Fund HoldingsGallacher Capital Management LLC

Total Portfolio Value
$258.67M
Total Bought
$33.02M
Total Sold
$37.24M
Net Transaction
-$4.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
025,965+25,96503,7381.45%+3,738
SELECT SECTOR SPDR TR
ST STR INDL ETF
016,774+16,77402,6021.01%+2,602
CANARY XRP ETF
SHS
0131,781+131,78102,5630.99%+2,563
SELECT SECTOR SPDR TR
ST STR DISCR ETF
020,073+20,07302,3970.93%+2,397
SELECT SECTOR SPDR TR
ST STR FINL ETF
031,186+31,18601,7080.66%+1,708
ISHARES TR020,827+20,82702,0000.77%+2,000
SELECT SECTOR SPDR TR
ST STR ENERG ETF
028,492+28,49201,2740.49%+1,274
SELECT SECTOR SPDR TR
ST STR STAPL ETF
016,294+16,29401,2660.49%+1,266
ISHARES TR025,763+25,76301,4100.54%+1,410
BLUEROCK PVT REAL ESTATE FD(BPRE)076,854+76,85401,1530.45%+1,153
ALPS ETF TR
SMITH CORE PLUS
343,986374,399+30,4138,9999,7613.77%+762
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,525+4,52507010.27%+701
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
0121,330+121,33006,5602.54%+6,560
TOTALENERGIES SE(TTE)09,140+9,14005980.23%+598
SELECT SECTOR SPDR TR
ST STR REAL ETF
014,170+14,17005720.22%+572
SELECT SECTOR SPDR TR
ST STR MATER ETF
012,471+12,47105660.22%+566
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,801+4,80105650.22%+565
VANECK ETF TRUST
HIGH YLD MUNIETF
010,632+10,63205440.21%+544
ELI LILLY & CO(LLY)1,4941,555+611,1401,6710.65%+531
UNILEVER PLC(UL)06,926+6,92604530.18%+453
ISHARES TR013,534+13,53404190.16%+419
ISHARES INC
EMNG MKTS EQT
9,19716,191+6,9945209370.36%+416
ISHARES TR01,505+1,50503700.14%+370
GRAYSCALE COINDESK CRYPTO(GDLC)08,509+8,50903520.14%+352
ISHARES TR
INTL EQTY FACTOR
31,39738,971+7,5741,1271,4710.57%+344
ISHARES INC
MSCI EMRG CHN
61,08461,195+1114,1244,4481.72%+324
PEPSICO INC(PEP)0102,738+102,738014,7455.70%+14,745
ALPHABET INC(GOOG)4,0544,094+409851,2810.50%+296
ENOVA INTL INC(ENVA)6,4796,445-347461,0130.39%+267
SPDR SERIES TRUST
ST NUVE HIGH ETF
010,586+10,58602640.10%+264
SSGA ACTIVE ETF TR
ST STR BL LN ETF
06,057+6,05702500.10%+250
TESLA INC(TSLA)0528+52802370.09%+237
ISHARES TR04,032+4,03208550.33%+855
VANGUARD WORLD FD2,2363,671+1,4353085180.20%+210
FLOWSERVE CORP(FLS)13,40413,260-1447129200.36%+208
ISHARES TR01,372+1,37202040.08%+204
YUM CHINA HLDGS INC(YUMC)042,020+42,02002,0060.78%+2,006
KENNAMETAL INC(KMT)27,26427,029-2355717680.30%+197
ISHARES TR04,540+4,54003,1101.20%+3,110
BANCO BILBAO VIZCAYA ARGENTA(BBVA)043,996+43,99601,0260.40%+1,026
NOKIA CORP(NOK)0108,484+108,48407020.27%+702
ISHARES TR51,19751,554+3576,1806,3552.46%+174
APPLE INC(AAPL)12,56312,405-1583,1993,3731.30%+174
NATWEST GROUP PLC(NWG)050,021+50,02108750.34%+875
ISHARES TR
CORE DIV GRWTH
30,39032,160+1,7702,0692,2330.86%+164
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
81,44184,863+3,4224,1324,2931.66%+162
ISHARES TR019,563+19,56301,2720.49%+1,272
ARCELORMITTAL SA LUXEMBOURG(MT)016,341+16,34107450.29%+745
RYANAIR HOLDINGS PLC(RYAAY)012,899+12,89909310.36%+931
BARCLAYS PLC031,973+31,97308140.31%+814
SPDR DOW JONES INDL AVERAGE(DIA)03,715+3,71501,7850.69%+1,785
HARMONY BIOSCIENCES HLDGS IN(HRMY)015,690+15,69005870.23%+587
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)09,660+9,66008020.31%+802
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
039,454+39,45401,9360.75%+1,936
LANTHEUS HLDGS INC(LNTH)13,38812,381-1,0076878240.32%+137
VANGUARD INDEX FDS11,53611,701+1653,7863,9231.52%+137
SOUTHERN COPPER CORP(SCCO)06,451+6,45109260.36%+926
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
013,332+13,33201,4490.56%+1,449
MUELLER INDS INC(MLI)9,8429,834-89951,1290.44%+134
XPEL INC(XPEL)07,748+7,74803870.15%+387
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
016,064+16,06408040.31%+804
CATALYST PHARMACEUTICALS INC(CPRX)34,44134,307-1346788010.31%+122
ASTRAZENECA PLC(AZN)08,093+8,09307440.29%+744
ISHARES TR94,50893,652-8562,7302,8521.10%+121
APPLIED MATLS INC02,396+2,39606160.24%+616
LLOYDS BANKING GROUP PLC(LYG)0161,785+161,78508570.33%+857
RIO TINTO PLC(RIO)08,334+8,33406670.26%+667
SPDR S&P 500 ETF TR(SPY)02,093+2,09301,4270.55%+1,427
BANCO SANTANDER SA(SAN)080,684+80,68409460.37%+946
CISCO SYS INC(CSCO)11,48111,468-137868830.34%+98
GSK PLC(GSK)015,769+15,76907730.30%+773
NOMURA HLDGS INC(NMR)083,086+83,08606970.27%+697
SUMITOMO MITSUI FINL GROUP I(SMFG)034,417+34,41706650.26%+665
VODAFONE GROUP PLC NEW(VOD)055,969+55,96907390.29%+739
FAIR ISAAC CORP(FICO)481477-47208070.31%+87
AMERICAN HEALTHCARE REIT INC(AHR)018,732+18,73208820.34%+882
KLA CORP(KLAC)0600+60007280.28%+728
HSBC HLDGS PLC(HSBC)010,090+10,09007940.31%+794
COCA COLA CONS INC(COKE)02,213+2,21303390.13%+339
INTUITIVE SURGICAL INC648647-12903670.14%+77
PALOMAR HLDGS INC(PLMR)4,5144,475-395276030.23%+76
INVESCO QQQ TR0749+74904600.18%+460
SLB LIMITED(SLB)22,22321,849-3747648390.32%+75
ABERCROMBIE & FITCH CO02,197+2,19702770.11%+277
ALPHABET INC(GOOG)01,003+1,00303150.12%+315
ISHARES TR026,734+26,73401,2760.49%+1,276
LAM RESEARCH CORP(LRCX)01,813+1,81303100.12%+310
CHURCHILL DOWNS INC(CHDN)4,3224,281-414194870.19%+68
ASML HOLDING N V
N Y REGISTRY SHS
708703-56857520.29%+67
COMFORT SYS USA INC(FIX)0643+64306000.23%+600
GENPACT LIMITED
SHS
14,04913,988-615896540.25%+66
TARGA RES CORP(TRGP)4,5724,508-647668320.32%+66
ROCKWELL AUTOMATION INC(ROK)1,6991,689-105946570.25%+63
ENI S P A(E)021,102+21,10208010.31%+801
PRUDENTIAL PLC(PUK)020,179+20,17906280.24%+628
NOVARTIS AG(NVS)06,377+6,37708790.34%+879
JPMORGAN CHASE & CO.(JPM)01,048+1,04803380.13%+338
AMAZON COM INC(AMZN)02,165+2,16505000.19%+500
MIZUHO FINANCIAL GROUP INC(MFG)091,321+91,32106680.26%+668
HENRY JACK & ASSOC INC(JKHY)01,710+1,71003120.12%+312
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