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Portfolio (Quarterly) Guide ↗

Gallagher Fiduciary Advisors, LLC

· CIK 0001527781
13F Portfolio $2.7B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 306 New
Page 16 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 25,081.0 $188K 0.01% NEW $7.48 -21.5%
302 ALIT ALIGHT INC Technology 47,247.0 $154K 0.01% NEW $3.26 -75.2%
303 NEOG NEOGEN CORP Healthcare 22,119.0 $126K 0.01% NEW $5.71 +55.2%
304 PTEN PATTERSON-UTI ENERGY INC Energy 20,832.0 $108K 0.00% NEW $5.18 +137.1%
305 CMTG CLAROS MTG TR INC Real Estate 32,162.0 $107K 0.00% NEW $3.32 -34.3%
306 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 21,673.0 $28K 0.00% NEW $1.28 -2.3%
Page 16 of 16  ·  306 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 62.9%
Utilities 13.8%
Industrials 11.4%
Real Estate 6.8%
Financial Services 2.4%
Technology 0.8%
Basic Materials 0.5%
Healthcare 0.4%
Communication Services 0.3%
Energy 0.3%