Gallo Partners, Lp Top Holdings and 13F Report (2026) About Gallo Partners, LpInvestment ActivityGallo Partners, Lp has $45.09 million in total holdings as of June 30, 2026.Gallo Partners, Lp owns shares of 34 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 60.46% of the portfolio was purchased this quarter.About 89.94% of the portfolio was sold this quarter.This quarter, Gallo Partners, Lp has purchased 39 new stocks and bought additional shares in 3 stocks.Gallo Partners, Lp sold shares of 8 stocks and completely divested from 28 stocks this quarter.Largest Holdings Comfort Systems USA $3,862,821Entergy $3,288,901Caterpillar $2,959,357RBC Bearings $2,810,034Nordson $2,532,084 Largest New Holdings this Quarter 655663102 - Nordson $2,532,084 Holding77926X320 - ROUNDHILL ETF TRUST $1,748,842 Holding443201108 - Howmet Aerospace $1,633,055 Holding615394202 - Moog $1,622,459 Holding099724106 - BorgWarner $1,536,828 Holding Largest Purchases this Quarter Nordson 8,393 shares (about $2.53M)Entergy 16,010 shares (about $1.84M)ROUNDHILL ETF TRUST 23,681 shares (about $1.75M)Howmet Aerospace 6,074 shares (about $1.63M)Moog 3,828 shares (about $1.62M) Largest Sales this Quarter MasTec 4,288 shares (about $1.78M)SANDISK CORP 642 shares (about $1.46M)Granite Construction 8,874 shares (about $1.40M)ATI 6,668 shares (about $1.31M)Clean Harbors 4,081 shares (about $1.22M) 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 PortfolioSectorFIXComfort Systems USA$3,862,821$667,917 â–²20.9%1,9498.6%IndustrialsETREntergy$3,288,901$1,838,908 â–²126.8%28,6347.3%UtilitiesCATCaterpillar$2,959,357$314,145 â–¼-9.6%2,7796.6%IndustrialsRBCRBC Bearings$2,810,034$496,570 â–²21.5%4,3636.2%IndustrialsNDSNNordson$2,532,084$2,532,084 â–²New Holding8,3935.6%IndustrialsMTZMasTec$2,156,855$1,784,065 â–¼-45.3%5,1844.8%IndustrialsCLHClean Harbors$1,782,940$1,219,199 â–¼-40.6%5,9684.0%IndustrialsROUNDHILL ETF TRUST$1,748,842$1,748,842 â–²New Holding23,6813.9%MEMORY ETFHWMHowmet Aerospace$1,633,055$1,633,055 â–²New Holding6,0743.6%IndustrialsMOG.AMoog$1,622,459$1,622,459 â–²New Holding3,8283.6%IndustrialsBWABorgWarner$1,536,828$1,536,828 â–²New Holding23,1453.4%Consumer DiscretionaryALMONTY INDS INC$1,394,484$1,394,484 â–²New Holding84,2083.1%COM NEWEZPWEZCORP$1,191,628$1,191,628 â–²New Holding34,4702.6%FinanceJBHTJ.B. Hunt Transport Services$1,190,136$1,190,136 â–²New Holding4,1122.6%IndustrialsTKRTimken$1,109,810$1,109,810 â–²New Holding7,6372.5%IndustrialsATOAtmos Energy$1,108,040$730,252 â–¼-39.7%6,4322.5%UtilitiesKNXKnight-Swift Transportation$1,097,032$342,861 â–¼-23.8%14,0882.4%IndustrialsNVDANVIDIA$1,008,655$1,008,655 â–²New Holding5,0412.2%TechnologyAMZNAmazon.com$999,120$999,120 â–²New Holding4,1922.2%Consumer DiscretionaryNPOEnpro$998,865$998,865 â–²New Holding2,6502.2%IndustrialsDHID.R. Horton$984,283$984,283 â–²New Holding6,0432.2%Consumer DiscretionaryQXO INC$971,863$971,863 â–²New Holding56,2422.2%COM NEWQQQInvesco QQQ$801,940$801,940 â–²New Holding1,0891.8%ETFGEGE Aerospace$800,155$800,155 â–²New Holding2,1411.8%IndustrialsGVAGranite Construction$775,066$1,402,801 â–¼-64.4%4,9031.7%IndustrialsAAOIApplied Optoelectronics$715,021$715,021 â–²New Holding4,8261.6%TechnologyMYRGMYR Group$653,022$653,022 â–²New Holding1,3051.4%IndustrialsATIATI$586,176$1,314,264 â–¼-69.2%2,9741.3%IndustrialsHUT 8 CORP$547,325$547,325 â–²New Holding4,7411.2%COMPHParker-Hannifin$535,032$535,032 â–²New Holding5471.2%IndustrialsGMGeneral Motors$518,286$518,286 â–²New Holding6,7241.1%Consumer DiscretionaryCRSCarpenter Technology$481,136$481,136 â–²New Holding7801.1%IndustrialsSANDISK CORP$402,450$1,459,734 â–¼-78.4%1770.9%COMWULFTeraWulf$283,111$283,111 â–²New Holding11,4620.6%TechnologyHXLHexcel$0$2,775,737 â–¼-100.0%00.0%IndustrialsJCIJohnson Controls International$0$2,401,361 â–¼-100.0%00.0%IndustrialsXLEEnergy Select Sector SPDR Fund$0$2,338,723 â–¼-100.0%00.0%ETFLHXL3Harris Technologies$0$1,818,249 â–¼-100.0%00.0%IndustrialsWMWaste Management$0$1,770,532 â–¼-100.0%00.0%IndustrialsTEXTerex$0$1,705,921 â–¼-100.0%00.0%IndustrialsWWDWoodward$0$1,604,197 â–¼-100.0%00.0%IndustrialsLMTLockheed Martin$0$1,575,645 â–¼-100.0%00.0%IndustrialsCMICummins$0$1,504,842 â–¼-100.0%00.0%IndustrialsATMUAtmus Filtration Technologies$0$1,410,508 â–¼-100.0%00.0%IndustrialsIBPInstalled Building Products$0$1,285,978 â–¼-100.0%00.0%Consumer DiscretionaryGLWCorning$0$1,241,950 â–¼-100.0%00.0%TechnologyFEFirstEnergy$0$1,044,761 â–¼-100.0%00.0%UtilitiesTOLToll Brothers$0$1,024,481 â–¼-100.0%00.0%Consumer DiscretionaryCNPCenterPoint Energy$0$1,023,367 â–¼-100.0%00.0%UtilitiesRTXRTX$0$956,977 â–¼-100.0%00.0%IndustrialsOSKOshkosh$0$918,884 â–¼-100.0%00.0%IndustrialsLFUSLittelfuse$0$875,185 â–¼-100.0%00.0%TechnologySIISprott$0$813,101 â–¼-100.0%00.0%FinanceWTTRSelect Water Solutions$0$781,662 â–¼-100.0%00.0%EnergyCIENCiena$0$579,628 â–¼-100.0%00.0%TechnologyTSTenaris$0$551,722 â–¼-100.0%00.0%EnergyXPOXPO$0$522,562 â–¼-100.0%00.0%IndustrialsCOHRCoherent$0$391,855 â–¼-100.0%00.0%TechnologyMLIMueller Industries$0$308,246 â–¼-100.0%00.0%IndustrialsCOPXGlobal X Copper Miners ETF$0$305,400 â–¼-100.0%00.0%ETFWDCWestern Digital$0$245,605 â–¼-100.0%00.0%TechnologyUL SOLUTIONS INC$0$207,075 â–¼-100.0%00.0%CLASS A COM SHSShowing largest 100 holdings. 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