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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 15 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DHR DANAHER CORPORATION Healthcare 1,207.0 $276K 0.01% +49.0 +4.2% $228.93 -24.9%
282 NFLX NETFLIX INC Communication Services 2,911.0 $273K 0.01% +3K +947.1% $93.76 -5.5%
283 IWD ISHARES TR 1,291.0 $271K 0.01% NEW $210.30 +12.4%
284 BA BOEING CO Industrials 1,242.0 $270K 0.01% +80.0 +6.9% $217.03 +0.9%
285 ZD ZIFF DAVIS INC Communication Services 7,644.0 $269K 0.01% +432.0 +6.0% $35.15 +24.3%
286 APG API GROUP CORP Industrials 7,013.0 $268K 0.01% -676.0 -8.8% $38.26 +8.8%
287 TLT ISHARES TR 2,971.0 $259K 0.01% +610.0 +25.8% $87.16 -2.8%
288 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 29,242.0 $256K 0.01% +4K +16.6% $8.76 -32.8%
289 FIRST TR EXCHNG TRADED FD VI 8,015.0 $255K 0.01% $31.81
290 ARCC ARES CAPITAL CORP Financial Services 12,333.0 $249K 0.01% NEW $20.23 -8.1%
291 CLS CELESTICA INC Technology 842.0 $249K 0.01% +29.0 +3.6% $295.61 +24.3%
292 XLV SELECT SECTOR SPDR TR 1,602.0 $248K 0.01% NEW $154.80 -3.2%
293 TROW PRICE T ROWE GROUP INC Financial Services 2,380.0 $244K 0.01% +151.0 +6.8% $102.37 +1.0%
294 FEBW AIM ETF PRODUCTS TRUST 7,075.0 $240K 0.01% $33.96 +4.1%
295 UAUG INNOVATOR ETFS TRUST 6,009.0 $240K 0.01% $39.92 +4.4%
296 INNOVATOR ETFS TRUST 11,659.0 $240K 0.01% $20.55
297 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,634.0 $240K 0.01% $146.58 -11.3%
298 XLC SELECT SECTOR SPDR TR 2,024.0 $238K 0.01% +270.0 +15.4% $117.72 -1.9%
299 NOBL PROSHARES TR 2,257.0 $235K 0.01% $104.07 +3.6%
300 AEP AMERICAN ELEC PWR CO INC Utilities 2,029.0 $234K 0.01% +32.0 +1.6% $115.30 +14.1%
Page 15 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%