Gallagher Fiduciary Advisors, LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$2.9B
Holdings
339
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MCD
MCDONALDS CORP
Q1 2026: New position (2.1k shares)
52.2%
02
$PCG
PG&E CORP
Q3 2025: Increased +40105624.0% (100 → 40.11M shares)
12.6%
03
$DAL
DELTA AIR LINES INC
Q3 2025: Sold 100.0% (8.84M → 4.7k shares)
9.9%
04
$CBRE
CBRE GROUP INC
Q3 2025: Sold 1.7% (1.86M → 1.83M shares)
4.6%
05
$BEN
FRANKLIN RESOURCES INC
Q3 2025: Sold 51.9% (2.97M → 1.43M shares)
1.3%
06
$KORP
AMERICAN CENTY ETF TR
Q3 2025: Sold 38.5% (962.6k → 592.3k shares)
1.3%
07
$IEFA
ISHARES TR
Q1 2026: New position (3.3k shares)
0.8%
08
$AVUV
AMERICAN CENTY ETF TR
Q3 2025: Increased +1.7% (186.7k → 189.9k shares)
0.7%
09
$IEMG
ISHARES INC
Q3 2025: Sold 39.8% (437.6k → 263.6k shares)
0.7%
10
$VBK
VANGUARD INDEX FDS
Q3 2025: Increased +0.9% (55.3k → 55.8k shares)
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.