Gallo Partners, LP
- SEC CIK
- 0002015727
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 48
- 較 2025 年第 1 季 −6
- 總值
- $1.53 億
- 較 2025 年第 1 季 +$306.5 萬 (+2.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | COM | 14,843 | $795.9 萬 | 5.2% | +14,843 | 新進 | 歷史 |
| RSGRepublic Services, Inc. | COM | 31,009 | $764.7 萬 | 5.0% | +13,548+77.6% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 19,629 | $742.1 萬 | 4.9% | +9,128+86.9% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 13,801 | $738.2 萬 | 4.8% | +13,801 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 10,343 | $722.4 萬 | 4.7% | +3,228+45.4% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 40,864 | $629.8 萬 | 4.1% | +40,864 | 新進 | 歷史 |
| CTASCintas Corp | Stock | 26,958 | $600.8 萬 | 3.9% | +26,958 | 新進 | 歷史 |
| VNOMViper Energy, Inc. | COM | 138,483 | $528.0 萬 | 3.5% | +101,330+272.7% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 37,184 | $492.5 萬 | 3.2% | +37,184 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 18,619 | $479.2 萬 | 3.1% | −8,293−30.8% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 123,478 | $418.5 萬 | 2.7% | +87,190+240.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,362 | $405.1 萬 | 2.6% | +14,362 | 新進 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 21,477 | $399.8 萬 | 2.6% | −12,306−36.4% | 減碼 | 歷史 |
| GVAGranite Construction Inc | COM | 42,516 | $397.6 萬 | 2.6% | +42,516 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 18,457 | $357.7 萬 | 2.3% | +18,457 | 新進 | 歷史 |
| TDGTransDigm Group INC | COM | 2,301 | $349.9 萬 | 2.3% | +2,301 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 6,602 | $349.3 萬 | 2.3% | +2,565+63.5% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 40,401 | $340.1 萬 | 2.2% | +40,401 | 新進 | 歷史 |
| PNRPENTAIR plc | SHS | 32,847 | $337.2 萬 | 2.2% | +32,847 | 新進 | 歷史 |
| EQTEQT Corp | Stock | 55,976 | $326.5 萬 | 2.1% | +21,785+63.7% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 29,132 | $320.2 萬 | 2.1% | +29,132 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 12,444 | $318.5 萬 | 2.1% | +12,444 | 新進 | 歷史 |
| SAIASaia Inc | COM | 11,396 | $312.2 萬 | 2.0% | +11,396 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 6,092 | $305.6 萬 | 2.0% | −3,455−36.2% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 109,306 | $280.8 萬 | 1.8% | +109,306 | 新進 | 歷史 |
| EXEExpand Energy Corp | COM | 22,324 | $261.1 萬 | 1.7% | −1,841−7.6% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 46,874 | $259.4 萬 | 1.7% | +46,874 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,010 | $253.3 萬 | 1.7% | +11,010 | 新進 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 9,358 | $223.4 萬 | 1.5% | +9,358 | 新進 | – |
| TLNTalen Energy Corp | COM | 7,679 | $223.3 萬 | 1.5% | +7,679 | 新進 | 歷史 |
| MODModine Manufacturing Co | COM | 21,626 | $213.0 萬 | 1.4% | +21,626 | 新進 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 56,289 | $205.8 萬 | 1.3% | +56,289 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 2,723 | $205.2 萬 | 1.3% | +2,723 | 新進 | 歷史 |
| BMIBadger Meter Inc | COM | 8,151 | $199.7 萬 | 1.3% | −1,123−12.1% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 29,269 | $199.3 萬 | 1.3% | −20,789−41.5% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 4,240 | $198.9 萬 | 1.3% | −6,798−61.6% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 15,713 | $198.4 萬 | 1.3% | +15,713 | 新進 | 歷史 |
| ESIElement Solutions Inc | COM | 86,994 | $197.0 萬 | 1.3% | +86,994 | 新進 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 7,600 | $175.4 萬 | 1.1% | +7,600 | 新進 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 48,008 | $136.1 萬 | 0.9% | +48,008 | 新進 | 歷史 |
| VSECVse Corp | COM | 9,354 | $122.5 萬 | 0.8% | +9,354 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 13,231 | $91.8 萬 | 0.6% | +13,231 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 17,758 | $56.5 萬 | 0.4% | −41,624−70.1% | 減碼 | 歷史 |
| GRRRGorilla Technology Group Inc. | SHS NEW | 21,758 | $43.3 萬 | 0.3% | +21,758 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 654 | $34.5 萬 | 0.2% | −12,011−94.8% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,308 | $29.8 萬 | 0.2% | +3,308 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 259 | $25.6 萬 | 0.2% | −2,189−89.4% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,569 | $22.5 萬 | 0.1% | +1,569 | 新進 | 歷史 |
2025 年第 1 季之後清倉（37 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 35,776 | $713.7 萬 | 4.8% | – |
| TTTrane Technologies plc | SHS | 18,761 | $632.1 萬 | 4.2% | 歷史 |
| FEFirstenergy Corp | COM | 134,099 | $542.0 萬 | 3.6% | 歷史 |
| VMCVulcan Materials CO | COM | 22,783 | $531.5 萬 | 3.5% | 歷史 |
| MMM3M Co | Stock | 35,533 | $521.8 萬 | 3.5% | 歷史 |
| ETREntergy Corp | COM | 50,216 | $429.3 萬 | 2.9% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 18,642 | $338.1 萬 | 2.3% | 歷史 |
| PCGPG&E Corp | Stock | 189,941 | $326.3 萬 | 2.2% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 28,922 | $314.2 萬 | 2.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 32,985 | $314.1 萬 | 2.1% | – |
| EOGEOG Resources Inc | Stock | 24,263 | $311.1 萬 | 2.1% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 84,695 | $306.8 萬 | 2.0% | 歷史 |
| EMREmerson Electric Co | Stock | 27,714 | $303.9 萬 | 2.0% | 歷史 |
| CNMCore & Main, Inc. | CL A | 61,112 | $295.2 萬 | 2.0% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,925 | $275.5 萬 | 1.8% | 歷史 |
| CRSCarpenter Technology Corp | COM | 15,030 | $272.3 萬 | 1.8% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 24,241 | $231.4 萬 | 1.5% | 歷史 |
| IEXIdex Corp | COM | 12,185 | $220.5 萬 | 1.5% | 歷史 |
| XYLXylem Inc. | COM | 18,079 | $216.0 萬 | 1.4% | 歷史 |
| ETNEaton Corp plc | Stock | 7,319 | $199.0 萬 | 1.3% | 歷史 |
| NVTnVent Electric plc | SHS | 37,875 | $198.5 萬 | 1.3% | 歷史 |
| MTDRMatador Resources Co | COM | 38,806 | $198.3 萬 | 1.3% | 歷史 |
| IRIngersoll Rand Inc. | COM | 24,697 | $197.7 萬 | 1.3% | 歷史 |
| AMEAmetek Inc | COM | 11,223 | $193.2 萬 | 1.3% | 歷史 |
| CRCrane Co | COMMON STOCK | 11,207 | $171.7 萬 | 1.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,898 | $169.9 萬 | 1.1% | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 14,479 | $160.8 萬 | 1.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 6,714 | $135.4 萬 | 0.9% | 歷史 |
| OVVOvintiv Inc. | COM | 30,954 | $132.5 萬 | 0.9% | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 34,400 | $128.3 萬 | 0.9% | 歷史 |
| MURMurphy Oil Corp | COM | 40,108 | $113.9 萬 | 0.8% | 歷史 |
| KNFKnife River Corp | Stock | 12,493 | $112.7 萬 | 0.8% | 歷史 |
| ONTOnterris, Inc. | COM | 42,378 | $60.4 萬 | 0.4% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,735 | $48.6 萬 | 0.3% | 歷史 |
| MYRGMyr Group Inc. | COM | 4,046 | $45.8 萬 | 0.3% | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 14,521 | $38.4 萬 | 0.3% | 歷史 |
| POWLPowell Industries Inc | Stock | 1,272 | $21.7 萬 | 0.1% | 歷史 |