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Portfolio (Quarterly) Guide ↗

Gallagher Fiduciary Advisors, LLC

· CIK 0001527781
13F Portfolio $2.7B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 306 New
Page 8 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OGS ONE GAS INC Utilities 7,010.0 $567K 0.02% NEW $80.94 +1.9%
142 ES EVERSOURCE ENERGY Utilities 7,943.0 $565K 0.02% NEW $71.14 -1.6%
143 SPHY SPDR SERIES TRUST 23,523.0 $563K 0.02% NEW $23.94 -2.2%
144 PM PHILIP MORRIS INTL INC Consumer Defensive 3,471.0 $563K 0.02% NEW $162.19 +16.5%
145 AVDE AMERICAN CENTY ETF TR 7,047.0 $556K 0.02% NEW $78.89 +15.1%
146 SCHA SCHWAB STRATEGIC TR 19,653.0 $548K 0.02% NEW $27.90 +19.5%
147 CIM CHIMERA INVT CORP Real Estate 41,386.0 $547K 0.02% NEW $13.22 +0.3%
148 SPHQ INVESCO EXCHANGE TRADED FD T 7,405.0 $543K 0.02% NEW $73.29 +15.5%
149 DTE DTE ENERGY CO Utilities 3,835.0 $542K 0.02% NEW $141.44 +2.7%
150 STE STERIS PLC Healthcare 2,181.0 $540K 0.02% NEW $247.44 -12.5%
151 HELO J P MORGAN EXCHANGE TRADED F 8,191.0 $532K 0.02% NEW $65.00 +4.2%
152 GMAR FIRST TR EXCHNG TRADED FD VI 13,062.0 $524K 0.02% NEW $40.10 +9.8%
153 GJUN FIRST TR EXCHNG TRADED FD VI 13,405.0 $521K 0.02% NEW $38.88 +5.5%
154 MU MICRON TECHNOLOGY INC Technology 3,101.0 $519K 0.02% NEW $167.31 +348.9%
155 VEA VANGUARD TAX-MANAGED FDS 8,650.0 $518K 0.02% NEW $59.92 +17.6%
156 BDN BRANDYWINE RLTY TR Real Estate 122,425.0 $511K 0.02% NEW $4.17 -28.1%
157 SCHF SCHWAB STRATEGIC TR 21,777.0 $507K 0.02% NEW $23.28 +17.1%
158 TMP TOMPKINS FINL CORP Financial Services 7,647.0 $506K 0.02% NEW $66.21 +29.6%
159 DIS DISNEY WALT CO Communication Services 4,415.0 $505K 0.02% NEW $114.49 -10.0%
160 UNH UNITEDHEALTH GROUP INC Healthcare 1,455.0 $502K 0.02% NEW $345.22 +12.5%
Page 8 of 16  ·  306 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 62.9%
Utilities 13.8%
Industrials 11.4%
Real Estate 6.8%
Financial Services 2.4%
Technology 0.8%
Basic Materials 0.5%
Healthcare 0.4%
Communication Services 0.3%
Energy 0.3%