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Home > Institutional Investor > Gallagher Capital Advisors, Llc > 13F Holdings

Instuitional Investor - Gallagher Capital Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 168,300 $21,054,293 12.12%
2.
Ishares Trust
 IEF 10,134 $20,930,671 12.05%
3.
Ishares Trust
 IEF 237,274 $16,575,289 9.54%
4.
Nvidia Corp
 NVDA 41,365 $8,586,719 4.94%
5.
Apple Inc.
 AAPL 30,216 $8,027,770 4.62%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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