§ 13F · FUND PROFILE
Gallagher Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174M (13F)Positions · 69Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 159K | $18M | 12.4% | +3223% |
| 2 | IJH | ISHARES TR | 202K | $14M | 9.2% | −2% |
| 3 | AAPL | APPLE INC | 29K | $7M | 4.9% | −3% |
| 4 | NVDA | NVIDIA CORPORATION | 42K | $7M | 4.9% | +2% |
| 5 | IYC | ISHARES TR | 11K | $7M | 4.7% | NEW |
| 6 | VYM | VANGUARD WHITEHALL FDS | 41K | $6M | 4.1% | +2% |
| 7 | IEF | ISHARES TR | 32K | $5M | 3.2% | NEW |
| 8 | IYW | ISHARES TR | 26K | $5M | 3.2% | −2% |
| 9 | MSFT | MICROSOFT CORP | 12K | $4M | 2.9% | −2% |
| 10 | IDV | ISHARES TR | 96K | $4M | 2.8% | +67% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GALLAGHER SIGNAL
AC read
Gallagher Capital Advisors, LLC is a Other fund managing $174 million in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed