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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 16 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IJS ISHARES TR 2,048.0 $233K 0.01% $113.74 +13.8%
302 AMRC AMERESCO INC Industrials 7,889.0 $231K 0.01% +1K +18.0% $29.29 +8.5%
303 FIRST TR EXCHNG TRADED FD VI 6,933.0 $226K 0.01% NEW $32.65
304 FIRST TR EXCHNG TRADED FD VI 6,880.0 $226K 0.01% NEW $32.85
305 XLY SELECT SECTOR SPDR TR 1,892.0 $226K 0.01% NEW $119.42 -0.2%
306 IAU ISHARES GOLD TR Financial Services 2,772.0 $225K 0.01% NEW $81.16 +4.5%
307 SWK STANLEY BLACK & DECKER INC Industrials 3,028.0 $225K 0.01% +204.0 +7.2% $74.27 +2.9%
308 CRWD CROWDSTRIKE HLDGS INC Technology 472.0 $221K 0.01% -3.0 -0.6% $468.76 +41.5%
309 AVGO BROADCOM INC Technology 639.0 $221K 0.01% NEW $345.84 +19.7%
310 IJR ISHARES TR 1,835.0 $220K 0.01% $120.15 +14.4%
311 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,719.0 $218K 0.01% +27.0 +1.0% $80.29 -1.0%
312 FVD FIRST TR EXCHANGE-TRADED FD 4,698.0 $216K 0.01% +67.0 +1.4% $46.08 +4.0%
313 BLK BLACKROCK INC Financial Services 202.0 $216K 0.01% $1068.53 +0.4%
314 FCX FREEPORT-MCMORAN INC Basic Materials 4,238.0 $215K 0.01% NEW $50.79 +22.0%
315 DE DEERE & CO Industrials 450.0 $209K 0.01% NEW $465.20 +13.7%
316 HAL HALLIBURTON CO Energy 7,356.0 $208K 0.01% NEW $28.26 +46.8%
317 INNOVATOR ETFS TRUST 7,569.0 $203K 0.01% $26.84
318 XLI SELECT SECTOR SPDR TR 1,304.0 $202K 0.01% NEW $155.10 +10.8%
319 KOS KOSMOS ENERGY LTD Energy 198,721.0 $180K 0.01% +24K +14.0% $0.91 +233.9%
320 NEOG NEOGEN CORP Healthcare 24,570.0 $172K 0.01% +2K +11.1% $6.99 +27.3%
Page 16 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%