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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, DAL, PCG, VTI, CBRE, and represent 68.69% of Gallagher Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: PCG (+$157M), QINT (+$21M), VUG (+$7.7M), HDV (+$7.3M), KORP, DHDG, IEFA, BND, GRID, IUSG.
Started 30 new stock positions in CRWD, GRID, COHR, DHDG, XSEP, DMAR, HUT, XDEC, LRCX, GAUG.
Reduced shares in these 10 stocks: VTI (-$57B), SPY (-$12B), VCLT (-$4.6B), LQD (-$3.5B), IGLB (-$3.1B), SCHB (-$1.9B), VYM (-$1.4B), CORP (-$1.3B), VEA (-$851M), IXUS (-$684M).
Sold out of its positions in AES, BABA, DHR, FIW, FVD, FMAR, FNOV, FSEP, FDEC, Honeywell International. Kennedy-Wilson Holdings, NFLX, PTON, Tri Pointe Homes.
Gallagher Fiduciary Advisors was a net seller of stock by $-89B.
Gallagher Fiduciary Advisors has $3.0B in assets under management (AUM), dropping by -94.37%.
Central Index Key (CIK): 0001527781

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Portfolio Holdings for Gallagher Fiduciary Advisors

Gallagher Fiduciary Advisors holds 356 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
McDonald's Corporation (MCD)	37.8	$1.1B		4.3M	270.31	View chart
Delta Air Lines Com New (DAL)	11.2	$341M	-5%	3.6M	93.66	View chart
PG&E Corporation (PCG)	9.9	$301M	+108%	39M	7.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.9	$178M	-99%	481k	370.04	View chart
Cbre Group Cl A (CBRE)	3.9	$119M		880k	134.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.6	$78M	-96%	2.7M	28.96	View chart
Franklin Resources (BEN)	1.5	$47M	-2%	1.4M	33.73	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.4	$42M	-99%	561k	75.25	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.4	$42M	-98%	833k	50.04	View chart
American Centy Etf Tr Diversifid Crp (KORP)	1.2	$38M	+14%	805k	46.85	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.2	$37M	-98%	338k	109.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$25M	+17%	257k	96.58	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$23M	+4%	276k	82.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$22M		173k	124.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$21M	-4%	58k	365.70	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.7	$21M	NEW	304k	69.43	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.7	$21M	-2%	318k	65.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$21M	-99%	28k	746.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$19M	+4%	80k	242.99	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$18M		192k	91.21	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.6	$17M	+2%	149k	117.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$15M		68k	217.93	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$15M	-98%	152k	96.90	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$15M	+21%	78k	188.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$14M	-98%	199k	71.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$12M	+3%	164k	75.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$10M	+32%	95k	110.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$9.5M	-99%	60k	158.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$9.4M		116k	81.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$9.2M	+507%	106k	86.14	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$8.9M	-97%	214k	41.43	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$8.6M		200k	43.14	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$8.6M	+552%	314k	27.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$7.4M	-98%	77k	95.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$7.1M	+3%	21k	342.84	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$6.7M	-98%	114k	58.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$6.7M	-98%	70k	96.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$6.4M	+24%	8.5k	748.93	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.2	$6.2M	+24%	104k	59.75	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$6.1M		180k	33.87	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$5.5M	+2%	130k	42.41	View chart
Cleveland-cliffs (CLF)	0.2	$5.5M	-3%	586k	9.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.5M	-8%	8.5k	640.75	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$5.4M		147k	36.53	View chart
Apple (AAPL)	0.2	$5.0M		17k	289.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.2	$4.9M	NEW	134k	36.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.2	$4.9M		124k	39.27	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$4.6M	-97%	100k	46.15	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$4.4M	+7%	44k	100.67	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$4.1M	-94%	230k	17.88	View chart
NVIDIA Corporation (NVDA)	0.1	$3.9M		19k	200.09	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$3.8M	+23%	79k	48.29	View chart
Micron Technology (MU)	0.1	$3.8M		3.3k	1154.24	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.7M		60k	61.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.6M	-98%	60k	59.69	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.5M	-96%	77k	45.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.4M	+1086%	47k	73.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.3M		40k	82.11	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$3.1M	-98%	32k	96.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$3.1M	-98%	32k	96.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.1M	-99%	14k	219.43	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.0M	NEW	16k	191.75	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.9M	-2%	22k	133.25	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.7M	-3%	20k	136.72	View chart
3M Company (MMM)	0.1	$2.7M		17k	161.91	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.3M	+5%	12k	190.52	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.2M		6.7k	327.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.2M	-98%	22k	98.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.1M		4.2k	500.33	View chart
Amazon (AMZN)	0.1	$2.1M	-4%	8.8k	238.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.0M	+10%	2.9k	686.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$1.9M	-3%	70k	27.93	View chart
Microsoft Corporation (MSFT)	0.1	$1.9M	+2%	5.2k	372.99	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.8M	-98%	18k	102.25	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.7M		51k	34.27	View chart
Tesla Motors (TSLA)	0.1	$1.6M	-6%	3.8k	420.60	View chart
Sanmina (SANM)	0.1	$1.6M	-2%	6.3k	253.06	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$1.5M	+10%	13k	118.05	View chart
Johnson & Johnson (JNJ)	0.0	$1.5M		5.9k	253.95	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$1.5M	+3%	42k	35.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$1.5M	+157%	36k	41.19	View chart
EnPro Industries (NPO)	0.0	$1.5M		3.9k	376.92	View chart
Xcel Energy (XEL)	0.0	$1.4M		18k	80.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.4M	+15%	38k	36.87	View chart
Verizon Communications (VZ)	0.0	$1.4M	+16%	33k	42.34	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$1.4M	-95%	62k	22.30	View chart
Abbvie (ABBV)	0.0	$1.4M		5.5k	251.64	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$1.4M	+8%	16k	87.88	View chart
Taylor Morrison Hom (TMHC)	0.0	$1.4M	-2%	19k	71.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$1.3M	+288%	31k	43.04	View chart
Procter & Gamble Company (PG)	0.0	$1.3M	+2%	9.1k	146.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.3M	+27%	5.9k	221.19	View chart
Chevron Corporation (CVX)	0.0	$1.3M		7.9k	165.76	View chart
Intel Corporation (INTC)	0.0	$1.3M		9.2k	139.63	View chart
Cisco Systems (CSCO)	0.0	$1.3M		11k	117.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.3M	-7%	9.1k	137.53	View chart
Ultra Clean Holdings (UCTT)	0.0	$1.3M		8.8k	142.59	View chart
Vishay Intertechnology (VSH)	0.0	$1.2M	-2%	23k	53.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$1.2M	+7%	4.1k	302.96	View chart
Coca-Cola Company (KO)	0.0	$1.2M		15k	81.27	View chart
International Business Machines (IBM)	0.0	$1.2M	-2%	4.3k	281.23	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$1.2M	+8%	13k	90.10	View chart
Wal-Mart Stores (WMT)	0.0	$1.1M		10k	113.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.1M	-5%	16k	68.01	View chart
Marvell Technology (MRVL)	0.0	$1.1M	-3%	3.7k	297.88	View chart
Kite Realty Group Trust Com New (KRG)	0.0	$1.1M		39k	28.38	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$1.1M	+8%	12k	89.20	View chart
Ge Aerospace Com New (GE)	0.0	$1.1M	+16%	2.9k	373.77	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.1M	-99%	2.5k	426.40	View chart
Advanced Micro Devices (AMD)	0.0	$1.1M	-4%	1.8k	580.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$1.1M		3.0k	357.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$1.1M	NEW	19k	56.20	View chart
UMB Financial Corporation (UMBF)	0.0	$1.0M		7.3k	142.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$1.0M	NEW	17k	59.95	View chart
Arrow Financial Corporation (AROW)	0.0	$1.0M	-2%	25k	40.99	View chart
Trimas Corp Com New (TRS)	0.0	$970k		22k	45.03	View chart
Commercial Metals Company (CMC)	0.0	$967k	-2%	15k	62.75	View chart
Cytokinetics Com New (CYTK)	0.0	$965k	-2%	11k	85.19	View chart
Park National Corporation (PRK)	0.0	$927k		5.1k	183.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$898k	+15%	5.5k	164.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$892k	-8%	15k	60.98	View chart
UniFirst Corporation (UNF)	0.0	$887k		3.4k	264.47	View chart
Welltower Inc Com reit (WELL)	0.0	$881k	-2%	3.9k	226.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$880k	NEW	19k	46.74	View chart
Valley National Ban (VLY)	0.0	$880k		60k	14.65	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$872k	-3%	15k	60.29	View chart
TTM Technologies (TTMI)	0.0	$862k	-2%	4.6k	187.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$849k	-6%	15k	55.09	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$847k	-18%	3.7k	227.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$827k	+10%	23k	36.13	View chart
Meta Platforms Cl A (META)	0.0	$812k	-4%	1.4k	563.15	View chart
Jackson Financial Com Cl A (JXN)	0.0	$800k		7.8k	102.39	View chart
Morgan Stanley Com New (MS)	0.0	$800k		3.8k	209.04	View chart
Independence Realty Trust In (IRT)	0.0	$798k	-2%	48k	16.69	View chart
Target Corporation (TGT)	0.0	$785k	+75%	6.0k	130.60	View chart
BancFirst Corporation (BANF)	0.0	$777k	-2%	7.0k	111.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$777k	+11%	28k	27.70	View chart
Golar Lng SHS (GLNG)	0.0	$762k		15k	49.84	View chart
Bank of America Corporation (BAC)	0.0	$759k	+2%	13k	56.98	View chart
Merck & Co (MRK)	0.0	$752k		5.8k	128.50	View chart
At&t (T)	0.0	$747k	+7%	36k	20.70	View chart
Ecolab (ECL)	0.0	$727k		2.6k	278.61	View chart
Pfizer (PFE)	0.0	$726k	+4%	30k	24.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$721k	+37%	18k	40.96	View chart
Community Bank System (CBU)	0.0	$721k		11k	67.12	View chart
Eastern Bankshares (EBC)	0.0	$717k		32k	22.24	View chart
Glacier Ban (GBCI)	0.0	$711k		14k	51.58	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$708k	+31%	13k	53.61	View chart
United Bankshares (UBSI)	0.0	$706k		15k	45.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$698k	+5%	24k	29.43	View chart
Tompkins Financial Corporation (TMP)	0.0	$693k		7.3k	94.52	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$680k	+9%	8.2k	82.49	View chart
GATX Corporation (GATX)	0.0	$675k		3.8k	177.17	View chart
CVS Caremark Corporation (CVS)	0.0	$672k		6.5k	103.45	View chart
Philip Morris International (PM)	0.0	$667k	-2%	3.7k	180.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$665k	+8%	16k	41.67	View chart
Principal Exchange Traded Active High Yl (YLD)	0.0	$657k	+15%	35k	19.08	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$655k	+16%	25k	26.52	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.0	$647k	-2%	22k	29.91	View chart
Donaldson Company (DCI)	0.0	$642k	-2%	7.2k	89.77	View chart
DTE Energy Company (DTE)	0.0	$624k	-2%	4.1k	152.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$621k	+5%	20k	31.22	View chart
Eversource Energy (ES)	0.0	$604k		8.4k	72.27	View chart
Sabra Health Care REIT (SBRA)	0.0	$593k	-3%	30k	19.51	View chart
Riot Blockchain (RIOT)	0.0	$592k		22k	27.38	View chart
AngioDynamics (ANGO)	0.0	$589k		45k	13.01	View chart
Us Bancorp Com New (USB)	0.0	$588k	-3%	9.7k	60.40	View chart
Wells Fargo & Company (WFC)	0.0	$583k	+7%	7.1k	82.64	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$583k	-24%	11k	52.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$577k	-59%	11k	52.29	View chart
Capital One Financial (COF)	0.0	$576k	-2%	2.9k	200.61	View chart
Caterpillar (CAT)	0.0	$574k		539.00	1064.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$567k		13k	44.24	View chart
Dana Holding Corporation (DAN)	0.0	$563k	-3%	21k	27.21	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$554k		24k	23.44	View chart
Regions Financial Corporation (RF)	0.0	$552k		18k	30.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$549k	+2%	1.6k	353.42	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$546k	+102%	7.2k	76.11	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$542k		7.4k	72.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$535k		16k	33.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$534k		13k	41.79	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$533k	-3%	40k	13.34	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$529k	+6%	1.8k	289.45	View chart
Werner Enterprises (WERN)	0.0	$529k		12k	43.61	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$523k		15k	34.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$521k	+2%	1.3k	393.87	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$521k	+88%	14k	36.60	View chart
One Gas (OGS)	0.0	$518k		6.7k	77.07	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$518k	+16%	12k	43.48	View chart
Ametek (AME)	0.0	$517k		2.1k	241.98	View chart
Prudential Financial (PRU)	0.0	$515k	-2%	4.8k	107.92	View chart
Emerson Electric (EMR)	0.0	$511k	-2%	3.6k	143.17	View chart
Prologis (PLD)	0.0	$508k	-4%	3.8k	135.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$503k		11k	45.02	View chart
Meritage Homes Corporation (MTH)	0.0	$502k		6.0k	83.85	View chart
Southwest Gas Corporation (SWX)	0.0	$501k		5.7k	88.69	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$490k	+29%	3.1k	158.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$486k	+2%	660.00	736.46	View chart
Hut 8 Corp (HUT)	0.0	$480k	NEW	4.2k	115.44	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$480k	-99%	4.3k	110.34	View chart
Pepsi (PEP)	0.0	$477k	+9%	3.5k	135.39	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$476k	+34%	4.1k	117.29	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$473k		3.8k	124.43	View chart
Sonoco Products Company (SON)	0.0	$463k	+12%	8.2k	56.35	View chart
United Parcel Svcs CL B (UPS)	0.0	$459k	+5%	4.3k	107.50	View chart
Darden Restaurants (DRI)	0.0	$456k	+15%	2.2k	205.99	View chart
Citizens Financial (CFG)	0.0	$455k		6.5k	70.07	View chart
Masco Corporation (MAS)	0.0	$453k		5.6k	81.37	View chart
Smucker J M Com New (SJM)	0.0	$449k	+11%	4.0k	112.51	View chart
ViaSat (VSAT)	0.0	$448k	+4%	5.0k	89.81	View chart
Innovator Etfs Trust Equi Def Pro Apr (APOC)	0.0	$448k	-8%	17k	26.28	View chart
Steris Shs Usd (STE)	0.0	$448k	-6%	2.1k	210.59	View chart
Simon Property (SPG)	0.0	$448k	-2%	2.0k	223.60	View chart
SJW (HTO)	0.0	$446k		7.3k	60.77	View chart
Manulife Finl Corp (MFC)	0.0	$444k		11k	40.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$443k	NEW	1.8k	242.46	View chart
Linde SHS (LIN)	0.0	$442k	-3%	851.00	519.24	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$439k	+24%	2.4k	185.26	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$439k	+8%	11k	39.68	View chart
Wintrust Financial Corporation (WTFC)	0.0	$437k		2.7k	160.70	View chart
Edison International (EIX)	0.0	$435k	-4%	5.8k	74.45	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$434k	+33%	4.0k	107.14	View chart
KB Home (KBH)	0.0	$431k	-6%	6.9k	62.59	View chart
Columbia Banking System (COLB)	0.0	$430k	+4%	13k	32.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$429k	+29%	3.9k	110.32	View chart
Fidelity Natl Finl Com Shs (FNF)	0.0	$428k	+19%	9.1k	47.16	View chart
Cousins Pptys Com New (CUZ)	0.0	$427k	+2%	14k	29.98	View chart
Agree Realty Corporation (ADC)	0.0	$425k	+13%	5.6k	75.75	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$422k	+5%	5.1k	82.87	View chart
Carrier Global Corporation (CARR)	0.0	$422k	-2%	5.7k	73.35	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$420k		8.3k	50.37	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$420k	-19%	6.9k	60.79	View chart
Stag Industrial (STAG)	0.0	$419k	+7%	11k	38.06	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$419k	-7%	3.4k	123.44	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$417k		1.8k	237.38	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$417k	-50%	5.4k	76.55	View chart
Technipfmc (FTI)	0.0	$415k		6.3k	66.30	View chart
S&p Global (SPGI)	0.0	$413k		1.0k	407.23	View chart
Agios Pharmaceuticals (AGIO)	0.0	$412k		11k	37.11	View chart
UGI Corporation (UGI)	0.0	$412k	+17%	12k	34.54	View chart
Abbott Laboratories (ABT)	0.0	$411k	-11%	4.5k	90.75	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$409k		10k	40.68	View chart
Pra (PRAA)	0.0	$407k		21k	18.99	View chart
Truist Financial Corp equities (TFC)	0.0	$403k	+7%	8.1k	49.82	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$403k	+21%	2.3k	178.56	View chart
UnitedHealth (UNH)	0.0	$400k	-5%	962.00	415.81	View chart
Vail Resorts (MTN)	0.0	$399k	+13%	2.9k	136.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.0	$398k		9.0k	44.03	View chart
Lam Research Corp Com New (LRCX)	0.0	$397k	NEW	915.00	433.47	View chart
Putnam Etf Trust Frank Minn Etf (FTMN)	0.0	$396k	-4%	44k	8.92	View chart
Oneok (OKE)	0.0	$395k		4.5k	86.95	View chart
Group 1 Automotive (GPI)	0.0	$394k		1.4k	291.09	View chart
Avient Corp (AVNT)	0.0	$391k		11k	36.96	View chart
American Eagle Outfitters (AEO)	0.0	$390k		23k	17.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$390k		4.7k	82.65	View chart
Cigna Corp (CI)	0.0	$382k		1.4k	275.65	View chart
Omni (OMC)	0.0	$381k	+14%	5.2k	72.83	View chart
McKesson Corporation (MCK)	0.0	$381k	-8%	504.00	755.60	View chart
Walt Disney Company (DIS)	0.0	$378k	-14%	3.9k	96.25	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$378k	-10%	4.4k	86.42	View chart
J Global (ZD)	0.0	$378k		7.2k	52.37	View chart
Shell Spon Ads (SHEL)	0.0	$371k	-9%	4.8k	77.54	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$370k	-3%	117k	3.17	View chart
Daktronics (DAKT)	0.0	$369k		19k	19.56	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$368k	-98%	3.2k	114.19	View chart
Echostar Corp Cl A	0.0	$364k	-21%	3.6k	101.50	View chart
Fastenal Company (FAST)	0.0	$362k		7.5k	48.03	View chart
Oracle Corporation (ORCL)	0.0	$362k		2.5k	146.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$360k	NEW	472.00	763.14	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.0	$360k	-49%	5.3k	67.58	View chart
Ameresco Cl A (AMRC)	0.0	$356k	-6%	13k	27.60	View chart
Asbury Automotive (ABG)	0.0	$349k	-10%	1.7k	201.02	View chart
Lumen Technologies (LUMN)	0.0	$348k		45k	7.68	View chart
Patterson-UTI Energy (PTEN)	0.0	$346k	+8%	38k	9.18	View chart
ConocoPhillips (COP)	0.0	$344k	-4%	3.3k	103.98	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.0	$338k	-39%	7.8k	43.11	View chart
Mission Produce (AVO)	0.0	$334k		28k	11.79	View chart
Invitation Homes (INVH)	0.0	$333k	-7%	11k	30.21	View chart
Genuine Parts Company (GPC)	0.0	$333k	-16%	2.8k	117.99	View chart
California Res Corp Com Stock (CRC)	0.0	$332k		6.3k	52.87	View chart
Constellation Energy (CEG)	0.0	$328k	-8%	1.3k	248.28	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.0	$323k	+11%	13k	25.73	View chart
Praxis Precision Medicines I Com New (PRAX)	0.0	$320k	-3%	957.00	334.79	View chart
Helmerich & Payne (HP)	0.0	$319k		9.7k	32.74	View chart
Signet Jewelers SHS (SIG)	0.0	$318k		3.7k	86.21	View chart
Comcast Corp Cl A (CMCSA)	0.0	$313k	+5%	13k	24.55	View chart
Kosmos Energy (KOS)	0.0	$312k		148k	2.11	View chart
Digitalbridge Group Cl A New (DBRG)	0.0	$309k		20k	15.78	View chart
Hecla Mining Company (HL)	0.0	$308k	-6%	20k	15.43	View chart
United Therapeutics Corporation (UTHR)	0.0	$308k	-3%	568.00	541.35	View chart
Qnity Electronics Common Stock (Q)	0.0	$307k	-2%	1.9k	163.35	View chart
Deere & Company (DE)	0.0	$302k		476.00	634.66	View chart
Celestica (CLS)	0.0	$302k	-6%	827.00	364.80	View chart
Api Group Corp Com Stk (APG)	0.0	$297k		7.0k	42.35	View chart
Pbf Energy Cl A (PBF)	0.0	$291k		6.4k	45.52	View chart
Kkr & Co (KKR)	0.0	$287k		3.1k	91.77	View chart
Boston Scientific Corporation (BSX)	0.0	$286k	-19%	6.7k	42.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$285k		773.00	368.38	View chart
Stanley Black & Decker (SWK)	0.0	$282k		3.0k	94.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$282k	NEW	6.3k	44.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$282k	-2%	590.00	477.52	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$282k		2.1k	136.70	View chart
Walker & Dunlop (WD)	0.0	$280k	-2%	5.1k	54.70	View chart
American Electric Power Company (AEP)	0.0	$278k		2.0k	136.83	View chart
Halliburton Company (HAL)	0.0	$275k	+10%	8.1k	33.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$273k	NEW	2.2k	124.44	View chart
Ge Vernova (GEV)	0.0	$272k	NEW	232.00	1173.95	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$271k	+29%	3.3k	83.06	View chart
American Express Company (AXP)	0.0	$270k		799.00	338.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$270k	-2%	1.8k	148.28	View chart
Fair Isaac Corporation (FICO)	0.0	$269k		225.00	1194.78	View chart
T. Rowe Price (TROW)	0.0	$267k		2.3k	113.69	View chart
Charles Schwab Corporation (SCHW)	0.0	$265k	-7%	2.9k	92.28	View chart
Freeport Mcmoran CL B (FCX)	0.0	$265k		4.2k	62.89	View chart
Gray Television (GTN)	0.0	$264k	-4%	66k	3.97	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.0	$263k	+26%	9.6k	27.39	View chart
Boeing Company (BA)	0.0	$261k	-4%	1.2k	216.38	View chart
Broadcom (AVGO)	0.0	$258k		684.00	377.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$258k	NEW	4.9k	52.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.0	$256k	NEW	6.5k	39.50	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$254k	+100%	4.5k	56.16	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$253k		6.0k	42.08	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$250k		46k	5.45	View chart
Honeywell International (HON)	0.0	$249k	NEW	1.1k	223.90	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$248k		12k	21.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.0	$246k	NEW	6.2k	39.63	View chart
Honeywell Aerospace (HONA)	0.0	$246k	NEW	1.1k	221.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$244k		6.1k	39.81	View chart
Applied Digital Corp Com New (APLD)	0.0	$244k	NEW	6.5k	37.30	View chart
Ares Capital Corporation (ARCC)	0.0	$241k	+2%	13k	18.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM)	0.0	$240k		7.3k	32.83	View chart
Coeur Mng Com New (CDE)	0.0	$239k	-5%	15k	16.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.0	$233k		6.9k	33.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.0	$232k	NEW	5.4k	42.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$228k	+6%	3.0k	75.51	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.0	$227k	NEW	2.2k	101.86	View chart
Bluelinx Hldgs Com New (BXC)	0.0	$226k	-8%	3.7k	61.88	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.0	$225k	+6%	7.1k	31.78	View chart
Public Service Enterprise (PEG)	0.0	$225k		2.8k	81.16	View chart
Marqeta Class A Com (MQ)	0.0	$217k	-3%	54k	4.06	View chart
Eli Lilly & Co. (LLY)	0.0	$216k	NEW	180.00	1198.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$215k	NEW	5.0k	42.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$211k	NEW	6.8k	31.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	0.0	$210k		6.2k	33.71	View chart
Coherent Corp (COHR)	0.0	$208k	NEW	528.00	394.47	View chart
Neogen Corporation (NEOG)	0.0	$205k	-2%	23k	8.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.0	$204k	NEW	4.9k	41.42	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.0	$204k	NEW	5.9k	34.61	View chart
Bunge Global Sa Com Shs (BG)	0.0	$202k	+7%	1.9k	106.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$202k	NEW	4.5k	44.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$201k	NEW	1.2k	161.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.0	$200k	NEW	4.8k	41.54	View chart
Aim Etf Products Trust Allia Us Feb Etf (FEBW)	0.0	$200k	-20%	5.6k	35.54	View chart
Intellia Therapeutics (NTLA)	0.0	$198k		12k	16.92	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$163k	-13%	25k	6.60	View chart
Claros Mtg Tr Common Stock (CMTG)	0.0	$79k	-4%	34k	2.35	View chart

Past Filings by Gallagher Fiduciary Advisors

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

Gallagher Fiduciary Advisors 2026 Q2 filed Aug. 14, 2026
Gallagher Fiduciary Advisors 2026 Q1 filed May 15, 2026
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

View all past filings

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