StockDriftsStockDriftsTop 50 Gallagher Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 11.83% | 150.5K | $20.7M | new | $105.42(+34.48%) | 2026-06-30 | |
| IJH | ISHARES TR | 8.41% | 190.8K | $14.7M | -5.60%(-11.32K) | $62.89(+23.88%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.55% | 13.0K | $9.7M | new | $606.95(+28.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.74% | 28.7K | $8.3M | -0.63%(-182) | $233.13(+31.54%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.73% | 41.3K | $8.3M | -0.78%(-326) | $128.67(+71.34%) | 2026-06-30 | |
| IYW | ISHARES TR | 3.94% | 27.4K | $6.9M | +5.03%(+1.31K) | $169.42(+48.92%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.66% | 40.5K | $6.4M | -0.60%(-246) | $128.58(+29.54%) | 2026-06-30 | |
| IOO | ISHARES TR | 3.38% | 43.3K | $5.9M | +32.94%(+10.72K) | $123.18(+18.36%) | 2026-06-30 | |
| DVY | ISHARES TR | 2.83% | 31.7K | $4.9M | new | $135.74(+19.60%) | 2026-06-30 | |
| IDV | ISHARES TR | 2.81% | 118.6K | $4.9M | +23.21%(+22.34K) | $37.41(+18.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.08% |
Gallagher Capital Advisors, LLC reports $174.93M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are IVW (11.8%), IJH (8.4%) and IVV (5.5%). The top 20 holdings account for 73.13% of reported assets. Its disclosed equity book has returned +11.87% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gallagher Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2034519). View Gallagher Capital Advisors, LLC’s 13F filings on SEC