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Gallacher Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Gallacher Capital Management LLC
报告期 2026-03-31 · CIK 0001960749
持仓数
301
前50大市值合计
$135.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 64
增持 15
减持 21
清仓 50
方向
标的
Δ市值
现股数(环比)
增持
FLNA
CASSAVA SCIENCES INC
+$10.2M
603,442
+1%
建仓
SMTH
ALPS ETF TR
+$6.3M
237,535
建仓
CL
COLGATE PALMOLIVE CO
+$884.9K
8,524
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
PRDO
PERDOCEO ED CORP
-$738.6K
10,608
-77%
建仓
CALM
CAL MAINE FOODS INC
+$708.1K
9,461
建仓
SLVM
SYLVAMO CORP
+$688.1K
8,015
建仓
R
RYDER SYS INC
+$682.4K
4,681
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$659.7K
0
-100%
建仓
—
ARDMORE SHIPPING CORP
+$648.6K
35,836
清仓
WS
WORTHINGTON STL INC
-$645.5K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$644.1K
4,527
建仓
LVS
LAS VEGAS SANDS CORP
+$639.7K
12,708
建仓
HON
HONEYWELL INTL INC
+$631.1K
3,053
建仓
GAP
GAP INC
+$629.8K
28,564
减持
FPE
FIRST TR EXCH TRADED FD III
-$629.7K
86,721
-32%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$628.7K
6,556
增持
COP
CONOCOPHILLIPS
+$628.6K
7,953
+336%
建仓
BBWI
BATH & BODY WORKS INC
+$626.0K
19,613
清仓
GFF
GRIFFON CORP
-$625.2K
0
-100%
清仓
INGR
INGREDION INC
-$624.7K
0
-100%
建仓
—
SEALED AIR CORP NEW
+$618.0K
17,025
减持
HSY
HERSHEY CO
-$616.5K
1,423
-71%
建仓
HNI
HNI CORP
+$615.9K
11,439
建仓
SLB
SCHLUMBERGER LTD
+$600.5K
14,315
清仓
—
GENPACT LIMITED
-$595.8K
0
-100%
清仓
YOU
CLEAR SECURE INC
-$592.3K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$590.3K
853
-75%
清仓
HRI
HERC HLDGS INC
-$584.1K
0
-100%
建仓
LEA
LEAR CORP
+$580.1K
5,315
清仓
KLG
WK KELLOGG CO
-$567.5K
0
-100%
减持
GEN
GEN DIGITAL INC
-$562.3K
9,287
-72%
增持
QCOM
QUALCOMM INC
+$559.4K
6,373
+142%
建仓
DKS
DICKS SPORTING GOODS INC
+$555.1K
2,660
建仓
C
CITIGROUP INC
+$538.4K
8,601
建仓
CROX
CROCS INC
+$535.1K
3,695
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$533.2K
83,572
+8%
清仓
VLO
VALERO ENERGY CORP
-$531.5K
0
-100%
清仓
—
GUESS INC
-$501.9K
0
-100%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$498.2K
0
-100%
建仓
PSA
PUBLIC STORAGE OPER CO
+$484.6K
1,332
增持
AAPL
APPLE INC
+$480.2K
14,611
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$477.6K
10,867
-2%
减持
PEP
PEPSICO INC
+$477.0K
102,682
-0%
减持
TPR
TAPESTRY INC
-$473.0K
4,943
-70%
建仓
WFC
WELLS FARGO CO NEW
+$468.3K
8,290
建仓
HWKN
HAWKINS INC
+$461.8K
3,623
建仓
OFG
OFG BANCORP
+$457.4K
10,183
清仓
PCAR
PACCAR INC
-$452.6K
0
-100%
建仓
HY
HYSTER-YALE INC
+$452.4K
7,093
建仓
VC
VISTEON CORP
+$451.3K
4,739
建仓
KNSL
KINSALE CAP GROUP INC
+$443.7K
953
建仓
—
VECTOR GROUP LTD
+$442.4K
29,651
清仓
—
ARCH RESOURCES INC
-$437.9K
0
-100%
建仓
MCRI
MONARCH CASINO & RESORT INC
+$437.9K
5,524
清仓
—
AMDOCS LTD
-$433.2K
0
-100%
清仓
FBP
FIRST BANCORP P R
-$430.8K
0
-100%
建仓
MLKN
MILLERKNOLL INC
+$423.3K
17,096
建仓
OVV
OVINTIV INC
+$407.0K
10,625
建仓
—
SAFE BULKERS INC
+$398.5K
76,934
清仓
TAP
MOLSON COORS BEVERAGE CO
-$396.4K
0
-100%
清仓
—
TEEKAY TANKERS LTD
-$392.4K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$385.8K
3,335
建仓
MRK
MERCK & CO INC
+$384.5K
3,386
增持
FANG
DIAMONDBACK ENERGY INC
+$383.9K
4,207
+147%
清仓
GIS
GENERAL MLS INC
-$380.5K
0
-100%
减持
GOOGL
ALPHABET INC
-$379.6K
3,612
-33%
清仓
CMI
CUMMINS INC
-$379.4K
0
-100%
建仓
CAT
CATERPILLAR INC
+$372.1K
951
增持
EXR
EXTRA SPACE STORAGE INC
+$364.0K
8,430
+13%
减持
NEU
NEWMARKET CORP
-$362.9K
538
-58%
增持
MEDP
MEDPACE HLDGS INC
+$355.6K
1,734
+220%
建仓
TXN
TEXAS INSTRS INC
+$337.6K
1,635
清仓
QLYS
QUALYS INC
-$334.8K
0
-100%
增持
KLAC
KLA CORP
+$329.4K
878
+107%
建仓
CRUS
CIRRUS LOGIC INC
+$328.8K
2,647
建仓
WRB
BERKLEY W R CORP
+$325.7K
5,742
建仓
MUR
MURPHY OIL CORP
+$316.6K
9,383
建仓
SM
SM ENERGY CO
+$314.0K
7,856
建仓
PCTY
PAYLOCITY HLDG CORP
+$313.6K
1,901
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$312.5K
56,736
+12%
清仓
PLMR
PALOMAR HLDGS INC
-$308.7K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$305.9K
13,629
+3%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$304.4K
0
-100%
建仓
IDCC
INTERDIGITAL INC
+$301.1K
2,126
清仓
ROCK
GIBRALTAR INDS INC
-$300.9K
0
-100%
减持
CSCO
CISCO SYS INC
-$297.3K
4,343
-61%
增持
CSL
CARLISLE COS INC
+$295.8K
1,134
+115%
减持
YUM
YUM BRANDS INC
+$292.6K
43,692
-0%
清仓
DBX
DROPBOX INC
-$289.4K
0
-100%
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$287.6K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$286.4K
10,549
-28%
清仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$278.8K
0
-100%
建仓
PLAB
PHOTRONICS INC
+$278.6K
11,254
清仓
AMR
ALPHA METALLURGICAL RESOUR I
-$272.4K
0
-100%
清仓
MHO
M/I HOMES INC
-$272.4K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$270.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$270.4K
6,161
-25%
建仓
PGR
PROGRESSIVE CORP
+$269.5K
1,062
建仓
—
DISCOVER FINL SVCS
+$269.0K
1,917
建仓
—
JAZZ PHARMACEUTICALS PLC
+$267.9K
2,405
清仓
TOL
TOLL BROTHERS INC
-$267.1K
0
-100%
清仓
BCO
BRINKS CO
-$267.1K
0
-100%
清仓
ADEA
ADEIA INC
-$266.2K
0
-100%
建仓
—
FABRINET
+$266.0K
1,125
清仓
EME
EMCOR GROUP INC
-$265.4K
0
-100%
清仓
PHM
PULTE GROUP INC
-$264.5K
0
-100%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
+$263.2K
42,688
+23%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$262.9K
1,290
-59%
建仓
AXP
AMERICAN EXPRESS CO
+$260.4K
960
清仓
SPSC
SPS COMM INC
-$259.5K
0
-100%
建仓
ADBE
ADOBE INC
+$259.4K
501
清仓
WAT
WATERS CORP
-$257.9K
0
-100%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$257.4K
2,455
清仓
NKE
NIKE INC
-$251.4K
0
-100%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$244.2K
14,101
+51%
清仓
EXP
EAGLE MATLS INC
-$241.9K
0
-100%
建仓
NFLX
NETFLIX INC
+$238.3K
336
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$235.0K
725
清仓
JBSS
SANFILIPPO JOHN B & SON INC
-$234.4K
0
-100%
清仓
LZB
LA Z BOY INC
-$231.6K
0
-100%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$230.7K
40,976
建仓
FIX
COMFORT SYS USA INC
+$226.1K
579
建仓
DECK
DECKERS OUTDOOR CORP
+$225.3K
1,413
减持
MSFT
MICROSOFT CORP
-$225.1K
2,842
-12%
清仓
ATEN
A10 NETWORKS INC
-$223.6K
0
-100%
清仓
CBT
CABOT CORP
-$222.6K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$214.2K
423
建仓
CVLT
COMMVAULT SYS INC
+$212.8K
1,383
清仓
ULTA
ULTA BEAUTY INC
-$212.6K
0
-100%
建仓
—
CHAMPIONX CORPORATION
+$212.3K
7,040
清仓
JOE
ST JOE CO
-$210.6K
0
-100%
建仓
GNTX
GENTEX CORP
+$209.2K
7,045
建仓
EPAM
EPAM SYS INC
+$208.6K
1,048
清仓
GOOG
ALPHABET INC
-$208.6K
0
-100%
减持
YELP
YELP INC
-$208.0K
7,675
-41%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$207.5K
0
-100%
建仓
EEFT
EURONET WORLDWIDE INC
+$206.2K
2,078
建仓
CDW
CDW CORP
+$205.2K
907
清仓
NMIH
NMI HLDGS INC
-$204.9K
0
-100%
减持
KTB
KONTOOR BRANDS INC
-$204.5K
9,630
-36%
建仓
DPZ
DOMINOS PIZZA INC
+$203.5K
473
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$202.7K
1,290
清仓
RES
RPC INC
-$201.2K
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$201.2K
0
-100%
建仓
PAVE
GLOBAL X FDS
+$201.1K
4,885
减持
LAMR
LAMAR ADVERTISING CO NEW
-$197.4K
4,563
-32%
增持
IVW
ISHARES TR
+$188.4K
58,494
+0%
减持
CRM
SALESFORCE INC
-$188.2K
1,308
-38%
清仓
MYE
MYERS INDS INC
-$185.8K
0
-100%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$185.3K
66,623
-2%