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Gallagher Capital Advisors, LLC

Portfolio Manager
Gallagher Capital Advisors, LLC
Performance
-6.14% (2026 Q1)
AUM (13F)
$148.38M
# of Holdings
65
Performance Rank
Allocation (Top 20)
75.32%

Gallagher Capital Advisors, LLC Holdings Map

Top 50 Gallagher Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVE
ISHARES TR
12.41%158.6K$18.4M
+3223.17%(+153.84K)
2025-Q1: 4.7K shares2025-Q2: 4.7K shares2025-Q3: 4.8K shares2025-Q4: 4.8K shares2026-Q1: 158.6K shares
$211.08(+9.06%)
2026-03-31
IJH
ISHARES TR
9.2%202.1K$13.6M
-2.11%(-4.36K)
2025-Q1: 216.1K shares2025-Q2: 133.4K shares2025-Q3: 237.3K shares2025-Q4: 206.5K shares2026-Q1: 202.1K shares
$62.89(+20.98%)
2026-03-31
AAPL
APPLE INC
4.94%28.9K$7.3M
-2.54%(-751)
2025-Q1: 31.2K shares2025-Q2: 18.5K shares2025-Q3: 30.2K shares2025-Q4: 29.6K shares2026-Q1: 28.9K shares
$233.13(+32.38%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.89%41.6K$7.3M
+2.21%(+899)
2025-Q1: 34.7K shares2025-Q2: 41.4K shares2025-Q3: 41.4K shares2025-Q4: 40.7K shares2026-Q1: 41.6K shares
$128.67(+51.42%)
2026-03-31
IYC
ISHARES TR
4.71%10.7K$7.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 10.7K shares
$100.02(+2.04%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
4.06%40.7K$6.0M
+1.79%(+717)
2025-Q1: 40.4K shares2025-Q2: 40.2K shares2025-Q3: 41.9K shares2025-Q4: 40.0K shares2026-Q1: 40.7K shares
$128.58(+24.03%)
2026-03-31
IEF
ISHARES TR
3.24%31.8K$4.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 31.8K shares
$95.80(-1.75%)
2026-03-31
IYW
ISHARES TR
3.19%26.1K$4.7M
-1.91%(-509)
2025-Q1: 26.8K shares2025-Q2: 16.3K shares2025-Q3: 27.3K shares2025-Q4: 26.6K shares2026-Q1: 26.1K shares
$167.23(+45.60%)
2026-03-31
MSFT
MICROSOFT CORP
2.93%11.7K$4.3M
-2.27%(-273)
2025-Q1: 12.4K shares2025-Q2: 12.3K shares2025-Q3: 12.3K shares2025-Q4: 12.0K shares2026-Q1: 11.7K shares
$425.88(-8.31%)
2026-03-31
IDV
ISHARES TR
2.76%96.3K$4.1M
+67.24%(+38.70K)
2025-Q1: 9.3K shares2025-Q2: 50.9K shares2025-Q3: 51.4K shares2025-Q4: 57.6K shares2026-Q1: 96.3K shares
$36.47(+14.63%)
2026-03-31

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