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Portfolio (Quarterly) Guide ↗

Gallagher Fiduciary Advisors, LLC

· CIK 0001527781
13F Portfolio $2.7B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 306 New
Page 10 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWO ISHARES TR 1,423.0 $455K 0.02% NEW $320.08 +16.3%
182 RF REGIONS FINANCIAL CORP NEW Financial Services 17,210.0 $454K 0.02% NEW $26.37 +5.5%
183 AGIO AGIOS PHARMACEUTICALS INC Healthcare 11,260.0 $452K 0.02% NEW $40.14 -29.9%
184 AES AES CORP Utilities 34,116.0 $449K 0.02% NEW $13.16 +11.5%
185 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,263.0 $447K 0.02% NEW $197.73 -4.6%
186 INNOVATOR ETFS TRUST 17,245.0 $447K 0.02% NEW $25.92
187 DAN DANA INC Consumer Cyclical 22,166.0 $444K 0.02% NEW $20.04 +70.5%
188 WD WALKER & DUNLOP INC Financial Services 5,297.0 $443K 0.02% NEW $83.61 -39.8%
189 EMR EMERSON ELEC CO Industrials 3,350.0 $439K 0.02% NEW $131.19 +4.0%
190 OMC OMNICOM GROUP INC Communication Services 5,372.0 $438K 0.02% NEW $81.53 -8.1%
191 MTH MERITAGE HOMES CORP Consumer Cyclical 6,044.0 $438K 0.02% NEW $72.43 -11.3%
192 SPG SIMON PPTY GROUP INC NEW Real Estate 2,331.0 $437K 0.02% NEW $187.65 +8.9%
193 NGG NATIONAL GRID PLC Utilities 5,978.0 $434K 0.02% NEW $72.67 +19.2%
194 GPC GENUINE PARTS CO Consumer Cyclical 3,132.0 $434K 0.02% NEW $138.62 -29.4%
195 TFC TRUIST FINL CORP Financial Services 9,281.0 $424K 0.02% NEW $45.72 +5.8%
196 SJM SMUCKER J M CO Consumer Defensive 3,891.0 $423K 0.02% NEW $108.61 -4.8%
197 COLB COLUMBIA BKG SYS INC Financial Services 16,378.0 $422K 0.01% NEW $25.74 +15.5%
198 CEG CONSTELLATION ENERGY CORP Utilities 1,267.0 $417K 0.01% NEW $329.04 -10.6%
199 UGI UGI CORP NEW Utilities 12,512.0 $416K 0.01% NEW $33.26 +7.2%
200 FOCT FIRST TR EXCHNG TRADED FD VI 8,692.0 $413K 0.01% NEW $47.51 +9.2%
Page 10 of 16  ·  306 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 62.9%
Utilities 13.8%
Industrials 11.4%
Real Estate 6.8%
Financial Services 2.4%
Technology 0.8%
Basic Materials 0.5%
Healthcare 0.4%
Communication Services 0.3%
Energy 0.3%