Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gallacher Capital Management LLC (CIK 1960749) reported $260.8M across 294 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PEP ($15.9M, 6.11%), SMTH ($9.8M, 3.75%), JBND ($6.9M, 2.65%), YUM ($6.7M, 2.55%), IVW ($5.5M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | $15.9M | 6.11% | 102,541 | Trimmed |
| 2 | SMTH | ALPS ETF TR | $9.8M | 3.75% | 379,430 | Added |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $6.9M | 2.65% | 128,510 | Added |
| 4 | YUM | YUM BRANDS INC | $6.7M | 2.55% | 42,860 | Trimmed |
| 5 | IVW | ISHARES TR | $5.5M | 2.11% | 48,590 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.1M | 1.94% | 10,553 | Added |
| 7 | EMXC | ISHARES INC | $4.7M | 1.79% | 59,245 | Trimmed |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.69% | 87,071 | Added |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | $4.1M | 1.58% | 67,229 | Trimmed |
| 10 | XLK | SELECT SECTOR SPDR TR | $3.9M | 1.50% | 29,395 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $3.8M | 1.44% | 11,700 | Trimmed |
| 12 | AAPL | APPLE INC | $3.1M | 1.20% | 12,333 | Trimmed |
| 13 | ILF | ISHARES TR | $3.0M | 1.14% | 83,429 | Trimmed |
| 14 | IVV | ISHARES TR | $2.8M | 1.09% | 4,342 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $2.7M | 1.05% | 4,588 | Trimmed |
| 16 | EFA | ISHARES TR | $2.5M | 0.94% | 25,349 | Added |
| 17 | DGRO | ISHARES TR | $2.3M | 0.87% | 32,181 | Added |
| 18 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.2M | 0.86% | 48,432 | Trimmed |
| 19 | FPE | FIRST TR EXCH TRADED FD III | $2.3M | 0.86% | 127,068 | Trimmed |
| 20 | YUMC | YUM CHINA HLDGS INC | $2.0M | 0.79% | 42,020 | Hold |
| 21 | XLV | SELECT SECTOR SPDR TR | $1.9M | 0.72% | 12,777 | Added |
| 22 | XLI | SELECT SECTOR SPDR TR | $1.8M | 0.70% | 11,365 | Trimmed |
| 23 | MCHI | ISHARES TR | $1.8M | 0.68% | 31,339 | Trimmed |
| 24 | DIA | STATE STR SPDR DOW JONES IND | $1.7M | 0.67% | 3,763 | Added |
| 25 | JVAL | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.67% | 35,585 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31