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Gallagher Fiduciary Advisors Llc

Portfolio Manager
Gallagher Fiduciary Advisors LLC
Performance
+0.26% (2026 Q1)
AUM (13F)
$2.58B
# of Holdings
340
Performance Rank
Allocation (Top 20)
89.89%

Gallagher Fiduciary Advisors Llc Holdings Map

Top 50 Gallagher Fiduciary Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MCD
MCDONALDS CORP
52.19%4.33M$1.34B
-2.26%(-100.25K)
2025-Q1: 4.84M shares2025-Q2: 4.70M shares2025-Q3: 4.58M shares2025-Q4: 4.43M shares2026-Q1: 4.33M shares
$301.11(-8.21%)
2026-03-31
PCG
PG&E CORP
12.62%18.51M$325.2M
-4.73%(-919.82K)
2025-Q1: 20.74M shares2025-Q2: 20.56M shares2025-Q3: 20.05M shares2025-Q4: 19.43M shares2026-Q1: 18.51M shares
$14.54(+10.91%)
2026-03-31
DAL
DELTA AIR LINES INC
9.91%3.84M$255.2M
-5.00%(-202.24K)
2025-Q1: 4.54M shares2025-Q2: 4.42M shares2025-Q3: 4.30M shares2025-Q4: 4.04M shares2026-Q1: 3.84M shares
$43.51(+61.43%)
2026-03-31
CBRE
CBRE GROUP INC
4.65%883.9K$119.7M
-1.20%(-10.74K)
2025-Q1: 937.1K shares2025-Q2: 931.2K shares2025-Q3: 915.1K shares2025-Q4: 894.6K shares2026-Q1: 883.9K shares
$31.00(+319.17%)
2026-03-31
BEN
FRANKLIN RESOURCES INC
1.29%1.41M$33.3M
-1.12%(-15.93K)
2025-Q1: 1.50M shares2025-Q2: 1.49M shares2025-Q3: 1.43M shares2025-Q4: 1.42M shares2026-Q1: 1.41M shares
$52.37(-39.22%)
2026-03-31
KORP
AMERICAN CENTY ETF TR
1.27%700.6K$32.7M
+10.46%(+66.34K)
2025-Q1: 0 shares2025-Q2: 962.6K shares2025-Q3: 592.3K shares2025-Q4: 634.2K shares2026-Q1: 700.6K shares
$46.90(-1.28%)
2026-03-31
IEFA
ISHARES TR
0.77%219.3K$19.8M
+6.41%(+13.21K)
2025-Q1: 321.4K shares2025-Q2: 317.6K shares2025-Q3: 196.8K shares2025-Q4: 206.0K shares2026-Q1: 219.3K shares
$68.02(+39.98%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
0.74%172.2K$19.0M
-10.74%(-20.72K)
2025-Q1: 163.8K shares2025-Q2: 186.7K shares2025-Q3: 189.9K shares2025-Q4: 192.9K shares2026-Q1: 172.2K shares
$92.53(+26.71%)
2026-03-31
IEMG
ISHARES INC
0.72%264.5K$18.4M
-2.70%(-7.34K)
2025-Q1: 426.5K shares2025-Q2: 437.6K shares2025-Q3: 263.6K shares2025-Q4: 271.8K shares2026-Q1: 264.5K shares
$49.35(+61.07%)
2026-03-31
VBK
VANGUARD INDEX FDS
0.71%60.5K$18.3M
+6.14%(+3.50K)
2025-Q1: 52.3K shares2025-Q2: 55.3K shares2025-Q3: 55.8K shares2025-Q4: 57.0K shares2026-Q1: 60.5K shares
$223.52(+51.00%)
2026-03-31

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