BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AIRR FIRST TR EXCHANGE TRADED FD 24,375.0 $2.4M 0.08% NEW $98.32 +27.2%
62 MSFT MICROSOFT CORP Technology 4,777.0 $2.3M 0.07% +111.0 +2.4% $483.64 -13.5%
63 AMZN AMAZON COM INC Consumer Cyclical 9,488.0 $2.2M 0.07% +57.0 +0.6% $230.82 +15.4%
64 JPM JPMORGAN CHASE & CO. Financial Services 6,792.0 $2.2M 0.07% +227.0 +3.5% $322.20 -4.9%
65 FESM FIDELITY COVINGTON TRUST 57,711.0 $2.2M 0.07% +4K +8.1% $37.78 +18.6%
66 BUFZ FIRST TR EXCHNG TRADED FD VI 72,213.0 $1.9M 0.06% $26.53 +4.6%
67 AGG ISHARES TR 19,029.0 $1.9M 0.06% -198.0 -1.0% $99.88 -1.4%
68 TSLA TESLA INC Consumer Cyclical 4,049.0 $1.8M 0.06% $449.72 -5.3%
69 BERKSHIRE HATHAWAY INC DEL 3,535.0 $1.8M 0.06% +472.0 +15.4% $502.58
70 IYR ISHARES TR 18,302.0 $1.7M 0.06% NEW $93.89 +9.4%
71 VOO VANGUARD INDEX FDS 2,624.0 $1.6M 0.05% +135.0 +5.4% $627.16 +9.3%
72 BALT INNOVATOR ETFS TRUST 46,800.0 $1.6M 0.05% -990.0 -2.1% $33.51 +1.7%
73 SANM SANMINA CORPORATION Technology 9,617.0 $1.4M 0.05% +632.0 +7.0% $150.06 +64.2%
74 FOCT FIRST TR EXCHNG TRADED FD VI 28,559.0 $1.4M 0.04% +20K +228.6% $48.99 +5.9%
75 JUNM FIRST TR EXCHNG TRADED FD VI 39,834.0 $1.4M 0.04% $34.24 +2.1%
76 XEL XCEL ENERGY INC Utilities 17,945.0 $1.3M 0.04% $73.86 +9.8%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 4,387.0 $1.3M 0.04% +172.0 +4.1% $296.19 -14.3%
78 IFGL ISHARES TR 55,673.0 $1.3M 0.04% NEW $23.09 -0.8%
79 CVX CHEVRON CORP NEW Energy 8,375.0 $1.3M 0.04% +245.0 +3.0% $152.40 +25.6%
80 XLK SELECT SECTOR SPDR TR 8,830.0 $1.3M 0.04% +5K +130.5% $143.98 +25.3%
Page 4 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%