Gallagher Capital Advisors, LLC: 13F holdings

CIK 20345192026Q2

Positions71
Reported value$172.3m
Filed2026-08-05

Change since last quarter

Positions71 (+6 vs prior quarter)
Reported value$172.3m (+16.1%)

Top 10 holdings

SecuritySharesValueWeight
IWF ISHARES TR150,529$20.7m12.0%
IJH ISHARES TR190,778$14.7m8.5%
IVV ISHARES TR12,967$9.7m5.6%
AAPL APPLE INC28,673$8.3m4.8%
NVDA NVIDIA CORPORATION41,316$8.3m4.8%
IYW ISHARES TR27,388$6.9m4.0%
VYM VANGUARD WHITEHALL FDS40,478$6.4m3.7%
IOO ISHARES TR43,252$5.9m3.4%
DVY ISHARES TR31,658$4.9m2.9%
IDV ISHARES TR118,608$4.9m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2034519")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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