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 Fiduciary Advisors, LLC (CIK 1527781) reported $2.58B across 339 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MCD ($1.34B, 52.19%), PCG ($325.2M, 12.62%), DAL ($255.2M, 9.91%), CBRE ($119.7M, 4.65%), BEN ($33.3M, 1.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MCD | MCDONALDS CORP | $1.34B | 52.19% | 4.3M | Trimmed |
| 2 | PCG | PG&E CORP | $325.2M | 12.62% | 18.5M | Trimmed |
| 3 | DAL | DELTA AIR LINES INC | $255.2M | 9.91% | 3.8M | Trimmed |
| 4 | CBRE | CBRE GROUP INC | $119.7M | 4.65% | 883,856 | Trimmed |
| 5 | BEN | FRANKLIN RESOURCES INC | $33.3M | 1.29% | 1.4M | Trimmed |
| 6 | KORP | AMERICAN CENTY ETF TR | $32.7M | 1.27% | 700,568 | Added |
| 7 | IEFA | ISHARES TR | $19.8M | 0.77% | 219,254 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $19.0M | 0.74% | 172,205 | Trimmed |
| 9 | IEMG | ISHARES INC | $18.4M | 0.72% | 264,491 | Trimmed |
| 10 | VBK | VANGUARD INDEX FDS | $18.3M | 0.71% | 60,452 | Added |
| 11 | ISCG | ISHARES TR | $17.8M | 0.69% | 325,545 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $16.6M | 0.64% | 76,301 | Trimmed |
| 13 | AVLV | AMERICAN CENTY ETF TR | $15.7M | 0.61% | 194,591 | Added |
| 14 | VIOV | VANGUARD ADMIRAL FDS INC | $14.7M | 0.57% | 144,690 | Trimmed |
| 15 | LQD | ISHARES TR | $14.4M | 0.56% | 32.6M | Added |
| 16 | VTV | VANGUARD INDEX FDS | $13.2M | 0.51% | 67,486 | Added |
| 17 | DGRO | ISHARES TR | $11.1M | 0.43% | 157,947 | Added |
| 18 | IUSG | ISHARES TR | $9.9M | 0.39% | 64,035 | Added |
| 19 | SDVY | FIRST TR EXCHANGE TRADED FD | $8.0M | 0.31% | 202,034 | Trimmed |
| 20 | RDVY | FIRST TR EXCHANGE TRADED FD | $8.0M | 0.31% | 117,469 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $7.6M | 0.30% | 17,505 | Added |
| 22 | IUSV | ISHARES TR | $7.3M | 0.28% | 71,340 | Added |
| 23 | HDV | ISHARES TR | $6.5M | 0.25% | 48,037 | Added |
| 24 | ZALT | INNOVATOR ETFS TRUST | $5.9M | 0.23% | 181,097 | Added |
| 25 | SHYG | ISHARES TR | $5.4M | 0.21% | 127,343 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31