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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gallacher Capital Management LLC

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001960749-25-000004

Total Value
$205.3M
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1PEPSICO INCPEP105,512$15.8M7.71%
2ALPS ETF TR00162Q346323,342$8.4M4.08%
3YUM BRANDS INCYUM43,054$6.8M3.30%
4BERKSHIRE HATHAWAY INC DELBRK-A10,859$5.8M2.82%
5J P MORGAN EXCHANGE TRADED F46654Q716103,250$5.5M2.69%
6ISHARES TR46428730953,159$4.9M2.40%
7J P MORGAN EXCHANGE TRADED F46641Q76169,768$3.9M1.92%
8VANGUARD INDEX FDS92290876913,492$3.7M1.81%
9VANGUARD INDEX FDS9229083637,140$3.7M1.79%
10J P MORGAN EXCHANGE TRADED F46641Q83767,848$3.4M1.67%
11ISHARES INC46434G76452,928$2.9M1.42%
12APPLE INCAAPL12,970$2.9M1.40%
13ISHARES TR4642872004,614$2.6M1.26%
14GRAYSCALE BITCOIN TRUST ETFGBTC39,451$2.6M1.25%
15J P MORGAN EXCHANGE TRADED F46641Q15951,335$2.4M1.15%
16ISHARES TR46434V62136,184$2.2M1.09%
17YUM CHINA HLDGS INCYUMC42,020$2.2M1.07%
18SPDR DOW JONES INDL AVERAGE78467X1094,438$1.9M0.91%
19ISHARES TR46428739076,411$1.8M0.88%
20FIRST TR EXCH TRADED FD III33739E10899,374$1.7M0.85%
21ISHARES TR46429B67131,102$1.7M0.82%
22J P MORGAN EXCHANGE TRADED F46641Q75339,439$1.6M0.80%
23PIMCO ETF TR72201R58557,845$1.5M0.74%
24ISHARES TR4642876144,036$1.5M0.71%
25PIMCO ETF TR72201R81714,106$1.4M0.66%
26J P MORGAN EXCHANGE TRADED F46641Q88613,307$1.3M0.65%
27VANGUARD SPECIALIZED FUNDS9219088446,781$1.3M0.64%
28ISHARES TR46428986722,097$1.3M0.62%
29VANGUARD WORLD FD92204A7022,166$1.2M0.57%
30EXTRA SPACE STORAGE INCEXR7,859$1.2M0.57%
31ISHARES INC46428671535,193$1.2M0.56%
32MICROSOFT CORPMSFT2,986$1.1M0.55%
33ISHARES TR46428987524,725$1.1M0.53%
34META PLATFORMS INCMETA1,835$1.1M0.52%
35SPDR S&P 500 ETF TRSPY1,879$1.1M0.51%
36ISHARES TR46428985913,612$1.0M0.51%
37COLGATE PALMOLIVE COCL10,837$1.0M0.49%
38SYLVAMO CORPSLVM14,553$976,0880.48%
39GEN DIGITAL INCGENVR36,359$964,9660.47%
40J P MORGAN EXCHANGE TRADED F46641Q77916,857$950,0430.46%
41CONOCOPHILLIPSCOP8,973$942,3360.46%
42QUALCOMM INCQCOM5,607$861,3320.42%
43SNAP ON INCSNA2,489$838,9740.41%
44NETAPP INCNTAP9,285$815,5660.40%
45NORTHROP GRUMMAN CORPNOC1,545$791,2620.39%
46CUBESMARTCUBE18,414$786,4620.38%
47CAL MAINE FOODS INCCALM8,560$778,0930.38%
48VISA INCV2,181$764,4840.37%
49NVIDIA CORPORATIONNVDA6,943$752,4640.37%
50ILLINOIS TOOL WKS INC4523081092,927$725,8220.35%
51CF INDS HLDGS INC1252691009,153$715,2780.35%
52J P MORGAN EXCHANGE TRADED F46641Q84516,301$710,5470.35%
53ISHARES TR46434V42317,145$709,3040.35%
54KIMBERLY-CLARK CORPKMB4,986$709,0720.35%
55EOG RES INCEOG5,473$701,9180.34%
56PROCTER AND GAMBLE CO7427181094,070$693,6090.34%
57KFORCE INCKFRC14,146$691,5930.34%
58KORN FERRYKFY10,191$691,2630.34%
59HALLIBURTON COHAL27,145$688,6800.34%
60WP CAREY INC92936U10910,802$681,7040.33%
61SHELL PLCRYDAF9,298$681,3350.33%
62BANCO BILBAO VIZCAYA ARGENTABBVXF49,746$677,5380.33%
63NEWMARKET CORPNEU1,196$677,5060.33%
64FLOWERS FOODS INCFLO35,026$665,8450.32%
65GENTEX CORPGNTX28,068$653,9780.32%
66ALPHABET INCGOOG4,225$653,3640.32%
67CABOT CORPCBT7,765$645,5940.31%
68OVINTIV INCOVV15,024$643,0470.31%
69GENERAL MLS INC37033410410,694$639,3660.31%
70WISDOMTREE TRWT7,981$637,3820.31%
71BUILD-A-BEAR WORKSHOP INCBBW16,830$625,5710.30%
72BANCO SANTANDER S.A.BCDRF93,068$623,5580.30%
73ADT INC DELADT76,600$623,5250.30%
74UNITED PARCEL SERVICE INCUPS5,641$620,4750.30%
75AMERICAN TOWER CORP NEW03027X1002,845$618,9680.30%
76RELX PLCRLXXF12,164$613,1630.30%
77SM ENERGY COSM20,458$612,7040.30%
78LANTHEUS HLDGS INCLNTH6,256$610,5860.30%
79SCORPIO TANKERS INCSTNG16,180$608,0320.30%
80LLOYDS BANKING GROUP PLCLLOBF156,877$599,2710.29%
81TORO COTORO8,204$596,8320.29%
82UNION PAC CORPUNP2,513$593,6910.29%
83HOME DEPOT INCHD1,614$591,6710.29%
84HCA HEALTHCARE INCHCA1,703$588,6110.29%
85NOVARTIS AGNVSEF5,279$588,4490.29%
86CITIGROUP INCC-PR8,130$577,1540.28%
87ISHARES INC46428678011,932$574,2980.28%
88GENERAL DYNAMICS CORPGD2,063$562,3330.27%
89EQUINOR ASASTOHF21,129$558,8580.27%
90ISHARES TR4642888109,219$554,8900.27%
91CROCS INCCROX5,203$552,5590.27%
92MAGNOLIA OIL & GAS CORPMGY21,740$549,1520.27%
93BP PLCBPPFF16,200$547,4080.27%
94ISHARES TR4642874656,657$544,0980.27%
95ARCH CAP GROUP LTDG0450A1055,625$541,0470.26%
96ENI S P A26874R10817,414$538,6150.26%
97CRH PLCCRH6,089$535,6090.26%
98ISHARES TR46429B6975,700$533,8670.26%
99NATWEST GROUP PLCRBSPF44,489$530,3040.26%
100PUBLIC STORAGE OPER COPSA-PS1,742$521,3590.25%
101HONEYWELL INTL INC4385161062,460$520,8720.25%
102ING GROEP N.V.INGVF26,585$520,8080.25%
103BARCLAYS PLCBCLYF33,672$517,2080.25%
104SONY GROUP CORPSNEJF20,048$509,0070.25%
105UNILEVER PLCUNLYF8,535$508,2610.25%
106UBS GROUP AGUBS16,570$507,5460.25%
107ACCENTURE PLC IRELANDACN1,601$499,5740.24%
108HALOZYME THERAPEUTICS INCHALO7,793$497,2710.24%
109SAP SESAPGF1,838$493,3550.24%
110AVERY DENNISON CORPAVY2,767$492,4770.24%
111RYANAIR HOLDINGS PLCRYAOF11,520$488,0930.24%
112CONSTELLATION BRANDS INCSTZ2,635$483,5750.24%
113PULTE GROUP INC7458671014,700$483,2020.24%
114GODADDY INCGDDY2,678$482,4150.23%
115VANGUARD WORLD FD92204A1081,480$481,7720.23%
116SYNCHRONY FINANCIALSYF-PB9,005$476,7280.23%
117HSBC HLDGS PLCHBCYF8,299$476,6350.23%
118CORPAY INCCPAY1,366$476,3520.23%
119APPFOLIO INCAPPF2,160$474,9840.23%
120GSK PLCGLAXF12,224$473,5680.23%
121TELEFONICA S ATELFY101,461$472,8080.23%
122MITSUBISHI UFJ FINL GROUP IN60682210434,414$469,0670.23%
123APOGEE ENTERPRISES INCAPOG10,104$468,1370.23%
124TOPBUILD CORPBLD1,509$460,1700.22%
125ARISTA NETWORKS INCANET5,882$455,7370.22%
126ISHARES TR4642875982,413$453,9860.22%
127NOMURA HLDGS INCNRSCF73,460$451,7770.22%
128ISHARES TR4642874082,362$450,1500.22%
129CATERPILLAR INCCAT1,364$449,8350.22%
130RESMED INCRSMDF2,004$448,6310.22%
131SUMITOMO MITSUI FINL GROUP I86562M20928,877$446,4360.22%
132TARGET CORPTGT4,272$445,8320.22%
133NOVO-NORDISK A SNONOF6,408$444,9950.22%
134BHP GROUP LTDBHPLF9,034$438,4960.21%
135ASTRAZENECA PLCAZN5,953$437,5610.21%
136EMCOR GROUP INCEME1,182$437,0160.21%
137TOTALENERGIES SETTE6,744$436,2690.21%
138CLOROX CO DELCLX2,961$436,0070.21%
139MIZUHO FINANCIAL GROUP INCMZHOF79,038$435,5000.21%
140DOCUSIGN INCDOCU5,337$434,4320.21%
141ENOVA INTL INC29357K1034,456$430,2710.21%
142PIMCO ETF TR72201R7754,648$429,8010.21%
143NOKIA CORPNOKBF81,375$428,8440.21%
144VODAFONE GROUP PLC NEW92857W30845,148$423,0380.21%
145SCOTTS MIRACLE-GRO COSMG7,636$419,1360.20%
146MOTOROLA SOLUTIONS INCMSI955$418,0210.20%
147ANHEUSER BUSCH INBEV SA/NVBUDFF6,715$413,3940.20%
148BRITISH AMERN TOB PLC1104481079,969$412,4240.20%
149SELECT SECTOR SPDR TR81369Y6058,265$411,6870.20%
150KONINKLIJKE PHILIPS N VRYLPF16,198$411,4210.20%
151SEA LTDSE3,144$410,2610.20%
152JOHNSON & JOHNSONJNJ2,458$407,5940.20%
153ELI LILLY & COLLY479$395,8460.19%
154CATALYST PHARMACEUTICALS INCCPRX16,223$393,4080.19%
155CHUNGHWA TELECOM CO LTDCHT10,018$392,8040.19%
156NATIONAL GRID PLCNMPWP5,858$384,3320.19%
157DECKERS OUTDOOR CORPDECK3,435$384,0670.19%
158LIBERTY MEDIA CORP DELFWONB4,704$383,2150.19%
159MEDPACE HLDGS INCMEDP1,255$382,3860.19%
160KONTOOR BRANDS INCKTB5,908$378,8850.18%
161PROGRESSIVE CORP7433151031,338$378,5470.18%
162AMAZON COM INCAMZN1,977$376,2290.18%
163FAIR ISAAC CORPFICO200$368,8320.18%
164COMFORT SYS USA INC1999081041,138$366,9290.18%
165SELECT SECTOR SPDR TR81369Y1004,243$364,7990.18%
166VANGUARD INDEX FDS922908736983$364,5230.18%
167SCHWAB STRATEGIC TR80852430014,335$358,9500.17%
168SELECT SECTOR SPDR TR81369Y8031,731$357,4200.17%
169ARCELORMITTAL SA LUXEMBOURGARCXF12,287$354,4870.17%
170TOYOTA MOTOR CORPTOYOF2,004$353,8440.17%
171HONDA MOTOR LTDHNDAF12,960$351,6030.17%
172SANOFISNYNF6,325$350,7850.17%
173GRAYSCALE BITCOIN MINI TR ET3899302079,581$349,6170.17%
174DIAGEO PLCDGEAF3,327$348,6190.17%
175AMGEN INCAMGN1,115$347,3780.17%
176RIO TINTO PLCRTNTF5,740$344,8860.17%
177CADENCE DESIGN SYSTEM INCCDNS1,330$338,2590.16%
178ABERCROMBIE & FITCH COANF4,415$337,1740.16%
179PRUDENTIAL PLCPUKPF15,563$334,5950.16%
180MASTERCARD INCORPORATEDMA606$332,1080.16%
181VANGUARD WORLD FD92204A6031,313$325,0710.16%
182STMICROELECTRONICS N VSTMEF14,746$323,8200.16%
183NMI HLDGS INCNMIH8,969$323,3320.16%
184ISHARES TR4642884143,056$322,2250.16%
185ELECTRONIC ARTS INCEA2,222$321,0700.16%
186EXXON MOBIL CORPXOM2,693$320,2510.16%
187HARMONY BIOSCIENCES HLDGS INHRMY9,568$317,5620.15%
188KINSALE CAP GROUP INC49714P108650$316,4350.15%
189ACI WORLDWIDE INCACIW5,773$315,8410.15%
190SPS COMM INCSPSC2,370$314,5700.15%
191EXELIXIS INCEXEL8,184$302,1530.15%
192ASML HOLDING N VASMLF456$302,0020.15%
193METTLER TOLEDO INTERNATIONALMTD255$301,1320.15%
194MANHATTAN ASSOCIATES INCMANH1,691$292,6110.14%
195CHIPOTLE MEXICAN GRILL INCCMG5,806$291,5190.14%
196TAKEDA PHARMACEUTICAL CO LTDTKPHF19,493$289,8570.14%
197SPDR GOLD TRGLD997$287,2060.14%
198CORCEPT THERAPEUTICS INCCORT2,498$285,3220.14%
199SMITH & NEPHEW PLCSNNUF9,983$283,2070.14%
200SALESFORCE INCCRM1,053$282,5550.14%
201GENMAB A/SGNMSF14,346$280,8950.14%
202RENAISSANCERE HLDGS LTDRNR-PG1,169$280,4410.14%
203INGREDION INCINGR2,061$278,6890.14%
204GRAINGER W W INC384802104282$278,6670.14%
205KLA CORPKLAC401$272,6660.13%
206VANGUARD INDEX FDS9229085381,111$271,7950.13%
207WATERS CORP941848103736$271,2680.13%
208WALMART INCWMT3,074$269,8550.13%
209BLOCK H & R INCBSQKZ4,871$267,4580.13%
210LOUISIANA PAC CORPLPX2,906$267,3210.13%
211INTUITINTU432$265,4090.13%
212ARGENX SEARGX448$265,1560.13%
213TJX COS INC NEW8725401092,161$263,2120.13%
214COLLEGIUM PHARMACEUTICAL INCCOLL8,713$260,0830.13%
215ALTRIA GROUP INCMO4,278$256,7770.13%
216ALLEGION PLCALLE1,961$255,8070.12%
217AUTODESK INCADSK972$254,4700.12%
218J P MORGAN EXCHANGE TRADED F46641Q3324,434$253,3410.12%
219INSTALLED BLDG PRODS INC45780R1011,476$253,1550.12%
220PAYCHEX INCPAYX1,639$252,8430.12%
221SELECT SECTOR SPDR TR81369Y2091,708$249,4480.12%
222SELECT SECTOR SPDR TR81369Y7041,897$248,6100.12%
223GRIFFON CORPGFF3,448$246,5240.12%
224LOCKHEED MARTIN CORPLMT550$245,4680.12%
225OFG BANCORPOFG6,088$243,6260.12%
226TIDEWATER INC NEWTDGMW5,741$242,6720.12%
227INVENTRUST PPTYS CORP46124J2018,247$242,2140.12%
228AUTOMATIC DATA PROCESSING INADP789$241,1270.12%
229YELP INCYELP6,453$238,9550.12%
230INVESCO QQQ TRIVZ503$235,7050.11%
231NETFLIX INCNFLX252$234,9980.11%
232DONALDSON INCDCI3,503$234,9220.11%
233WILLIAMS SONOMA INCWSM1,474$232,9960.11%
234HEIDRICK & STRUGGLES INTL IN4228191025,405$231,4800.11%
235UNITEDHEALTH GROUP INCUNH441$231,0260.11%
236ADOBE INCADBE600$230,1180.11%
237WEATHERFORD INTL PLCG488331184,257$227,9630.11%
238NATIONAL BEVERAGE CORPFIZZ5,484$227,7990.11%
239ISHARES TR46435G4251,866$227,4840.11%
240ABBVIE INCABBV1,082$226,7520.11%
241HARTFORD INSURANCE GROUP INCHIG-PG1,827$226,0550.11%
242FEDERATED HERMES INCFHI5,523$225,1600.11%
243ISHARES TR4642872345,151$225,0990.11%
244CORVEL CORPCRVL2,000$223,9400.11%
245SYNOPSYS INCSNPS520$223,0020.11%
246SEI INVTS CO7841171032,871$222,9080.11%
247ISHARES TR4642877051,860$222,6980.11%
248ISHARES TR4642874731,755$221,0870.11%
249UNITED RENTALS INCURI352$220,6380.11%
250BROADCOM INCAVGO1,309$219,1740.11%
251VANGUARD WORLD FD92204A207998$218,4300.11%
252SKYWEST INCSKYW2,467$215,5420.10%
253CACI INTL INC127190304580$212,8140.10%
254WEX INCWEX1,346$211,3490.10%
255AMPHENOL CORP NEW0320951013,197$209,7030.10%
256PTC INCPTC1,348$208,8730.10%
257ZEBRA TECHNOLOGIES CORPORATIZBRA739$208,8120.10%
258JPMORGAN CHASE & CO.VYLD849$208,3410.10%
259INTERNATIONAL BUSINESS MACHSINTR837$208,1520.10%
260GARTNER INCIT494$207,3520.10%
261VISTRA CORPVST1,758$206,5040.10%
262DONNELLEY FINL SOLUTIONS INC25787G1004,657$203,5570.10%
263ISHARES TR4642878871,633$203,3090.10%
264AFFILIATED MANAGERS GROUP INMGRE1,206$202,6440.10%
265T-MOBILE US INCTMUSZ760$202,6130.10%
266TETRA TECH INC NEWTTEK6,874$201,0650.10%
267COPT DEFENSE PROPERTIESCDP7,372$201,0340.10%
268SAUL CTRS INC8043951015,569$200,8790.10%
269PAYPAL HLDGS INCPYPL3,069$200,2520.10%
270SEMPRASREA2,804$200,0930.10%
271HOST HOTELS & RESORTS INCHST12,973$184,3460.09%
272CASSAVA SCIENCES INC14817C10769,660$104,4900.05%