Gallagher Fiduciary Advisors, LLC
•CIK: 1527781•Filing: Q4 2025
Gallagher Fiduciary Advisors, LLC, led by the seasoned investor team of John Gallagher and his partners, maintains a concentrated portfolio with a notable 43.8% allocation to McDonald's (MCD), reflecting a high-conviction, value-oriented investment style. Recently, the fund has made strategic adjustments by adding Vanguard Total Stock Market ETF (VTI) with a significant 4639% increase, and exiting positions in FFEB and FJAN, signaling a shift towards more diversified and stable equity exposure.
Total AUM
$3.1B
QoQ Performance
+13.4%
Positions
222
Top 10 Concentration
82.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MCD
PCG
DAL
VTI
MCD43.8%
PCG10.1%
DAL9.1%
VTI5.2%
CBRE4.7%
SCHB2.2%
VCLT2.1%
IGLB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.5%
Consumer44.5%
ETF0.7%
Technology0.5%
Financial0.2%
Healthcare0.2%
Industrial0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+112 more exited positions
Changes from Q3 2025
NEW11 new positions
↑148 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022