Fund HoldingsGallacher Capital Management LLC

Total Portfolio Value
$179.35M
Total Bought
$37.10M
Total Sold
$22.26M
Net Transaction
+$14.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CASSAVA SCIENCES INC0581,606+581,606013,0927.30%+13,092
PIMCO ETF TR
MULTISECTOR BD
081,840+81,84002,1001.17%+2,100
AT&T INC(T)058,186+58,18609760.54%+976
SPDR S&P 500 ETF TR(SPY)1,2002,284+1,0845131,0860.61%+573
COTERRA ENERGY INC021,062+21,06205380.30%+538
INTERNATIONAL BUSINESS MACHS(IBM)03,227+3,22705280.29%+528
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
09,940+9,94005270.29%+527
ISHARES TR04,680+4,68002,2351.25%+2,235
PREFERRED BK LOS ANGELES CA(PFBC)06,975+6,97505100.28%+510
MAGNOLIA OIL & GAS CORP(MGY)022,773+22,77304850.27%+485
STARBUCKS CORP(SBUX)04,671+4,67104480.25%+448
POLARIS INC(PII)04,565+4,56504330.24%+433
LYONDELLBASELL INDUSTRIES N
SHS - A -
04,550+4,55004330.24%+433
IMMERSION CORP059,481+59,48104200.23%+420
AMDOCS LTD(DOX)04,728+4,72804160.23%+416
WORTHINGTON ENTERPRISES INC(WOR)07,146+7,14604110.23%+411
ARCH RESOURCES INC02,476+2,47604110.23%+411
TARGET CORP(TGT)02,881+2,88104100.23%+410
CARTERS INC(CRI)05,466+5,46604090.23%+409
AGCO CORP03,368+3,36804090.23%+409
HONDA MOTOR LTD(HMC)013,034+13,03404030.22%+403
PACKAGING CORP AMER(PKG)02,283+2,28303720.21%+372
FORTINET INC(FTNT)06,345+6,34503710.21%+371
AMPHASTAR PHARMACEUTICALS IN(AMPH)05,750+5,75003560.20%+356
RPC INC(RES)062,546+62,54604550.25%+455
EMCOR GROUP INC(EME)01,599+1,59903440.19%+344
WINMARK CORP(WINA)0807+80703370.19%+337
SNAP ON INC(SNA)01,139+1,13903290.18%+329
CALIFORNIA RES CORP(CRC)09,789+9,78905350.30%+535
CITIGROUP INC(C)7,49712,183+4,6863086270.35%+318
COCA COLA CO(KO)4,0699,248+5,1792285450.30%+317
CASEYS GEN STORES INC(CASY)01,152+1,15203170.18%+317
APPLE INC(AAPL)015,011+15,01102,8901.61%+2,890
KINSALE CAP GROUP INC(KNSL)0914+91403060.17%+306
ASML HOLDING N V
N Y REGISTRY SHS
0402+40203040.17%+304
PEPSICO INC(PEP)0104,037+104,037017,6709.85%+17,670
YUM BRANDS INC(YUM)045,038+45,03805,8853.28%+5,885
AMERICAN TOWER CORP NEW(AMT)01,373+1,37302960.17%+296
SYSCO CORP(SYY)03,984+3,98402910.16%+291
CUBESMART(CUBE)021,600+21,60001,0010.56%+1,001
ISHARES INC
MSCI EMRG CHN
046,448+46,44802,5741.43%+2,574
CSG SYS INTL INC05,067+5,06702700.15%+270
GRIFFON CORP(GFF)04,401+4,40102680.15%+268
HYSTER YALE MATLS HANDLING I04,302+4,30202680.15%+268
JOHNSON CTLS INTL PLC
SHS
04,589+4,58902650.15%+265
CABOT CORP(CBT)03,162+3,16202640.15%+264
REYNOLDS CONSUMER PRODS INC(REYN)09,648+9,64802590.14%+259
MERCK & CO INC(MRK)02,365+2,36502580.14%+258
INGREDION INC(INGR)02,375+2,37502580.14%+258
EXTREME NETWORKS(EXTR)014,559+14,55902570.14%+257
GENUINE PARTS CO(GPC)01,847+1,84702560.14%+256
WILLIAMS COS INC(WMB)07,326+7,32602550.14%+255
ISHARES TR06,329+6,32902540.14%+254
SCHLUMBERGER LTD(SLB)04,860+4,86002530.14%+253
MOTOROLA SOLUTIONS INC(MSI)0806+80602520.14%+252
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
065,741+65,74103,1461.75%+3,146
GUESS INC010,832+10,83202500.14%+250
HF SINCLAIR CORP(DINO)09,573+9,57305320.30%+532
WISDOMTREE TR(WT)03,530+3,53002480.14%+248
ROLLINS INC(ROL)05,575+5,57502430.14%+243
BERKLEY W R CORP06,405+6,40504530.25%+453
ADOBE INC(ADBE)0393+39302340.13%+234
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,212+1,21202330.13%+233
MOLINA HEALTHCARE INC(MOH)0630+63002280.13%+228
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,661+1,66102270.13%+227
ISHARES TR01,924+1,92402260.13%+226
PROGRESSIVE CORP(PGR)01,396+1,39602220.12%+222
COMFORT SYS USA INC(FIX)01,079+1,07902220.12%+222
DORIAN LPG LTD(LPG)05,040+5,04002210.12%+221
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,914+1,91402180.12%+218
SEA LTD(SE)05,275+5,27502140.12%+214
AMN HEALTHCARE SVCS INC02,844+2,84402130.12%+213
GENMAB A/S(GMAB)06,673+6,67302120.12%+212
ISHARES TR01,683+1,68302110.12%+211
SONOCO PRODS CO(SON)4,5638,207+3,6442484590.26%+211
SEMPRA(SRE)02,804+2,80402100.12%+210
PRUDENTIAL PLC(PUK)09,304+9,30402090.12%+209
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,168+1,16802090.12%+209
MICROSOFT CORP(MSFT)03,090+3,09001,1620.65%+1,162
SPDR GOLD TR(GLD)01,084+1,08402070.12%+207
EXTRA SPACE STORAGE INC(EXR)07,284+7,28401,1680.65%+1,168
ISHARES TR01,755+1,75502040.11%+204
AMAZON COM INC(AMZN)01,333+1,33302030.11%+203
LOCKHEED MARTIN CORP(LMT)01,855+1,85508410.47%+841
MICROCHIP TECHNOLOGY INC.(MCHP)02,234+2,23402010.11%+201
ISHARES TR01,760+1,76002010.11%+201
DEVON ENERGY CORP NEW(DVN)09,392+9,39204250.24%+425
OTTER TAIL CORP(OTTR)02,357+2,35702000.11%+200
METTLER TOLEDO INTERNATIONAL(MTD)0165+16502000.11%+200
AMERICAN EXPRESS CO(AXP)01,068+1,06802000.11%+200
CONOCOPHILLIPS(COP)04,244+4,24404930.27%+493
ISHARES TR04,599+4,59904990.28%+499
ISHARES TR05,997+5,99704520.25%+452
HALOZYME THERAPEUTICS INC(HALO)6,15811,403+5,2452354210.23%+186
FIRST BANCORP P R(FBP)021,323+21,32303510.20%+351
PIMCO ETF TR
INV GRD CRP BD
49,90948,593-1,3164,5484,7262.64%+178
ISHARES TR055,589+55,58901,6150.90%+1,615
ISHARES TR04,610+4,61001,3980.78%+1,398
RELIANCE STEEL & ALUMINUM CO(RS)8211,347+5262153770.21%+161
JOHNSON & JOHNSON(JNJ)03,570+3,57005600.31%+560
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