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Gallacher Capital Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1960749

$178.3M

disclosed book value

258

positions

4.5%

largest position share

Positions, as of 2026-06-30

top 100 of 258 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SMTHALPS ETF TR309,268$8.0M4.5%
2IVWISHARES TR42,293$5.8M3.3%
3JBNDJ P MORGAN EXCHANGE TRADED F106,996$5.7M3.2%
4BRK/BBERKSHIRE HATHAWAY INC DEL10,553$5.3M3%
5VTIVANGUARD INDEX FDS11,573$4.3M2.4%
6JPSTJ P MORGAN EXCHANGE TRADED F77,303$3.9M2.2%
7EMXCISHARES INC35,142$3.6M2%
8AAPLAPPLE INC10,167$2.9M1.7%
9VOOVANGUARD INDEX FDS4,175$2.9M1.6%
10IVVISHARES TR3,602$2.7M1.5%
11DGROISHARES TR32,201$2.4M1.4%
12JQUAJ P MORGAN EXCHANGE TRADED F33,472$2.4M1.4%
13DIASTATE STR SPDR DOW JONES IND3,893$2.0M1.1%
14ILFISHARES TR52,412$1.8M1%
15XLKSELECT SECTOR SPDR TR8,748$1.7M0.9%
16VGTVANGUARD WORLD FD13,356$1.6M0.9%
17IWFISHARES TR12,722$1.6M0.9%
18FPEFIRST TR EXCH TRADED FD III86,985$1.6M0.9%
19INTFISHARES TR36,026$1.5M0.8%
20MCHIISHARES TR28,354$1.4M0.8%
21MTUMISHARES TR4,171$1.4M0.8%
22VIGVANGUARD SPECIALIZED FUNDS5,658$1.3M0.8%
23MUMICRON TECHNOLOGY INC1,120$1.3M0.7%
24LRCXLAM RESEARCH CORP2,826$1.2M0.7%
25GOOGLALPHABET INC3,206$1.1M0.6%
26SPYSTATE STR SPDR S&P 500 ETF T1,488$1.1M0.6%
27PYLDPIMCO ETF TR41,658$1.1M0.6%
28J P MORGAN EXCHANGE TRADED F8,708$1.1M0.6%
29KLACKLA CORP3,444$1.0M0.6%
30EMGFISHARES INC13,869$1.0M0.6%
31ISHARES INC25,918$1.0M0.6%
32AORISHARES TR14,465$1.0M0.6%
33NTAPNETAPP INC6,493$1.0M0.6%
34JVALJ P MORGAN EXCHANGE TRADED F16,492$967,1050.5%
35MSFTMICROSOFT CORP2,578$961,5180.5%
36CANARY XRP ETF86,744$961,1260.5%
37AMATAPPLIED MATLS INC1,327$959,0890.5%
38METAMETA PLATFORMS INC1,703$959,0360.5%
39JMOMJ P MORGAN EXCHANGE TRADED F10,834$925,9110.5%
40KTBKONTOOR BRANDS INC11,053$921,1960.5%
41J P MORGAN EXCHANGE TRADED F15,047$905,2770.5%
42BPREBLUEROCK PVT REAL ESTATE FD69,360$902,3700.5%
43IBMINTERNATIONAL BUSINESS MACHS3,180$894,2160.5%
44NVDANVIDIA CORPORATION4,445$889,4940.5%
45ANETARISTA NETWORKS INC5,152$875,2220.5%
46LAMRLAMAR ADVERTISING CO5,515$860,2520.5%
47XLISELECT SECTOR SPDR TR4,520$837,2670.5%
48GENGEN DIGITAL INC33,568$835,4990.5%
49BTCGRAYSCALE BITCOIN MINI TR ET32,157$834,4780.5%
50QCOMQUALCOMM INC4,481$828,0750.5%
51MPCMARATHON PETE CORP3,173$811,2730.5%
52AOMISHARES TR15,912$793,8600.4%
53PRDOPERDOCEO ED CORP24,503$784,1020.4%
54PEPPEPSICO INC5,669$767,6380.4%
55ISHARES TR39,649$753,7240.4%
56AROCARCHROCK INC18,162$739,3690.4%
57BBVABANCO BILBAO VIZCAYA ARGENTA29,219$732,2240.4%
58MGVVANGUARD WORLD FD4,429$723,9460.4%
59SEZLSEZZLE INC4,022$690,2960.4%
60IWDISHARES TR2,845$689,6570.4%
61ADPAUTOMATIC DATA PROCESSING IN3,027$677,8220.4%
62AHRAMERICAN HEALTHCARE REIT INC12,735$664,1490.4%
63GNTXGENTEX CORP25,999$657,0040.4%
64CFCF INDUSTRIES HOLD6,055$655,4830.4%
65HSBCHSBC HLDGS PLC6,774$644,1220.4%
66SANBANCO SANTANDER SA46,450$641,0060.4%
67PAYXPAYCHEX INC6,503$639,4350.4%
68LLYELI LILLY & CO532$638,0080.4%
69RAMPLIVERAMP HLDGS INC16,736$629,9430.4%
70LYGLLOYDS BANKING GROUP PLC107,239$625,2050.4%
71MNSTMONSTER BEVERAGE CORP NEW6,466$621,5120.3%
72BCSBARCLAYS PLC22,907$615,2930.3%
73NWGNATWEST GROUP PLC34,798$613,4850.3%
74RRYDER SYS INC2,324$612,9810.3%
75ENVAENOVA INTL INC2,479$596,7700.3%
76DVNDEVON ENERGY CORP NEW14,424$596,0110.3%
77UBS GROUP AG11,899$589,7190.3%
78LWLAMB WESTON HLDGS INC13,656$589,6790.3%
79AOAISHARES TR6,023$587,8790.3%
80MGYMAGNOLIA OIL & GAS CORP22,952$587,1130.3%
81YOUCLEAR SECURE INC10,460$582,9290.3%
82APAAPA CORPORATION17,743$577,8840.3%
83INGING GROEP N.V.18,398$577,3390.3%
84DGDOLLAR GEN CORP4,988$574,1690.3%
85TTCTORO CO5,869$571,8020.3%
86EXELEXELIXIS INC10,486$570,5450.3%
87QQQINVESCO QQQ TR774$569,6390.3%
88JPMJPMORGAN CHASE & CO1,734$567,5270.3%
89RYAAYRYANAIR HOLDINGS PLC8,733$565,4760.3%
90AVGOBROADCOM INC1,494$564,3930.3%
91STMSTMICROELECTRONICS N V7,535$564,2780.3%
92DLRDIGITAL RLTY TR INC3,114$559,1390.3%
93ASML HLDG NV278$553,7730.3%
94NVSNOVARTIS AG3,514$550,7790.3%
95NVONOVO-NORDISK A S11,461$549,4590.3%
96XLESELECT SECTOR SPDR TR10,225$543,0540.3%
97BUDANHEUSER BUSCH INBEV SA NV6,486$534,4680.3%
98AOSSMITH A O CORP8,447$529,8110.3%
99TPRTAPESTRY INC3,593$525,8790.3%
100EFAISHARES TR5,046$524,1970.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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