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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 17 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RIOT RIOT PLATFORMS INC Financial Services 12,837.0 $163K 0.01% +2K +17.8% $12.67 +93.3%
322 PTEN PATTERSON-UTI ENERGY INC Energy 22,647.0 $138K 0.00% +2K +8.7% $6.11 +101.5%
323 CMTG CLAROS MTG TR INC Real Estate 35,671.0 $109K 0.00% +4K +10.9% $3.06 -29.7%
324 ALIT ALIGHT INC Technology 50,366.0 $98K 0.00% +3K +6.6% $1.95 -58.1%
325 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 23,486.0 $44K 0.00% +2K +8.4% $1.87 -34.8%
Page 17 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%