Institutions / Gallagher Fiduciary Advisors, LLC

Gallagher Fiduciary Advisors, LLC

CIK 1527781 · Institution · as of Dec 31, 2025

Portfolio value

$3.09B

Positions

325

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 325 →

Company	Class	Value	Shares	% of portfolio
Mcdonald'S Corp	—	$1.35B	4,426,061	43.8%
PG&E Corp	—	$312.19M	19,426,614	10.1%
Delta Air Lines, Inc.	—	$280.47M	4,041,390	9.1%
Vanguard Index Fds	—	$161.49M	481,663	5.2%
CBRE Group Inc	—	$143.84M	894,599	4.7%
Schwab Strategic Tr	—	$68.89M	2,626,353	2.2%
Vanguard Scottsdale Fds	—	$64.15M	845,731	2.1%
iShares MSCI UAE ETF	—	$63.79M	1,264,405	2.1%
Franklin Resources, Inc.	—	$34.02M	1,424,072	1.1%
iShares MSCI UAE ETF	—	$31.78M	288,382	1.0%
American Centy ETF Tr	—	$29.97M	634,224	1.0%
American Centy ETF Tr	—	$19.67M	192,925	0.6%
iShares Tr	—	$18.43M	206,046	0.6%
iShares Inc	—	$18.27M	271,827	0.6%
Vanguard Index Fds	—	$17.99M	84,951	0.6%
Vanguard Index Fds	—	$17.21M	56,956	0.6%
iShares Tr	—	$17.03M	307,111	0.6%
Vanguard Admiral Fds Inc	—	$16.76M	171,421	0.5%
SPDR S&P 500 ETF Tr	—	$14.56M	21,349	0.5%
PIMCO ETF Tr	—	$14.19M	145,021	0.5%
American Centy ETF Tr	—	$13.16M	173,727	0.4%
Vanguard Tax-Managed Fds	—	$13.04M	208,692	0.4%
Vanguard Index Fds	—	$11.54M	60,442	0.4%
iShares Tr	—	$9.82M	141,488	0.3%
iShares Tr	—	$9.69M	57,685	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.