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 $174.9M across 71 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVW ($20.7M, 11.83%), IJH ($14.7M, 8.41%), IVV ($9.7M, 5.55%), AAPL ($8.3M, 4.74%), NVDA ($8.3M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $20.7M | 11.83% | 150,529 | New |
| 2 | IJH | ISHARES TR | $14.7M | 8.41% | 190,778 | Trimmed |
| 3 | IVV | ISHARES TR | $9.7M | 5.55% | 12,967 | New |
| 4 | AAPL | APPLE INC | $8.3M | 4.74% | 28,673 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $8.3M | 4.73% | 41,316 | Trimmed |
| 6 | IYW | ISHARES TR | $6.9M | 3.94% | 27,388 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $6.4M | 3.66% | 40,478 | Trimmed |
| 8 | IOO | ISHARES TR | $5.9M | 3.38% | 43,252 | Added |
| 9 | DVY | ISHARES TR | $4.9M | 2.83% | 31,658 | New |
| 10 | IDV | ISHARES TR | $4.9M | 2.81% | 118,608 | Added |
| 11 | AMZN | AMAZON COM INC | $4.5M | 2.55% | 18,720 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $4.3M | 2.48% | 11,633 | Trimmed |
| 13 | HDV | ISHARES TR | $4.0M | 2.28% | 145,302 | Added |
| 14 | IJR | ISHARES TR | $4.0M | 2.26% | 26,635 | Trimmed |
| 15 | V | VISA INC | $3.8M | 2.17% | 11,061 | Added |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $3.8M | 2.15% | 4,024 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $3.7M | 2.13% | 11,390 | Trimmed |
| 18 | PFE | PFIZER INC | $3.4M | 1.94% | 141,242 | Added |
| 19 | BX | BLACKSTONE INC | $3.1M | 1.75% | 26,060 | Added |
| 20 | SNAP | SNAP INC | $2.7M | 1.54% | 10,566 | New |
| 21 | VUG | VANGUARD INDEX FDS | $2.7M | 1.51% | 30,766 | Added |
| 22 | WMT | WALMART INC | $2.3M | 1.31% | 20,299 | Trimmed |
| 23 | ALLY | ALLY FINL INC | $2.3M | 1.31% | 50,000 | New |
| 24 | NFLX | NETFLIX INC. | $2.2M | 1.26% | 30,782 | Added |
| 25 | META | META PLATFORMS INC | $2.2M | 1.26% | 3,910 | Added |
Source: SEC Form 13F filings · as of 2026-06-30