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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 8 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MS MORGAN STANLEY Financial Services 3,806.0 $676K 0.02% +218.0 +6.1% $177.53 +13.2%
142 UBSI UNITED BANKSHARES INC WEST V Financial Services 17,338.0 $666K 0.02% +1K +7.7% $38.40 +12.7%
143 GBCI GLACIER BANCORP INC NEW Financial Services 15,089.0 $665K 0.02% +764.0 +5.3% $44.05 +8.2%
144 EBC EASTERN BANKSHARES INC Financial Services 35,945.0 $662K 0.02% +3K +7.6% $18.43 +7.7%
145 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 25,089.0 $662K 0.02% +2K +8.8% $26.37 -37.3%
146 SBRA SABRA HEALTH CARE REIT INC Real Estate 34,862.0 $660K 0.02% +3K +7.9% $18.94 +9.4%
147 HELO J P MORGAN EXCHANGE TRADED F 9,899.0 $658K 0.02% +2K +20.9% $66.43 +2.0%
148 GLNG GOLAR LNG LTD Energy 17,185.0 $639K 0.02% +1K +8.9% $37.21 +40.7%
149 ABT ABBOTT LABS Healthcare 5,021.0 $629K 0.02% +235.0 +4.9% $125.29 -30.2%
150 SCHF SCHWAB STRATEGIC TR 26,052.0 $626K 0.02% +4K +19.6% $24.04 +13.4%
151 SCHA SCHWAB STRATEGIC TR 21,295.0 $606K 0.02% +2K +8.3% $28.48 +17.0%
152 GAPR FIRST TR EXCHNG TRADED FD VI 15,165.0 $606K 0.02% +495.0 +3.4% $39.99 +3.6%
153 CVS CVS HEALTH CORP Healthcare 7,560.0 $600K 0.02% $79.36 +17.5%
154 TMP TOMPKINS FINL CORP Financial Services 8,225.0 $596K 0.02% +578.0 +7.6% $72.52 +18.3%
155 SPYV SPDR SERIES TRUST 10,495.0 $596K 0.02% +3K +43.1% $56.81 +7.5%
156 PM PHILIP MORRIS INTL INC Consumer Defensive 3,707.0 $595K 0.02% +236.0 +6.8% $160.41 +17.8%
157 OGS ONE GAS INC Utilities 7,542.0 $583K 0.02% +532.0 +7.6% $77.25 +6.8%
158 SCHX SCHWAB STRATEGIC TR 21,519.0 $579K 0.02% -464.0 -2.1% $26.91 +9.0%
159 ANGO ANGIODYNAMICS INC Healthcare 44,899.0 $577K 0.02% +4K +10.0% $12.84 -7.2%
160 STE STERIS PLC Healthcare 2,253.0 $571K 0.02% +72.0 +3.3% $253.55 -14.6%
Page 8 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%