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Home > Institutional Investor > Gallagher Fiduciary Advisors, Llc > Profile

Instuitional Investor - Gallagher Fiduciary Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Gallagher Fiduciary Advisors, Llc
Portfolio Value $3,038,740,838
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mcdonalds Corp
 MCD 4,252,478 $1,149,487,233 37.83%
2.
Delta Air Lines Inc.
 DAL 3,637,451 $340,683,710 11.21%
3.
Pg&E Corp
 PCG 38,625,717 $300,894,791 9.9%
4.
Vanguard Index Fds
 481,191 $178,060,096 5.86%
5.
Cbre Group Inc.
 CBRE 880,234 $118,558,718 3.9%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.