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GALLAGHER FIDUCIARY ADVISORS, LLC 13F portfolio summary

GALLAGHER FIDUCIARY ADVISORS, LLC of GALLAGHER FIDUCIARY ADVISORS, LLC has 328 current stock holdings with a reported portfolio value of $2.58B. The portfolio 1 year return is +188.89%. Top holdings include QQQ (0.00%), SPY (0.00%), FPE (0.00%), BRSP (0.00%), UPS (0.00%).

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GALLAGHER FIDUCIARY ADVISORS, LLC

GALLAGHER FIDUCIARY ADVISORS, LLC
Latest filing: 2026-03-31

GALLAGHER FIDUCIARY ADVISORS, LLC runs GALLAGHER FIDUCIARY ADVISORS, LLC and currently holds 328 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $2.58B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GALLAGHER FIDUCIARY ADVISORS, LLC ranks #41 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GALLAGHER FIDUCIARY ADVISORS, LLC's portfolio at GALLAGHER FIDUCIARY ADVISORS, LLC has delivered returns of +188.89%. Their 3-year annualized return is +208.20%. Looking at the 5-year horizon, GALLAGHER FIDUCIARY ADVISORS, LLC has achieved +220.89% annualized returns at GALLAGHER FIDUCIARY ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+188.89%
#11/1000
3 Year
+208.20%
#56/1000
5 Year
+220.89%
#53/1000

Portfolio Value

$2.58B

Alpha Score

188.6

#41 of 1000

Holdings

328

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change