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 Market Cap. of $10 Billions to $200 Billions
