg Prods (IBP) | 2.5 | $1.3M | 4.9k | 265.15 | |
| Corning Incorporated (GLW) | 2.4 | $1.2M | 9.1k | 135.97 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.0 | $1.1M | 19k | 57.58 | |
| FirstEnergy (FE) | 2.0 | $1.0M | 21k | 50.66 | |
| Toll Brothers (TOL) | 2.0 | $1.0M | 7.5k | 136.47 | |
| CenterPoint Energy (CNP) | 2.0 | $1.0M | 24k | 43.16 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $957k | 5.0k | 192.90 | |
| Oshkosh Corporation (OSK) | 1.8 | $919k | 6.2k | 147.21 | |
| Littelfuse (LFUS) | 1.7 | $875k | 2.6k | 339.35 | |
| Sprott Com New (SII) | 1.6 | $813k | 5.7k | 142.90 | |
| Select Water Solutions Cl A Com (WTTR) | 1.5 | $782k | 51k | 15.30 | |
| Ciena Corp Com New (CIEN) | 1.1 | $580k | 1.5k | 388.23 | |
| Tenaris S A Sponsored Ads (TS) | 1.1 | $552k | 9.5k | 58.18 | |
| Xpo Logistics Inc equity (XPO) | 1.0 | $523k | 2.7k | 194.55 | |
| Sandisk Corp (SNDK) | 1.0 | $520k | 819.00 | 635.34 | |
| Coherent Corp (COHR) | 0.7 | $392k | 1.6k | 238.21 | |
| Mueller Industries (MLI) | 0.6 | $308k | 2.8k | 110.80 | |
| Global X Fds Global X Copper (COPX) | 0.6 | $305k | 4.0k | 76.35 | |
| Western Digital (WDC) | 0.5 | $246k | 908.00 | 270.49 | |
| Ul Solutions Class A Com Shs (ULS) | 0.4 | $207k | 2.4k | 85.71 |
