Gallagher Capital Advisors, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $11.4B, Ishares Core S&P Mid Cap ETF with a value of $8.57B, Nvidia Corp with a value of $7.32B, Ishares Core S&P 500 ETF with a value of $6.46B, and Microsoft Corp with a value of $6.32B.

Examining the 13F form we can see an decrease of $7.47B in the current position value, from $131B to 124B.

Gallagher Capital Advisors, LLC is based out at Argyle, TX

Below you can find more details about Gallagher Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $51.1 Billion
Technology: $30.2 Billion
Financial Services: $17.2 Billion
Healthcare: $9.49 Billion
Consumer Cyclical: $5.55 Billion
Consumer Defensive: $4.6 Billion
Communication Services: $2.5 Billion
Industrials: $1.73 Billion
Other: $1.37 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $124 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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