Gallagher Capital Advisors, LLC Portfolio Holdings

Gallagher Capital Advisors, LLC

  • $174 Billion
  • Q3 2025

Gallagher Capital Advisors, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $21.1B, Ishares Core S&P 500 ETF with a value of $20.9B, Ishares Core S&P Mid Cap ETF with a value of $16.6B, Nvidia Corp with a value of $8.59B, and Apple Inc. with a value of $8.03B.

Examining the 13F form we can see an increase of $49.9B in the current position value, from $124B to 174B.

Gallagher Capital Advisors, LLC is based out at Argyle, TX

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

Portfolio value $174 Billion
ETFs: $88.4 Billion
Technology: $37 Billion
Financial Services: $17 Billion
Healthcare: $10.5 Billion
Consumer Defensive: $5.99 Billion
Consumer Cyclical: $5.6 Billion
Communication Services: $5.03 Billion
Industrials: $2.45 Billion
Other: $1.67 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$236M
$406 Million 0.23% of portfolio
34,000
Q3 2025 New
$103M
$27.5 Million 0.02% of portfolio
31,575
Q3 2025 New
$145M
$25 Million 0.01% of portfolio
15,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $174 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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