Gallo Partners, LP
- SEC CIK
- 0002015727
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 34
- 較 2026 年第 1 季 −5
- 總值
- $4,509 萬
- 較 2026 年第 1 季 −$720.7 萬 (−13.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | COM | 1,949 | $386.3 萬 | 8.6% | +337+20.9% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 28,634 | $328.9 萬 | 7.3% | +16,010+126.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,779 | $295.9 萬 | 6.6% | −295−9.6% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 4,363 | $281.0 萬 | 6.2% | +771+21.5% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 8,393 | $253.2 萬 | 5.6% | +8,393 | 新進 | 歷史 |
| MTZMastec Inc | COM | 5,184 | $215.7 萬 | 4.8% | −4,288−45.3% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 5,968 | $178.3 萬 | 4.0% | −4,081−40.6% | 減碼 | 歷史 |
| Roundhill ETF Trust77926X320 | MEMORY ETF | 23,681 | $174.9 萬 | 3.9% | +23,681 | 新進 | – |
| HWMHowmet Aerospace Inc. | Stock | 6,074 | $163.3 萬 | 3.6% | +6,074 | 新進 | 歷史 |
| MOG.AMoog Inc. | CL A | 3,828 | $162.2 萬 | 3.6% | +3,828 | 新進 | 歷史 |
| BWABorgwarner Inc | COM | 23,145 | $153.7 萬 | 3.4% | +23,145 | 新進 | 歷史 |
| ALMAlmonty Industries Inc. | COM NEW | 84,208 | $139.4 萬 | 3.1% | +84,208 | 新進 | 歷史 |
| EZPWEzcorp Inc | CL A NON VTG | 34,470 | $119.2 萬 | 2.6% | +34,470 | 新進 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 4,112 | $119.0 萬 | 2.6% | +4,112 | 新進 | 歷史 |
| TKRTimken Co | COM | 7,637 | $111.0 萬 | 2.5% | +7,637 | 新進 | 歷史 |
| ATOAtmos Energy Corp | COM | 6,432 | $110.8 萬 | 2.5% | −4,239−39.7% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 14,088 | $109.7 萬 | 2.4% | −4,403−23.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,041 | $100.9 萬 | 2.2% | +5,041 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,192 | $99.9 萬 | 2.2% | +4,192 | 新進 | 歷史 |
| NPOEnpro Inc. | COM | 2,650 | $99.9 萬 | 2.2% | +2,650 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 6,043 | $98.4 萬 | 2.2% | +6,043 | 新進 | 歷史 |
| QXOQXO, Inc. | COM NEW | 56,242 | $97.2 萬 | 2.2% | +56,242 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,089 | $80.2 萬 | 1.8% | +1,089 | 新進 | – |
| GEGeneral Electric Co | Stock | 2,141 | $80.0 萬 | 1.8% | +2,141 | 新進 | 歷史 |
| GVAGranite Construction Inc | COM | 4,903 | $77.5 萬 | 1.7% | −8,874−64.4% | 減碼 | 歷史 |
| AAOIApplied Optoelectronics, Inc. | COM | 4,826 | $71.5 萬 | 1.6% | +4,826 | 新進 | 歷史 |
| MYRGMyr Group Inc. | COM | 1,305 | $65.3 萬 | 1.4% | +1,305 | 新進 | 歷史 |
| ATIAti Inc | Stock | 2,974 | $58.6 萬 | 1.3% | −6,668−69.2% | 減碼 | 歷史 |
| HUTHut 8 Corp. | COM | 4,741 | $54.7 萬 | 1.2% | +4,741 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 547 | $53.5 萬 | 1.2% | +547 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 6,724 | $51.8 萬 | 1.1% | +6,724 | 新進 | 歷史 |
| CRSCarpenter Technology Corp | COM | 780 | $48.1 萬 | 1.1% | +780 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 177 | $40.2 萬 | 0.9% | −642−78.4% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 11,462 | $28.3 萬 | 0.6% | +11,462 | 新進 | 歷史 |
2026 年第 1 季之後清倉（28 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HXLHexcel Corp | COM | 34,298 | $277.6 萬 | 5.3% | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,338 | $240.1 萬 | 4.6% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 38,177 | $233.9 萬 | 4.5% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 5,268 | $181.8 萬 | 3.5% | 歷史 |
| WMWaste Management Inc | Stock | 7,705 | $177.1 萬 | 3.4% | 歷史 |
| TEXTerex Corp | Stock | 28,865 | $170.6 萬 | 3.3% | 歷史 |
| WWDWoodward, Inc. | COM | 4,482 | $160.4 萬 | 3.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,607 | $157.6 萬 | 3.0% | 歷史 |
| CMICummins Inc | Stock | 2,797 | $150.5 萬 | 2.9% | 歷史 |
| ATMUAtmus Filtration Technologies Inc. | COM | 24,846 | $141.1 萬 | 2.7% | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 4,850 | $128.6 萬 | 2.5% | 歷史 |
| GLWCorning Inc | COM | 9,134 | $124.2 萬 | 2.4% | 歷史 |
| FEFirstenergy Corp | COM | 20,623 | $104.5 萬 | 2.0% | 歷史 |
| TOLToll Brothers, Inc. | COM | 7,507 | $102.4 萬 | 2.0% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 23,711 | $102.3 萬 | 2.0% | 歷史 |
| RTXRTX Corp | Stock | 4,961 | $95.7 萬 | 1.8% | 歷史 |
| OSKOshkosh Corp | COM | 6,242 | $91.9 萬 | 1.8% | 歷史 |
| LFUSLittelfuse Inc | COM | 2,579 | $87.5 萬 | 1.7% | 歷史 |
| SIISprott Inc. | COM NEW | 5,690 | $81.3 萬 | 1.6% | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 51,089 | $78.2 萬 | 1.5% | 歷史 |
| CIENCiena Corp | COM NEW | 1,493 | $58.0 萬 | 1.1% | 歷史 |
| TSTenaris SA | SPONSORED ADS | 9,483 | $55.2 萬 | 1.1% | 歷史 |
| XPOXPO, Inc. | COM | 2,686 | $52.3 萬 | 1.0% | 歷史 |
| COHRCoherent Corp. | COM | 1,645 | $39.2 萬 | 0.7% | 歷史 |
| MLIMueller Industries Inc | COM | 2,782 | $30.8 萬 | 0.6% | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 4,000 | $30.5 萬 | 0.6% | – |
| WDCWestern Digital Corp | COM | 908 | $24.6 萬 | 0.5% | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 2,416 | $20.7 萬 | 0.4% | 歷史 |