StockDriftsStockDriftsTop 50 Gallacher Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMTH | ALPS ETF TR | 4.47% | 309.3K | $8.0M | -18.49%(-70.16K) | $25.94(-1.87%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.26% | 42.3K | $5.8M | -12.96%(-6.30K) | $61.11(+131.74%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.21% | 107.0K | $5.7M | -16.74%(-21.51K) | $53.06(-0.88%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.96% | 10.6K | $5.3M | +0.00%(+0) | $288.41(+73.83%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.4% | 11.6K | $4.3M | -1.09%(-127) | $194.41(+97.19%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.19% | 77.3K | $3.9M | -11.22%(-9.77K) | $50.47(+0.07%) | 2026-06-30 | |
| EMXC | ISHARES INC | 2.02% | 35.1K | $3.6M | -40.68%(-24.10K) | $50.05(+98.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.65% | 10.2K | $2.9M | -17.56%(-2.17K) | $139.50(+118.90%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.61% | 4.2K | $2.9M | -9.00%(-413) | $399.95(+78.19%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.51% | 3.6K | $2.7M | -17.04%(-740) | $402.34(+93.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.93% | +2.83% | — | — | +4.77% |
| Top 20 Holdings Unweighted | +10.23% | +33.92% | — | — | +42.64% |
Gallacher Capital Management LLC reports $178.30M in US-listed equity holdings across 258 positions in its most recent 13F filing. Its largest disclosed positions are SMTH (4.5%), IVW (3.3%) and JBND (3.2%). The top 20 holdings account for 35.37% of reported assets. Its disclosed equity book has returned +2.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gallacher Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1960749). View Gallacher Capital Management LLC’s 13F filings on SEC