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GALLO PARTNERS, LP 13F portfolio summary

GALLO PARTNERS, LP of GALLO PARTNERS, LP has 34 current stock holdings with a reported portfolio value of $45.1M. The portfolio 1 year return is +30.23%. Top holdings include FIX (8.57%), ETR (7.29%), CAT (6.56%), RBC (6.23%), NDSN (5.62%).

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GALLO PARTNERS, LP

GALLO PARTNERS, LP
Latest filing: 2026-06-30

GALLO PARTNERS, LP runs GALLO PARTNERS, LP and currently holds 34 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $45.09M. Their top holdings are FIX, ETR, CAT, RBC, NDSN. The top five represent 34.3% of reported portfolio weight. GALLO PARTNERS, LP ranks #757 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GALLO PARTNERS, LP initiated 18 new positions. They added to 7 existing positions. They trimmed 8 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
FIX8.6%
ETR7.3%
CAT6.6%
RBC6.2%
NDSN5.6%
Top 5: 34.3%
Portfolio Returns
1 Year
+30.23%
#362/1000
3 Year
+33.47%
#773/1000
5 Year
+33.47%
#768/1000

Portfolio Value

$45.09M

Alpha Score

30.6

#757 of 1000

Holdings

34

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34 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
FIX
COMFORT SYS USA INC
8.57%$786.19$1,655.19+110.53%
Added
+20.91%
ETR
ENTERGY CORP NEW
7.29%$113.76$104.61-8.04%
Added
+126.82%
CAT
CATERPILLAR INC
6.56%$477.15$827.65+73.46%
Trimmed
-9.60%
RBC
RBC BEARINGS INC
6.23%$560.96$505.61-9.87%
Added
+21.46%
NDSN
NORDSON CORP
5.62%$301.69$332.24+10.13%
New Buy
MTZ
MASTEC INC
4.78%$321.74$266.35-17.21%
Trimmed
-45.27%
CLH
CLEAN HARBORS INC
3.95%$286.73$315.95+10.19%
Trimmed
-40.61%
DR
DRAM
ROUNDHILL ETF TRUST
3.88%$73.85$57.72-21.84%
New Buy
HWM
HOWMET AEROSPACE INC
3.62%$268.86$271.71+1.06%
Added
+100.00%
MOG-A
MOOG INC
3.60%$423.84$389.29-8.15%
New Buy

Showing 1-10 of 34