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Gallo Partners, LP
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $10,291,593
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- GE VERNOVA INC · COM · 36828A101 · shares: $729,976
- CLEAN HARBORS INC · COM · 184496107 · shares: $539,801
- RTX CORPORATION · COM · 75513E101 · shares: $524,833
- ENPRO INC · COM · 29355X107 · shares: $523,398
- NVIDIA CORPORATION · COM · 67066G104 · shares: $426,157
- HOWMET AEROSPACE INC · COM · 443201108 · shares: $409,612
- NORDSON CORP · COM · 655663102 · shares: $408,501
- CORNING INC · COM · 219350105 · shares: $408,387
- LISTED FDS TR · ROUN MA SEVE ETF · 53656G498 · shares: $395,729
- WOODWARD INC · COM · 980745103 · shares: $361,449
Reported holdings
31 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| GE VERNOVA INC | COM | 36828A101 | — | 768 shares | $729,976 |
| CLEAN HARBORS INC | COM | 184496107 | — | 1,740 shares | $539,801 |
| RTX CORPORATION | COM | 75513E101 | — | 2,827 shares | $524,833 |
| ENPRO INC | COM | 29355X107 | — | 1,709 shares | $523,398 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,866 shares | $426,157 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 1,811 shares | $409,612 |
| NORDSON CORP | COM | 655663102 | — | 1,246 shares | $408,501 |
| CORNING INC | COM | 219350105 | — | 2,656 shares | $408,387 |
| LISTED FDS TR | ROUN MA SEVE ETF | 53656G498 | — | 5,520 shares | $395,729 |
| WOODWARD INC | COM | 980745103 | — | 1,100 shares | $361,449 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 377 shares | $347,723 |
| HEXCEL CORP NEW | COM | 428291108 | — | 4,089 shares | $343,149 |
| COMFORT SYS USA INC | COM | 199908104 | — | 188 shares | $310,969 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 1,904 shares | $305,345 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 824 shares | $299,969 |
| PG&E CORP | CALL | 69331C908 | CALL | 24,100 shares | $295,225 |
| SPDR SERIES TRUST | ST STR SP METAL | 78464A755 | — | 2,760 shares | $285,826 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 489 shares | $278,065 |
| GE AEROSPACE | COM NEW | 369604301 | — | 883 shares | $275,752 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 720 shares | $274,204 |
| SPDR SERIES TRUST | SP O&G EXPL PRO | 78468R556 | — | 1,519 shares | $272,402 |
| CSX CORP | COM | 126408103 | — | 5,495 shares | $255,573 |
| AMPHENOL CORP | CL A | 032095101 | — | 2,891 shares | $243,711 |
| HUT 8 CORP | COM | 44812J104 | — | 2,743 shares | $236,172 |
| WABTEC | COM | 929740108 | — | 784 shares | $225,149 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 | — | 1,754 shares | $223,741 |
| XYLEM INC | COM | 98419M100 | — | 2,204 shares | $223,199 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | — | 5,576 shares | $222,204 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 443 shares | $217,859 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 2,097 shares | $216,179 |
| MOOG INC | CL A | 615394202 | — | 554 shares | $211,334 |