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Portfolio (Quarterly) Guide ↗

Gallagher Fiduciary Advisors, LLC

· CIK 0001527781
13F Portfolio $3.1B AUM 331 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 205 Added 52 Reduced 5 Exited
Page 2 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HDV ISHARES TR 43,534.0 $5.3M 0.17% +3K +6.9% $121.61 -77.0%
22 IUSB ISHARES TR 94,475.0 $4.4M 0.14% +74K +360.6% $46.54 -1.4%
23 BUFQ FIRST TR EXCHNG TRADED FD VI 121,597.0 $4.4M 0.14% +34K +38.8% $35.84 +8.8%
24 IVV ISHARES TR 6,355.0 $4.4M 0.14% +64.0 +1.0% $684.99 +9.4%
25 SGOV ISHARES TR 39,405.0 $4.0M 0.13% +19K +96.7% $100.38 +0.2%
26 MTUM ISHARES TR 15,754.0 $3.9M 0.13% +2K +13.9% $250.31 +21.3%
27 FPE FIRST TR EXCH TRADED FD III 215,131.0 $3.9M 0.13% +159K +284.4% $18.22 -1.6%
28 NVDA NVIDIA CORPORATION Technology 19,828.0 $3.7M 0.12% +667.0 +3.5% $186.50 +15.5%
29 SHY ISHARES TR 40,948.0 $3.4M 0.11% +15K +57.8% $82.82 -0.8%
30 QUAL ISHARES TR 16,377.0 $3.3M 0.10% +11K +192.1% $198.62 +7.9%
31 PALC PACER FDS TR 62,212.0 $3.2M 0.10% +6K +10.2% $52.24 +7.8%
32 FIW FIRST TR EXCHANGE-TRADED FD 25,144.0 $2.7M 0.09% +5K +24.9% $108.64 -5.9%
33 FBND FIDELITY MERRIMACK STR TR 57,123.0 $2.6M 0.09% +5K +9.0% $46.04 -1.4%
34 XOM EXXON MOBIL CORP Energy 20,856.0 $2.5M 0.08% +491.0 +2.4% $120.34 +28.7%
35 MSFT MICROSOFT CORP Technology 4,777.0 $2.3M 0.07% +111.0 +2.4% $483.64 -13.5%
36 AMZN AMAZON COM INC Consumer Cyclical 9,488.0 $2.2M 0.07% +57.0 +0.6% $230.82 +15.4%
37 JPM JPMORGAN CHASE & CO. Financial Services 6,792.0 $2.2M 0.07% +227.0 +3.5% $322.20 -4.9%
38 FESM FIDELITY COVINGTON TRUST 57,711.0 $2.2M 0.07% +4K +8.1% $37.78 +18.6%
39 BERKSHIRE HATHAWAY INC DEL 3,535.0 $1.8M 0.06% +472.0 +15.4% $502.58
40 VOO VANGUARD INDEX FDS 2,624.0 $1.6M 0.05% +135.0 +5.4% $627.16 +9.3%
Page 2 of 11  ·  205 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 60.4%
Utilities 14.1%
Industrials 12.9%
Real Estate 6.8%
Financial Services 3.1%
Technology 0.9%
Healthcare 0.5%
Basic Materials 0.5%
Communication Services 0.3%
Energy 0.3%