Gallo Partners, LP
CIK 0002015727 · BLOOMFIELD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$45.1M
2026 Q2
Positions
34
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
FIX
COMFORT SYS USA INC
8.6%
ETR
ENTERGY CORP NEW
7.3%
CAT
CATERPILLAR INC
6.6%
RBC
RBC BEARINGS INC
6.2%
NDSN
NORDSON CORP
5.6%
MTZ
MASTEC INC
4.8%
CLH
CLEAN HARBORS INC
4.0%
DRAM
ROUNDHILL ETF TRUST
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.