account_balance
Investment manager · 13F filer · SEC CIK 1527781
Gallagher Fiduciary Advisors, LLC
Reported value$3.04Bas of Jun 30, 2026
Positions356 30 new, 14 sold out
Top 10 weight77%MCD alone is 38%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MCD
Mcdonalds Corp
37.8%
DAL
Delta Air Lines INC
11.2%Trimmed
PCG
Pg&e Corp
9.9%Added
VTI
Vanguard Index Fds
5.9%Trimmed
CBRE
Cbre Group INC
3.9%
SCHB
Schwab Strategic Tr
2.6%Trimmed
BEN
Franklin Resources INC
1.5%Trimmed
VCLT
1.4%
IGLB
1.4%
KORP
1.2%
346 others
23.2%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed