Gallagher Fiduciary Advisors, LLC

CIK 0001527781 · ROLLING MEADOWS, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Gallagher Fiduciary Advisors, LLC reported 356 positions worth $3.04B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MCD (37.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.04B
2026 Q2
Positions
356
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.8%
Est. Net Flow (Q)
2026 Q2
10 / 356 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MCDMCDONALDS CORPSH$1.15B37.83%4,252,478
2DALDELTA AIR LINES INCSH$340.7M11.21%3,637,451
3PCGPG&E CORPSH$300.9M9.90%38,625,717
4VTIVANGUARD INDEX FDSSH$178.1M5.86%481,191
5CBRECBRE GROUP INCSH$118.6M3.90%880,234
6SCHBSCHWAB STRATEGIC TRSH$78.4M2.58%2,708,469
7BENFRANKLIN RESOURCES INCSH$45.9M1.51%1,379,739
8VCLTVANGUARD SCOTTSDALE FDSSH$42.2M1.39%561,226
9IGLBISHARES TRSH$41.7M1.37%833,026
10KORPAMERICAN CENTY ETF TRSH$37.7M1.24%804,960

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gallagher Fiduciary Advisors, LLC hold as of Q2 2026?

Gallagher Fiduciary Advisors, LLC reported 356 positions worth $3.04B in its Q2 2026 13F filing. Largest positions: MCD (37.8%), DAL (11.2%), PCG (9.9%), VTI (5.9%) and CBRE (3.9%).

What did Gallagher Fiduciary Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gallagher Fiduciary Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.