Stock Taper 
GALLO PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 177 | $402.45K |
 Parker-Hannifin Corporation | PH | 547 | $535.03K |
 Carpenter Technology Corporation | CRS | 780 | $481.14K |
 MYR Group Inc. | MYRG | 1.3K | $653.02K |
 Comfort Systems USA, Inc. | FIX | 1.95K | $3.86M |
 GE Aerospace | GE | 2.14K | $800.15K |
 EnPro Industries, Inc. | NPO | 2.65K | $998.87K |
 Caterpillar Inc. | CAT | 2.78K | $2.96M |
 ATI Inc. | ATI | 2.97K | $586.18K |
 Moog Inc. | MOG-A | 3.83K | $1.62M |
 J.B. Hunt Transport Services, Inc. | JBHT | 4.11K | $1.19M |
 Amazon.com, Inc. | AMZN | 4.19K | $999.12K |
 RBC Bearings Incorporated | RBC | 4.36K | $2.81M |
 Hut 8 Corp. | HUT | 4.74K | $547.33K |
 Applied Optoelectronics, Inc. | AAOI | 4.83K | $715.02K |
 Granite Construction Incorporated | GVA | 4.9K | $775.07K |
 NVIDIA Corporation | NVDA | 5.04K | $1.01M |
 MasTec, Inc. | MTZ | 5.18K | $2.16M |
 Clean Harbors, Inc. | CLH | 5.97K | $1.78M |
 D.R. Horton, Inc. | DHI | 6.04K | $984.28K |