StockDriftsStockDriftsTop 39 Gallo Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 5.83% | 9.5K | $3.0M | new | $191.62(+116.52%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 5.51% | 10.0K | $2.9M | new | $235.93(+28.75%) | 2026-03-31 | |
| HXL | HEXCEL CORP NEW | 5.31% | 34.3K | $2.8M | new | $77.42(+14.51%) | 2026-03-31 | |
| JCI | JOHNSON CONTROLS INTERNATION | 4.59% | 18.3K | $2.4M | +11.22%(+1.85K) | $110.45(+29.54%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 4.47% | 38.2K | $2.3M | new | $52.98(+12.18%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 4.25% | 1.6K | $2.2M | -63.87%(-2.85K) | $425.37(+368.47%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 4.16% | 3.1K | $2.2M | -49.93%(-3.07K) | $432.68(+105.30%) | 2026-03-31 | |
| ATO | ATMOS ENERGY CORP | 3.77% | 10.7K | $2.0M | new | $153.29(+15.13%) | 2026-03-31 | |
| RBC | RBC BEARINGS INC | 3.73% | 3.6K | $2.0M | new | $495.77(+14.78%) | 2026-03-31 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 3.48% | 5.3K | $1.8M | new | $319.36(-5.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.00% | +64.31% |
| Top 20 Holdings Unweighted | +15.88% | +55.62% |
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