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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 150,529 $20,702,271 11.83%
2.
Ishares Trust
 IEF 190,778 $14,710,929 8.41%
3.
Ishares Trust
 IEF 12,967 $9,710,932 5.55%
4.
Apple Inc.
 AAPL 28,673 $8,296,874 4.74%
5.
Nvidia Corp
 NVDA 41,316 $8,266,956 4.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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