Gallagher Fiduciary Advisors, LLC Portfolio Holdings

Gallagher Fiduciary Advisors, LLC

  • $3.01 Billion
  • Q1 2025

Gallagher Fiduciary Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.01 Billion distributed in 309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mcdonalds Corp with a value of $1.51B, Pg&E Corp with a value of $356M, Delta Air Lines, Inc. with a value of $198M, Vanguard Total Stock Market Et with a value of $134M, and Cbre Group, Inc. with a value of $123M.

Examining the 13F form we can see an increase of $2.53B in the current position value, from $485M to 3.01B.

Gallagher Fiduciary Advisors, LLC is based out at Rolling Meadows, IL

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

Portfolio value $3.01 Billion
Consumer Cyclical: $1.52 Billion
ETFs: $657 Million
Utilities: $365 Million
Industrials: $208 Million
Real Estate: $128 Million
Financial Services: $49.4 Million
Technology: $15.7 Million
Communication Services: $10.3 Million
Other: $32.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.62 Million 0.09% of portfolio
31,625
Q1 2025 Added 10.77%
$3.51T
$2.32 Million 0.08% of portfolio
6,168
Q1 2025 Reduced 22.2%
$0
$2.39 Million 0.08% of portfolio
40,791
Q1 2025 Added 0.38%
$80.2B
$2.35 Million 0.08% of portfolio
15,996
Q1 2025 Added 10.17%
$0
$2.13 Million 0.07% of portfolio
46,696
Q1 2025 New
$788B
$2.04 Million 0.07% of portfolio
8,330
Q1 2025 Reduced 7.55%
$0
$1.74 Million 0.06% of portfolio
34,985
Q1 2025 Reduced 4.08%
$1.03T
$1.67 Million 0.06% of portfolio
6,460
Q1 2025 Reduced 6.23%
$0
$1.9 Million 0.06% of portfolio
19,206
Q1 2025 Added 305.36%
$203B
$1.92 Million 0.06% of portfolio
67,964
Q1 2025 Added 1.33%
$386B
$1.81 Million 0.06% of portfolio
10,604
Q1 2025 Added 1.98%
$281B
$1.72 Million 0.06% of portfolio
10,253
Q1 2025 Reduced 4.04%
$0
$1.53 Million 0.05% of portfolio
15,154
Q1 2025 Reduced 23.73%
$0
$1.52 Million 0.05% of portfolio
15,899
Q1 2025 New
$0
$1.36 Million 0.05% of portfolio
2,639
Q1 2025 Added 6.8%
$313B
$1.6 Million 0.05% of portfolio
22,324
Q1 2025 Added 1.49%
$69.9B
$1.45 Million 0.05% of portfolio
9,478
Q1 2025 Added 1.21%
$0
$1.44 Million 0.05% of portfolio
45,844
Q1 2025 Added 18.67%
$185B
$1.65 Million 0.05% of portfolio
36,267
Q1 2025 Reduced 4.37%
$0
$1.16 Million 0.04% of portfolio
11,992
Q1 2025 Reduced 1.37%
$136B
$1.15 Million 0.04% of portfolio
45,213
Q1 2025 Reduced 2.45%
$52.3B
$1.15 Million 0.04% of portfolio
10,526
Q1 2025 Added 1.67%
$0
$1.3 Million 0.04% of portfolio
2,323
Q1 2025 Reduced 3.01%
$0
$1.14 Million 0.04% of portfolio
58,015
Q1 2025 New
$37.7B
$1.21 Million 0.04% of portfolio
17,064
Q1 2025 Reduced 1.38%
$1.5T
$1.25 Million 0.04% of portfolio
2,177
Q1 2025 Reduced 18.8%
$0
$1.11 Million 0.04% of portfolio
7,572
Q1 2025 Reduced 7.86%
$335B
$1.06 Million 0.04% of portfolio
5,046
Q1 2025 Added 4.23%
$0
$1.2 Million 0.04% of portfolio
6,095
Q1 2025 Reduced 0.68%
$286B
$947,000 0.03% of portfolio
13,196
Q1 2025 Reduced 0.18%
$264B
$837,000 0.03% of portfolio
9,542
Q1 2025 Reduced 0.83%
$4.44B
$783,000 0.03% of portfolio
16,587
Q1 2025 Added 3.85%
$41.9B
$891,000 0.03% of portfolio
88,925
Q1 2025 Reduced 11.64%
$248B
$949,000 0.03% of portfolio
3,818
Q1 2025 Added 0.95%
$7.54B
$793,000 0.03% of portfolio
63,852
Q1 2025 Added 6.4%
$4.1B
$854,000 0.03% of portfolio
40,241
Q1 2025 Added 5.55%
$6.67B
$886,000 0.03% of portfolio
4,945
Q1 2025 Added 4.0%
$182B
$887,000 0.03% of portfolio
5,918
Q1 2025 Added 3.19%
$242B
$955,000 0.03% of portfolio
13,033
Q1 2025 Reduced 2.07%
$993B
$791,000 0.03% of portfolio
5,119
Q1 2025 Added 15.14%
$1.1T
$1 Million 0.03% of portfolio
6,427
Q1 2025 Reduced 1.2%
$10.1B
$868,000 0.03% of portfolio
7,333
Q1 2025 Added 4.03%
$52.1B
$879,000 0.03% of portfolio
13,403
Q1 2025 Added 3.05%
$52.7B
$768,000 0.03% of portfolio
4,630
Q1 2025 Added 2.68%
$0
$777,000 0.03% of portfolio
33,176
Q1 2025 Added 10.8%
$15.3B
$923,000 0.03% of portfolio
14,195
Q1 2025 Added 3.24%
$0
$1.05 Million 0.03% of portfolio
8,007
Q1 2025 Reduced 0.15%
$74.7B
$786,000 0.03% of portfolio
7,149
Q1 2025 Added 2.77%
$42.8B
$773,000 0.03% of portfolio
16,897
Q1 2025 Added 1.72%

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $3.01 Billion
  • Prior Value $485 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 40 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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