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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 9 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPHY SPDR SERIES TRUST 24,017.0 $568K 0.02% +494.0 +2.1% $23.67 -1.1%
162 DAN DANA INC Consumer Cyclical 23,918.0 $568K 0.02% +2K +7.9% $23.76 +43.8%
163 CIM CHIMERA INVT CORP Real Estate 45,268.0 $563K 0.02% +4K +9.4% $12.43 +6.7%
164 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,429.0 $562K 0.02% +66.0 +4.8% $393.37 -17.1%
165 ES EVERSOURCE ENERGY Utilities 8,285.0 $558K 0.02% +342.0 +4.3% $67.33 +4.0%
166 PRU PRUDENTIAL FINL INC Financial Services 4,840.0 $546K 0.02% +286.0 +6.3% $112.88 -7.8%
167 USB US BANCORP DEL Financial Services 10,075.0 $538K 0.02% +255.0 +2.6% $53.36 +2.8%
168 SPGI S&P GLOBAL INC Financial Services 1,027.0 $537K 0.02% +65.0 +6.8% $522.76 -20.1%
169 GMAR FIRST TR EXCHNG TRADED FD VI 12,977.0 $531K 0.02% -85.0 -0.7% $40.94 +7.5%
170 DTE DTE ENERGY CO Utilities 4,116.0 $531K 0.02% +281.0 +7.3% $128.97 +12.7%
171 GJUN FIRST TR EXCHNG TRADED FD VI 13,405.0 $531K 0.02% $39.60 +3.6%
172 LUMN LUMEN TECHNOLOGIES INC Communication Services 68,130.0 $529K 0.02% +5K +7.8% $7.77 +21.1%
173 UPS UNITED PARCEL SERVICE INC Industrials 5,258.0 $522K 0.02% -306.0 -5.5% $99.19 +1.8%
174 FIRST TR EXCHNG TRADED FD VI 15,855.0 $521K 0.02% +8K +93.9% $32.87
175 DIS DISNEY WALT CO Communication Services 4,496.0 $512K 0.02% +81.0 +1.8% $113.77 -9.5%
176 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,198.0 $511K 0.02% +144.0 +7.0% $232.48 -19.3%
177 CFG CITIZENS FINL GROUP INC Financial Services 8,735.0 $510K 0.02% $58.41 +7.7%
178 GNOV FIRST TR EXCHNG TRADED FD VI 12,779.0 $508K 0.02% +7K +123.8% $39.72 +4.5%
179 JIRE J P MORGAN EXCHANGE TRADED F 6,767.0 $507K 0.02% +2K +44.1% $74.88 +7.8%
180 SWX SOUTHWEST GAS HLDGS INC Utilities 6,322.0 $506K 0.02% +452.0 +7.7% $80.03 +12.4%
Page 9 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%