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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 6 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHF SCHWAB STRATEGIC TR 26,052.0 $626K 0.02% +4K +19.6% $24.04 +13.4%
102 SCHA SCHWAB STRATEGIC TR 21,295.0 $606K 0.02% +2K +8.3% $28.48 +17.0%
103 GAPR FIRST TR EXCHNG TRADED FD VI 15,165.0 $606K 0.02% +495.0 +3.4% $39.99 +3.6%
104 TMP TOMPKINS FINL CORP Financial Services 8,225.0 $596K 0.02% +578.0 +7.6% $72.52 +18.3%
105 SPYV SPDR SERIES TRUST 10,495.0 $596K 0.02% +3K +43.1% $56.81 +7.5%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 3,707.0 $595K 0.02% +236.0 +6.8% $160.41 +17.8%
107 OGS ONE GAS INC Utilities 7,542.0 $583K 0.02% +532.0 +7.6% $77.25 +6.8%
108 ANGO ANGIODYNAMICS INC Healthcare 44,899.0 $577K 0.02% +4K +10.0% $12.84 -7.2%
109 STE STERIS PLC Healthcare 2,253.0 $571K 0.02% +72.0 +3.3% $253.55 -14.6%
110 SPHY SPDR SERIES TRUST 24,017.0 $568K 0.02% +494.0 +2.1% $23.67 -1.1%
111 DAN DANA INC Consumer Cyclical 23,918.0 $568K 0.02% +2K +7.9% $23.76 +43.8%
112 CIM CHIMERA INVT CORP Real Estate 45,268.0 $563K 0.02% +4K +9.4% $12.43 +6.7%
113 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,429.0 $562K 0.02% +66.0 +4.8% $393.37 -17.1%
114 ES EVERSOURCE ENERGY Utilities 8,285.0 $558K 0.02% +342.0 +4.3% $67.33 +4.0%
115 PRU PRUDENTIAL FINL INC Financial Services 4,840.0 $546K 0.02% +286.0 +6.3% $112.88 -7.8%
116 USB US BANCORP DEL Financial Services 10,075.0 $538K 0.02% +255.0 +2.6% $53.36 +2.8%
117 SPGI S&P GLOBAL INC Financial Services 1,027.0 $537K 0.02% +65.0 +6.8% $522.76 -20.1%
118 DTE DTE ENERGY CO Utilities 4,116.0 $531K 0.02% +281.0 +7.3% $128.97 +12.7%
119 LUMN LUMEN TECHNOLOGIES INC Communication Services 68,130.0 $529K 0.02% +5K +7.8% $7.77 +21.1%
120 FIRST TR EXCHNG TRADED FD VI 15,855.0 $521K 0.02% +8K +93.9% $32.87
Page 6 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%