Gallo Partners, Lp Top Holdings and 13F Report (2025) About Gallo Partners, LpInvestment ActivityGallo Partners, Lp has $150.35 million in total holdings as of March 31, 2025.Gallo Partners, Lp owns shares of 54 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 79.02% of the portfolio was purchased this quarter.About 66.92% of the portfolio was sold this quarter.This quarter, Gallo Partners, Lp has purchased 68 new stocks and bought additional shares in 10 stocks.Gallo Partners, Lp sold shares of 8 stocks and completely divested from 50 stocks this quarter.Largest Holdings iShares Russell 2000 ETF $7,136,954S&P Global $6,435,088Trane Technologies $6,320,957FirstEnergy $5,420,281GE Aerospace $5,386,437 Largest New Holdings this Quarter 337932107 - FirstEnergy $5,420,281 Holding369604301 - GE Aerospace $5,386,437 Holding929160109 - Vulcan Materials $5,315,274 Holding88579Y101 - 3M $5,218,377 HoldingG54950103 - LINDE PLC $5,139,735 Holding Largest Purchases this Quarter FirstEnergy 134,099 shares (about $5.42M)GE Aerospace 26,912 shares (about $5.39M)Vulcan Materials 22,783 shares (about $5.32M)3M 35,533 shares (about $5.22M)LINDE PLC 11,038 shares (about $5.14M) Largest Sales this Quarter Knife River 14,579 shares (about $1.32M)Parker-Hannifin 1,154 shares (about $701.46K)Vertiv 9,338 shares (about $674.20K)nVent Electric 6,043 shares (about $316.77K)VIPER ENERGY INC 6,191 shares (about $279.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGallo Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWMiShares Russell 2000 ETF$7,136,954$4,200,262 ▲143.0%35,7764.7%FinanceSPGIS&P Global$6,435,088$3,446,951 ▲115.4%12,6654.3%Business ServicesTTTrane Technologies$6,320,957$4,099,980 ▲184.6%18,7614.2%ConstructionFEFirstEnergy$5,420,281$5,420,281 ▲New Holding134,0993.6%UtilitiesGEGE Aerospace$5,386,437$5,386,437 ▲New Holding26,9123.6%IndustrialsVMCVulcan Materials$5,315,274$5,315,274 ▲New Holding22,7833.5%ConstructionMMM3M$5,218,377$5,218,377 ▲New Holding35,5333.5%Multi-Sector ConglomeratesLINDE PLC$5,139,735$5,139,735 ▲New Holding11,0383.4%SHSMCOMoody's$4,445,942$4,445,942 ▲New Holding9,5473.0%FinanceHWMHowmet Aerospace$4,382,668$4,382,668 ▲New Holding33,7832.9%AerospacePHParker-Hannifin$4,324,854$701,459 ▼-14.0%7,1152.9%IndustrialsETREntergy$4,292,966$4,292,966 ▲New Holding50,2162.9%UtilitiesRSGRepublic Services$4,228,357$203,899 ▼-4.6%17,4612.8%Business ServicesXELXcel Energy$3,543,605$3,543,605 ▲New Holding50,0582.4%UtilitiesWABWestinghouse Air Brake Technologies$3,380,727$3,380,727 ▲New Holding18,6422.2%TransportationPCGPG&E$3,263,186$1,180,953 ▲56.7%189,9412.2%UtilitiesWMSAdvanced Drainage Systems$3,142,376$3,142,376 ▲New Holding28,9222.1%ConstructionITBiShares U.S. Home Construction ETF$3,140,502$3,140,502 ▲New Holding32,9852.1%ETFEOGEOG Resources$3,111,487$3,111,487 ▲New Holding24,2632.1%EnergyCNPCenterPoint Energy$3,068,499$3,068,499 ▲New Holding84,6952.0%UtilitiesEMREmerson Electric$3,038,563$1,741,522 ▲134.3%27,7142.0%IndustrialsCNMCore & Main$2,952,322$2,952,322 ▲New Holding61,1122.0%IndustrialsSPYSPDR S&P 500 ETF Trust$2,754,995$2,097,153 ▲318.8%4,9251.8%FinanceCRSCarpenter Technology$2,723,136$720,915 ▲36.0%15,0301.8%Basic MaterialsCHKChesapeake Energy$2,690,048$2,690,048 ▲New Holding24,1651.8%EnergyPWRQuanta Services$2,669,145$2,669,145 ▲New Holding10,5011.8%ConstructionCOSTCostco Wholesale$2,315,270$2,315,270 ▲New Holding2,4481.5%Retail/WholesaleNRGNRG Energy$2,314,046$2,314,046 ▲New Holding24,2411.5%UtilitiesDVNDevon Energy$2,220,887$2,220,887 ▲New Holding59,3821.5%EnergyIEXIDEX$2,205,120$2,205,120 ▲New Holding12,1851.5%IndustrialsXYLXylem$2,159,717$2,159,717 ▲New Holding18,0791.4%Business ServicesFTAIFTAI Aviation$2,051,725$1,141,916 ▲125.5%22,4791.4%AerospaceETNEaton$1,989,524$1,810,388 ▲1,010.6%7,3191.3%IndustrialsNVTnVent Electric$1,985,408$316,774 ▼-13.8%37,8751.3%Computer and TechnologyMTDRMatador Resources$1,982,598$1,982,598 ▲New Holding38,8061.3%EnergyIRIngersoll Rand$1,976,501$1,976,501 ▲New Holding24,6971.3%IndustrialsAMEAMETEK$1,931,927$1,931,927 ▲New Holding11,2231.3%Computer and TechnologyEQTEQT$1,826,825$458,376 ▲33.5%34,1911.2%EnergyBMIBadger Meter$1,764,379$1,764,379 ▲New Holding9,2741.2%Computer and TechnologyCRCrane$1,716,689$1,716,689 ▲New Holding11,2071.1%IndustrialsGLDSPDR Gold Shares$1,699,450$1,699,450 ▲New Holding5,8981.1%FinanceVIPER ENERGY INC$1,677,459$279,524 ▼-14.3%37,1531.1%CL ACEGConstellation Energy$1,353,744$1,353,744 ▲New Holding6,7140.9%EnergyOVVOvintiv$1,324,831$1,324,831 ▲New Holding30,9540.9%EnergyPPLPPL$1,310,359$1,310,359 ▲New Holding36,2880.9%UtilitiesKGSKodiak Gas Services$1,283,121$1,283,121 ▲New Holding34,4000.9%EnergyGE VERNOVA INC$1,232,416$1,232,416 ▲New Holding4,0370.8%COMMURMurphy Oil$1,139,067$1,139,067 ▲New Holding40,1080.8%EnergyKNFKnife River$1,126,993$1,315,171 ▼-53.9%12,4930.7%ConstructionMEGMontrose Environmental Group$689,870$146,218 ▼-17.5%102,3780.5%Business ServicesVRTVertiv$486,268$674,205 ▼-58.1%6,7350.3%Computer and TechnologyMYRGMYR Group$457,563$457,563 ▲New Holding4,0460.3%UtilitiesNANO NUCLEAR ENERGY INC$384,226$75,914 ▼-16.5%14,5210.3%COMPOWLPowell Industries$216,660$216,660 ▲New Holding1,2720.1%IndustrialsCPCanadian Pacific Kansas City$0$4,373,029 ▼-100.0%00.0%TransportationPKGPackaging Co. of America$0$4,026,226 ▼-100.0%00.0%IndustrialsCTASCintas$0$3,986,333 ▼-100.0%00.0%Business ServicesCRH PLC$0$3,964,760 ▼-100.0%00.0%ORDMODModine Manufacturing$0$3,630,000 ▼-100.0%00.0%Auto/Tires/TrucksMLIMueller Industries$0$3,495,887 ▼-100.0%00.0%IndustrialsWCNWaste Connections$0$3,482,216 ▼-100.0%00.0%Business ServicesWMBWilliams Companies$0$2,956,196 ▼-100.0%00.0%EnergyPEGPublic Service Enterprise Group$0$2,792,817 ▼-100.0%00.0%UtilitiesCLHClean Harbors$0$2,505,534 ▼-100.0%00.0%Business ServicesLIILennox International$0$2,502,395 ▼-100.0%00.0%ConstructionCTVACorteva$0$2,488,298 ▼-100.0%00.0%Consumer StaplesSPXCSPX Technologies$0$2,420,142 ▼-100.0%00.0%Business ServicesENTGEntegris$0$2,336,726 ▼-100.0%00.0%Computer and TechnologyAPHAmphenol$0$2,261,500 ▼-100.0%00.0%Computer and TechnologyZIMZIM Integrated Shipping Services$0$2,239,171 ▼-100.0%00.0%TransportationHEHawaiian Electric Industries$0$2,236,762 ▼-100.0%00.0%UtilitiesPRIMPrimoris Services$0$2,223,698 ▼-100.0%00.0%ConstructionESIElement Solutions$0$2,205,264 ▼-100.0%00.0%Basic MaterialsTDGTransDigm Group$0$2,145,505 ▼-100.0%00.0%AerospaceDDDuPont de Nemours$0$2,145,142 ▼-100.0%00.0%Basic MaterialsEDConsolidated Edison$0$2,050,863 ▼-100.0%00.0%UtilitiesPPGPPG Industries$0$2,022,049 ▼-100.0%00.0%Basic MaterialsGWWW.W. Grainger$0$1,788,723 ▼-100.0%00.0%IndustrialsWSCWillScot Mobile Mini$0$1,705,382 ▼-100.0%00.0%FinanceCACICACI International$0$1,659,879 ▼-100.0%00.0%Computer and TechnologyNINiSource$0$1,589,062 ▼-100.0%00.0%UtilitiesALBAlbemarle$0$1,543,931 ▼-100.0%00.0%Basic MaterialsEMEEMCOR Group$0$1,530,096 ▼-100.0%00.0%ConstructionDOWDOW$0$1,519,923 ▼-100.0%00.0%Basic MaterialsLYBLyondellBasell Industries$0$1,515,850 ▼-100.0%00.0%Basic MaterialsWYWeyerhaeuser$0$1,506,026 ▼-100.0%00.0%ConstructionGVAGranite Construction$0$1,491,420 ▼-100.0%00.0%ConstructionZWSZurn Elkay Water Solutions$0$1,370,178 ▼-100.0%00.0%IndustrialsDRVNDriven Brands$0$1,317,702 ▼-100.0%00.0%Retail/WholesaleFIXComfort Systems USA$0$1,312,465 ▼-100.0%00.0%ConstructionPCARPACCAR$0$1,197,790 ▼-100.0%00.0%Auto/Tires/TrucksFDXFedEx$0$1,152,889 ▼-100.0%00.0%TransportationROADConstruction Partners$0$1,091,154 ▼-100.0%00.0%ConstructionZBRAZebra Technologies$0$1,039,704 ▼-100.0%00.0%IndustrialsSWKStanley Black & Decker$0$1,005,713 ▼-100.0%00.0%IndustrialsMGYMagnolia Oil & Gas$0$975,178 ▼-100.0%00.0%EnergySMSM Energy$0$930,239 ▼-100.0%00.0%EnergyCSLCarlisle Companies$0$911,404 ▼-100.0%00.0%Multi-Sector ConglomeratesFLSFlowserve$0$869,932 ▼-100.0%00.0%IndustrialsPERMIAN RESOURCES CORP$0$844,049 ▼-100.0%00.0%CLASS A COMShowing 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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