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CIK 0002034519 • 6 13F filings • Apr 23, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $490K | 0.4% | 4,102 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $315K | 0.2% | 2,385 SH | |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.8% | 15,047 SH | |
| AMAZON COM INC | COM | $3.9M | 3.0% | 20,571 SH | |
| APPLE INC | COM | $6.9M | 5.3% | 31,164 SH | |
| ATOSSA THERAPEUTICS INC | COM | $18K | 0.0% | 26,075 SH | |
| BANK AMERICA CORP | COM | $1.0M | 0.8% | 24,307 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.6% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.0M | 2.3% | 5,638 SH | |
| BLACKSTONE INC | COM | $1.5M | 1.2% | 10,971 SH | |
| BROADCOM INC | COM | $312K | 0.2% | 1,866 SH | |
| CHEVRON CORP NEW | COM | $270K | 0.2% | 1,615 SH | |
| CONOCOPHILLIPS | COM | $244K | 0.2% | 2,325 SH | |
| COSTCO WHSL CORP NEW | COM | $3.8M | 2.9% | 4,048 SH | |
| DIAMONDBACK ENERGY INC | COM | $435K | 0.3% | 2,719 SH | |
| ELI LILLY & CO | COM | $338K | 0.3% | 409 SH | |
| EXXON MOBIL CORP | COM | $558K | 0.4% | 4,690 SH | |
| GENERAL DYNAMICS CORP | COM | $341K | 0.3% | 1,249 SH | |
| GOLDMAN SACHS GROUP INC | COM | $252K | 0.2% | 461 SH | |
| HENRY JACK & ASSOC INC | COM | $234K | 0.2% | 1,283 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $2.5M | 1.9% | 5,143 SH | |
| ISHARES TR | CORE HIGH DV ETF | $3.7M | 2.8% | 30,566 SH | |
| ISHARES TR | CORE S&P MCP ETF | $12.6M | 9.6% | 216,119 SH | |
| ISHARES TR | CORE S&P SCP ETF | $3.5M | 2.7% | 33,650 SH | |
| ISHARES TR | CORE S&P500 ETF | $5.4M | 4.1% | 9,595 SH | |
| ISHARES TR | GLOBAL 100 ETF | $235K | 0.2% | 2,439 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $15.9M | 12.1% | 171,514 SH | |
| ISHARES TR | S&P 500 VAL ETF | $901K | 0.7% | 4,730 SH | |
| ISHARES TR | SELECT DIVID ETF | $4.4M | 3.4% | 32,973 SH | |
| ISHARES TR | U.S. TECH ETF | $3.8M | 2.9% | 26,778 SH | |
| ISHARES TR | US REGNL BKS ETF | $435K | 0.3% | 9,323 SH | |
| JPMORGAN CHASE & CO. | COM | $3.0M | 2.3% | 12,332 SH | |
| LOCKHEED MARTIN CORP | COM | $806K | 0.6% | 1,804 SH | |
| META PLATFORMS INC | CL A | $616K | 0.5% | 1,069 SH | |
| MICROSOFT CORP | COM | $4.6M | 3.5% | 12,376 SH | |
| MORGAN STANLEY | COM NEW | $1.2M | 0.9% | 9,899 SH | |
| NOVO-NORDISK A S | ADR | $1.3M | 1.0% | 19,064 SH | |
| NVIDIA CORPORATION | COM | $3.8M | 2.9% | 34,811 SH | |
| PAYPAL HLDGS INC | COM | $298K | 0.2% | 4,567 SH | |
| PFIZER INC | COM | $3.8M | 2.9% | 149,385 SH | |
| PHILLIPS 66 | COM | $227K | 0.2% | 1,835 SH | |
| PROCTER AND GAMBLE CO | COM | $279K | 0.2% | 1,637 SH | |
| SALESFORCE INC | COM | $1.3M | 1.0% | 4,753 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $632K | 0.5% | 7,739 SH | |
| SERVICENOW INC | COM | $2.9M | 2.2% | 3,644 SH | |
| SNOWFLAKE INC | CL A | $2.2M | 1.7% | 14,840 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $234K | 0.2% | 418 SH | |
| STONECO LTD | COM CL A | $178K | 0.1% | 17,020 SH | |
| TESLA INC | COM | $319K | 0.2% | 1,231 SH | |
| THE TRADE DESK INC | COM CL A | $506K | 0.4% | 9,246 SH | |
| UBER TECHNOLOGIES INC | COM | $1.2M | 0.9% | 16,376 SH | |
| UNDER ARMOUR INC | CL C | $1.3M | 1.0% | 214,800 SH | |
| US BANCORP DEL | COM NEW | $699K | 0.5% | 16,546 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $2.4M | 1.8% | 6,358 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $754K | 0.6% | 2,914 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $350K | 0.3% | 1,578 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $353K | 0.3% | 1,820 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.2M | 4.0% | 40,435 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $597K | 0.5% | 1,101 SH | |
| VEEVA SYS INC | CL A COM | $1.4M | 1.1% | 5,980 SH | |
| VERIZON COMMUNICATIONS INC | COM | $2.0M | 1.6% | 45,101 SH | |
| VISA INC | COM CL A | $4.0M | 3.0% | 11,351 SH | |
| WALMART INC | COM | $1.9M | 1.4% | 21,446 SH | |
| WELLS FARGO CO NEW | COM | $412K | 0.3% | 5,733 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000234 |
| $173.7M |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000931 | $174.9M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001018 | $123.8M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000566 | $148.4M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000488 | $131.2M | View |