Gallo Partners as of June 30, 2026
Portfolio Holdings for Gallo Partners
Gallo Partners holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 8.6 | $3.9M | 1.9k | 1981.95 | |
| Entergy Corporation (ETR) | 7.3 | $3.3M | 29k | 114.86 | |
| Caterpillar (CAT) | 6.6 | $3.0M | 2.8k | 1064.90 | |
| RBC Bearings Incorporated (RBC) | 6.2 | $2.8M | 4.4k | 644.06 | |
| Nordson Corporation (NDSN) | 5.6 | $2.5M | 8.4k | 301.69 | |
| MasTec (MTZ) | 4.8 | $2.2M | 5.2k | 416.06 | |
| Clean Harbors (CLH) | 4.0 | $1.8M | 6.0k | 298.75 | |
| Roundhill Etf Trust Memory Etf | 3.9 | $1.7M | 24k | 73.85 | |
| Howmet Aerospace (HWM) | 3.6 | $1.6M | 6.1k | 268.86 | |
| Moog Cl A (MOG.A) | 3.6 | $1.6M | 3.8k | 423.84 | |
| BorgWarner (BWA) | 3.4 | $1.5M | 23k | 66.40 | |
| Almonty Inds Com New (ALM) | 3.1 | $1.4M | 84k | 16.56 | |
| Ezcorp Cl A Non Vtg (EZPW) | 2.6 | $1.2M | 35k | 34.57 | |
| J.B. Hunt Transport Services (JBHT) | 2.6 | $1.2M | 4.1k | 289.43 | |
| Timken Company (TKR) | 2.5 | $1.1M | 7.6k | 145.32 | |
| Atmos Energy Corporation (ATO) | 2.5 | $1.1M | 6.4k | 172.27 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.4 | $1.1M | 14k | 77.87 | |
| NVIDIA Corporation (NVDA) | 2.2 | $1.0M | 5.0k | 200.09 | |
| Amazon (AMZN) | 2.2 | $999k | 4.2k | 238.34 | |
| EnPro Industries (NPO) | 2.2 | $999k | 2.7k | 376.93 | |
| D.R. Horton (DHI) | 2.2 | $984k | 6.0k | 162.88 | |
| Qxo Com New (QXO) | 2.2 | $972k | 56k | 17.28 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $802k | 1.1k | 736.40 | |
| Ge Aerospace Com New (GE) | 1.8 | $800k | 2.1k | 373.73 | |
| Granite Construction (GVA) | 1.7 | $775k | 4.9k | 158.08 | |
| Applied Optoelectronics (AAOI) | 1.6 | $715k | 4.8k | 148.16 | |
| Myr (MYRG) | 1.4 | $653k | 1.3k | 500.40 | |
| Allegheny Technologies Incorporated (ATI) | 1.3 | $586k | 3.0k | 197.10 | |
| Hut 8 Corp (HUT) | 1.2 | $547k | 4.7k | 115.45 | |
| Parker-Hannifin Corporation (PH) | 1.2 | $535k | 547.00 | 978.12 | |
| General Motors Company (GM) | 1.1 | $518k | 6.7k | 77.08 | |
| Carpenter Technology Corporation (CRS) | 1.1 | $481k | 780.00 | 616.84 | |
| Sandisk Corp (SNDK) | 0.9 | $402k | 177.00 | 2273.73 | |
| Terawulf (WULF) | 0.6 | $283k | 12k | 24.70 |
