FBInvestor
Funds / Gallagher Fiduciary Advisors, LLC
Institutional Fund

Gallagher Fiduciary Advisors, LLC

Rolling Meadows, ILCIK 15277815 filings on record

Portfolio Value
$2.58B
Q1 2026
Holdings
340
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-16.6%
from $3.09B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Mcdonalds Corp52.2%
  • Pg&E Corp12.6%
  • Delta Air Lines Inc Del9.9%
  • Cbre Group Inc4.6%
  • Franklin Resources Inc1.3%
  • American Centy ETF Tr1.3%
  • Other18.1%

Portfolio Holdings

340 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Mcdonalds Corp4.33M$1.34B52.2%100.2KReduced
2Pg&E Corp18.51M$325.16M12.6%919.8KReduced
3Delta Air Lines Inc Del3.84M$255.23M9.9%202.2KReduced
4Cbre Group Inc883.9K$119.73M4.6%10.7KReduced
5Franklin Resources Inc1.41M$33.26M1.3%15.9KReduced
6American Centy ETF Tr700.6K$32.65M1.3%+66.3KAdded
7Ishares Tr219.3K$19.85M0.8%+13.2KAdded
8American Centy ETF Tr172.2K$19.02M0.7%20.7KReduced
9Ishares Inc264.5K$18.45M0.7%7.3KReduced
10Vanguard Index Fds60.5K$18.27M0.7%+3.5KAdded

330 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio