Top 50 Gallagher Fiduciary Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | 52.19% | 4.33M | $1.34B | -2.26%(-100.25K) | $301.11(-8.21%) | 2026-03-31 | |
| PCG | PG&E CORP | 12.62% | 18.51M | $325.2M | -4.73%(-919.82K) | $14.54(+10.91%) | 2026-03-31 | |
| DAL | DELTA AIR LINES INC | 9.91% | 3.84M | $255.2M | -5.00%(-202.24K) | $43.51(+61.43%) | 2026-03-31 | |
| CBRE | CBRE GROUP INC | 4.65% | 883.9K | $119.7M | -1.20%(-10.74K) | $31.00(+319.17%) | 2026-03-31 | |
| BEN | FRANKLIN RESOURCES INC | 1.29% | 1.41M | $33.3M | -1.12%(-15.93K) | $52.37(-39.22%) | 2026-03-31 | |
| KORP | AMERICAN CENTY ETF TR | 1.27% | 700.6K | $32.7M | +10.46%(+66.34K) | $46.90(-1.28%) | 2026-03-31 | |
| IEFA | ISHARES TR | 0.77% | 219.3K | $19.8M | +6.41%(+13.21K) | $68.02(+39.98%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 0.74% | 172.2K | $19.0M | -10.74%(-20.72K) | $92.53(+26.71%) | 2026-03-31 | |
| IEMG | ISHARES INC | 0.72% | 264.5K | $18.4M | -2.70%(-7.34K) | $49.35(+61.07%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 0.71% | 60.5K | $18.3M | +6.14%(+3.50K) | $223.52(+51.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.08% | +12.74% |
| Top 20 Holdings Unweighted | +8.49% | +27.68% |
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