Gallacher Capital Management LLC

Holdings as of 2026-06-30, filed 2026-07-17

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 17 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
259
Value reported by manager
$178.3M
Sum of our stored positions
$178.3M
should match the line above
Disclosure lag
17 d
quarter end to filing
Top 5 concentration
17.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
ALPS ETF TRSMITH CORE PLUS$8M309,26800162Q346
ISHARES TRS&P 500 GRWT ETF$5.8M42,293464287309
J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF$5.7M106,99646654Q716
BERKSHIRE HATHAWAY INC DELCL B NEW$5.3M10,553084670702
VANGUARD INDEX FDSTOTAL STK MKT$4.3M11,573922908769
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$3.9M77,30346641Q837
ISHARES INCMSCI EMRG CHN$3.6M35,14246434G764
APPLE INCCOM$2.9M10,167037833100
VANGUARD INDEX FDSS&P 500 ETF SHS$2.9M4,175922908363
ISHARES TRCORE S&P500 ETF$2.7M3,602464287200
ISHARES TRCORE DIV GRWTH$2.4M32,20146434V621
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR$2.4M33,47246641Q761
STATE STR SPDR DOW JONES INDUT SER 1$2M3,89378467X109
ISHARES TRLATN AMER 40 ETF$1.8M52,412464287390
SELECT SECTOR SPDR TRST STR TECHN ETF$1.7M8,74881369Y803
VANGUARD WORLD FDINF TECH ETF$1.6M13,35692204A702
ISHARES TRRUS 1000 GRW ETF$1.6M12,722464287614
FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF$1.6M86,98533739E108
ISHARES TRINTL EQTY FACTOR$1.5M36,02646434V274
ISHARES TRMSCI CHINA ETF$1.4M28,35446429B671
ISHARES TRMSCI USA MMENTM$1.4M4,17146432F396
VANGUARD SPECIALIZED FUNDSDIV APP ETF$1.3M5,658921908844
MICRON TECHNOLOGY INCCOM$1.3M1,120595112103
LAM RESEARCH CORPCOM NEW$1.2M2,826512807306
ALPHABET INCCAP STK CL A$1.1M3,20602079K305
STATE STR SPDR S&P 500 ETF TTR UNIT$1.1M1,48878462F103
PIMCO ETF TRMULTISECTOR BD$1.1M41,65872201R585
J P MORGAN EXCHANGE TRADED FDIVERSFED RTRN$1.1M8,70846641Q886
KLA CORPCOM NEW$1M3,444482480100
ISHARES INCEMNG MKTS EQT$1M13,86946434G889
ISHARES INCMSCI TURKEY ETF$1M25,918464286715
ISHARES TRCORE 60 BALA ETF$1M14,465464289867
NETAPP INCCOM$1M6,49364110D104
J P MORGAN EXCHANGE TRADED FUS VALUE FACTR$967.1K16,49246641Q753
MICROSOFT CORPCOM$961.5K2,578594918104
CANARY XRP ETFSHS$961.1K86,74413723M100
APPLIED MATLS INCCOM$959.1K1,327038222105
META PLATFORMS INCCL A$959K1,70330303M102
J P MORGAN EXCHANGE TRADED FUS MOMENTUM$925.9K10,83446641Q779
KONTOOR BRANDS INCCOM$921.2K11,05350050N103
J P MORGAN EXCHANGE TRADED FDIVERSFD EQT ETF$905.3K15,04746641Q845
BLUEROCK PVT REAL ESTATE FDCOM$902.4K69,36009631P102
INTERNATIONAL BUSINESS MACHSCOM$894.2K3,180459200101
NVIDIA CORPORATIONCOM$889.5K4,44567066G104
ARISTA NETWORKS INCCOM SHS$875.2K5,152040413205
LAMAR ADVERTISING COCL A$860.3K5,515512816109
SELECT SECTOR SPDR TRST STR INDL ETF$837.3K4,52081369Y704
GEN DIGITAL INCCOM$835.5K33,568668771108
GRAYSCALE BITCOIN MINI TR ETSHS NEW$834.5K32,157389930207
QUALCOMM INCCOM$828.1K4,481747525103
MARATHON PETE CORPCOM$811.3K3,17356585A102
ISHARES TRCORE 40 MODE ETF$793.9K15,912464289875
PERDOCEO ED CORPCOM$784.1K24,50371363P106
PEPSICO INCCOM$767.6K5,669713448108
ISHARES TRMSCI UAE ETF$753.7K39,64946434V761
ARCHROCK INCCOM$739.4K18,16203957W106
BANCO BILBAO VIZCAYA ARGENTASPONSORED ADR$732.2K29,21905946K101
VANGUARD WORLD FDMEGA CAP VAL ETF$723.9K4,429921910840
SEZZLE INCCOM$690.3K4,02278435P105
ISHARES TRRUS 1000 VAL ETF$689.7K2,845464287598
AUTOMATIC DATA PROCESSING INCOM$677.8K3,027053015103
AMERICAN HEALTHCARE REIT INCCOM SHS$664.1K12,735398182303
GENTEX CORPCOM$657K25,999371901109
CF INDUSTRIES HOLDCOM$655.5K6,055125269100
HSBC HLDGS PLCSPON ADR NEW$644.1K6,774404280406
BANCO SANTANDER SAADR$641K46,45005964H105
PAYCHEX INCCOM$639.4K6,503704326107
ELI LILLY & COCOM$638K532532457108
LIVERAMP HLDGS INCCOM$629.9K16,73653815P108
LLOYDS BANKING GROUP PLCSPONSORED ADR$625.2K107,239539439109
MONSTER BEVERAGE CORP NEWCOM$621.5K6,46661174X109
BARCLAYS PLCADR$615.3K22,90706738E204
NATWEST GROUP PLCSPONS ADR$613.5K34,798639057207
RYDER SYS INCCOM$613K2,324783549108
ENOVA INTL INCCOM$596.8K2,47929357K103
DEVON ENERGY CORP NEWCOM$596K14,42425179M103
UBS GROUP AGSHS$589.7K11,899H42097107
LAMB WESTON HLDGS INCCOM$589.7K13,656513272104
ISHARES TRCORE 80 20 ETF$587.9K6,023464289859
MAGNOLIA OIL & GAS CORPCL A$587.1K22,952559663109
CLEAR SECURE INCCOM CL A$582.9K10,46018467V109
APA CORPORATIONCOM$577.9K17,74303743Q108
ING GROEP N.V.SPONSORED ADR$577.3K18,398456837103
DOLLAR GEN CORPCOM$574.2K4,988256677105
TORO COCOM$571.8K5,869891092108
EXELIXIS INCCOM$570.5K10,48630161Q104
INVESCO QQQ TRUNIT SER 1$569.6K77446090E103
JPMORGAN CHASE & COCOM$567.5K1,73446625H100
RYANAIR HOLDINGS PLCSPONSORED ADR$565.5K8,733783513203
BROADCOM INCCOM$564.4K1,49411135F101
STMICROELECTRONICS N VNY REGISTRY$564.3K7,535861012102
DIGITAL RLTY TR INCCOM$559.1K3,114253868103
ASML HLDG NVN Y REGISTRY SHS$553.8K278N07059210
NOVARTIS AGSPONSORED ADR$550.8K3,51466987V109
NOVO-NORDISK A SADR$549.5K11,461670100205
SELECT SECTOR SPDR TRST STR ENERG ETF$543.1K10,22581369Y506
ANHEUSER BUSCH INBEV SA NVSPONSORED ADR$534.5K6,48603524A108
SMITH A O CORPCOM$529.8K8,447831865209
TAPESTRY INCCOM$525.9K3,593876030107
ISHARES TRMSCI EAFE ETF$524.2K5,046464287465
NOKIA CORPSPONSORED ADR$524.1K39,466654902204
MAXIMUS INCCOM$521.3K9,696577933104
WASTE MGMT INC DELCOM$520K2,33394106L109
INTEL CORPCOM$511.6K3,664458140100
MERCURY GENL CORP NEWCOM$509.1K4,775589400100
UNILEVER PLCSPON ADR NEW$503.3K8,371904767803
AFFILIATED MANAGERS GROUPCOM$503.2K1,487008252108
MITSUBISHI UFJ FINANCIAL GROSPONSORED ADS$502.5K25,262606822104
SYSCO CORPCOM$501.3K5,997871829107
RILEY EXPLORATION PERMIAN INCOM$495.1K15,02376665T102
ISHARES TRMSCI SAUDI ARBIA$492.7K13,20646434V423
BLACKSTONE INCCOM$487.3K4,14109260D107
SHELL PLCSPON ADS$486.8K6,278780259305
COLLEGIUM PHARMACEUTICAL INCCOM$481.2K13,29319459J104
ARCELORMITTAL SA LUXEMBOURGNY REGISTRY SH$477.3K7,92603938L203
MIZUHO FINANCIAL GROUP INCSPONSORED ADR$476.7K49,75660687Y109
BROADRIDGE FINL SOLUTIONS INCOM$476.2K3,47711133T103
GENPACT LIMITEDSHS$475.3K17,284G3922B107
EQUITY RESIDENTIALSH BEN INT$472.4K6,95429476L107
VANGUARD INDEX FDSGROWTH ETF$468.7K5,442922908736
LOCKHEED MARTIN CORPCOM$467.8K918539830109
VANGUARD WORLD FDINDUSTRIAL ETF$467.6K1,29792204A603
SUMITOMO MITSUI FIN GRP INCSPONSORED ADR$464.8K19,71386562M209
FORTINET INCCOM$463.8K3,01934959E109
ISHARES TRMSCI EMG MKT ETF$455.6K6,659464287234
OVINTIV INCCOM$455.3K8,64869047Q102
PAYLOCITY HLDG CORPCOM$454.1K4,34470438V106
ANGLOGOLD ASHANTI PLCCOM SHS$451.6K5,584G0378L100
BHP BILLITON LIMITEDSPONSORED ADS$451.4K5,418088606108
JOHNSON & JOHNSONCOM$440.2K1,733478160104
EXTRA SPACE STORAGE INCCOM$440.1K3,02930225T102
PALO ALTO NETWORKS INCCOM$439.9K1,290697435105
AMDOCS LTDSHS$439.8K8,703G02602103
SEA LTDSPONSORD ADS$438.3K4,57481141R100
PROGRESSIVE CORPCOM$435.9K1,995743315103
GSK PLCSPONSORED ADR$435.7K8,31237733W204
RIO TINTO PLCSPONSORED ADR$431.3K4,543767204100
ENI SPASPONSORED ADR$431.1K9,19926874R108
CATERPILLAR INCCOM$429K403149123101
ILLINOIS TOOL WKS INCCOM$419.8K1,552452308109
WISDOMTREE TRUS QTLY DIV GRT$419.5K4,38797717X669
NOMURA HLDGS INCSPONSORED ADR$419K47,72565535H208
TOTALENERGIES SEACT$413.1K5,313F92124100
HALLIBURTON COCOM$412.8K12,158406216101
HALOZYME THERAPEUTICS INCCOM$412K5,26440637H109
PALANTIR TECHNOLOGIES INCCL A$410.2K3,51669608A108
RELX PLCSPONSORED ADR$405.9K12,815759530108
SELECT SECTOR SPDR TRST STR DISCR ETF$402.1K3,42881369Y407
ASTRAZENECA PLCORD$402K2,120G0593M107
CRH PLCORD$400.6K3,744G25508105
SIGNET JEWELERS LIMITEDSHS$396.2K4,596G81276100
SELECT SECTOR SPDR TRST STR STAPL ETF$395.8K4,76481369Y308
MUELLER INDS INCCOM$395.2K3,215624756102
VODAFONE GROUP PLCSPONSORED ADR$394.3K29,81392857W308
SPDR GOLD TRGOLD SHS$393K1,06778463V107
ADT INC DELCOM$392.3K60,35800090Q103
GENMAB A/SSPONSORED ADS$391.2K14,240372303206
EMCOR GROUP INCCOM$389.3K46929084Q100
PRUDENTIAL PLCADR$388.9K14,50774435K204
SM ENERGY COMPANYCOM$388K14,86678454L100
VANECK ETF TRUSTHIGH YLD MUNIETF$386.1K7,49592189H409
SAP SESPON ADR$382.7K2,483803054204
AMERICAN TOWER CORPCOM$382.4K2,33803027X100
SELECT SECTOR SPDR TRST STR MATER ETF$379.5K7,46681369Y100
TERADYNE INCCOM$379.2K784880770102
CHUNGHWA TELECOM CO LTDSPON ADR NEW11$377.9K8,53717133Q502
HONDA MOTOR CO LTDADR ECH CNV IN 3$372.8K13,752438128308
SONY GROUP CORPSPONSORED ADR$371.2K18,503835699307
BRITISH AMERN TOB PLCSPONSORED ADR$369.8K5,988110448107
COGNIZANT TECHNOLOGY SOLUTIOCL A$369.6K9,543192446102
COMFORT SYS USA INCCOM$368K186199908104
EXLSERVICE HLDGS INCCOM$362.4K14,012302081104
FEDEX CORPCOM$357.3K1,14131428X106
BP PLCSPONSORED ADR$357K9,662055622104
FRONTDOOR INCCOM$351.9K4,53635905A109
NETFLIX INC.COM$351.1K4,91764110L106
CADENCE DESIGN SYSTEM INCCOM$348.7K929127387108
KONINKLIJKE PHILIPS N VNY REGIS SHS NEW$345.1K12,692500472303
INGREDION INCCOM$344.9K3,642457187102
VANGUARD INDEX FDSMCAP GR IDXVIP$340.3K1,111922908538
ISHARES TRS&P 500 VAL ETF$331.3K1,459464287408
ISHARES TRRUSSELL 2000 ETF$330.3K1,099464287655
EQUINOR ASASPONSORED ADR$327.7K10,43529446M102
RALPH LAUREN CORPCL A$325.9K812751212101
MEDPACE HLDGS INCCOM$325.5K61558506Q109
ISHARES ETHEREUM TRSHS$323.5K27,21146438R105
VANGUARD WORLD FDCONSUM DIS ETF$322.3K81392204A108
FIRST SOLAR INCCOM$320.9K1,360336433107
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS$319.9K19,955874060205
PEGASYSTEMS INCCOM$312.6K10,431705573103
AMAZON COM INCCOM$312K1,309023135106
SMITH & NEPHEW PLCSPDN ADR NEW$310.3K10,77083175M205
DIAGEO PLCSPON ADR NEW$307.9K3,83025243Q205
NATIONAL GRID PLCSPONSORED ADR NE$306.6K3,700636274409
ISHARES TRESG AWR MSCI USA$305.4K1,86646435G425
EXXON MOBIL CORPCOM$299.7K2,19230231G102
VISA INCCOM CL A$298.3K87092826C839
YUM BRANDS INCCOM$293.7K1,837988498101
AMGEN INCCOM$288.5K797031162100
JABIL INCCOM$288.4K748466313103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-17

Gallacher Capital Management LLC — 259 positions reported for 2026Q2 — Tapewire