Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gallagher Capital Advisors, LLC (CIK 2034519) reported $148.4M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($18.4M, 12.41%), IJH ($13.6M, 9.20%), AAPL ($7.3M, 4.94%), NVDA ($7.3M, 4.89%), IYC ($7.0M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $18.4M | 12.41% | 158,615 | Added |
| 2 | IJH | ISHARES TR | $13.6M | 9.20% | 202,094 | Trimmed |
| 3 | AAPL | APPLE INC | $7.3M | 4.94% | 28,855 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $7.3M | 4.89% | 41,642 | Added |
| 5 | IYC | ISHARES TR | $7.0M | 4.71% | 10,702 | New |
| 6 | VYM | VANGUARD WHITEHALL FDS | $6.0M | 4.06% | 40,724 | Added |
| 7 | IEF | ISHARES TR | $4.8M | 3.24% | 31,764 | New |
| 8 | IYW | ISHARES TR | $4.7M | 3.19% | 26,076 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $4.3M | 2.93% | 11,746 | Trimmed |
| 10 | IDV | ISHARES TR | $4.1M | 2.76% | 96,263 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 2.69% | 4,005 | Trimmed |
| 12 | IOO | ISHARES TR | $3.9M | 2.65% | 32,535 | Added |
| 13 | PFE | PFIZER INC | $3.9M | 2.64% | 139,747 | Added |
| 14 | AMZN | AMAZON COM INC | $3.9M | 2.64% | 18,820 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $3.4M | 2.27% | 11,472 | Trimmed |
| 16 | IJR | ISHARES TR | $3.4M | 2.26% | 27,006 | Trimmed |
| 17 | V | VISA INC | $3.3M | 2.25% | 11,058 | Trimmed |
| 18 | BX | BLACKSTONE INC | $2.9M | 1.97% | 25,358 | Added |
| 19 | NFLX | NETFLIX INC. | $2.9M | 1.92% | 29,652 | Added |
| 20 | WMT | WALMART INC | $2.5M | 1.70% | 20,338 | Trimmed |
| 21 | META | META PLATFORMS INC | $2.2M | 1.49% | 3,854 | Added |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $2.2M | 1.48% | 43,812 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 1.43% | 5,126 | Trimmed |
| 24 | ISRG | INTUITIVE SURGICAL INC | $2.1M | 1.42% | 4,569 | Trimmed |
| 25 | NOW | SERVICENOW INC | $1.9M | 1.30% | 18,405 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31