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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 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 13,720.0 $980K 0.03% -1K -7.5% $71.41 +10.1%
22 GOOGL ALPHABET INC Communication Services 3,066.0 $960K 0.03% -153.0 -4.8% $312.97 +22.4%
23 PFE PFIZER INC Healthcare 32,610.0 $812K 0.03% -278.0 -0.8% $24.90 +4.0%
24 MRK MERCK & CO INC Healthcare 7,357.0 $774K 0.03% -426.0 -5.5% $105.26 +16.3%
25 WFC WELLS FARGO CO NEW Financial Services 7,484.0 $698K 0.02% -66.0 -0.9% $93.20 -18.0%
26 SCHX SCHWAB STRATEGIC TR 21,519.0 $579K 0.02% -464.0 -2.1% $26.91 +9.0%
27 GMAR FIRST TR EXCHNG TRADED FD VI 12,977.0 $531K 0.02% -85.0 -0.7% $40.94 +7.5%
28 UPS UNITED PARCEL SERVICE INC Industrials 5,258.0 $522K 0.02% -306.0 -5.5% $99.19 +1.8%
29 PEP PEPSICO INC Consumer Defensive 3,478.0 $499K 0.02% -25.0 -0.7% $143.54 +4.9%
30 GSEP FIRST TR EXCHNG TRADED FD VI 12,808.0 $496K 0.02% -15K -53.8% $38.74 +4.8%
31 PLD PROLOGIS INC. Real Estate 3,861.0 $493K 0.02% -524.0 -11.9% $127.66 +14.3%
32 SHEL SHELL PLC Energy 6,291.0 $462K 0.01% -154.0 -2.4% $73.48 +16.6%
33 NGG NATIONAL GRID PLC Utilities 5,932.0 $459K 0.01% -46.0 -0.8% $77.35 +12.0%
34 UNH UNITEDHEALTH GROUP INC Healthcare 1,362.0 $450K 0.01% -93.0 -6.4% $330.13 +17.7%
35 IWO ISHARES TR 1,388.0 $448K 0.01% -35.0 -2.5% $323.11 +15.2%
36 COLB COLUMBIA BKG SYS INC Financial Services 16,036.0 $448K 0.01% -342.0 -2.1% $27.95 +6.4%
37 TFC TRUIST FINL CORP Financial Services 9,060.0 $446K 0.01% -221.0 -2.4% $49.21 -1.7%
38 OMC OMNICOM GROUP INC Communication Services 5,258.0 $425K 0.01% -114.0 -2.1% $80.75 -7.2%
39 TGT TARGET CORP Consumer Defensive 4,279.0 $418K 0.01% -241.0 -5.3% $97.75 +28.5%
40 EIX EDISON INTL Utilities 6,962.0 $418K 0.01% -378.0 -5.2% $60.02 +18.6%
Page 2 of 3  ·  52 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%