Fund HoldingsGallacher Capital Management LLC

Total Portfolio Value
$217.55M
Total Bought
$44.77M
Total Sold
$42.94M
Net Transaction
+$1.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CASSAVA SCIENCES INC0580,042+580,042017,0717.85%+17,071
ALPS ETF TR
SMITH CORE PLUS
0237,535+237,53506,2802.89%+6,280
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
056,736+56,73602,8791.32%+2,879
COLGATE PALMOLIVE CO(CL)08,524+8,52408850.41%+885
CAL MAINE FOODS INC(CALM)09,461+9,46107080.33%+708
SYLVAMO CORP(SLVM)08,015+8,01506880.32%+688
RYDER SYS INC(R)04,681+4,68106820.31%+682
ARDMORE SHIPPING CORP035,836+35,83606490.30%+649
KIMBERLY-CLARK CORP(KMB)04,527+4,52706440.30%+644
LAS VEGAS SANDS CORP(LVS)012,708+12,70806400.29%+640
HONEYWELL INTL INC(HON)03,053+3,05306310.29%+631
GAP INC(GAP)028,564+28,56406300.29%+630
LYONDELLBASELL INDUSTRIES N
SHS - A -
06,556+6,55606290.29%+629
CONOCOPHILLIPS(COP)07,953+7,95308370.38%+837
BATH & BODY WORKS INC019,613+19,61306260.29%+626
SEALED AIR CORP NEW017,025+17,02506180.28%+618
HNI CORP(HNI)011,439+11,43906160.28%+616
SCHLUMBERGER LTD(SLB)014,315+14,31506010.28%+601
YUM CHINA HLDGS INC(YUMC)042,020+42,02001,8920.87%+1,892
LEAR CORP(LEA)05,315+5,31505800.27%+580
QUALCOMM INC(QCOM)06,373+6,37301,0840.50%+1,084
DICKS SPORTING GOODS INC(DKS)02,660+2,66005550.26%+555
CITIGROUP INC(C)08,601+8,60105380.25%+538
CROCS INC(CROX)03,695+3,69505350.25%+535
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
77,20783,572+6,3654,0344,5672.10%+533
PUBLIC STORAGE OPER CO(PSA)01,332+1,33204850.22%+485
APPLE INC(AAPL)13,88314,611+7282,9243,4041.56%+480
BERKSHIRE HATHAWAY INC DEL010,867+10,86705,0022.30%+5,002
PEPSICO INC(PEP)0102,682+102,682017,4618.03%+17,461
RYANAIR HOLDINGS PLC(RYAAY)010,458+10,45804720.22%+472
WELLS FARGO CO NEW(WFC)08,290+8,29004680.22%+468
HAWKINS INC(HWKN)03,623+3,62304620.21%+462
OFG BANCORP(OFG)010,183+10,18304570.21%+457
HYSTER-YALE INC07,093+7,09304520.21%+452
VISTEON CORP(VC)04,739+4,73904510.21%+451
KINSALE CAP GROUP INC(KNSL)0953+95304440.20%+444
VECTOR GROUP LTD029,651+29,65104420.20%+442
MONARCH CASINO & RESORT INC(MCRI)05,524+5,52404380.20%+438
MILLERKNOLL INC(MLKN)017,096+17,09604230.19%+423
OVINTIV INC(OVV)010,625+10,62504070.19%+407
SAFE BULKERS INC076,934+76,93403990.18%+399
SOUTHERN COPPER CORP(SCCO)03,335+3,33503860.18%+386
MERCK & CO INC(MRK)03,386+3,38603850.18%+385
DIAMONDBACK ENERGY INC(FANG)1,7064,207+2,5013427250.33%+384
CATERPILLAR INC(CAT)0951+95103720.17%+372
EXTRA SPACE STORAGE INC(EXR)08,430+8,43001,5190.70%+1,519
MEDPACE HLDGS INC(MEDP)01,734+1,73405790.27%+579
TEXAS INSTRS INC(TXN)01,635+1,63503380.16%+338
KLA CORP(KLAC)0878+87806800.31%+680
CIRRUS LOGIC INC(CRUS)02,647+2,64703290.15%+329
BERKLEY W R CORP05,742+5,74203260.15%+326
MURPHY OIL CORP(MUR)09,383+9,38303170.15%+317
SM ENERGY CO(SM)07,856+7,85603140.14%+314
PAYLOCITY HLDG CORP(PCTY)01,901+1,90103140.14%+314
VANGUARD INDEX FDS013,629+13,62903,8591.77%+3,859
INTERDIGITAL INC(IDCC)02,126+2,12603010.14%+301
CARLISLE COS INC(CSL)5281,134+6062145100.23%+296
YUM BRANDS INC(YUM)043,692+43,69206,1042.81%+6,104
PHOTRONICS INC(PLAB)011,254+11,25402790.13%+279
CASSAVA SCIENCES INC(Call)023,400+23,4000336+336
PROGRESSIVE CORP(PGR)01,062+1,06202700.12%+270
DISCOVER FINL SVCS01,917+1,91702690.12%+269
JAZZ PHARMACEUTICALS PLC(JAZZ)02,405+2,40502680.12%+268
FABRINET(FN)01,125+1,12502660.12%+266
AMERICAN EAGLE OUTFITTERS IN34,69942,688+7,9896939560.44%+263
AMERICAN EXPRESS CO(AXP)0960+96002600.12%+260
ADOBE INC(ADBE)0501+50102590.12%+259
AXCELIS TECHNOLOGIES INC02,455+2,45502570.12%+257
COLLEGIUM PHARMACEUTICAL INC(COLL)014,101+14,10105450.25%+545
NETFLIX INC(NFLX)0336+33602380.11%+238
CHARTER COMMUNICATIONS INC N(CHTR)0725+72502350.11%+235
GRAYSCALE BITCOIN MINI TR BT040,976+40,97602310.11%+231
COMFORT SYS USA INC(FIX)0579+57902260.10%+226
DECKERS OUTDOOR CORP(DECK)01,413+1,41302250.10%+225
SYNOPSYS INC(SNPS)0423+42302140.10%+214
COMMVAULT SYS INC(CVLT)01,383+1,38302130.10%+213
CHAMPIONX CORPORATION07,040+7,04002120.10%+212
GENTEX CORP(GNTX)07,045+7,04502090.10%+209
EPAM SYS INC(EPAM)01,048+1,04802090.10%+209
EURONET WORLDWIDE INC(EEFT)02,078+2,07802060.09%+206
CDW CORP(CDW)0907+90702050.09%+205
DOMINOS PIZZA INC(DPZ)0473+47302030.09%+203
ADVANCED DRAIN SYS INC DEL(WMS)01,290+1,29002030.09%+203
GLOBAL X FDS
US INFR DEV ETF
04,885+4,88502010.09%+201
ISHARES TR58,48858,494+65,4125,6012.57%+188
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
066,623+66,62303,7691.73%+3,769
ISHARES TR17,40420,400+2,9967499200.42%+172
ISHARES TR063,778+63,77801,6520.76%+1,652
LAM RESEARCH CORP(LRCX)0696+69605680.26%+568
ISHARES TR
CORE DIV GRWTH
037,170+37,17002,3301.07%+2,330
ISHARES TR04,752+4,75202,7411.26%+2,741
VANGUARD INDEX FDS05,029+5,02902,6541.22%+2,654
SPDR DOW JONES INDL AVERAGE(DIA)04,265+4,26501,8040.83%+1,804
APA CORPORATION(APA)020,596+20,59605040.23%+504
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
013,732+13,73201,4420.66%+1,442
ISHARES INC
MSCI EMRG CHN
51,00251,373+3713,0193,1391.44%+120
CADENCE DESIGN SYSTEM INC(CDNS)01,253+1,25303400.16%+340
ISHARES TR011,317+11,31706700.31%+670
AMERICAN TOWER CORP NEW(AMT)02,547+2,54705920.27%+592
PAYCHEX INC(PAYX)5,2585,443+1856237300.34%+107
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