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Holders — by stockHoldings — by fund

Gallagher Fiduciary Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001527781

$3.04B

disclosed book value

356

positions

37.8%

largest position share

Positions, as of 2026-06-30

top 100 of 356 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MCDMCDONALDS CORP4.3M$1.15B37.8%
2DALDELTA AIR LINES INC3.6M$340.7M11.2%
3PCGPG&E CORP38.6M$300.9M9.9%
4VTIVANGUARD INDEX FDS481,191$178.1M5.9%
5CBRECBRE GROUP INC880,234$118.6M3.9%
6SCHBSCHWAB STRATEGIC TR2.7M$78.4M2.6%
7BENFRANKLIN RESOURCES INC1.4M$45.9M1.5%
8VCLTVANGUARD SCOTTSDALE FDS561,226$42.2M1.4%
9IGLBISHARES TR833,026$41.7M1.4%
10KORPAMERICAN CENTY ETF TR804,960$37.7M1.2%
11LQDISHARES TR338,060$36.9M1.2%
12IEFAISHARES TR257,232$24.8M0.8%
13IEMGISHARES INC276,297$22.9M0.8%
14AVUVAMERICAN CENTY ETF TR172,874$21.6M0.7%
15VBKVANGUARD INDEX FDS57,740$21.1M0.7%
16QINTAMERICAN CENTY ETF TR303,556$21.1M0.7%
17ISCGISHARES TR317,469$20.8M0.7%
18SPYSTATE STR SPDR S&P 500 ETF T27,774$20.7M0.7%
19VBRVANGUARD INDEX FDS79,492$19.3M0.6%
20AVLVAMERICAN CENTY ETF TR191,479$17.5M0.6%
21VIOVVANGUARD ADMIRAL FDS INC148,533$17.4M0.6%
22VTVVANGUARD INDEX FDS68,352$14.9M0.5%
23CORPPIMCO ETF TR151,820$14.7M0.5%
24IUSGISHARES TR77,899$14.7M0.5%
25VEAVANGUARD TAX-MANAGED FDS198,842$14.2M0.5%
26DGROISHARES TR163,676$12.4M0.4%
27IUSVISHARES TR94,711$10.4M0.3%
28VYMVANGUARD WHITEHALL FDS59,954$9.5M0.3%
29RDVYFIRST TR EXCHANGE TRADED FD115,506$9.4M0.3%
30VUGVANGUARD INDEX FDS106,379$9.2M0.3%
31IDVISHARES TR213,736$8.9M0.3%
32SDVYFIRST TR EXCHANGE TRADED FD199,688$8.6M0.3%
33HDVISHARES TR313,524$8.6M0.3%
34IXUSISHARES TR77,355$7.4M0.2%
35MTUMISHARES TR20,845$7.1M0.2%
36VGITVANGUARD SCOTTSDALE FDS113,746$6.7M0.2%
37VNQVANGUARD INDEX FDS69,532$6.7M0.2%
38IVVISHARES TR8,525$6.4M0.2%
39PALCPACER FDS TR103,651$6.2M0.2%
40ZALTINNOVATOR ETFS TRUST180,326$6.1M0.2%
41SHYGISHARES TR129,960$5.5M0.2%
42CLFCLEVELAND-CLIFFS INC NEW585,516$5.5M0.2%
43SOXXISHARES TR8,513$5.5M0.2%
44BUFRFIRST TR EXCHNG TRADED FD VI147,346$5.4M0.2%
45AAPLAPPLE INC17,403$5.0M0.2%
46DHDGFIRST TR EXCHNG TRADED FD VI133,557$4.9M0.2%
47BUFQFIRST TR EXCHNG TRADED FD VI123,612$4.9M0.2%
48IUSBISHARES TR100,158$4.6M0.2%
49SGOVISHARES TR43,620$4.4M0.1%
50FPEFIRST TR EXCH TRADED FD III229,813$4.1M0.1%
51NVDANVIDIA CORPORATION19,303$3.9M0.1%
52FESMFIDELITY COVINGTON TRUST78,985$3.8M0.1%
53MUMICRON TECHNOLOGY INC3,290$3.8M0.1%
54XLGINVESCO EXCHANGE TRADED FD T59,854$3.7M0.1%
55VWOVANGUARD INTL EQUITY INDEX F59,807$3.6M0.1%
56FBNDFIDELITY MERRIMACK STR TR76,650$3.5M0.1%
57BNDVANGUARD BD INDEX FDS46,672$3.4M0.1%
58SHYISHARES TR40,232$3.3M0.1%
59JNKSPDR SERIES TRUST32,417$3.1M0.1%
60EMBISHARES TR32,368$3.1M0.1%
61QUALISHARES TR14,048$3.1M0.1%
62GRIDFIRST TR EXCHANGE-TRADED FD15,537$3.0M0.1%
63AIRRFIRST TR EXCHANGE TRADED FD21,695$2.9M0.1%
64EXMOCEXXON MOBIL CORP19,767$2.7M0.1%
65MMM3M CO16,578$2.7M0.1%
66XLKSELECT SECTOR SPDR TR12,197$2.3M0.1%
67JPMJPMORGAN CHASE & CO6,712$2.2M0.1%
68AGGISHARES TR22,126$2.2M0.1%
69BRK/BBERKSHIRE HATHAWAY INC DEL4,216$2.1M0.1%
70AMZNAMAZON COM INC8,776$2.1M0.1%
71VOOVANGUARD INDEX FDS2,885$2.0M0.1%
72BUFZFIRST TR EXCHNG TRADED FD VI69,777$1.9M0.1%
73MSFTMICROSOFT CORP5,170$1.9M0.1%
74IYRISHARES TR18,073$1.8M0.1%
75BALTINNOVATOR ETFS TRUST50,526$1.7M0.1%
76TSLATESLA INC3,813$1.6M0.1%
77SANMSANMINA CORP6,268$1.6M0.1%
78QGROAMERICAN CENTY ETF TR13,061$1.5M0.1%
79JNJJOHNSON & JOHNSON5,865$1.5M0%
80JUNMFIRST TR EXCHNG TRADED FD VI42,434$1.5M0%
81GJUNFIRST TR EXCHNG TRADED FD VI35,913$1.5M0%
82NPOENPRO INC3,858$1.5M0%
83XELXCEL ENERGY INC17,952$1.4M0%
84SCHMSCHWAB STRATEGIC TR37,702$1.4M0%
85VZVERIZON COMMUNICATIONS INC32,822$1.4M0%
86IFGLISHARES TR62,316$1.4M0%
87ABBVABBVIE INC5,508$1.4M0%
88SPYMSPDR SERIES TRUST15,623$1.4M0%
89TMHC*TAYLOR MORRISON HOME CORP18,900$1.4M0%
90GMAYFIRST TR EXCHNG TRADED FD VI31,364$1.3M0%
91PGPROCTER & GAMBLE CO9,050$1.3M0%
92IWNISHARES TR5,903$1.3M0%
93CVXCHEVRON CORPORATION7,858$1.3M0%
94INTCINTEL CORP9,191$1.3M0%
95CSCOCISCO SYS INC10,728$1.3M0%
96IVWISHARES TR9,144$1.3M0%
97UCTTULTRA CLEAN HLDGS INC8,779$1.3M0%
98VSHVISHAY INTERTECHNOLOGY INC23,153$1.2M0%
99QQQMINVESCO EXCH TRADED FD TR II4,081$1.2M0%
100KOCOCA COLA CO15,091$1.2M0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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