Gallacher Capital Management LLC

13F filer · CIK 0001960749

Reported Jul 17, 2026

Net seller this quarter

13F portfolio value$178MU.S. long equity reported on 13F

Positions20561 new · 89 closed

Net flow last quarter-$68.1MBuys minus sells

Top 10 positions weight11.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026205 positions
BRK.BBerkshire Hathaway Inc	$5.28M	2.96%	Not reported	Not reported	Q4 2022
EMXCEmax Holdings Corp	$3.6M	2.02%	Not reported	-40.7%	Q4 2022
AAPLApple Inc.	$2.94M	1.65%	0.00%	-17.6%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.03M	1.14%	Not reported	+3.5%	Q4 2022
MUMicron Technology Inc	$1.29M	0.73%	0.00%	+29.5%	Q1 2026
LRCXLam Research Corp	$1.22M	0.69%	0.00%	-19.6%	Q4 2022
GOOGLAlphabet Inc.	$1.15M	0.64%	0.00%	-21.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.11M	0.62%	Not reported	-26.1%	Q4 2022
KLACKla Corp	$1.04M	0.58%	0.00%	-26.7%	Q4 2022
TURN180 Degree Capital Corp.	$1.01M	0.57%	Not reported	-13.7%	Q4 2022
NTAPNetApp, Inc.	$1M	0.56%	0.00%	-27.8%	Q2 2023
MSFTMicrosoft Corp	$962K	0.54%	0.00%	-14.0%	Q4 2022
AMATApplied Materials Inc	$959K	0.54%	0.00%	-50.4%	Q4 2022
METAMeta Platforms, Inc.	$959K	0.54%	Not reported	-14.5%	Q4 2022
KTBKontoor Brands, Inc.	$921K	0.52%	0.02%	Not reported	Q4 2022
BPREBluerock Private Real Estate Fund	$902K	0.51%	Not reported	-3.9%	Q4 2025
IBMInternational Business Machines Corp	$894K	0.50%	0.00%	+2.3%	Q4 2023
NVDANvidia Corp	$889K	0.50%	0.00%	-43.1%	Q1 2023
ANETArista Networks, Inc.	$875K	0.49%	0.00%	-25.6%	Q4 2022
LAMRLamar Advertising Co	$860K	0.48%	Not reported	-26.0%	Q2 2024
GENGen Digital Inc.	$835K	0.47%	0.01%	Not reported	Q1 2023
BTCGrayscale Bitcoin Mini Trust ETF	$834K	0.47%	0.03%	-28.9%	Q3 2024
QCOMQualcomm Inc	$828K	0.46%	0.00%	-1.7%	Q4 2022
MPCMarathon Petroleum Corp	$811K	0.46%	0.00%	-36.3%	Q4 2022
PRDOPERDOCEO EDUCATION Corp	$784K	0.44%	0.04%	Not reported	Q2 2023
PEPPepsico Inc	$768K	0.43%	0.00%	-94.5%	Q4 2022
AROCArchrock, Inc.	$739K	0.41%	0.01%	New	Q2 2026
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$732K	0.41%	0.00%	-34.2%	Q4 2022
SEZLSezzle Inc.	$690K	0.39%	0.01%	New	Q2 2026
ADPAutomatic Data Processing Inc	$678K	0.38%	0.00%	+19.4%	Q4 2022
AHRAmerican Healthcare REIT, Inc.	$664K	0.37%	0.01%	Not reported	Q2 2025
GNTXGentex Corp	$657K	0.37%	0.01%	Not reported	Q3 2024
CFCF Industries Holdings, Inc.	$655K	0.37%	0.00%	-41.3%	Q2 2023
HSBCHSBC Holdings PLC	$644K	0.36%	0.00%	-0.7%	Q4 2022
SANBanco Santander, S.A.	$641K	0.36%	0.00%	-41.8%	Q4 2022
PAYXPaychex Inc	$639K	0.36%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$638K	0.36%	0.00%	-14.7%	Q1 2023
RAMPLiveRamp Holdings, Inc.	$630K	0.35%	0.03%	+83.1%	Q3 2025
LYGLloyds Banking Group plc	$625K	0.35%	0.00%	-34.7%	Q4 2022
MNSTMonster Beverage Corp	$622K	0.35%	0.00%	+41.0%	Q3 2025
BCSBarclays PLC	$615K	0.35%	0.00%	-11.1%	Q4 2022
NWGNatWest Group plc	$613K	0.34%	Not reported	-32.2%	Q4 2022
RRyder System Inc	$613K	0.34%	0.01%	Not reported	Q4 2022
ENVAEnova International, Inc.	$597K	0.33%	0.01%	-48.3%	Q1 2025
DVNDevon Energy Corp	$596K	0.33%	0.00%	-33.8%	Q4 2022
UBSUBS Group AG	$590K	0.33%	0.00%	+21.8%	Q4 2022
LWLamb Weston Holdings, Inc.	$590K	0.33%	0.01%	-24.4%	Q2 2025
MGYMagnolia Oil & Gas Corp	$587K	0.33%	0.01%	-35.1%	Q2 2023
YOUClear Secure, Inc.	$583K	0.33%	0.01%	-54.0%	Q2 2024
APAAPA Corp	$578K	0.32%	0.01%	-45.6%	Q1 2023

Q1 2026Reported May 6, 2026233 positions
PEPPepsico Inc	$15.9M	6.11%	0.01%	-0.2%	Q4 2022
YUMYum Brands Inc	$6.66M	2.55%	0.02%	-0.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$5.06M	1.94%	Not reported	+0.1%	Q4 2022
EMXCEmax Holdings Corp	$4.66M	1.79%	Not reported	-3.2%	Q4 2022
AAPLApple Inc.	$3.13M	1.20%	0.00%	-0.6%	Q4 2022
YUMCYum China Holdings, Inc.	$2.05M	0.79%	0.01%	Not reported	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.74M	0.67%	Not reported	+1.3%	Q4 2022
APAAPA Corp	$1.38M	0.53%	0.01%	Not reported	Q1 2023
NVDANvidia Corp	$1.36M	0.52%	0.00%	-3.7%	Q1 2023
BTCGrayscale Bitcoin Mini Trust ETF	$1.36M	0.52%	0.04%	Not reported	Q3 2024
CFCF Industries Holdings, Inc.	$1.34M	0.51%	0.01%	+22.3%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$1.31M	0.50%	Not reported	-3.8%	Q4 2022
HCAHCA Healthcare, Inc.	$1.31M	0.50%	0.00%	+89.7%	Q4 2022
VALValaris Ltd	$1.28M	0.49%	0.02%	New	Q1 2026
EQNREquinor ASA	$1.22M	0.47%	0.00%	+50.5%	Q4 2022
MPCMarathon Petroleum Corp	$1.22M	0.47%	0.00%	Not reported	Q4 2022
EEni Spa	$1.21M	0.46%	0.00%	+1.2%	Q4 2022
BPREBluerock Private Real Estate Fund	$1.2M	0.46%	Not reported	-6.1%	Q4 2025
NFLXNetflix Inc	$1.17M	0.45%	0.00%	+207.2%	Q3 2024
GOOGLAlphabet Inc.	$1.17M	0.45%	0.00%	-0.7%	Q4 2022
TURN180 Degree Capital Corp.	$1.16M	0.45%	Not reported	-3.5%	Q4 2022
METAMeta Platforms, Inc.	$1.14M	0.44%	Not reported	+15.5%	Q4 2022
EOGEog Resources Inc	$1.14M	0.44%	0.00%	Not reported	Q4 2022
MGYMagnolia Oil & Gas Corp	$1.12M	0.43%	Not reported	+27.7%	Q2 2023
MSFTMicrosoft Corp	$1.11M	0.43%	0.00%	+3.4%	Q4 2022
YOUClear Secure, Inc.	$1.1M	0.42%	0.03%	Not reported	Q2 2024
DVNDevon Energy Corp	$1.1M	0.42%	0.00%	Not reported	Q4 2022
SHELShell plc	$1.09M	0.42%	0.00%	+7.8%	Q4 2022
SEESealed Air Corp	$1.08M	0.41%	0.02%	+240.0%	Q1 2024
AVGOBroadcom Inc.	$1.07M	0.41%	0.00%	+153.9%	Q1 2023
EXRExtra Space Storage Inc.	$1.03M	0.40%	0.00%	+94.5%	Q4 2022
BPBP PLC	$987K	0.38%	Not reported	+9.4%	Q4 2022
FIXComfort Systems USA Inc	$981K	0.38%	0.00%	+10.6%	Q4 2023
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$961K	0.37%	0.00%	+0.9%	Q4 2022
NVSNovartis AG	$958K	0.37%	0.00%	-1.6%	Q4 2022
VLOValero Energy Corp	$946K	0.36%	0.00%	Not reported	Q1 2023
LAMRLamar Advertising Co	$944K	0.36%	Not reported	-11.4%	Q2 2024
PRPermian Resources Corp	$931K	0.36%	0.01%	New	Q1 2026
TTETotalEnergies SE	$927K	0.36%	0.00%	+11.5%	Q3 2023
NTAPNetApp, Inc.	$921K	0.35%	0.00%	+115.1%	Q2 2023
AMATApplied Materials Inc	$914K	0.35%	0.00%	+11.6%	Q4 2022
CSCOCisco Systems, Inc.	$911K	0.35%	0.00%	+2.4%	Q4 2022
SANBanco Santander, S.A.	$901K	0.35%	0.00%	-1.0%	Q4 2022
UNPUnion Pacific Corp	$900K	0.34%	0.00%	+27.8%	Q4 2022
GSKGSK plc	$893K	0.34%	0.00%	+2.6%	Q4 2022
IDCCInterDigital, Inc.	$891K	0.34%	0.01%	+236.0%	Q1 2024
ANETArista Networks, Inc.	$850K	0.33%	0.00%	+19.7%	Q4 2022
VODVodafone Group Public Ltd Co	$847K	0.32%	0.00%	+0.7%	Q4 2022
HONHoneywell International Inc	$829K	0.32%	0.00%	+64.7%	Q1 2024
FANGDiamondback Energy, Inc.	$828K	0.32%	0.00%	Not reported	Q4 2022

Q4 2025Reported Feb 3, 2026228 positions
PEPPepsico Inc	$14.7M	5.70%	0.01%	0.0%	Q4 2022
YUMYum Brands Inc	$6.49M	2.51%	0.02%	-0.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$5.3M	2.05%	Not reported	Not reported	Q4 2022
EMXCEmax Holdings Corp	$4.45M	1.72%	Not reported	+0.2%	Q4 2022
AAPLApple Inc.	$3.37M	1.30%	0.00%	-1.3%	Q4 2022
YUMCYum China Holdings, Inc.	$2.01M	0.78%	0.01%	Not reported	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.79M	0.69%	Not reported	+5.1%	Q4 2022
LLYELI LILLY & Co	$1.67M	0.65%	0.00%	+4.1%	Q1 2023
NVDANvidia Corp	$1.51M	0.59%	0.00%	-0.5%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$1.43M	0.55%	Not reported	+5.1%	Q4 2022
MSFTMicrosoft Corp	$1.4M	0.54%	0.00%	-0.9%	Q4 2022
GOOGLAlphabet Inc.	$1.28M	0.50%	0.00%	+1.0%	Q4 2022
IBMInternational Business Machines Corp	$1.24M	0.48%	0.00%	-0.7%	Q4 2023
VVisa Inc.	$1.17M	0.45%	0.00%	-22.1%	Q4 2022
BPREBluerock Private Real Estate Fund	$1.15M	0.45%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$1.14M	0.44%	Not reported	-1.5%	Q4 2022
MLIMueller Industries Inc	$1.13M	0.44%	0.00%	-0.1%	Q4 2022
TURN180 Degree Capital Corp.	$1.07M	0.41%	Not reported	-23.0%	Q4 2022
LAMRLamar Advertising Co	$1.06M	0.41%	Not reported	-0.4%	Q2 2024
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$1.03M	0.40%	0.00%	+0.4%	Q4 2022
ENVAEnova International, Inc.	$1.01M	0.39%	0.03%	-0.5%	Q1 2025
SANBanco Santander, S.A.	$946K	0.37%	0.00%	-0.1%	Q4 2022
RYAAYRyanair Holdings PLC	$931K	0.36%	0.00%	-0.3%	Q4 2022
SCCOSouthern Copper Corp/	$926K	0.36%	0.00%	-1.5%	Q3 2024
FLSFlowserve Corp	$920K	0.36%	0.01%	-1.1%	Q3 2025
CSCOCisco Systems, Inc.	$883K	0.34%	0.00%	-0.1%	Q4 2022
AHRAmerican Healthcare REIT, Inc.	$882K	0.34%	0.01%	-1.0%	Q2 2025
NVSNovartis AG	$879K	0.34%	0.00%	Not reported	Q4 2022
NWGNatWest Group plc	$875K	0.34%	Not reported	+0.1%	Q4 2022
LYGLloyds Banking Group plc	$857K	0.33%	0.00%	-0.5%	Q4 2022
QCOMQualcomm Inc	$851K	0.33%	0.00%	-1.0%	Q4 2022
SLBSLB Limited	$839K	0.32%	0.00%	-1.7%	Q4 2023
TRGPTarga Resources Corp.	$832K	0.32%	0.00%	-1.4%	Q3 2025
LNTHLantheus Holdings, Inc.	$824K	0.32%	0.02%	-7.5%	Q1 2024
BCSBarclays PLC	$814K	0.31%	0.00%	-0.3%	Q4 2022
PKGPackaging Corp of America	$810K	0.31%	0.00%	-11.4%	Q4 2022
FICOFair Isaac Corp	$807K	0.31%	0.00%	-0.8%	Q4 2022
CRHCRH Public Ltd Co	$805K	0.31%	0.00%	0.0%	Q4 2022
HRBH&R Block Inc	$803K	0.31%	0.01%	-35.2%	Q4 2022
CTSHCognizant Technology Solutions Corp	$802K	0.31%	0.00%	-2.1%	Q2 2025
CPRXCatalyst Pharmaceuticals, Inc.	$801K	0.31%	0.03%	-0.4%	Q3 2023
EEni Spa	$801K	0.31%	0.00%	-0.1%	Q4 2022
SHELShell plc	$799K	0.31%	0.00%	+0.2%	Q4 2022
HSBCHSBC Holdings PLC	$794K	0.31%	0.00%	+0.4%	Q4 2022
CLColgate Palmolive Co	$790K	0.31%	0.00%	-27.2%	Q1 2024
ADPAutomatic Data Processing Inc	$787K	0.30%	0.00%	-19.9%	Q4 2022
GSKGSK plc	$773K	0.30%	0.00%	+0.3%	Q4 2022
ACNAccenture plc	$773K	0.30%	0.00%	-10.3%	Q2 2023
KMTKennametal Inc	$768K	0.30%	0.04%	-0.9%	Q3 2025
ANETArista Networks, Inc.	$758K	0.29%	0.00%	-19.2%	Q4 2022

Q3 2025Reported Nov 5, 2025240 positions
PEPPepsico Inc	$14.4M	5.71%	0.01%	-4.3%	Q4 2022
YUMYum Brands Inc	$6.54M	2.58%	0.02%	-3.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$5.3M	2.10%	Not reported	-2.8%	Q4 2022
EMXCEmax Holdings Corp	$4.12M	1.63%	Not reported	+7.5%	Q4 2022
AAPLApple Inc.	$3.2M	1.26%	0.00%	-0.6%	Q4 2022
BTCGrayscale Bitcoin Mini Trust ETF	$2.51M	0.99%	0.05%	Not reported	Q3 2024
YUMCYum China Holdings, Inc.	$1.8M	0.71%	0.01%	Not reported	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.64M	0.65%	Not reported	+8.3%	Q4 2022
NVDANvidia Corp	$1.52M	0.60%	0.00%	+7.5%	Q1 2023
MSFTMicrosoft Corp	$1.52M	0.60%	0.00%	+17.0%	Q4 2022
ETHAiShares Ethereum Trust ETF	$1.5M	0.59%	0.01%	New	Q3 2025
VVisa Inc.	$1.47M	0.58%	0.00%	+473.4%	Q4 2022
HRBH&R Block Inc	$1.44M	0.57%	0.02%	+234.3%	Q4 2022
TURN180 Degree Capital Corp.	$1.38M	0.55%	Not reported	+12.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.33M	0.52%	Not reported	+6.1%	Q4 2022
METAMeta Platforms, Inc.	$1.29M	0.51%	Not reported	+3.4%	Q4 2022
IBMInternational Business Machines Corp	$1.19M	0.47%	0.00%	+479.6%	Q4 2023
LLYELI LILLY & Co	$1.14M	0.45%	0.00%	+87.7%	Q1 2023
ADPAutomatic Data Processing Inc	$1.12M	0.44%	0.00%	+34.7%	Q4 2022
CLColgate Palmolive Co	$1.1M	0.43%	0.00%	+16.2%	Q1 2024
ANETArista Networks, Inc.	$1.04M	0.41%	0.00%	+14.2%	Q4 2022
LAMRLamar Advertising Co	$1.03M	0.41%	Not reported	+37.4%	Q2 2024
CUBECubeSmart	$1.01M	0.40%	0.01%	+11.3%	Q4 2022
CRCCalifornia Resources Corp	$1M	0.40%	0.02%	Not reported	Q1 2023
MLIMueller Industries Inc	$995K	0.39%	0.01%	+82.7%	Q4 2022
GOOGLAlphabet Inc.	$985K	0.39%	0.00%	+7.9%	Q4 2022
PKGPackaging Corp of America	$966K	0.38%	0.00%	+38.5%	Q4 2022
CFCF Industries Holdings, Inc.	$907K	0.36%	0.01%	+8.6%	Q2 2023
BBWBuild-A-Bear Workshop Inc	$897K	0.35%	0.10%	Not reported	Q1 2025
ADTADT Inc.	$854K	0.34%	0.01%	+9.0%	Q1 2024
HNIHni Corp	$847K	0.33%	0.04%	Not reported	Q3 2024
SANBanco Santander, S.A.	$847K	0.33%	0.00%	+1.4%	Q4 2022
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$844K	0.33%	0.00%	-8.6%	Q4 2022
AMPAmeriprise Financial Inc	$840K	0.33%	0.00%	Not reported	Q4 2022
QCOMQualcomm Inc	$837K	0.33%	0.00%	-5.5%	Q4 2022
OSPNOneSpan Inc.	$830K	0.33%	0.14%	+60.8%	Q2 2025
FTNTFortinet, Inc.	$821K	0.32%	0.00%	+154.6%	Q1 2023
NVSNovartis AG	$818K	0.32%	0.00%	+18.7%	Q4 2022
OVVOvintiv Inc.	$808K	0.32%	0.01%	Not reported	Q3 2024
AHRAmerican Healthcare REIT, Inc.	$795K	0.31%	0.01%	+8.7%	Q2 2025
ACNAccenture plc	$791K	0.31%	0.00%	+77.0%	Q2 2023
SCCOSouthern Copper Corp/	$789K	0.31%	0.00%	+12.9%	Q3 2024
PGRProgressive Corp	$787K	0.31%	0.00%	+21.4%	Q4 2023
CSCOCisco Systems, Inc.	$786K	0.31%	0.00%	Not reported	Q4 2022
CRMSalesforce, Inc.	$785K	0.31%	0.00%	Not reported	Q2 2024
RYAAYRyanair Holdings PLC	$779K	0.31%	0.00%	+18.7%	Q4 2022
SHELShell plc	$777K	0.31%	0.00%	+20.1%	Q4 2022
CRHCRH Public Ltd Co	$773K	0.31%	0.00%	+11.9%	Q4 2022
MGYMagnolia Oil & Gas Corp	$768K	0.30%	Not reported	Not reported	Q2 2023
TRGPTarga Resources Corp.	$766K	0.30%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed