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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 Q2 2025 · Filed July 8, 2025 · Accession 0001960749-25-000007

Total Value
$216.1M
Positions
281
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (281)

#IssuerTicker / CUSIPSharesValue% of Filing
1PEPSICO INCPEP107,357$14.2M6.56%
2ALPS ETF TR00162Q346337,518$8.7M4.04%
3YUM BRANDS INCYUM44,717$6.6M3.07%
4J P MORGAN EXCHANGE TRADED F46654Q716106,630$5.7M2.64%
5ISHARES TR46428730949,245$5.4M2.51%
6BERKSHIRE HATHAWAY INC DELBRK-A10,853$5.3M2.44%
7J P MORGAN EXCHANGE TRADED F46641Q76170,810$4.3M1.97%
8ISHARES TR46432F39616,329$3.9M1.82%
9J P MORGAN EXCHANGE TRADED F46641Q83772,462$3.7M1.70%
10ISHARES INC46434G76456,825$3.6M1.66%
11VANGUARD INDEX FDS92290876911,349$3.4M1.60%
12VANGUARD INDEX FDS9229083635,966$3.4M1.57%
13ISHARES TR4642872004,449$2.8M1.28%
14APPLE INCAAPL12,635$2.6M1.20%
15FIRST TR EXCH TRADED FD III33739E108141,498$2.5M1.17%
16J P MORGAN EXCHANGE TRADED F46641Q15949,089$2.3M1.05%
17ISHARES TR46428739078,858$2.1M0.96%
18YUM CHINA HLDGS INCYUMC42,020$1.9M0.87%
19ISHARES TR46434V62128,133$1.8M0.83%
20J P MORGAN EXCHANGE TRADED F46641Q75339,258$1.7M0.80%
21ISHARES TR46429B67131,375$1.7M0.80%
22ISHARES TR4642876144,000$1.7M0.79%
23PIMCO ETF TR72201R58557,558$1.5M0.71%
24SPDR DOW JONES INDL AVERAGE78467X1093,264$1.4M0.67%
25J P MORGAN EXCHANGE TRADED F46641Q88613,226$1.4M0.63%
26PIMCO ETF TR72201R81713,414$1.3M0.60%
27VANGUARD SPECIALIZED FUNDS9219088446,148$1.3M0.58%
28META PLATFORMS INCMETA1,695$1.3M0.58%
29MICROSOFT CORPMSFT2,502$1.2M0.58%
30ISHARES TR46428986719,845$1.2M0.57%
31NVIDIA CORPORATIONNVDA7,592$1.2M0.55%
32ISHARES TR46428987525,528$1.2M0.54%
33SPDR S&P 500 ETF TRSPY1,876$1.2M0.54%
34ISHARES INC46428671535,860$1.2M0.54%
35GEN DIGITAL INCGENVR39,148$1.2M0.53%
36VANGUARD WORLD FD92204A7021,685$1.1M0.52%
37J P MORGAN EXCHANGE TRADED F46641Q77916,938$1.1M0.50%
38COLGATE PALMOLIVE COCL11,823$1.1M0.50%
39HOME DEPOT INCHD2,853$1.0M0.48%
40WILLIAMS SONOMA INCWSM6,068$991,2800.46%
41NEWMARKET CORPNEU1,409$973,6060.45%
42CUBESMARTCUBE22,269$946,4500.44%
43CITIGROUP INCC-PR11,077$942,9070.44%
44SYLVAMO CORPSLVM17,927$898,1320.42%
45LOCKHEED MARTIN CORPLMT1,919$888,8640.41%
46AUTOMATIC DATA PROCESSING INADP2,837$874,8480.40%
47CF INDS HLDGS INC1252691009,313$856,7580.40%
48QUALCOMM INCQCOM5,323$847,7030.39%
49EOG RES INCEOG7,016$839,2070.39%
50GENERAL DYNAMICS CORPGD2,796$815,3630.38%
51ISHARES TR46434V42320,715$798,3750.37%
52CSG SYS INTL INC12634910911,939$779,7560.36%
53ADT INC DELADT89,995$762,2540.35%
54LAMAR ADVERTISING CO NEWLAMR6,145$745,7250.35%
55PROCTER AND GAMBLE CO7427181094,643$739,7520.34%
56BANCO BILBAO VIZCAYA ARGENTABBVXF47,987$737,5680.34%
57SYSCO CORPSYY9,635$729,7350.34%
58J P MORGAN EXCHANGE TRADED F46641Q84515,973$726,5950.34%
59SERVICE CORP INTL8175651048,801$716,3650.33%
60SAPIENS INTL CORP N VG7T16G10324,436$714,7530.33%
61PROGRESSIVE CORP7433151032,627$700,9150.32%
62CABOT CORPCBT9,210$690,7390.32%
63MCGRATH RENTCORPMGRC5,937$688,4550.32%
64KFORCE INCKFRC16,622$683,6540.32%
65ISHARES INC46428678012,580$676,1780.31%
66NETFLIX INCNFLX500$669,5650.31%
67SUPER GROUP SGHC LIMITEDSGHC60,577$664,5280.31%
68ALPHABET INCGOOG3,758$662,3450.31%
69BANCO SANTANDER S.A.BCDRF79,672$661,2760.31%
70EXPONENT INCEXPO8,756$654,1410.30%
71NOVARTIS AGNVSEF5,371$649,9670.30%
72ARISTA NETWORKS INCANET6,274$641,8930.30%
73LLOYDS BANKING GROUP PLCLLOBF150,993$641,7190.30%
74ISHARES TR4642898597,688$641,1520.30%
75TEEKAY TANKERS LTDTNK15,357$640,7050.30%
76AMERICAN HEALTHCARE REIT INCAHR17,405$639,4530.30%
77SHELL PLCRYDAF9,036$636,2160.29%
78COLUMBIA SPORTSWEAR COCOLM10,407$635,6540.29%
79HCA HEALTHCARE INCHCA1,655$634,0810.29%
80NATWEST GROUP PLCRBSPF44,515$629,8860.29%
81RYANAIR HOLDINGS PLCRYAOF10,898$628,4750.29%
82ISHARES TR4642874657,026$628,0670.29%
83RELX PLCRLXXF11,501$624,9420.29%
84SELECT SECTOR SPDR TR81369Y8032,454$621,5110.29%
85ELI LILLY & COLLY796$620,7370.29%
86EXTRA SPACE STORAGE INCEXR4,158$613,0520.28%
87NMI HLDGS INCNMIH14,499$611,7130.28%
88PACKAGING CORP AMER6951561093,199$602,8970.28%
89UNION PAC CORPUNP2,619$602,5700.28%
90MOTOROLA SOLUTIONS INCMSI1,410$592,9510.27%
91ENI S P A26874R10817,936$581,4850.27%
92CAL MAINE FOODS INCCALM5,802$578,0340.27%
93SOUTHERN COPPER CORPSCCO5,703$576,9770.27%
94EMCOR GROUP INCEME1,074$574,7250.27%
95EBAY INC.EBAY7,707$573,8820.27%
96MATADOR RES COMTDR11,826$564,3400.26%
97KIMBERLY-CLARK CORPKMB4,360$562,1540.26%
98TIDEWATER INC NEWTDGMW12,183$562,0020.26%
99TELEFONICA S ATELFY105,560$552,0780.26%
100BARCLAYS PLCBCLYF29,687$551,8810.26%
101MASTERCARD INCORPORATEDMA982$551,7430.26%
102VIRTU FINL INC92825410112,258$549,0520.25%
103SAP SESAPGF1,796$546,0480.25%
104EQUINOR ASASTOHF21,603$543,0960.25%
105ONESPAN INCOSPN32,500$542,4250.25%
106ACCENTURE PLC IRELANDACN1,813$541,9580.25%
107GRAND CANYON ED INCLOPE2,853$539,2170.25%
108UNILEVER PLCUNLYF8,700$532,1560.25%
109UBS GROUP AGUBS15,719$531,6310.25%
110KLA CORPKLAC591$529,7460.25%
111LAMB WESTON HLDGS INCLW10,211$529,4400.24%
112CRH PLCCRH5,764$529,0930.24%
113ISHARES TR46429B6975,600$525,7160.24%
114GENERAL MLS INC37033410410,120$524,3040.24%
115JPMORGAN CHASE & CO.VYLD1,798$521,2140.24%
116CROCS INCCROX5,131$519,6680.24%
117SONY GROUP CORPSNEJF19,928$518,7150.24%
118HALLIBURTON COHAL25,413$517,9180.24%
119NOMURA HLDGS INCNRSCF77,802$511,9400.24%
120AMERICOLD REALTY TRUST INCCOLD30,665$509,9640.24%
121SIMON PPTY GROUP INC NEW8288061093,121$501,7970.23%
122KINSALE CAP GROUP INC49714P1081,036$501,4080.23%
123BP PLCBPPFF16,717$500,3390.23%
124COGNIZANT TECHNOLOGY SOLUTIOCTSH6,343$494,9440.23%
125ING GROEP N.V.INGVF22,558$493,3400.23%
126VODAFONE GROUP PLC NEW92857W30846,010$490,4680.23%
127HSBC HLDGS PLCHBCYF8,014$487,1760.23%
128BRITISH AMERN TOB PLC11044810710,242$484,7380.22%
129SELECT SECTOR SPDR TR81369Y7043,284$484,3850.22%
130GSK PLCGLAXF12,573$482,7910.22%
131ACI WORLDWIDE INCACIW10,361$475,6740.22%
132AMERICAN EAGLE OUTFITTERS INAEO48,764$469,1100.22%
133ISHARES TR4642875982,413$468,6320.22%
134BLOCK H & R INCBSQKZ8,502$466,6540.22%
135MITSUBISHI UFJ FINL GROUP IN60682210433,774$463,3830.21%
136ISHARES TR4642874082,362$461,5820.21%
137ASTRAZENECA PLCAZN6,532$456,4710.21%
138AMAZON COM INCAMZN2,074$454,9280.21%
139NATIONAL GRID PLCNMPWP6,083$452,6240.21%
140NOVO-NORDISK A SNONOF6,552$452,2140.21%
141MIZUHO FINANCIAL GROUP INCMZHOF79,994$444,7680.21%
142ANHEUSER BUSCH INBEV SA/NVBUDFF6,462$444,0760.21%
143SUMITOMO MITSUI FINL GROUP I86562M20929,310$442,8720.20%
144ELECTRONIC ARTS INCEA2,770$442,4150.20%
145LIBERTY MEDIA CORP DELFWONB4,640$440,5910.20%
146NETAPP INCNTAP4,123$439,3350.20%
147ABBVIE INCABBV2,356$437,3790.20%
148SELECT SECTOR SPDR TR81369Y6058,319$435,6850.20%
149CHUNGHWA TELECOM CO LTDCHT9,283$432,6790.20%
150SEA LTDSE2,682$428,9590.20%
151SELECT SECTOR SPDR TR81369Y4071,971$428,4310.20%
152MUELLER INDS INC6247561025,388$428,1850.20%
153SANOFISNYNF8,796$424,9350.20%
154COMFORT SYS USA INC199908104790$423,3380.20%
155TOTALENERGIES SETTE6,883$422,5470.20%
156NOKIA CORPNOKBF81,105$420,1240.19%
157STMICROELECTRONICS N VSTMEF13,496$410,4130.19%
158APPLIED MATLS INC0382221052,238$409,7270.19%
159BOOZ ALLEN HAMILTON HLDG CORBAH3,934$409,6720.19%
160CADENCE DESIGN SYSTEM INCCDNS1,323$407,6820.19%
161PRUDENTIAL PLCPUKPF16,269$407,0490.19%
162ARCELORMITTAL SA LUXEMBOURGARCXF12,840$405,5000.19%
163FORTINET INCFTNT3,834$405,3300.19%
164PIMCO ETF TR72201R7754,394$405,0390.19%
165KONINKLIJKE PHILIPS N VRYLPF16,771$402,1670.19%
166SELECT SECTOR SPDR TR81369Y1004,579$402,0800.19%
167SELECT SECTOR SPDR TR81369Y5064,730$401,1140.19%
168MEDPACE HLDGS INCMEDP1,264$396,7190.18%
169FAIR ISAAC CORPFICO215$393,0110.18%
170HONDA MOTOR LTDHNDAF13,314$383,8540.18%
171BHP GROUP LTDBHPLF7,896$379,7310.18%
172JOHNSON & JOHNSONJNJ2,457$375,3440.17%
173VANGUARD WORLD FD92204A1081,034$374,4860.17%
174ASML HOLDING N VASMLF462$370,2400.17%
175WISDOMTREE TRWT4,387$367,3920.17%
176ISHARES TR4642888105,859$367,0100.17%
177PERDOCEO ED CORPPRDO11,113$363,2980.17%
178BROADCOM INCAVGO1,316$362,7420.17%
179RIO TINTO PLCRTNTF6,155$359,0150.17%
180GENMAB A/SGNMSF17,348$358,4100.17%
181VISTRA CORPVST1,839$356,3720.16%
182TOYOTA MOTOR CORPTOYOF2,063$355,4460.16%
183ARGENX SEARGX642$353,8830.16%
184FISERV INCFISV2,001$344,9920.16%
185INTUITINTU435$342,9510.16%
186GRIFFON CORPGFF4,722$341,7420.16%
187TAKEDA PHARMACEUTICAL CO LTDTKPHF22,000$340,1240.16%
188CATALYST PHARMACEUTICALS INCCPRX15,481$335,9380.16%
189CAPITAL ONE FINL CORP14040H1051,577$335,5410.16%
190DIAGEO PLCDGEAF3,322$335,0180.16%
191SPDR GOLD TRGLD1,098$334,6300.15%
192LANTHEUS HLDGS INCLNTH4,071$333,2520.15%
193T-MOBILE US INCTMUSZ1,391$331,3840.15%
194CLEAR SECURE INCYOU11,812$327,8940.15%
195PALANTIR TECHNOLOGIES INCPLTR2,399$327,0320.15%
196SMITH & NEPHEW PLCSNNUF10,622$325,3650.15%
197EXLSERVICE HOLDINGS INCEXLS7,395$323,8270.15%
198BERKLEY W R CORPWRB-PH4,392$322,6730.15%
199AUTODESK INCADSK1,027$317,9280.15%
200APPLIED INDL TECHNOLOGIES IN03820C1051,364$317,0620.15%
201VANGUARD INDEX FDS9229085381,112$316,2420.15%
202HARMONY BIOSCIENCES HLDGS INHRMY9,981$315,4000.15%
203HALOZYME THERAPEUTICS INCHALO6,047$314,5650.15%
204AMGEN INCAMGN1,115$311,3190.14%
205CORVEL CORPCRVL2,999$308,2370.14%
206DECKERS OUTDOOR CORPDECK2,988$307,9730.14%
207ISHARES TR4642884142,924$305,5000.14%
208WALMART INCWMT3,116$304,6980.14%
209SELECT SECTOR SPDR TR81369Y2092,251$303,3550.14%
210EXELIXIS INCEXEL6,823$300,7240.14%
211ORACLE CORPORCL-PD1,364$298,1150.14%
212PAYLOCITY HLDG CORPPCTY1,640$297,1520.14%
213A10 NETWORKS INCATEN15,285$295,7550.14%
214EXXON MOBIL CORPXOM2,708$291,9190.14%
215INSTALLED BLDG PRODS INC45780R1011,604$289,2670.13%
216DOXIMITY INCDOCS4,662$285,9670.13%
217LINCOLN ELEC HLDGS INC5339001061,371$284,1870.13%
218INVESCO QQQ TRIVZ513$282,8290.13%
219ALTRIA GROUP INCMO4,765$279,3750.13%
220UNITED AIRLS HLDGS INCUNTCW3,479$277,0330.13%
221VANGUARD WORLD FD92204A603984$275,5120.13%
222ZEBRA TECHNOLOGIES CORPORATIZBRA889$274,1320.13%
223EXPEDIA GROUP INCEXPE1,623$273,8350.13%
224PUBLIC STORAGE OPER COPSA-PS932$273,6070.13%
225PAYPAL HLDGS INCPYPL3,672$272,9030.13%
226ADOBE INCADBE702$271,5900.13%
227FEDERATED HERMES INCFHI6,025$267,0140.12%
228RESMED INCRSMDF1,032$266,1660.12%
229VISA INCV749$266,0500.12%
230QUALYS INCQLYS1,853$264,7380.12%
231REPUBLIC SVCS INC7607591001,061$261,6530.12%
232F5 INCFFIV888$261,3560.12%
233TESLA INCTSLA820$260,3820.12%
234VERISK ANALYTICS INCVRSK835$260,1390.12%
235VERTIV HOLDINGS COVRT2,000$256,8200.12%
236ROLLINS INCROL4,544$256,3720.12%
237APPFOLIO INCAPPF1,109$255,3810.12%
238WEATHERFORD INTL PLCG488331185,073$255,2260.12%
239BADGER METER INCBMI1,039$254,5350.12%
240J P MORGAN EXCHANGE TRADED F46641Q3324,477$254,5320.12%
241VANGUARD INDEX FDS922908736579$253,8340.12%
242BROADRIDGE FINL SOLUTIONS IN11133T1031,043$253,4800.12%
243ISHARES TR46435G4251,866$252,4700.12%
244COCA COLA CONS INCCOKE2,261$252,4430.12%
245GLOBUS MED INCGMED4,274$252,2510.12%
246GODADDY INCGDDY1,397$251,5440.12%
247DOMINOS PIZZA INCDPZ556$250,6970.12%
248PRIMERICA INCPRI910$249,0400.12%
249ISHARES TR4642872345,151$248,4840.11%
250UNITI GROUP INCUNIT56,767$245,2350.11%
251PROG HOLDINGS INCPRG8,287$243,2300.11%
252BRADY CORPBRC3,567$242,4530.11%
253TYLER TECHNOLOGIES INCTYL406$240,6930.11%
254BIONTECH SEBNTX2,250$239,5580.11%
255VERRA MOBILITY CORPVRRM9,434$239,5290.11%
256EVERTEC INCEVTC6,621$238,6870.11%
257SELECT SECTOR SPDR TR81369Y3082,924$236,7240.11%
258ETSY INCETSY4,697$235,6020.11%
259GARTNER INCIT581$234,8520.11%
260TANGER INCSKT7,666$234,4230.11%
261ERIE INDTY CO29530P102674$233,7360.11%
262ISHARES TR4642874731,755$231,9160.11%
263FRANKLIN ELEC INCFELE2,563$230,0060.11%
264ISHARES TR4642877051,860$229,8590.11%
265CHEMED CORP NEWCHE466$226,9300.11%
266INVENTRUST PPTYS CORP46124J2018,247$225,9680.10%
267BATH & BODY WORKS INCBBWI7,541$225,9430.10%
268YELP INCYELP6,586$225,7020.10%
269ADMA BIOLOGICS INCADMA12,153$221,3060.10%
270MAPLEBEAR INCCART4,874$220,5000.10%
271VANGUARD WORLD FD92204A2071,001$219,2730.10%
272RLI CORPRLI3,014$217,6510.10%
273ISHARES TR4642878871,633$217,2540.10%
274EQUITY LIFESTYLE PPTYS INC29472R1083,506$216,1850.10%
275DOCUSIGN INCDOCU2,767$215,5220.10%
276INTERNATIONAL BUSINESS MACHSINTR727$214,2640.10%
277SEMPRASREA2,804$212,4590.10%
278CATERPILLAR INCCAT534$207,4560.10%
279PAYCHEX INCPAYX1,419$206,4530.10%
280INTERDIGITAL INCIDCC893$200,3030.09%
281CASSAVA SCIENCES INC14817C10764,975$117,6040.05%