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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 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FCX FREEPORT-MCMORAN INC Basic Materials 4,238.0 $215K 0.01% NEW $50.79 +22.0%
22 DE DEERE & CO Industrials 450.0 $209K 0.01% NEW $465.20 +13.7%
23 HAL HALLIBURTON CO Energy 7,356.0 $208K 0.01% NEW $28.26 +46.8%
24 XLI SELECT SECTOR SPDR TR 1,304.0 $202K 0.01% NEW $155.10 +10.8%
Page 2 of 2  ·  24 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%