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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 1 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MCD MCDONALDS CORP Consumer Cyclical 4,576,008.0 $1.39B 51.08% NEW $303.89 -6.5%
2 PCG PG&E CORP Utilities 20,052,912.0 $302.4M 11.11% NEW $15.08 +9.0%
3 DAL DELTA AIR LINES INC DEL Industrials 4,297,747.0 $243.9M 8.96% NEW $56.75 +33.3%
4 CBRE CBRE GROUP INC Real Estate 915,107.0 $144.2M 5.30% NEW $157.56 -16.8%
5 LQD ISHARES TR 346,385.0 $38.6M 1.42% NEW $111.47 -3.0%
6 BEN FRANKLIN RESOURCES INC Financial Services 1,428,504.0 $33.0M 1.21% NEW $23.13 +33.4%
7 KORP AMERICAN CENTY ETF TR 592,346.0 $28.2M 1.04% NEW $47.60 -2.4%
8 SCHB SCHWAB STRATEGIC TR 1,036,132.0 $26.6M 0.98% NEW $25.71 +11.2%
9 VCLT VANGUARD SCOTTSDALE FDS 320,178.0 $24.9M 0.91% NEW $77.65 -4.5%
10 IGLB ISHARES TR 469,065.0 $24.2M 0.89% NEW $51.54 -4.3%
11 AVUV AMERICAN CENTY ETF TR 189,860.0 $18.9M 0.69% NEW $99.53 +19.8%
12 VBR VANGUARD INDEX FDS 86,220.0 $18.0M 0.66% NEW $208.71 +10.6%
13 IEMG ISHARES INC 263,579.0 $17.4M 0.64% NEW $65.92 +22.2%
14 IEFA ISHARES TR 196,757.0 $17.2M 0.63% NEW $87.31 +11.4%
15 VBK VANGUARD INDEX FDS 55,785.0 $16.6M 0.61% NEW $297.62 +15.4%
16 ISCG ISHARES TR 301,538.0 $16.4M 0.60% NEW $54.31 +12.9%
17 VIOV VANGUARD ADMIRAL FDS INC 171,879.0 $16.4M 0.60% NEW $95.22 +15.7%
18 IXUS ISHARES TR 164,762.0 $13.6M 0.50% NEW $82.58 +15.2%
19 BND VANGUARD BD INDEX FDS 172,007.0 $12.8M 0.47% NEW $74.37 -1.9%
20 CORP PIMCO ETF TR 123,733.0 $12.2M 0.45% NEW $98.62 -2.7%
Page 1 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%