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Portfolio (Quarterly) Guide ↗

Gallacher Capital Management LLC

· CIK 0001960749
13F Portfolio $261M AUM 301 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 94 New 86 Added 83 Reduced 87 Exited
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR 48,590.0 $5.5M 2.11% -3K -5.8% $113.11 +23.4%
2 EMXC ISHARES INC 59,245.0 $4.7M 1.79% -2K -3.2% $78.66 +28.4%
3 J P MORGAN EXCHANGE TRADED F 67,229.0 $4.1M 1.58% -2K -3.2% $61.32
4 AAPL APPLE INC Technology 12,333.0 $3.1M 1.20% -72.0 -0.6% $253.78 +23.1%
5 ILF ISHARES TR 83,429.0 $3.0M 1.14% -10K -10.9% $35.52 -1.2%
6 IVV ISHARES TR 4,342.0 $2.8M 1.09% -198.0 -4.4% $653.22 +16.1%
7 VOO VANGUARD INDEX FDS 4,588.0 $2.7M 1.05% -47.0 -1.0% $597.53 +16.1%
8 FPE FIRST TR EXCH TRADED FD III 127,068.0 $2.3M 0.86% -5K -4.0% $17.75 +1.5%
9 JPIE J P MORGAN EXCHANGE TRADED F 48,432.0 $2.2M 0.85% -1K -2.1% $46.07 +0.1%
10 XLI SELECT SECTOR SPDR TR 11,365.0 $1.8M 0.70% -5K -32.2% $161.73 +7.5%
11 MCHI ISHARES TR 31,339.0 $1.8M 0.68% -315.0 -1.0% $56.18 -2.1%
12 JVAL J P MORGAN EXCHANGE TRADED F 35,585.0 $1.7M 0.67% -4K -9.8% $48.86 +16.8%
13 XLY SELECT SECTOR SPDR TR 14,939.0 $1.6M 0.62% -5K -25.6% $108.98 +12.0%
14 JPME J P MORGAN EXCHANGE TRADED F 12,133.0 $1.4M 0.53% -1K -9.0% $114.53 +6.8%
15 EEM ISHARES TR 24,111.0 $1.4M 0.53% -2K -6.4% $56.79 +20.8%
16 NVDA NVIDIA CORPORATION Technology 7,816.0 $1.4M 0.52% -302.0 -3.7% $174.39 +22.9%
17 PYLD PIMCO ETF TR 50,314.0 $1.3M 0.51% -2K -3.6% $26.20 +1.0%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,013.0 $1.3M 0.50% -80.0 -3.8% $650.46 +16.0%
19 XRPC CANARY XRP ETF 86,874.0 $1.2M 0.48% -45K -34.1% $14.30 -2.4%
20 BLUEROCK PVT REAL ESTATE FD 72,186.0 $1.2M 0.46% -5K -6.1% $16.61
Page 1 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.1%
Consumer Defensive 15.3%
Financial Services 13.5%
Energy 11.8%
Consumer Cyclical 11.7%
Industrials 9.1%
Healthcare 8.9%
Communication Services 4.6%
Real Estate 3.1%
Basic Materials 2.5%