Gallacher Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$260.8M
Q ending 2026-03-31
Prior quarter
$258.7M
Q ending 2025-12-31
Change
+0.8% QoQ · +27.0% YoY
Positions
301
reported holdings
Largest positions
Top 100 of 301 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Pepsico Inc | PEP | Shares | $15.9M | 103K |
| Alps Etf Tr | SMTH | Shares | $9.8M | 379K |
| J P Morgan Exchange Traded F | JBND | Shares | $6.9M | 129K |
| Yum Brands Inc | YUM | Shares | $6.7M | 43K |
| Ishares Tr | IVW | Shares | $5.5M | 49K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.1M | 11K |
| Ishares Inc | EMXC | Shares | $4.7M | 59K |
| J P Morgan Exchange Traded F | JPST | Shares | $4.4M | 87K |
| J P Morgan Exchange Traded F | JQUA | Shares | $4.1M | 67K |
| Select Sector Spdr Tr | XLK | Shares | $3.9M | 29K |
| Vanguard Index Fds | VTI | Shares | $3.8M | 12K |
| Apple Inc | AAPL | Shares | $3.1M | 12K |
| Ishares Tr | ILF | Shares | $3.0M | 83K |
| Ishares Tr | IVV | Shares | $2.8M | 4K |
| Vanguard Index Fds | VOO | Shares | $2.7M | 5K |
| Ishares Tr | EFA | Shares | $2.5M | 25K |
| Ishares Tr | DGRO | Shares | $2.3M | 32K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $2.3M | 127K |
| J P Morgan Exchange Traded F | JPIE | Shares | $2.2M | 48K |
| Yum China Hldgs Inc | YUMC | Shares | $2.0M | 42K |
| Select Sector Spdr Tr | XLV | Shares | $1.9M | 13K |
| Select Sector Spdr Tr | XLI | Shares | $1.8M | 11K |
| Ishares Tr | MCHI | Shares | $1.8M | 31K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.7M | 4K |
| J P Morgan Exchange Traded F | JVAL | Shares | $1.7M | 36K |
| Ishares Tr | IWF | Shares | $1.7M | 4K |
| Select Sector Spdr Tr | XLY | Shares | $1.6M | 15K |
| Ishares Tr | INTF | Shares | $1.6M | 41K |
| J P Morgan Exchange Traded F | JPME | Shares | $1.4M | 12K |
| Apa Corporation | APA | Shares | $1.4M | 33K |
| Ishares Tr | EEM | Shares | $1.4M | 24K |
| Nvidia Corporation | NVDA | Shares | $1.4M | 8K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $1.4M | 45K |
| Ishares Tr | AOR | Shares | $1.3M | 21K |
| Cf Industries Hold | CF | Shares | $1.3M | 10K |
| Pimco Etf Tr | PYLD | Shares | $1.3M | 50K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.3M | 2K |
| Hca Healthcare Inc | HCA | Shares | $1.3M | 3K |
| Valaris Ltd | Shares | $1.3M | 13K | |
| Pimco Etf Tr | CORP | Shares | $1.3M | 13K |
| Ishares Tr | KSA | Shares | $1.3M | 32K |
| Canary Xrp Etf | XRPC | Shares | $1.2M | 87K |
| Equinor Asa | EQNR | Shares | $1.2M | 29K |
| Vanguard Specialized Funds | VIG | Shares | $1.2M | 6K |
| Marathon Pete Corp | MPC | Shares | $1.2M | 5K |
| Eni Spa | E | Shares | $1.2M | 21K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $1.2M | 72K |
| Ishares Tr | AOM | Shares | $1.2M | 25K |
| Ishares Tr | MTUM | Shares | $1.2M | 5K |
| Netflix Inc. | NFLX | Shares | $1.2M | 12K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Vanguard World Fd | VGT | Shares | $1.2M | 2K |
| Ishares Inc | TUR | Shares | $1.2M | 30K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Eog Res Inc | EOG | Shares | $1.1M | 8K |
| Magnolia Oil & Gas Corp | MGY | Shares | $1.1M | 35K |
| Select Sector Spdr Tr | XLF | Shares | $1.1M | 23K |
| Microsoft Corp | MSFT | Shares | $1.1M | 3K |
| Clear Secure Inc | YOU | Shares | $1.1M | 23K |
| Devon Energy Corp New | DVN | Shares | $1.1M | 22K |
| Shell Plc | SHEL | Shares | $1.1M | 12K |
| Sealed Air Corp New | SDA | Shares | $1.1M | 26K |
| Broadcom Inc | AVGO | Shares | $1.1M | 3K |
| Select Sector Spdr Tr | XLE | Shares | $1.0M | 17K |
| Extra Space Storage Inc | EXR | Shares | $1.0M | 8K |
| Bp Plc | BP | Shares | $987K | 21K |
| Comfort Sys Usa Inc | FIX | Shares | $981K | 711 |
| Ishares Tr | SGOV | Shares | $969K | 10K |
| Banco Bilbao Vizcaya Argenta | BBVA | Shares | $961K | 44K |
| Novartis Ag | NVS | Shares | $958K | 6K |
| Valero Energy Corp | VLO | Shares | $946K | 4K |
| Lamar Advertising Co | LAMR | Shares | $944K | 7K |
| Permian Resources Corp | PR | Shares | $931K | 44K |
| Totalenergies Se | Shares | $927K | 10K | |
| Netapp Inc | NTAP | Shares | $921K | 9K |
| Applied Matls Inc | AMAT | Shares | $914K | 3K |
| Cisco Sys Inc | CSCO | Shares | $911K | 12K |
| Ishares Inc | EMGF | Shares | $907K | 15K |
| Banco Santander Sa | SAN | Shares | $901K | 80K |
| Union Pac Corp | UNP | Shares | $900K | 4K |
| Gsk Plc | GSK | Shares | $893K | 16K |
| Interdigital Inc | IDCC | Shares | $891K | 3K |
| J P Morgan Exchange Traded F | JMOM | Shares | $863K | 13K |
| Arista Networks Inc | ANET | Shares | $850K | 7K |
| Vodafone Group Plc | VOD | Shares | $847K | 56K |
| Honeywell Intl Inc | HONGBP | Shares | $829K | 4K |
| Diamondback Energy Inc | FANG | Shares | $828K | 4K |
| Lloyds Banking Group Plc | LYG | Shares | $826K | 164K |
| Asml Hldg Nv | Shares | $813K | 615 | |
| Procter & Gamble Co | PG | Shares | $802K | 6K |
| Astrazeneca Plc | Shares | $797K | 4K | |
| Hf Sinclair Corp | DINO | Shares | $791K | 13K |
| General Dynamics Corp | GD | Shares | $790K | 2K |
| Mastercard Incorporated | MA | Shares | $786K | 2K |
| Las Vegas Sands Corp | LVS | Shares | $770K | 14K |
| Natwest Group Plc | NWG | Shares | $765K | 51K |
| Ryanair Holdings Plc | RYAAY | Shares | $764K | 13K |
| Lamb Weston Hldgs Inc | LW | Shares | $763K | 18K |
| International Business Machs | IBM | Shares | $753K | 3K |
| Lam Research Corp | LRCX | Shares | $751K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.