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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 5 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 5,504.0 $1.3M 0.04% +184.0 +3.5% $228.48 -5.6%
82 PG PROCTER AND GAMBLE CO Consumer Defensive 8,715.0 $1.2M 0.04% +142.0 +1.7% $143.30 +0.8%
83 DYNF BLACKROCK ETF TRUST 20,287.0 $1.2M 0.04% +485.0 +2.5% $60.81 +9.6%
84 IWN ISHARES TR 6,790.0 $1.2M 0.04% -876.0 -11.4% $181.20 +16.6%
85 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 20,734.0 $1.2M 0.04% +1K +7.8% $58.87 -1.5%
86 JNJ JOHNSON & JOHNSON Healthcare 5,889.0 $1.2M 0.04% $206.97 +13.2%
87 WELL WELLTOWER INC Real Estate 6,540.0 $1.2M 0.04% +243.0 +3.9% $185.62 +16.5%
88 CMC COMMERCIAL METALS CO Basic Materials 17,220.0 $1.2M 0.04% +1K +7.4% $69.22 +3.9%
89 IVW ISHARES TR 9,460.0 $1.2M 0.04% +184.0 +2.0% $123.26 +10.8%
90 QGRO AMERICAN CENTY ETF TR 10,157.0 $1.2M 0.04% +3K +43.1% $114.52 +0.0%
91 KO COCA COLA CO Consumer Defensive 16,231.0 $1.1M 0.04% +654.0 +4.2% $69.91 +16.6%
92 WMT WALMART INC Consumer Defensive 10,099.0 $1.1M 0.04% +172.0 +1.7% $111.41 +8.0%
93 VZ VERIZON COMMUNICATIONS INC Communication Services 26,813.0 $1.1M 0.04% +840.0 +3.2% $40.73 +18.7%
94 IVE ISHARES TR 5,010.0 $1.1M 0.03% +999.0 +24.9% $212.08 +7.5%
95 KRG KITE RLTY GROUP TR Real Estate 43,974.0 $1.1M 0.03% +4K +9.1% $23.97 +12.8%
96 FNOV FIRST TR EXCHNG TRADED FD VI 18,688.0 $1.0M 0.03% NEW $54.83 +5.8%
97 IWV ISHARES TR 2,606.0 $1.0M 0.03% NEW $386.85 +9.2%
98 META META PLATFORMS INC Communication Services 1,506.0 $994K 0.03% +101.0 +7.2% $659.98 -7.5%
99 FDEC FIRST TR EXCHNG TRADED FD VI 19,347.0 $990K 0.03% +5K +34.4% $51.18 +5.6%
100 EFV ISHARES TR 13,720.0 $980K 0.03% -1K -7.5% $71.41 +10.1%
Page 5 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%