Gallagher Capital Advisors, LLC Portfolio Holdings by Sector
Gallagher Capital Advisors, LLC
- $124 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW IJH IVV VYM VGT IYW IJR HDV 18 stocks |
$51.1 Million
41.3% of portfolio
|
9
|
9
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW SNOW UBER CRM TTD 5 stocks |
$10.2 Million
8.22% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$7.98 Million
6.45% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$7.88 Million
6.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$4.96 Million
4.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE LLY 2 stocks |
$4.89 Million
3.95% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL 2 stocks |
$4.35 Million
3.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$4.34 Million
3.51% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.93 Million
3.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.65 Million
2.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3.43 Million
2.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$3.28 Million
2.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$2.53 Million
2.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$1.96 Million
1.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$1.76 Million
1.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$1.7 Million
1.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT BA 2 stocks |
$1.37 Million
1.11% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$773,337
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP 2 stocks |
$600,926
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$538,840
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$531,663
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$372,077
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV 1 stocks |
$361,139
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$346,340
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$259,725
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$248,686
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$235,134
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
JKHY 1 stocks |
$212,003
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|