本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Gallagher Fiduciary Advisors, LLC (CIK 1527781) reported $3.04B across 356 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MCD ($1.15B, 37.83%), DAL ($340.7M, 11.21%), PCG ($300.9M, 9.90%), VTI ($178.1M, 5.86%), CBRE ($118.6M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MCD | MCDONALDS CORP | $1.15B | 37.83% | 4.3M | Trimmed |
| 2 | DAL | DELTA AIR LINES INC | $340.7M | 11.21% | 3.6M | Trimmed |
| 3 | PCG | PG&E CORP | $300.9M | 9.90% | 38.6M | Added |
| 4 | VTI | VANGUARD INDEX FDS | $178.1M | 5.86% | 481,191 | Trimmed |
| 5 | CBRE | CBRE GROUP INC | $118.6M | 3.90% | 880,234 | Trimmed |
| 6 | SCHB | SCHWAB STRATEGIC TR | $78.4M | 2.58% | 2.7M | Trimmed |
| 7 | BEN | FRANKLIN RESOURCES INC | $45.9M | 1.51% | 1.4M | Trimmed |
| 8 | VCLT | VANGUARD SCOTTSDALE FDS | $42.2M | 1.39% | 561,226 | Trimmed |
| 9 | IGLB | ISHARES TR | $41.7M | 1.37% | 833,026 | Trimmed |
| 10 | KORP | AMERICAN CENTY ETF TR | $37.7M | 1.24% | 804,960 | Added |
| 11 | LQD | ISHARES TR | $36.9M | 1.21% | 338,060 | Trimmed |
| 12 | IEFA | ISHARES TR | $24.8M | 0.82% | 257,232 | Added |
| 13 | IEMG | ISHARES INC | $22.9M | 0.75% | 276,297 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $21.6M | 0.71% | 172,874 | Added |
| 15 | QINT | AMERICAN CENTY ETF TR | $21.1M | 0.69% | 303,556 | New |
| 16 | VBK | VANGUARD INDEX FDS | $21.1M | 0.69% | 57,740 | Trimmed |
| 17 | ISCG | ISHARES TR | $20.8M | 0.68% | 317,469 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $20.7M | 0.68% | 27,774 | Trimmed |
| 19 | VBR | VANGUARD INDEX FDS | $19.3M | 0.64% | 79,492 | Added |
| 20 | AVLV | AMERICAN CENTY ETF TR | $17.5M | 0.57% | 191,479 | Trimmed |
| 21 | VIOV | VANGUARD ADMIRAL FDS INC | $17.4M | 0.57% | 148,533 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $14.9M | 0.49% | 68,352 | Added |
| 23 | CORP | PIMCO ETF TR | $14.7M | 0.48% | 151,820 | Trimmed |
| 24 | IUSG | ISHARES TR | $14.7M | 0.48% | 77,899 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $14.2M | 0.47% | 198,842 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30