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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 10 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PYLD PIMCO ETF TR 18,797.0 $502K 0.02% +7K +57.4% $26.68 -1.3%
182 RF REGIONS FINANCIAL CORP NEW Financial Services 18,492.0 $501K 0.02% +1K +7.5% $27.10 +2.7%
183 YLD PRINCIPAL EXCHANGE TRADED FD 26,310.0 $500K 0.02% +10K +59.8% $19.01 -0.0%
184 PRAA PRA GROUP INC Financial Services 28,237.0 $500K 0.02% +3K +9.7% $17.69 -17.2%
185 PEP PEPSICO INC Consumer Defensive 3,478.0 $499K 0.02% -25.0 -0.7% $143.54 +4.9%
186 JAJL INNOVATOR ETFS TRUST 17,103.0 $497K 0.02% $29.06 +2.3%
187 GSEP FIRST TR EXCHNG TRADED FD VI 12,808.0 $496K 0.02% -15K -53.8% $38.74 +4.8%
188 PLD PROLOGIS INC. Real Estate 3,861.0 $493K 0.02% -524.0 -11.9% $127.66 +14.3%
189 AES AES CORP Utilities 34,110.0 $489K 0.02% $14.34 +2.4%
190 THRO BLACKROCK ETF TRUST 12,630.0 $487K 0.02% +329.0 +2.7% $38.56 +10.7%
191 INNOVATOR ETFS TRUST 18,575.0 $487K 0.02% +1K +7.7% $26.20
192 SHV ISHARES TR 4,345.0 $479K 0.02% $110.16 +0.1%
193 MFC MANULIFE FINL CORP Financial Services 13,180.0 $478K 0.01% $36.28 +6.2%
194 EMR EMERSON ELEC CO Industrials 3,586.0 $476K 0.01% +236.0 +7.0% $132.70 +2.8%
195 BAI BLACKROCK ETF TRUST 14,272.0 $475K 0.01% +849.0 +6.3% $33.30 +43.6%
196 TPH TRI POINTE HOMES INC Consumer Cyclical 15,045.0 $473K 0.01% +1K +7.5% $31.47 +49.2%
197 GOOG ALPHABET INC Communication Services 1,502.0 $471K 0.01% +74.0 +5.2% $313.82 +20.9%
198 UGI UGI CORP NEW Utilities 12,554.0 $470K 0.01% $37.43 -4.8%
199 CEG CONSTELLATION ENERGY CORP Utilities 1,326.0 $468K 0.01% +59.0 +4.7% $353.18 -16.7%
200 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,282.0 $463K 0.01% +19.0 +0.8% $203.09 -7.1%
Page 10 of 17  ·  325 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%