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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 13 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CAT CATERPILLAR INC Industrials 676.0 $323K 0.01% NEW $477.41 +84.3%
242 PYLD PIMCO ETF TR 11,940.0 $320K 0.01% NEW $26.84 -1.9%
243 YLD PRINCIPAL EXCHANGE TRADED FD 16,465.0 $320K 0.01% NEW $19.45 -2.3%
244 INVH INVITATION HOMES INC Real Estate 10,852.0 $318K 0.01% NEW $29.33 -0.1%
245 GJAN FIRST TR EXCHNG TRADED FD VI 7,568.0 $315K 0.01% NEW $41.67 +7.4%
246 CRC CALIFORNIA RES CORP Energy 5,899.0 $314K 0.01% NEW $53.18 +16.7%
247 AVNT AVIENT CORPORATION Basic Materials 9,398.0 $310K 0.01% NEW $32.95 +4.1%
248 MRVL MARVELL TECHNOLOGY INC Technology 3,606.0 $303K 0.01% NEW $84.08 +133.5%
249 COP CONOCOPHILLIPS Energy 3,170.0 $300K 0.01% NEW $94.58 +27.4%
250 GFEB FIRST TR EXCHNG TRADED FD VI 7,383.0 $300K 0.01% NEW $40.57 +7.9%
251 INTC INTEL CORP Technology 8,913.0 $299K 0.01% NEW $33.55 +257.2%
252 MARM FIRST TR EXCHNG TRADED FD VI 9,133.0 $298K 0.01% NEW $32.60 +4.4%
253 AMD ADVANCED MICRO DEVICES INC Technology 1,838.0 $297K 0.01% NEW $161.79 +189.0%
254 MQ MARQETA INC Technology 56,175.0 $297K 0.01% NEW $5.28 -24.8%
255 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,634.0 $292K 0.01% NEW $178.73 -27.3%
256 KOS KOSMOS ENERGY LTD Energy 174,312.0 $289K 0.01% NEW $1.66 +82.5%
257 CARR CARRIER GLOBAL CORPORATION Industrials 4,840.0 $289K 0.01% NEW $59.70 +5.8%
258 DD DUPONT DE NEMOURS INC Basic Materials 3,648.0 $284K 0.01% NEW $77.90 -38.2%
259 SCHW SCHWAB CHARLES CORP Financial Services 2,910.0 $278K 0.01% NEW $95.46 -5.6%
260 AVEM AMERICAN CENTY ETF TR 3,697.0 $278K 0.01% NEW $75.11 +23.9%
Page 13 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%