Fund HoldingsGallacher Capital Management LLC

Total Portfolio Value
$160.19M
Total Bought
$29.95M
Total Sold
$38.16M
Net Transaction
-$8.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
INCOME ETF
19,817162,467+142,6508967,2144.50%+6,318
PIMCO ETF TR
INV GRD CRP BD
20,97549,909+28,9341,9904,5482.84%+2,558
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
019,145+19,14501,0250.64%+1,025
LIBERTY MEDIA CORP DEL(FWONA)010,580+10,58005980.37%+598
COSTAMARE INC(CMRE)049,512+49,51204760.30%+476
OXFORD INDS INC04,764+4,76404580.29%+458
HERSHEY CO(HSY)02,099+2,09904200.26%+420
CATERPILLAR INC(CAT)01,506+1,50604110.26%+411
UPBOUND GROUP INC(UPBD)013,882+13,88204090.26%+409
NATIONAL BEVERAGE CORP(FIZZ)08,526+8,52604010.25%+401
KROGER CO(KR)08,924+8,92403990.25%+399
RESOURCES CONNECTION INC026,315+26,31503920.24%+392
CRH PLC
ORD
07,078+7,07803870.24%+387
ISHARES INC25,39928,085+2,6867181,0830.68%+365
OFG BANCORP(OFG)012,130+12,13003620.23%+362
ISHARES TR06,980+6,98006560.41%+656
FIRST TR EXCH TRADED FD III92,789114,581+21,7921,4821,8301.14%+348
KIMBERLY-CLARK CORP(KMB)02,694+2,69403260.20%+326
GRAND CANYON ED INC(LOPE)02,695+2,69503150.20%+315
MSC INDL DIRECT INC(MSM)03,172+3,17203110.19%+311
NEWMARKET CORP(NEU)0678+67803090.19%+309
CITIGROUP INC(C)07,497+7,49703080.19%+308
APOGEE ENTERPRISES INC06,540+6,54003080.19%+308
CROCS INC(CROX)03,352+3,35202960.18%+296
BRISTOL-MYERS SQUIBB CO(BMY)05,002+5,00202900.18%+290
UNITEDHEALTH GROUP INC(UNH)01,011+1,01105100.32%+510
ENPHASE ENERGY INC(ENPH)02,352+2,35202830.18%+283
DARDEN RESTAURANTS INC(DRI)01,959+1,95902810.18%+281
AMERICOLD REALTY TRUST INC(COLD)09,189+9,18902790.17%+279
MOSAIC CO NEW(MOS)07,678+7,67802730.17%+273
PROCTER AND GAMBLE CO(PG)01,837+1,83702680.17%+268
MADDEN STEVEN LTD(SHOO)08,344+8,34402650.17%+265
TOTALENERGIES SE(TTE)03,974+3,97402610.16%+261
SYLVAMO CORP(SLVM)05,943+5,94302610.16%+261
CIVITAS RESOURCES INC03,224+3,22402610.16%+261
MASTERCARD INCORPORATED(MA)0645+64502550.16%+255
MARATHON PETE CORP(MPC)01,681+1,68102540.16%+254
CONSOL ENERGY INC NEW04,890+4,89005130.32%+513
SONOCO PRODS CO(SON)04,563+4,56302480.15%+248
BROADCOM INC(AVGO)0697+69705790.36%+579
CF INDS HLDGS INC(CF)05,794+5,79404970.31%+497
HALOZYME THERAPEUTICS INC(HALO)06,158+6,15802350.15%+235
COCA COLA CO(KO)04,069+4,06902280.14%+228
VALERO ENERGY CORP(VLO)01,595+1,59502260.14%+226
ALPHABET INC(GOOG)01,658+1,65802190.14%+219
ARCHER DANIELS MIDLAND CO02,887+2,88702180.14%+218
WILLIAMS SONOMA INC(WSM)03,115+3,11504840.30%+484
BIONTECH SE(BNTX)01,990+1,99002160.13%+216
RELIANCE STEEL & ALUMINUM CO(RS)0821+82102150.13%+215
STEEL DYNAMICS INC(STLD)02,004+2,00402150.13%+215
ELEVANCE HEALTH INC(ELV)0490+49002140.13%+214
WATERS CORP(WAT)0757+75702080.13%+208
CATALYST PHARMACEUTICALS INC(CPRX)017,637+17,63702060.13%+206
CHUNGHWA TELECOM CO LTD(CHT)05,631+5,63102020.13%+202
INNOVIVA INC(INVA)014,965+14,96501940.12%+194
DHT HOLDINGS INC(DHT)018,036+18,03601860.12%+186
APA CORPORATION(APA)013,380+13,38005500.34%+550
NORDSTROM INC011,094+11,09401660.10%+166
ARISTA NETWORKS INC02,478+2,47804560.28%+456
AMCOR PLC(AMCR)017,574+17,57401610.10%+161
CRESCENT ENERGY COMPANY(CRGY)012,224+12,22401550.10%+155
SM ENERGY CO(SM)014,036+14,03605570.35%+557
PATTERSON-UTI ENERGY INC(PTEN)010,336+10,33601430.09%+143
EXXON MOBIL CORP03,955+3,95504650.29%+465
HELMERICH & PAYNE INC(HP)13,89514,896+1,0014936280.39%+135
BERKSHIRE HATHAWAY INC DEL11,19511,19503,8173,9222.45%+104
GAMING & LEISURE PPTYS INC(GLPI)10,58813,505+2,9175136150.38%+102
ABBVIE INC(ABBV)02,568+2,56803830.24%+383
GILEAD SCIENCES INC(GILD)04,348+4,34803260.20%+326
A10 NETWORKS INC018,887+18,88702840.18%+284
AMGEN INC(AMGN)01,032+1,03202770.17%+277
SPDR DOW JONES INDL AVERAGE(DIA)3,3133,611+2981,1391,2090.76%+70
NOVO-NORDISK A S(NVO)3,1466,316+3,1705095740.36%+65
OLIN CORP(OLN)06,647+6,64703320.21%+332
BLOCK H & R INC010,039+10,03904320.27%+432
INVENTRUST PPTYS CORP(IVT)015,791+15,79103760.23%+376
SHELL PLC(SHEL)7,8818,243+3624765310.33%+55
BP PLC(BP)011,621+11,62104500.28%+450
EQUINOR ASA(EQNR)014,259+14,25904680.29%+468
ENI S P A(E)14,85814,639-2194284670.29%+40
NVIDIA CORPORATION(NVDA)01,053+1,05304580.29%+458
TOYOTA MOTOR CORP(TM)01,913+1,91303440.21%+344
EOG RES INC(EOG)5,6485,362-2866466800.42%+33
AUTOMATIC DATA PROCESSING IN01,173+1,17302820.18%+282
ELECTRONIC ARTS INC(EA)02,146+2,14602580.16%+258
ELI LILLY & CO(LLY)0426+42602290.14%+229
VANGUARD INDEX FDS6,0136,301+2882,4492,4741.54%+25
SPDR S&P 500 ETF TR(SPY)1,1001,200+1004885130.32%+25
BANCO BILBAO VIZCAYA ARGENTA(BBVA)59,03159,245+2144534770.30%+24
MITSUBISHI UFJ FINL GROUP IN(MUFG)040,032+40,03203400.21%+340
ANHEUSER BUSCH INBEV SA/NV(BUD)04,427+4,42702450.15%+245
BANCO SANTANDER S.A.(SAN)0101,391+101,39103810.24%+381
ISHARES TR
MSCI SAUDI ARBIA
13,00314,339+1,3365375550.35%+18
TELEFONICA S A(TEFOF)079,576+79,57603240.20%+324
NOVARTIS AG(NVS)04,130+4,13004210.26%+421
VODAFONE GROUP PLC NEW(VOD)035,008+35,00803320.21%+332
ISHARES TR
CORE DIV GRWTH
36,30938,036+1,7271,8711,8841.18%+13
HONDA MOTOR LTD(HMC)012,901+12,90104340.27%+434
GSK PLC(GSK)09,933+9,93303600.22%+360
SANOFI(SNY)05,715+5,71503070.19%+307
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