StockDriftsStockDriftsTop 50 Gallagher Fiduciary Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | 37.83% | 4.25M | $1.15B | -1.70%(-73.33K) | $301.11(-9.39%) | 2026-06-30 | |
| DAL | DELTA AIR LINES INC | 11.21% | 3.64M | $340.7M | -5.25%(-201.70K) | $43.51(+105.38%) | 2026-06-30 | |
| PCG | PG&E CORP | 9.9% | 38.63M | $300.9M | +108.71%(+20.12M) | $15.90(+12.19%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.86% | 481.2K | $178.1M | -99.69%(-152.58M) | $328.05(+17.01%) | 2026-06-30 | |
| CBRE | CBRE GROUP INC | 3.9% | 880.2K | $118.6M | -0.41%(-3.62K) | $31.00(+393.07%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.58% | 2.71M | $78.4M | -96.09%(-66.50M) | $25.62(+17.28%) | 2026-06-30 | |
| BEN | FRANKLIN RESOURCES INC | 1.51% | 1.38M | $45.9M | -2.02%(-28.40K) | $52.37(-35.35%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 1.39% | 561.2K | $42.2M | -99.09%(-60.96M) | $75.30(-4.66%) | 2026-06-30 | |
| IGLB | ISHARES TR | 1.37% | 833.0K | $41.7M | -98.68%(-62.37M) | $50.05(-4.38%) | 2026-06-30 | |
| KORP | AMERICAN CENTY ETF TR | 1.24% | 805.0K | $37.7M | +14.90%(+104.39K) | $46.86(-2.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -0.12% | -0.35% | +4.28% | +23.33% |
| Top 20 Holdings Unweighted | +11.36% | +38.08% | +6.10% | +34.45% |
Gallagher Fiduciary Advisors LLC reports $3.04B in US-listed equity holdings across 356 positions in its most recent 13F filing. Its largest disclosed positions are MCD (37.8%), DAL (11.2%) and PCG (9.9%). The top 20 holdings account for 84.23% of reported assets. Its disclosed equity book has returned -0.35% on a three-year cumulative basis. 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 Fiduciary Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1527781). View Gallagher Fiduciary Advisors LLC’s 13F filings on SEC