Institutional Manager · CIK 0002015727
Gallo Partners, LP
BLOOMFIELD, NJ · File #028-25341
Latest AUM
$113.4M
Positions
36
Top-10 Concentration
47.1%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287655 | 28,910 | $7.1M | 6.28% |
| 2 | EMBRAER S.A. | EMBJ | 90,224 | $5.8M | 5.12% |
| 3 | PARKER-HANNIFIN CORP | PH | 6,351 | $5.6M | 4.92% |
| 4 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 116,955 | $5.4M | 4.80% |
| 5 | AMERICAN ELEC PWR CO INC | 025537101 | 47,139 | $5.4M | 4.80% |
| 6 | S&P GLOBAL INC | SPGI | 10,334 | $5.4M | 4.76% |
| 7 | DONALDSON INC | DCI | 59,871 | $5.3M | 4.68% |
| 8 | AMPHENOL CORP NEW | 032095101 | 35,315 | $4.8M | 4.21% |
| 9 | HOWMET AEROSPACE INC | HWM | 20,823 | $4.3M | 3.77% |
| 10 | PENTAIR PLC | PNR | 40,980 | $4.3M | 3.76% |
| 11 | COMFORT SYS USA INC | 199908104 | 4,462 | $4.2M | 3.67% |
| 12 | ACUITY INC | AYI | 11,084 | $4.0M | 3.52% |
| 13 | MYR GROUP INC DEL | MYRG | 17,956 | $3.9M | 3.46% |
| 14 | CUMMINS INC | CMI | 6,995 | $3.6M | 3.15% |
| 15 | GENERAL MTRS CO | 37045V100 | 43,411 | $3.5M | 3.11% |
| 16 | CATERPILLAR INC | CAT | 6,140 | $3.5M | 3.10% |
| 17 | CURTISS WRIGHT CORP | CW | 6,230 | $3.4M | 3.03% |
| 18 | XPO INC | XPO | 23,684 | $3.2M | 2.84% |
| 19 | CONSTRUCTION PARTNERS INC | ROAD | 26,647 | $2.9M | 2.55% |
| 20 | MARTIN MARIETTA MATLS INC | 573284106 | 4,460 | $2.8M | 2.45% |