Fund HoldingsGallacher Capital Management LLC

Total Portfolio Value
$197.02M
Total Bought
$43.88M
Total Sold
$27.37M
Net Transaction
+$16.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
9,94063,731+53,7915273,3481.70%+2,821
GRAYSCALE BITCOIN TR BTC(GBTC)041,873+41,87302,6451.34%+2,645
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
039,378+39,37801,9871.01%+1,987
PEPSICO INC(PEP)104,037106,541+2,50417,67018,6469.46%+976
CASSAVA SCIENCES INC0210,366+210,36608480.43%+848
BERKSHIRE HATHAWAY INC DEL011,226+11,22604,7212.40%+4,721
VISA INC(V)02,319+2,31906470.33%+647
ISHARES TR059,102+59,10204,9912.53%+4,991
COLGATE PALMOLIVE CO(CL)06,481+6,48105840.30%+584
KFORCE INC(KFRC)07,998+7,99805640.29%+564
META PLATFORMS INC(META)01,830+1,83008890.45%+889
PERDOCEO ED CORP(PRDO)030,604+30,60405370.27%+537
NETAPP INC(NTAP)08,385+8,38508800.45%+880
KIMBERLY-CLARK CORP(KMB)04,055+4,05505250.27%+525
QUALCOMM INC(QCOM)05,100+5,10008640.44%+864
BEST BUY INC(BBY)06,196+6,19605080.26%+508
STEELCASE INC038,015+38,01504970.25%+497
BLOCK H & R INC018,879+18,87909270.47%+927
HONEYWELL INTL INC(HON)02,420+2,42004970.25%+497
ADT INC DEL(ADT)073,287+73,28704920.25%+492
DILLARDS INC(DDS)01,032+1,03204870.25%+487
AMERICAN EAGLE OUTFITTERS IN018,864+18,86404870.25%+487
ARDMORE SHIPPING CORP029,175+29,17504790.24%+479
WORTHINGTON STL INC(WS)013,338+13,33804780.24%+478
SCORPIO TANKERS INC(STNG)06,580+6,58004710.24%+471
SANFILIPPO JOHN B & SON INC(JBSS)04,439+4,43904700.24%+470
ISHARES TR
CORE DIV GRWTH
037,331+37,33102,1671.10%+2,167
MANHATTAN ASSOCIATES INC(MANH)01,745+1,74504370.22%+437
VANGUARD INDEX FDS013,262+13,26203,4471.75%+3,447
SPDR DOW JONES INDL AVERAGE(DIA)04,256+4,25601,6930.86%+1,693
MSC INDL DIRECT INC(MSM)06,715+6,71506520.33%+652
PACCAR INC(PCAR)03,322+3,32204120.21%+412
PATHWARD FINANCIAL INC(CASH)08,114+8,11404100.21%+410
MADDEN STEVEN LTD(SHOO)09,496+9,49604010.20%+401
LANTHEUS HLDGS INC(LNTH)06,438+6,43804010.20%+401
QUALYS INC(QLYS)02,358+2,35803930.20%+393
LINCOLN ELEC HLDGS INC(LECO)01,535+1,53503920.20%+392
ALPHA METALLURGICAL RESOUR I01,129+1,12903740.19%+374
AMERICOLD REALTY TRUST INC(COLD)014,609+14,60903640.18%+364
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
65,74166,129+3883,1463,4961.77%+350
ISHARES TR4,6804,911+2312,2352,5821.31%+347
OMEGA HEALTHCARE INVS INC(OHI)010,887+10,88703450.18%+345
MONDELEZ INTL INC(MDLZ)04,844+4,84403390.17%+339
EBAY INC.(EBAY)06,397+6,39703380.17%+338
SOLARIS OILFIELD INFRASTRUCT(SEI)038,584+38,58403350.17%+335
ANTERO MIDSTREAM CORP(AM)023,613+23,61303320.17%+332
SEALED AIR CORP NEW08,874+8,87403300.17%+330
XEROX HOLDINGS CORP018,432+18,43203300.17%+330
GLOBAL INDUSTRIAL COMPANY07,240+7,24003240.16%+324
KONTOOR BRANDS INC(KTB)05,251+5,25103160.16%+316
EAGLE MATLS INC(EXP)01,151+1,15103130.16%+313
HYSTER YALE MATLS HANDLING I4,3028,924+4,6222685730.29%+305
VANGUARD INDEX FDS05,094+5,09402,4491.24%+2,449
INTERDIGITAL INC(IDCC)02,843+2,84303030.15%+303
WISDOMTREE TR(WT)3,5307,176+3,6462485470.28%+299
FAIR ISAAC CORP(FICO)0235+23502940.15%+294
SNAP ON INC(SNA)1,1392,084+9453296170.31%+288
ADVANCED DRAIN SYS INC DEL(WMS)01,639+1,63902820.14%+282
VANGUARD WORLD FD
INDUSTRIAL ETF
01,148+1,14802800.14%+280
SYSCO CORP(SYY)3,9847,006+3,0222915690.29%+277
AMAZON COM INC(AMZN)1,3332,600+1,2672034690.24%+266
NIKE INC(NKE)02,835+2,83502660.14%+266
ACCENTURE PLC IRELAND
SHS CLASS A
0753+75302610.13%+261
GEN DIGITAL INC(GEN)028,050+28,05006280.32%+628
INTUIT(INTU)0377+37702450.12%+245
NEWMARKET CORP(NEU)0382+38202430.12%+243
MICROSOFT CORP(MSFT)3,0903,328+2381,1621,4000.71%+238
YUM BRANDS INC(YUM)45,03844,131-9075,8856,1193.11%+234
APPLIED MATLS INC02,607+2,60705380.27%+538
MASTERCARD INCORPORATED(MA)0473+47302280.12%+228
ISHARES TR01,077+1,07702270.11%+227
YELP INC(YELP)05,737+5,73702260.11%+226
COLLEGIUM PHARMACEUTICAL INC(COLL)05,756+5,75602230.11%+223
CHARTER COMMUNICATIONS INC N(CHTR)0767+76702230.11%+223
ARCH CAP GROUP LTD
ORD
02,367+2,36702190.11%+219
INVESCO QQQ TR0491+49102180.11%+218
VECTOR GROUP LTD019,788+19,78802170.11%+217
ISHARES TR
ESG AWR MSCI USA
01,866+1,86602150.11%+215
AUTODESK INC0819+81902130.11%+213
LANDSTAR SYS INC(LSTR)01,095+1,09502110.11%+211
LIBERTY ENERGY INC(LBRT)09,935+9,93502060.10%+206
PALO ALTO NETWORKS INC(PANW)0724+72402060.10%+206
NXP SEMICONDUCTORS N V
COM
0821+82102030.10%+203
VANGUARD WORLD FD
CONSUM STP ETF
0985+98502010.10%+201
SYNOPSYS INC(SNPS)0351+35102010.10%+201
ISHARES INC
MSCI EMRG CHN
46,44848,028+1,5802,5742,7651.40%+191
STARBUCKS CORP(SBUX)4,6716,989+2,3184486390.32%+190
FIRST BANCORP P R(FBP)21,32330,645+9,3223515380.27%+187
ADOBE INC(ADBE)393834+4412344210.21%+186
AMDOCS LTD(DOX)4,7286,542+1,8144165910.30%+176
WILLIAMS COS INC(WMB)7,32610,928+3,6022554260.22%+171
NVIDIA CORPORATION(NVDA)0792+79207160.36%+716
ISHARES INC029,944+29,94401,0760.55%+1,076
IRONWOOD PHARMACEUTICALS INC017,383+17,38301510.08%+151
ISHARES TR012,571+12,57105380.27%+538
ISHARES TR4,6104,573-371,3981,5410.78%+144
GRAND CANYON ED INC(LOPE)03,425+3,42504670.24%+467
CONSOL ENERGY INC NEW05,224+5,22404380.22%+438
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,2121,757+5452333660.19%+133
TOYOTA MOTOR CORP(TM)01,930+1,93004860.25%+486
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