Gallo Partners, LP Portfolio Holdings

Gallo Partners, LP

  • $153 Billion
  • Q2 2025

Gallo Partners, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Comfort Systems Usa Inc with a value of $7.96B, Republic Services, Inc. with a value of $7.65B, Quanta Services, Inc. with a value of $7.42B, Emcor Group, Inc. with a value of $7.38B, and Parker Hannifin Corp with a value of $7.22B.

Examining the 13F form we can see an increase of $2.54B in the current position value, from $150B to 153B.

Gallo Partners, LP is based out at Bloomfield, NJ

Below you can find more details about Gallo Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
Industrials: $81.4 Billion
Utilities: $25.3 Billion
Energy: $11 Billion
Basic Materials: $8.61 Billion
Financial Services: $3.4 Billion
Real Estate: $2.81 Billion
Consumer Cyclical: $2.43 Billion
ETFs: $2.23 Billion
Other: $2.25 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.7B
$7.96 Billion 5.21% of portfolio
14,843
Q2 2025 New
$73.8B
$7.65 Billion 5.0% of portfolio
31,009
Q2 2025 Added 77.59%
$56B
$7.42 Billion 4.85% of portfolio
19,629
Q2 2025 Added 86.93%
$30.2B
$7.38 Billion 4.83% of portfolio
13,801
Q2 2025 New
$96.6B
$7.22 Billion 4.73% of portfolio
10,343
Q2 2025 Added 45.37%
$23.2B
$6.3 Billion 4.12% of portfolio
40,864
Q2 2025 New
$22.7B
$6.01 Billion 3.93% of portfolio
26,958
Q2 2025 New
$27.1B
$4.93 Billion 3.22% of portfolio
37,184
Q2 2025 New
$306B
$4.79 Billion 3.13% of portfolio
18,619
Q2 2025 Reduced 30.82%
$27.2B
$4.18 Billion 2.74% of portfolio
123,478
Q2 2025 Added 240.27%
$64.2B
$4.05 Billion 2.65% of portfolio
14,362
Q2 2025 New
$75.1B
$4 Billion 2.61% of portfolio
21,477
Q2 2025 Reduced 36.43%
$4.78B
$3.98 Billion 2.6% of portfolio
42,516
Q2 2025 New
$87.2B
$3.58 Billion 2.34% of portfolio
18,457
Q2 2025 New
$76.5B
$3.5 Billion 2.29% of portfolio
2,301
Q2 2025 New
$43.8B
$3.4 Billion 2.22% of portfolio
40,401
Q2 2025 New
$18.8B
$3.26 Billion 2.14% of portfolio
55,976
Q2 2025 Added 63.72%
$10B
$3.2 Billion 2.09% of portfolio
29,132
Q2 2025 New
$64.4B
$3.19 Billion 2.08% of portfolio
12,444
Q2 2025 New
$7.92B
$3.12 Billion 2.04% of portfolio
11,396
Q2 2025 New
$94.5B
$3.06 Billion 2.0% of portfolio
6,092
Q2 2025 Reduced 36.19%
$19B
$2.81 Billion 1.84% of portfolio
109,306
Q2 2025 New
$10.4B
$2.61 Billion 1.71% of portfolio
22,324
Q2 2025 Reduced 7.62%
$4.47B
$2.59 Billion 1.7% of portfolio
46,874
Q2 2025 New
$135B
$2.53 Billion 1.66% of portfolio
11,010
Q2 2025 New
$7.39B
$2.13 Billion 1.39% of portfolio
21,626
Q2 2025 New
$8.05B
$2.06 Billion 1.35% of portfolio
56,289
Q2 2025 New
$63.6B
$2.05 Billion 1.34% of portfolio
2,723
Q2 2025 New
$5.63B
$2 Billion 1.31% of portfolio
8,151
Q2 2025 Reduced 12.11%
$14.5B
$1.98 Billion 1.3% of portfolio
15,713
Q2 2025 New
$39.6B
$1.99 Billion 1.3% of portfolio
29,269
Q2 2025 Reduced 41.53%
$6B
$1.97 Billion 1.29% of portfolio
86,994
Q2 2025 New
$9.34B
$1.75 Billion 1.15% of portfolio
7,600
Q2 2025 New
$1.94B
$1.36 Billion 0.89% of portfolio
48,008
Q2 2025 New
$2.11B
$1.23 Billion 0.8% of portfolio
9,354
Q2 2025 New
$141B
$918 Million 0.6% of portfolio
13,231
Q2 2025 New
$21.8B
$565 Million 0.37% of portfolio
17,758
Q2 2025 Reduced 70.1%
$182B
$345 Million 0.23% of portfolio
654
Q2 2025 Reduced 94.84%
$6.4B
$298 Million 0.2% of portfolio
3,308
Q2 2025 New
$439B
$256 Million 0.17% of portfolio
259
Q2 2025 Reduced 89.42%
$12.7B
$225 Million 0.15% of portfolio
1,569
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $153 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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