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GALLAGHER FIDUCIARY ADVISORS, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
Latest filing: 2026-06-30
GALLAGHER FIDUCIARY ADVISORS, LLC runs GALLAGHER FIDUCIARY ADVISORS, LLC and currently holds 356 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $3.04B. Their top holdings are MCD, DAL, PCG, VTI, CBRE. The top five represent 68.7% of reported portfolio weight. GALLAGHER FIDUCIARY ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, GALLAGHER FIDUCIARY ADVISORS, LLC initiated 2 new positions. They added to 34 existing positions. They trimmed 62 positions. Their current best-performing preview position is IWV with returns of +2,065,428.79%.
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356 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MCD MCDONALDS CORP | 37.83% | $312.36 | $270.94 | -13.26% | Trimmed -1.70% |
 DAL DELTA AIR LINES INC | 11.21% | $43.60 | $82.42 | +89.04% | Trimmed -5.25% |
 PCG PG&E CORP | 9.90% | $16.99 | $17.61 | +3.62% | Added +108.71% |
 VTI VANGUARD INDEX FDS | 5.86% | $320.85 | $378.25 | +17.89% | Trimmed -99.69% |
 CBRE CBRE GROUP INC | 3.90% | $130.78 | $151.97 | +16.20% | Trimmed -0.41% |
 SCHB SCHWAB STRATEGIC TR | 2.58% | $25.11 | $29.61 | +17.92% | Trimmed -96.09% |
 BEN FRANKLIN RESOURCES INC | 1.51% | $19.25 | $34.31 | +78.23% | Trimmed -2.02% |
 VCLT VANGUARD SCOTTSDALE FDS | 1.39% | $74.74 | $71.72 | -4.04% | Trimmed -99.09% |
 IGLB ISHARES TR | 1.37% | $49.64 | $47.80 | -3.71% | Trimmed -98.68% |
 LQD ISHARES TR | 1.21% | $109.00 | $105.94 | -2.81% | Trimmed -98.96% |
Showing 1-10 of 356