Fund HoldingsGallacher Capital Management LLC

Total Portfolio Value
$201.52M
Total Bought
$20.56M
Total Sold
$35.05M
Net Transaction
-$14.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR11,31735,093+23,7766702,0121.00%+1,341
ALPS ETF TR
SMITH CORE PLUS
237,535286,678+49,1436,2807,3163.63%+1,036
GRAYSCALE BITCOIN TRUST ETF(GBTC)040,531+40,53103,0001.49%+3,000
SPDR S&P 500 ETF TR(SPY)02,647+2,64701,5520.77%+1,552
ARISTA NETWORKS INC(ANET)05,211+5,21105760.29%+576
LAM RESEARCH CORP(LRCX)05,948+5,94804300.21%+430
AXOS FINANCIAL INC(AX)05,080+5,08003550.18%+355
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
66,62371,787+5,1643,7694,1112.04%+342
AMERICAN CENTY ETF TR03,461+3,46103360.17%+336
GRAYSCALE BITCOIN MINI TR ET(BTC)07,962+7,96203330.17%+333
ISHARES TR01,435+1,43503170.16%+317
ISHARES TR08,742+8,74206610.33%+661
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,223+1,22302740.14%+274
PIMCO ETF TR
MULTISECTOR BD
072,935+72,93501,8900.94%+1,890
GODADDY INC(GDDY)01,341+1,34102650.13%+265
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,074+3,07402630.13%+263
EMCOR GROUP INC(EME)0578+57802620.13%+262
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
83,57292,305+8,7334,5674,8232.39%+256
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
56,73662,024+5,2882,8793,1241.55%+245
MANHATTAN ASSOCIATES INC(MANH)0887+88702400.12%+240
ACCENTURE PLC IRELAND
SHS CLASS A
0678+67802390.12%+239
ADTALEM GLOBAL ED INC(CVSA)02,572+2,57202340.12%+234
PURE STORAGE INC(P)03,794+3,79402330.12%+233
AGILYSYS INC(AGYS)01,768+1,76802330.12%+233
SIX FLAGS ENTERTAINMENT CORP(FUN)04,783+4,78302300.11%+230
CONOCOPHILLIPS(COP)7,95310,743+2,7908371,0650.53%+228
VERTIV HOLDINGS CO(VRT)02,000+2,00002270.11%+227
UNION PAC CORP(UNP)0993+99302270.11%+227
EDWARDS LIFESCIENCES CORP03,003+3,00302220.11%+222
COPART INC(CPRT)03,795+3,79502180.11%+218
ALARM COM HLDGS INC03,582+3,58202180.11%+218
ALKERMES PLC(ALKS)07,568+7,56802180.11%+218
OWENS CORNING NEW(OC)01,269+1,26902160.11%+216
COMMERCE BANCSHARES INC(CBSH)03,446+3,44602150.11%+215
ABERCROMBIE & FITCH CO01,424+1,42402130.11%+213
AMPHENOL CORP NEW03,055+3,05502120.11%+212
ANSYS INC0625+62502110.10%+211
MUELLER INDS INC(MLI)02,631+2,63102090.10%+209
WESTAMERICA BANCORPORATION(WABC)03,901+3,90102050.10%+205
INGREDION INC(INGR)01,484+1,48402040.10%+204
APPFOLIO INC(APPF)0822+82202030.10%+203
PROGRESSIVE CORP(PGR)1,0621,954+8922704680.23%+199
CAL MAINE FOODS INC(CALM)9,4618,714-7477088970.45%+189
ISHARES TR07,611+7,61105830.29%+583
WELLS FARGO CO NEW(WFC)8,2909,192+9024686460.32%+177
ISHARES TR20,40025,110+4,7109201,0910.54%+171
ISHARES TR05,157+5,15705490.27%+549
VISA INC(V)01,114+1,11403520.17%+352
INTERDIGITAL INC(IDCC)2,1262,273+1473014400.22%+139
COMFORT SYS USA INC(FIX)579855+2762263630.18%+137
ADT INC DEL(ADT)091,840+91,84006350.31%+635
NVIDIA CORPORATION(NVDA)06,577+6,57708830.44%+883
YUM CHINA HLDGS INC(YUMC)42,02042,02001,8922,0241.00%+132
CORPAY INC(CPAY)01,061+1,06103590.18%+359
CRH PLC
ORD
07,325+7,32506780.34%+678
CF INDS HLDGS INC(CF)09,391+9,39108010.40%+801
APPLE INC(AAPL)14,61114,089-5223,4043,5281.75%+124
KONTOOR BRANDS INC(KTB)010,665+10,66509110.45%+911
AUTOMATIC DATA PROCESSING IN02,874+2,87408410.42%+841
META PLATFORMS INC(META)01,848+1,84801,0820.54%+1,082
CITIGROUP INC(C)8,6019,229+6285386500.32%+111
SNAP ON INC(SNA)02,584+2,58408770.44%+877
OVINTIV INC(OVV)10,62512,562+1,9374075090.25%+102
NETFLIX INC(NFLX)336374+382383330.17%+95
ISHARES TR07,994+7,99403340.17%+334
DECKERS OUTDOOR CORP(DECK)1,4131,563+1502253170.16%+92
DISCOVER FINL SVCS1,9172,076+1592693600.18%+91
NETAPP INC(NTAP)04,694+4,69405450.27%+545
STEELCASE INC049,670+49,67005870.29%+587
VANGUARD INDEX FDS13,62913,621-83,8593,9481.96%+88
BATH & BODY WORKS INC19,61318,301-1,3126267100.35%+83
PAYLOCITY HLDG CORP(PCTY)1,9011,989+883143970.20%+83
LULULEMON ATHLETICA INC(LULU)0727+72702780.14%+278
VANGUARD WORLD FD
INF TECH ETF
02,165+2,16501,3460.67%+1,346
HALOZYME THERAPEUTICS INC(HALO)06,526+6,52603120.15%+312
AMAZON COM INC(AMZN)02,126+2,12604670.23%+467
BROADCOM INC(AVGO)01,370+1,37003180.16%+318
MIZUHO FINANCIAL GROUP INC(MFG)085,879+85,87904200.21%+420
MONARCH CASINO & RESORT INC(MCRI)5,5246,320+7964384990.25%+61
LIBERTY MEDIA CORP DEL(FWONA)05,229+5,22904390.22%+439
SUMITOMO MITSUI FINL GROUP I(SMFG)028,980+28,98004200.21%+420
ISHARES INC035,178+35,17801,2610.63%+1,261
NEWMARKET CORP(NEU)0674+67403560.18%+356
VANGUARD INDEX FDS5,0295,034+52,6542,7131.35%+59
NOMURA HLDGS INC(NMR)071,982+71,98204170.21%+417
MITSUBISHI UFJ FINL GROUP IN(MUFG)034,325+34,32504020.20%+402
GEN DIGITAL INC(GEN)011,258+11,25803080.15%+308
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,322+2,32203060.15%+306
VANGUARD WORLD FD
CONSUM DIS ETF
01,479+1,47905550.28%+555
AMERICAN EXPRESS CO(AXP)9601,049+892603110.15%+51
NATWEST GROUP PLC(NWG)048,904+48,90404970.25%+497
ALPHABET INC(GOOG)03,426+3,42606490.32%+649
SEA LTD(SE)03,711+3,71103940.20%+394
FORTINET INC(FTNT)03,229+3,22903050.15%+305
BARCLAYS PLC034,485+34,48504580.23%+458
HSBC HLDGS PLC(HSBC)08,960+8,96004430.22%+443
SEALED AIR CORP NEW17,02519,580+2,5556186620.33%+44
EPAM SYS INC(EPAM)1,0481,078+302092520.13%+43
SALESFORCE INC(CRM)01,199+1,19904010.20%+401
CADENCE DESIGN SYSTEM INC(CDNS)1,2531,273+203403820.19%+43
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