Gallacher Capital Management LLC Top Holdings and 13F Report (2025) About Gallacher Capital Management LLCInvestment ActivityGallacher Capital Management LLC has $205.29 million in total holdings as of March 31, 2025.Gallacher Capital Management LLC owns shares of 272 different stocks, but just 134 companies or ETFs make up 80% of its holdings.Approximately 19.50% of the portfolio was purchased this quarter.About 17.80% of the portfolio was sold this quarter.This quarter, Gallacher Capital Management LLC has purchased 285 new stocks and bought additional shares in 113 stocks.Gallacher Capital Management LLC sold shares of 77 stocks and completely divested from 82 stocks this quarter.Largest Holdings PepsiCo $15,820,414ALPS ETF TR $8,369,718Yum! Brands $6,775,021Berkshire Hathaway $5,783,464J P MORGAN EXCHANGE TRADED F $5,525,932 Largest New Holdings this Quarter 666807102 - Northrop Grumman $791,262 Holding742718109 - Procter & Gamble $693,609 Holding493732101 - Kforce $691,593 Holding500643200 - Korn Ferry $691,263 Holding92936U109 - W. P. Carey $681,704 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,106 shares (about $1.08M)ALPS ETF TR 36,664 shares (about $949.05K)Northrop Grumman 1,545 shares (about $791.26K)Procter & Gamble 4,070 shares (about $693.61K)Kforce 14,146 shares (about $691.59K) Largest Sales this Quarter iShares Core 60/40 Balanced Allocation ETF 12,996 shares (about $748.19K)Automatic Data Processing 2,085 shares (about $637.20K)Paychex 3,766 shares (about $580.97K)SPDR S&P 500 ETF Trust 768 shares (about $429.60K)Mastercard 736 shares (about $403.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGallacher Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPEPPepsiCo$15,820,414$431,826 ▲2.8%105,5127.7%Consumer StaplesALPS ETF TR$8,369,718$949,049 ▲12.8%323,3424.1%SMITH CORE PLUSYUMYum! Brands$6,775,021$74,274 ▼-1.1%43,0543.3%Retail/WholesaleBRK.BBerkshire Hathaway$5,783,4640.0%10,8592.8%FinanceJ P MORGAN EXCHANGE TRADED F$5,525,932$585,776 ▲11.9%103,2502.7%ACTIVE BOND ETFIVWiShares S&P 500 Growth ETF$4,934,779$50,964 ▼-1.0%53,1592.4%ETFJQUAJPMorgan U.S. Quality Factor ETF$3,939,807$114,013 ▼-2.8%69,7681.9%ETFVTIVanguard Total Stock Market ETF$3,708,250$35,455 ▼-0.9%13,4921.8%ETFVOOVanguard S&P 500 ETF$3,669,530$1,082,357 ▲41.8%7,1401.8%ETFJPSTJPMorgan Ultra-Short Income ETF$3,435,125$294,867 ▲9.4%67,8481.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,915,827$102,468 ▲3.6%52,9281.4%ManufacturingAAPLApple$2,881,118$248,571 ▼-7.9%12,9701.4%Computer and TechnologyIVViShares Core S&P 500 ETF$2,592,446$17,980 ▲0.7%4,6141.3%ETFGRAYSCALE BITCOIN TRUST ETF$2,571,022$70,384 ▼-2.7%39,4511.3%SHS REP COM UTJPIEJPMorgan Income ETF$2,364,999$83,340 ▼-3.4%51,3351.2%ETFDGROiShares Core Dividend Growth ETF$2,235,433$32,743 ▲1.5%36,1841.1%ETFYUMCYum China$2,187,5610.0%42,0201.1%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$1,863,563$70,965 ▲4.0%4,4380.9%FinanceILFiShares Latin America 40 ETF$1,799,487$318,704 ▲21.5%76,4110.9%ETFFPEFirst Trust Preferred Securities and Income ETF$1,747,997$406,630 ▲30.3%99,3740.9%ETFMCHIiShares MSCI China ETF$1,691,946$67,075 ▼-3.8%31,1020.8%ETFJVALJPMorgan U.S. Value Factor ETF$1,633,580$4,556 ▼-0.3%39,4390.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,524,214$397,621 ▼-20.7%57,8450.7%ETFIWFiShares Russell 1000 Growth ETF$1,457,502$10,834 ▼-0.7%4,0360.7%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$1,365,034$24,096 ▼-1.7%14,1060.7%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$1,338,304$6,638 ▼-0.5%13,3070.7%ETFVIGVanguard Dividend Appreciation ETF$1,315,506$1,358 ▲0.1%6,7810.6%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,272,141$748,190 ▼-37.0%22,0970.6%ETFVGTVanguard Information Technology ETF$1,174,984$542 ▲0.0%2,1660.6%ETFEXRExtra Space Storage$1,166,939$21,530 ▲1.9%7,8590.6%FinanceTURiShares MSCI Turkey ETF$1,155,037$492 ▲0.0%35,1930.6%ETFMSFTMicrosoft$1,121,078$145,297 ▲14.9%2,9860.5%Computer and TechnologyAOMiShares Core 40/60 Moderate Allocation ETF$1,084,924$16,894 ▼-1.5%24,7250.5%ETFMETAMeta Platforms$1,057,888$7,495 ▼-0.7%1,8350.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,051,058$429,597 ▼-29.0%1,8790.5%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$1,041,284$459,062 ▲78.8%13,6120.5%ETFCLColgate-Palmolive$1,015,470$124,251 ▲13.9%10,8370.5%Consumer StaplesSLVMSylvamo$976,088$502,297 ▲106.0%14,5530.5%Basic MaterialsGENGenesis Healthcare$964,966$666,179 ▲223.0%36,3590.5%Business ServicesJMOMJPMorgan U.S. Momentum Factor ETF$950,043$5,072 ▼-0.5%16,8570.5%ETFCOPConocoPhillips$942,336$185,884 ▼-16.5%8,9730.5%EnergyQCOMQUALCOMM$861,332$188,335 ▼-17.9%5,6070.4%Computer and TechnologySNASnap-on$838,974$32,022 ▼-3.7%2,4890.4%Consumer DiscretionaryNTAPNetApp$815,566$403,259 ▲97.8%9,2850.4%Computer and TechnologyNOCNorthrop Grumman$791,262$791,262 ▲New Holding1,5450.4%AerospaceCUBECubeSmart$786,462$495,778 ▲170.6%18,4140.4%FinanceCALMCal-Maine Foods$778,093$13,998 ▼-1.8%8,5600.4%Basic MaterialsVVisa$764,484$374,005 ▲95.8%2,1810.4%Business ServicesNVDANVIDIA$752,464$39,666 ▲5.6%6,9430.4%Computer and TechnologyITWIllinois Tool Works$725,822$477,351 ▲192.1%2,9270.4%IndustrialsCFCF Industries$715,278$18,599 ▼-2.5%9,1530.3%Basic MaterialsJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$710,547$2,092 ▼-0.3%16,3010.3%ETFKSAiShares MSCI Saudi Arabia ETF$709,304$100,035 ▲16.4%17,1450.3%ETFKMBKimberly-Clark$709,072$121,876 ▲20.8%4,9860.3%Consumer StaplesEOGEOG Resources$701,918$255,861 ▼-26.7%5,4730.3%EnergyPGProcter & Gamble$693,609$693,609 ▲New Holding4,0700.3%Consumer StaplesKFRCKforce$691,593$691,593 ▲New Holding14,1460.3%Business ServicesKFYKorn Ferry$691,263$691,263 ▲New Holding10,1910.3%Business ServicesHALHalliburton$688,680$203,166 ▲41.8%27,1450.3%EnergyWPCW. P. Carey$681,704$681,704 ▲New Holding10,8020.3%FinanceSHELShell$681,335$17,220 ▲2.6%9,2980.3%EnergyBBVABanco Bilbao Vizcaya Argentaria$677,538$52,233 ▼-7.2%49,7460.3%FinanceNEUNewMarket$677,506$295,701 ▲77.4%1,1960.3%Basic MaterialsFLOFlowers Foods$665,845$665,845 ▲New Holding35,0260.3%Consumer StaplesGNTXGentex$653,978$483,214 ▲283.0%28,0680.3%Auto/Tires/TrucksGOOGLAlphabet$653,364$123,559 ▲23.3%4,2250.3%Computer and TechnologyCBTCabot$645,594$645,594 ▲New Holding7,7650.3%Basic MaterialsOVVOvintiv$643,047$105,377 ▲19.6%15,0240.3%EnergyGISGeneral Mills$639,366$639,366 ▲New Holding10,6940.3%Consumer StaplesDGRWWisdomTree U.S. Quality Dividend Growth Fund$637,382$61,574 ▲10.7%7,9810.3%ManufacturingBBWBuild-A-Bear Workshop$625,571$625,571 ▲New Holding16,8300.3%Retail/WholesaleSANBanco Santander$623,558$73,828 ▼-10.6%93,0680.3%FinanceADTADT$623,525$124,054 ▼-16.6%76,6000.3%IndustrialsUPSUnited Parcel Service$620,475$620,475 ▲New Holding5,6410.3%TransportationAMTAmerican Tower$618,968$60,700 ▲10.9%2,8450.3%FinanceRELXRelx$613,163$2,218 ▼-0.4%12,1640.3%Computer and TechnologySMSM Energy$612,704$366,940 ▲149.3%20,4580.3%EnergyLNTHLantheus$610,586$610,586 ▲New Holding6,2560.3%MedicalSTNGScorpio Tankers$608,032$216,870 ▲55.4%16,1800.3%TransportationLYGLloyds Banking Group$599,271$52,105 ▼-8.0%156,8770.3%FinanceTTCToro$596,832$596,832 ▲New Holding8,2040.3%Consumer DiscretionaryUNPUnion Pacific$593,691$359,097 ▲153.1%2,5130.3%TransportationHDHome Depot$591,671$3,299 ▼-0.6%1,6140.3%Retail/WholesaleHCAHCA Healthcare$588,611$8,295 ▲1.4%1,7030.3%MedicalNVSNovartis$588,449$24,412 ▲4.3%5,2790.3%MedicalCCitigroup$577,154$78,019 ▼-11.9%8,1300.3%FinanceEZAiShares MSCI South Africa ETF$574,298$66,613 ▲13.1%11,9320.3%ETFGDGeneral Dynamics$562,333$562,333 ▲New Holding2,0630.3%AerospaceEQNREquinor ASA$558,858$40,944 ▲7.9%21,1290.3%EnergyIHIiShares U.S. Medical Devices ETF$554,890$120 ▲0.0%9,2190.3%ETFCROXCrocs$552,559$110,129 ▲24.9%5,2030.3%Consumer DiscretionaryMGYMagnolia Oil & Gas$549,152$549,152 ▲New Holding21,7400.3%EnergyBPBP$547,408$9,867 ▲1.8%16,2000.3%EnergyEFAiShares MSCI EAFE ETF$544,098$170,414 ▼-23.9%6,6570.3%FinanceACGLArch Capital Group$541,047$541,047 ▲New Holding5,6250.3%FinanceEENI$538,615$25,641 ▲5.0%17,4140.3%EnergyCRH PLC$535,609$108,723 ▼-16.9%6,0890.3%ORDUSMViShares MSCI USA Min Vol Factor ETF$533,8670.0%5,7000.3%ETFNWGNatWest Group$530,304$52,626 ▼-9.0%44,4890.3%FinancePSAPublic Storage$521,359$78,413 ▲17.7%1,7420.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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