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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 3 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IUSB ISHARES TR 94,475.0 $4.4M 0.14% +74K +360.6% $46.54 -1.4%
42 BUFQ FIRST TR EXCHNG TRADED FD VI 121,597.0 $4.4M 0.14% +34K +38.8% $35.84 +8.8%
43 IVV ISHARES TR 6,355.0 $4.4M 0.14% +64.0 +1.0% $684.99 +9.4%
44 SGOV ISHARES TR 39,405.0 $4.0M 0.13% +19K +96.7% $100.38 +0.2%
45 MTUM ISHARES TR 15,754.0 $3.9M 0.13% +2K +13.9% $250.31 +21.3%
46 FPE FIRST TR EXCH TRADED FD III 215,131.0 $3.9M 0.13% +159K +284.4% $18.22 -1.6%
47 NVDA NVIDIA CORPORATION Technology 19,828.0 $3.7M 0.12% +667.0 +3.5% $186.50 +15.5%
48 XLG INVESCO EXCHANGE TRADED FD T 58,705.0 $3.5M 0.11% -5K -8.4% $59.28 +7.2%
49 SHY ISHARES TR 40,948.0 $3.4M 0.11% +15K +57.8% $82.82 -0.8%
50 VWO VANGUARD INTL EQUITY INDEX F 62,073.0 $3.3M 0.11% NEW $53.76 +9.7%
51 BND VANGUARD BD INDEX FDS 44,657.0 $3.3M 0.11% -127K -74.0% $74.07 -1.4%
52 QUAL ISHARES TR 16,377.0 $3.3M 0.10% +11K +192.1% $198.62 +7.9%
53 PALC PACER FDS TR 62,212.0 $3.2M 0.10% +6K +10.2% $52.24 +7.8%
54 SOXX ISHARES TR 10,318.0 $3.1M 0.10% -3K -20.7% $301.16 +78.4%
55 EMB ISHARES TR 30,386.0 $2.9M 0.10% NEW $96.28 -1.2%
56 JNK SPDR SERIES TRUST 29,801.0 $2.9M 0.09% NEW $97.21 -1.0%
57 FIW FIRST TR EXCHANGE-TRADED FD 25,144.0 $2.7M 0.09% +5K +24.9% $108.64 -5.9%
58 MMM 3M CO Industrials 16,604.0 $2.7M 0.09% -946.0 -5.4% $160.10 -4.8%
59 FBND FIDELITY MERRIMACK STR TR 57,123.0 $2.6M 0.09% +5K +9.0% $46.04 -1.4%
60 XOM EXXON MOBIL CORP Energy 20,856.0 $2.5M 0.08% +491.0 +2.4% $120.34 +28.7%
Page 3 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%