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Gallagher Fiduciary Advisors

Latest statistics and disclosures from Gallagher Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MCD, PCG, DAL, VTI, CBRE, and represent 72.91% of Gallagher Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI (+$158M), SCHB (+$42M), IGLB (+$40M), VCLT (+$40M), SPY (+$14M), VEA (+$13M), VNQ (+$6.3M), VYM (+$5.4M), IDV, IUSB.
Started 24 new stock positions in FTMN, HAL, XLI, IFGL, EUSA, IYR, FNOV, AIRR, FCX, IWD. GDEC, IAU, VWO, JNK, OCTM, ARCC, DE, DECM, EMB, XLY, AVGO, XLV, VNQ, IWV.
Reduced shares in these 10 stocks: MCD (-$46M), DAL (-$18M), PCG (-$10M), BND (-$9.4M), IXUS (-$8.0M), LQD (-$6.4M), CBRE, BUFR, SOXX, ZALT.
Sold out of its positions in DD, FJAN, FFEB, R, VRNT.
Gallagher Fiduciary Advisors was a net buyer of stock by $271M.
Gallagher Fiduciary Advisors has $3.1B in assets under management (AUM), dropping by 13.41%.
Central Index Key (CIK): 0001527781

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Portfolio Holdings for Gallagher Fiduciary Advisors

Gallagher Fiduciary Advisors holds 325 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
McDonald's Corporation (MCD)	43.8	$1.4B	-3%	4.4M	305.63	View chart
PG&E Corporation (PCG)	10.1	$312M	-3%	19M	16.08	View chart
Delta Air Lines Inc Del Com New (DAL)	9.1	$281M	-5%	4.0M	69.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.2	$162M	+4538%	482k	335.27	View chart
Cbre Group Cl A (CBRE)	4.7	$144M	-2%	895k	160.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.2	$69M	+153%	2.6M	26.23	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.1	$64M	+164%	846k	75.85	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	2.1	$64M	+169%	1.3M	50.45	View chart
Franklin Resources (BEN)	1.1	$34M		1.4M	23.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$32M	-16%	288k	110.19	View chart
American Centy Etf Tr Diversifid Crp (KORP)	1.0	$30M	+7%	634k	47.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$20M		193k	101.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$18M	+4%	206k	89.46	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$18M	+3%	272k	67.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$18M		85k	211.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$17M	+2%	57k	302.11	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.6	$17M		307k	55.46	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.5	$17M		171k	97.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$15M	+1906%	21k	681.93	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$14M	+17%	145k	97.85	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$13M	+3%	174k	75.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$13M	+2312%	209k	62.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$12M	-2%	60k	190.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$9.8M		142k	69.42	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$9.7M	+5%	58k	167.94	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$8.9M	+78%	226k	39.45	View chart
Cleveland-cliffs (CLF)	0.3	$8.8M	-2%	665k	13.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$8.8M	+154%	62k	143.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$8.4M	-4%	17k	487.85	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$8.3M		119k	69.47	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$7.8M		205k	38.32	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$6.5M	+17%	109k	59.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$6.4M	+6%	62k	102.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$6.3M	NEW	71k	88.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$6.0M	-57%	71k	84.64	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$5.7M	+62%	132k	42.87	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$5.6M	-11%	172k	32.57	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$5.3M	+6%	44k	121.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$5.0M	-17%	146k	34.26	View chart
Apple (AAPL)	0.2	$4.8M		18k	271.85	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$4.4M	+360%	95k	46.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$4.4M	+38%	122k	35.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$4.4M		6.4k	684.99	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$4.0M	+96%	39k	100.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.9M	+13%	16k	250.31	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$3.9M	+284%	215k	18.22	View chart
NVIDIA Corporation (NVDA)	0.1	$3.7M	+3%	20k	186.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.5M	-8%	59k	59.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.4M	+57%	41k	82.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.3M	NEW	62k	53.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.3M	-74%	45k	74.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.3M	+192%	16k	198.62	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.1	$3.2M	+10%	62k	52.24	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$3.1M	-20%	10k	301.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.9M	NEW	30k	96.28	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$2.9M	NEW	30k	97.21	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$2.7M	+24%	25k	108.64	View chart
3M Company (MMM)	0.1	$2.7M	-5%	17k	160.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.6M	+8%	57k	46.04	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.5M	+2%	21k	120.34	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.4M	NEW	24k	98.32	View chart
Microsoft Corporation (MSFT)	0.1	$2.3M	+2%	4.8k	483.64	View chart
Amazon (AMZN)	0.1	$2.2M		9.5k	230.82	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.2M	+3%	6.8k	322.20	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$2.2M	+8%	58k	37.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$1.9M		72k	26.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.9M		19k	99.88	View chart
Tesla Motors (TSLA)	0.1	$1.8M		4.0k	449.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.8M	+15%	3.5k	502.58	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.7M	NEW	18k	93.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.6M	+5%	2.6k	627.16	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.6M	-2%	47k	33.51	View chart
Sanmina (SANM)	0.0	$1.4M	+7%	9.6k	150.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$1.4M	+228%	29k	48.99	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$1.4M		40k	34.24	View chart
Xcel Energy (XEL)	0.0	$1.3M		18k	73.86	View chart
International Business Machines (IBM)	0.0	$1.3M	+4%	4.4k	296.19	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$1.3M	NEW	56k	23.09	View chart
Chevron Corporation (CVX)	0.0	$1.3M	+3%	8.4k	152.40	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.3M	+130%	8.8k	143.98	View chart
Abbvie (ABBV)	0.0	$1.3M	+3%	5.5k	228.48	View chart
Procter & Gamble Company (PG)	0.0	$1.2M		8.7k	143.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.2M	+2%	20k	60.81	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.2M	-11%	6.8k	181.20	View chart
Taylor Morrison Hom (TMHC)	0.0	$1.2M	+7%	21k	58.87	View chart
Johnson & Johnson (JNJ)	0.0	$1.2M		5.9k	206.97	View chart
Welltower Inc Com reit (WELL)	0.0	$1.2M	+3%	6.5k	185.62	View chart
Commercial Metals Company (CMC)	0.0	$1.2M	+7%	17k	69.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.2M		9.5k	123.26	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.0	$1.2M	+43%	10k	114.52	View chart
Coca-Cola Company (KO)	0.0	$1.1M	+4%	16k	69.91	View chart
Wal-Mart Stores (WMT)	0.0	$1.1M		10k	111.41	View chart
Verizon Communications (VZ)	0.0	$1.1M	+3%	27k	40.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.1M	+24%	5.0k	212.07	View chart
Kite Rlty Group Tr Com New (KRG)	0.0	$1.1M	+9%	44k	23.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$1.0M	NEW	19k	54.83	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.0M	NEW	2.6k	386.85	View chart
Meta Platforms Cl A (META)	0.0	$994k	+7%	1.5k	659.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$990k	+34%	19k	51.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$980k	-7%	14k	71.41	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$972k	+37%	12k	80.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$960k	-4%	3.1k	312.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$951k	+9%	32k	30.07	View chart
Micron Technology (MU)	0.0	$943k	+6%	3.3k	285.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$942k	NEW	25k	37.82	View chart
UMB Financial Corporation (UMBF)	0.0	$942k	+7%	8.2k	115.04	View chart
Independence Realty Trust In (IRT)	0.0	$940k	+19%	54k	17.48	View chart
Jackson Financial Com Cl A (JXN)	0.0	$936k	+7%	8.8k	106.65	View chart
EnPro Industries (NPO)	0.0	$920k	+7%	4.3k	214.12	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$911k	+3%	2.7k	342.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$909k	+13%	18k	51.56	View chart
Arrow Financial Corporation (AROW)	0.0	$892k	+8%	28k	31.40	View chart
Park National Corporation (PRK)	0.0	$867k	+8%	5.7k	152.18	View chart
Kennedy-Wilson Holdings (KW)	0.0	$860k	+14%	89k	9.67	View chart
Trimas Corp Com New (TRS)	0.0	$853k	+8%	24k	35.45	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$845k		15k	56.69	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$836k	+38%	3.3k	252.89	View chart
Putnam Etf Trust Franklin Minneso (FTMN)	0.0	$833k	NEW	94k	8.84	View chart
Cytokinetics Com New (CYTK)	0.0	$824k	+10%	13k	63.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$824k	+42%	10k	82.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$820k	+12%	16k	52.95	View chart
BancFirst Corporation (BANF)	0.0	$817k	+4%	7.7k	106.02	View chart
Pfizer (PFE)	0.0	$812k		33k	24.90	View chart
Cisco Systems (CSCO)	0.0	$811k	+5%	11k	77.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$804k	+44%	11k	75.05	View chart
At&t (T)	0.0	$801k	+3%	32k	24.84	View chart
Valley National Ban (VLY)	0.0	$790k	+7%	68k	11.68	View chart
Merck & Co (MRK)	0.0	$774k	-5%	7.4k	105.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$762k	+11%	14k	55.92	View chart
Ge Aerospace Com New (GE)	0.0	$758k	+5%	2.5k	307.99	View chart
Boston Scientific Corporation (BSX)	0.0	$755k	+5%	7.9k	95.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$739k		5.0k	148.68	View chart
GATX Corporation (GATX)	0.0	$721k	+7%	4.2k	169.59	View chart
UniFirst Corporation (UNF)	0.0	$714k	+7%	3.7k	192.91	View chart
Bank of America Corporation (BAC)	0.0	$707k	+4%	13k	55.00	View chart
Capital One Financial (COF)	0.0	$705k	+7%	2.9k	242.33	View chart
Wells Fargo & Company (WFC)	0.0	$698k		7.5k	93.20	View chart
Community Bank System (CBU)	0.0	$694k	+8%	12k	57.44	View chart
Ecolab (ECL)	0.0	$687k		2.6k	262.52	View chart
Donaldson Company (DCI)	0.0	$680k		7.7k	88.66	View chart
Morgan Stanley Com New (MS)	0.0	$676k	+6%	3.8k	177.53	View chart
United Bankshares (UBSI)	0.0	$666k	+7%	17k	38.40	View chart
Glacier Ban (GBCI)	0.0	$665k	+5%	15k	44.05	View chart
Eastern Bankshares (EBC)	0.0	$663k	+7%	36k	18.43	View chart
American Eagle Outfitters (AEO)	0.0	$662k	+8%	25k	26.37	View chart
Sabra Health Care REIT (SBRA)	0.0	$660k	+7%	35k	18.94	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$658k	+20%	9.9k	66.43	View chart
Golar Lng SHS (GLNG)	0.0	$640k	+8%	17k	37.21	View chart
Abbott Laboratories (ABT)	0.0	$629k	+4%	5.0k	125.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$626k	+19%	26k	24.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$607k	+8%	21k	28.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$607k	+3%	15k	39.99	View chart
CVS Caremark Corporation (CVS)	0.0	$600k		7.6k	79.36	View chart
Tompkins Financial Corporation (TMP)	0.0	$597k	+7%	8.2k	72.52	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$596k	+43%	11k	56.81	View chart
Philip Morris International (PM)	0.0	$595k	+6%	3.7k	160.41	View chart
One Gas (OGS)	0.0	$583k	+7%	7.5k	77.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$579k	-2%	22k	26.91	View chart
AngioDynamics (ANGO)	0.0	$577k	+9%	45k	12.84	View chart
Steris Shs Usd (STE)	0.0	$571k	+3%	2.3k	253.55	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$569k	+2%	24k	23.67	View chart
Dana Holding Corporation (DAN)	0.0	$568k	+7%	24k	23.76	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$563k	+9%	45k	12.43	View chart
Group 1 Automotive (GPI)	0.0	$562k	+4%	1.4k	393.37	View chart
Eversource Energy (ES)	0.0	$558k	+4%	8.3k	67.33	View chart
Prudential Financial (PRU)	0.0	$546k	+6%	4.8k	112.88	View chart
Us Bancorp Del Com New (USB)	0.0	$538k	+2%	10k	53.36	View chart
S&p Global (SPGI)	0.0	$537k	+6%	1.0k	522.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$531k		13k	40.94	View chart
DTE Energy Company (DTE)	0.0	$531k	+7%	4.1k	128.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$531k		13k	39.60	View chart
Lumen Technologies (LUMN)	0.0	$529k	+7%	68k	7.77	View chart
United Parcel Service CL B (UPS)	0.0	$522k	-5%	5.3k	99.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$521k	+93%	16k	32.87	View chart
Walt Disney Company (DIS)	0.0	$512k		4.5k	113.77	View chart
Asbury Automotive (ABG)	0.0	$511k	+7%	2.2k	232.48	View chart
Citizens Financial (CFG)	0.0	$510k		8.7k	58.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$508k	+123%	13k	39.72	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$507k	+44%	6.8k	74.88	View chart
Southwest Gas Corporation (SWX)	0.0	$506k	+7%	6.3k	80.03	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$502k	+57%	19k	26.68	View chart
Regions Financial Corporation (RF)	0.0	$501k	+7%	19k	27.10	View chart
Principal Exchange Traded Active High Yl (YLD)	0.0	$500k	+59%	26k	19.01	View chart
Pra (PRAA)	0.0	$500k	+9%	28k	17.69	View chart
Pepsi (PEP)	0.0	$499k		3.5k	143.54	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$497k		17k	29.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$496k	-53%	13k	38.74	View chart
Prologis (PLD)	0.0	$493k	-11%	3.9k	127.66	View chart
AES Corporation (AES)	0.0	$489k		34k	14.34	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$487k	+2%	13k	38.56	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.0	$487k	+7%	19k	26.20	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$479k		4.3k	110.16	View chart
Manulife Finl Corp (MFC)	0.0	$478k		13k	36.28	View chart
Emerson Electric (EMR)	0.0	$476k	+7%	3.6k	132.70	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$475k	+6%	14k	33.30	View chart
Tri Pointe Homes (TPH)	0.0	$474k	+7%	15k	31.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$471k	+5%	1.5k	313.82	View chart
UGI Corporation (UGI)	0.0	$470k		13k	37.43	View chart
Constellation Energy (CEG)	0.0	$468k	+4%	1.3k	353.18	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$463k		2.3k	203.09	View chart
Shell Spon Ads (SHEL)	0.0	$462k	-2%	6.3k	73.48	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$459k		5.9k	77.35	View chart
KB Home (KBH)	0.0	$456k	+10%	8.1k	56.41	View chart
UnitedHealth (UNH)	0.0	$450k	-6%	1.4k	330.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$449k	-2%	1.4k	323.11	View chart
Columbia Banking System (COLB)	0.0	$448k	-2%	16k	27.95	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$446k	+7%	8.3k	53.94	View chart
Truist Financial Corp equities (TFC)	0.0	$446k	-2%	9.1k	49.21	View chart
Ametek (AME)	0.0	$439k	+7%	2.1k	205.36	View chart
Honeywell International (HON)	0.0	$438k		2.2k	195.09	View chart
Meritage Homes Corporation (MTH)	0.0	$436k	+9%	6.6k	65.80	View chart
Simon Property (SPG)	0.0	$433k		2.3k	185.12	View chart
Stag Industrial (STAG)	0.0	$429k		12k	36.76	View chart
Omni (OMC)	0.0	$425k	-2%	5.3k	80.75	View chart
Gray Television (GTN)	0.0	$421k	+6%	87k	4.84	View chart
Target Corporation (TGT)	0.0	$418k	-5%	4.3k	97.75	View chart
Edison International (EIX)	0.0	$418k	-5%	7.0k	60.02	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$414k		4.1k	100.80	View chart
McKesson Corporation (MCK)	0.0	$413k		504.00	820.29	View chart
Ultra Clean Holdings (UCTT)	0.0	$405k	+11%	16k	25.33	View chart
Advanced Micro Devices (AMD)	0.0	$405k	+2%	1.9k	214.16	View chart
SJW (HTO)	0.0	$404k	+14%	8.3k	48.99	View chart
Daktronics (DAKT)	0.0	$404k	+6%	20k	19.77	View chart
Oracle Corporation (ORCL)	0.0	$404k		2.1k	194.94	View chart
Werner Enterprises (WERN)	0.0	$400k	+26%	13k	30.01	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$400k	+57%	9.1k	44.05	View chart
Kkr & Co (KKR)	0.0	$400k	+6%	3.1k	127.49	View chart
Fidelity National Financial Com Shs (FNF)	0.0	$399k	-6%	7.3k	54.59	View chart
Genuine Parts Company (GPC)	0.0	$398k	+3%	3.2k	122.95	View chart
Oneok (OKE)	0.0	$396k	-4%	5.4k	73.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$394k	+38%	5.1k	77.02	View chart
Agree Realty Corporation (ADC)	0.0	$392k	-3%	5.4k	72.04	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$392k	+6%	1.8k	222.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$384k		625.00	614.06	View chart
Fair Isaac Corporation (FICO)	0.0	$380k		225.00	1690.62	View chart
Wintrust Financial Corporation (WTFC)	0.0	$379k	+7%	2.7k	139.83	View chart
Caterpillar (CAT)	0.0	$368k	-4%	643.00	572.89	View chart
Vishay Intertechnology (VSH)	0.0	$367k	+5%	25k	14.49	View chart
Smucker J M Com New (SJM)	0.0	$365k	-4%	3.7k	97.81	View chart
Mission Produce (AVO)	0.0	$358k	+7%	31k	11.60	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$357k		122k	2.92	View chart
Masco Corporation (MAS)	0.0	$355k	+7%	5.6k	63.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$352k		4.2k	83.76	View chart
Sonoco Products Company (SON)	0.0	$351k	-6%	8.0k	43.64	View chart
Avient Corp (AVNT)	0.0	$349k	+18%	11k	31.24	View chart
Intel Corporation (INTC)	0.0	$347k	+5%	9.4k	36.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$347k		3.6k	96.27	View chart
Vail Resorts (MTN)	0.0	$343k	-5%	2.6k	132.81	View chart
Cousins Pptys Com New (CUZ)	0.0	$342k	-5%	13k	25.78	View chart
Walker & Dunlop (WD)	0.0	$340k	+6%	5.6k	60.15	View chart
Signet Jewelers SHS (SIG)	0.0	$335k	+7%	4.0k	82.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$334k		8.1k	41.29	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$333k	NEW	3.2k	103.37	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$333k		10k	33.45	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$331k	+8%	1.7k	194.29	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$330k	+18%	6.0k	54.77	View chart
Cigna Corp (CI)	0.0	$330k	-9%	1.2k	275.18	View chart
Digitalbridge Group Cl A New (DBRG)	0.0	$327k	+9%	21k	15.34	View chart
Marvell Technology (MRVL)	0.0	$326k	+6%	3.8k	84.99	View chart
Comcast Corp Cl A (CMCSA)	0.0	$326k	+2%	11k	29.89	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$325k	+43%	9.0k	36.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$324k		7.6k	42.79	View chart
ConocoPhillips (COP)	0.0	$317k	+6%	3.4k	93.61	View chart
Linde SHS (LIN)	0.0	$315k	-8%	740.00	426.17	View chart
Invitation Homes (INVH)	0.0	$314k	+4%	11k	27.79	View chart
Charles Schwab Corporation (SCHW)	0.0	$308k	+5%	3.1k	99.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$308k		776.00	396.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.0	$307k		7.4k	41.53	View chart
Agios Pharmaceuticals (AGIO)	0.0	$306k		11k	27.22	View chart
Helmerich & Payne (HP)	0.0	$302k	+10%	11k	28.68	View chart
Carrier Global Corporation (CARR)	0.0	$302k	+18%	5.7k	52.84	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$302k		9.1k	33.05	View chart
Fastenal Company (FAST)	0.0	$300k		7.5k	40.13	View chart
American Express Company (AXP)	0.0	$292k		790.00	369.87	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$290k	+9%	52k	5.60	View chart
Marqeta Class A Com (MQ)	0.0	$290k	+8%	61k	4.75	View chart
Technipfmc (FTI)	0.0	$284k	+6%	6.4k	44.56	View chart
California Res Corp Com Stock (CRC)	0.0	$281k	+6%	6.3k	44.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$280k		9.2k	30.38	View chart
United Therapeutics Corporation (UTHR)	0.0	$279k	+6%	573.00	486.83	View chart
Danaher Corporation (DHR)	0.0	$276k	+4%	1.2k	228.93	View chart
Netflix (NFLX)	0.0	$273k	+947%	2.9k	93.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$272k	NEW	1.3k	210.30	View chart
Boeing Company (BA)	0.0	$270k	+6%	1.2k	217.03	View chart
J Global (ZD)	0.0	$269k	+5%	7.6k	35.15	View chart
Api Group Corp Com Stk (APG)	0.0	$268k	-8%	7.0k	38.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$259k	+25%	3.0k	87.16	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$256k	+16%	29k	8.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM)	0.0	$255k		8.0k	31.81	View chart
Ares Capital Corporation (ARCC)	0.0	$250k	NEW	12k	20.23	View chart
Celestica (CLS)	0.0	$249k	+3%	842.00	295.61	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$248k	NEW	1.6k	154.80	View chart
T. Rowe Price (TROW)	0.0	$244k	+6%	2.4k	102.37	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.0	$240k		7.1k	33.96	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$240k		6.0k	39.92	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$240k		12k	20.55	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$240k		1.6k	146.58	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$238k	+15%	2.0k	117.72	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$235k		2.3k	104.07	View chart
American Electric Power Company (AEP)	0.0	$234k		2.0k	115.30	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$233k		2.0k	113.74	View chart
Ameresco Cl A (AMRC)	0.0	$231k	+18%	7.9k	29.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.0	$226k	NEW	6.9k	32.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.0	$226k	NEW	6.9k	32.85	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$226k	NEW	1.9k	119.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$225k	NEW	2.8k	81.16	View chart
Stanley Black & Decker (SWK)	0.0	$225k	+7%	3.0k	74.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$221k		472.00	468.76	View chart
Broadcom (AVGO)	0.0	$221k	NEW	639.00	345.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$221k		1.8k	120.15	View chart
Public Service Enterprise (PEG)	0.0	$218k		2.7k	80.29	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$217k		4.7k	46.08	View chart
Blackrock (BLK)	0.0	$216k		202.00	1068.53	View chart
Freeport-mcmoran CL B (FCX)	0.0	$215k	NEW	4.2k	50.79	View chart
Deere & Company (DE)	0.0	$209k	NEW	450.00	465.20	View chart
Halliburton Company (HAL)	0.0	$208k	NEW	7.4k	28.26	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.0	$203k		7.6k	26.84	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$202k	NEW	1.3k	155.10	View chart
Kosmos Energy (KOS)	0.0	$180k	+14%	199k	0.91	View chart
Neogen Corporation (NEOG)	0.0	$172k	+11%	25k	6.99	View chart
Riot Blockchain (RIOT)	0.0	$163k	+17%	13k	12.67	View chart
Patterson-UTI Energy (PTEN)	0.0	$138k	+8%	23k	6.11	View chart
Claros Mtg Tr Common Stock (CMTG)	0.0	$109k	+10%	36k	3.06	View chart
Alight Com Cl A (ALIT)	0.0	$98k	+6%	50k	1.95	View chart
Pacific Biosciences of California (PACB)	0.0	$44k	+8%	24k	1.87	View chart

Past Filings by Gallagher Fiduciary Advisors

SEC 13F filings are viewable for Gallagher Fiduciary Advisors going back to 2013

Gallagher Fiduciary Advisors 2025 Q4 filed Feb. 17, 2026
Gallagher Fiduciary Advisors 2025 Q3 filed Nov. 14, 2025
Gallagher Fiduciary Advisors 2025 Q2 filed Aug. 14, 2025
Gallagher Fiduciary Advisors 2025 Q1 filed May 15, 2025
Gallagher Fiduciary Advisors 2024 Q4 filed Feb. 14, 2025
Gallagher Fiduciary Advisors 2024 Q3 filed Nov. 14, 2024
Gallagher Fiduciary Advisors 2024 Q2 filed Aug. 14, 2024
Gallagher Fiduciary Advisors 2024 Q1 filed May 15, 2024
Gallagher Fiduciary Advisors 2023 Q4 filed Feb. 14, 2024
Gallagher Fiduciary Advisors 2023 Q3 filed Nov. 14, 2023
Gallagher Fiduciary Advisors 2023 Q2 filed Aug. 14, 2023
Gallagher Fiduciary Advisors 2023 Q1 filed May 15, 2023
Gallagher Fiduciary Advisors 2022 Q4 restated filed Feb. 27, 2023
Gallagher Fiduciary Advisors 2022 Q4 filed Feb. 14, 2023
Gallagher Fiduciary Advisors 2022 Q3 filed Nov. 14, 2022
Gallagher Fiduciary Advisors 2022 Q2 filed Aug. 15, 2022

View all past filings

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