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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 | $249K | 0.2% | 1,785 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $275K | 0.2% | 2,265 SH | New |
| ALPHABET INC | CAP STK CL A | $539K | 0.4%Prev: 1.1% | 2,786 SH | Decreased-2,979 SH |
| AMAZON COM INC | COM | $4.7M | 3.8%Prev: 2.6% | 20,298 SH | Increased+1,478 SH |
| APPLE INC | COM | $3.9M | 3.2%Prev: 4.9% | 18,494 SH | Decreased-10,361 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $724K | 0.6%Prev: 0.4% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.7M | 2.2%Prev: 1.4% | 5,618 SH | Increased+492 SH |
| BLACKSTONE INC | COM | $3.3M | 2.6%Prev: 2.0% | 18,573 SH | Increased-6,785 SH |
| BOEING CO | COM | $604K | 0.5% | 12,553 SH | New |
| BROADCOM INC | COM | $556K | 0.4%Prev: 1.0% | 1,870 SH | Decreased-2,886 SH |
| CONOCOPHILLIPS | COM | $228K | 0.2%Prev: 0.2% | 2,346 SH | Decreased+82 SH |
| COSTCO WHSL CORP NEW | COM | $2.3M | 1.8% | 2,427 SH | New |
| DIAMONDBACK ENERGY INC | COM | $373K | 0.3% | 2,491 SH | New |
| ELI LILLY & CO | COM | $1.3M | 1.1%Prev: 1.1% | 1,744 SH | Decreased-70 SH |
| EXXON MOBIL CORP | COM | $532K | 0.4%Prev: 0.5% | 4,733 SH | Decreased+24 SH |
| GOLDMAN SACHS GROUP INC | COM | $336K | 0.3%Prev: 0.2% | 463 SH | Increased+163 SH |
| HENRY JACK & ASSOC INC | COM | $212K | 0.2% | 1,204 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $2.5M | 2.0%Prev: 1.4% | 5,079 SH | Increased+510 SH |
| ISHARES TR | CORE HIGH DV ETF | $2.2M | 1.8%Prev: 0.5% | 18,514 SH | Increased-10,474 SH |
| ISHARES TR | CORE S&P MCP ETF | $8.6M | 6.9%Prev: 9.2% | 133,414 SH | Decreased-68,680 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.7M | 2.2%Prev: 2.3% | 24,164 SH | Decreased-2,842 SH |
| ISHARES TR | CORE S&P500 ETF | $6.5M | 5.2% | 10,110 SH | New |
| ISHARES TR | GLOBAL 100 ETF | $276K | 0.2%Prev: 2.7% | 2,456 SH | Decreased-30,079 SH |
| ISHARES TR | INTL SEL DIV ETF | $1.8M | 1.5%Prev: 2.8% | 50,897 SH | Decreased-45,366 SH |
| ISHARES TR | S&P 500 GRWT ETF | $11.4M | 9.2% | 100,300 SH | New |
| ISHARES TR | S&P 500 VAL ETF | $945K | 0.8%Prev: 12.4% | 4,731 SH | Decreased-153,884 SH |
| ISHARES TR | SELECT DIVID ETF | $1.8M | 1.5% | 13,213 SH | New |
| ISHARES TR | U.S. FINLS ETF | $497K | 0.4%Prev: 0.3% | 5,933 SH | Decreased-390 SH |
| ISHARES TR | U.S. TECH ETF | $3.0M | 2.4%Prev: 3.2% | 16,309 SH | Decreased-9,767 SH |
| ISHARES TR | US AER DEF ETF | $243K | 0.2%Prev: 0.2% | 1,226 SH | Decreased-6 SH |
| JPMORGAN CHASE & CO. | COM | $3.6M | 2.9% | 12,245 SH | New |
| LOCKHEED MARTIN CORP | COM | $768K | 0.6%Prev: 0.9% | 1,820 SH | Decreased-305 SH |
| MICROSOFT CORP | COM | $6.3M | 5.1%Prev: 2.9% | 12,328 SH | Increased+582 SH |
| MORGAN STANLEY | COM NEW | $1.4M | 1.1%Prev: 1.1% | 9,969 SH | Decreased-94 SH |
| NOVO-NORDISK A S | ADR | $372K | 0.3%Prev: 0.2% | 6,893 SH | Increased+554 SH |
| NVIDIA CORPORATION | COM | $7.3M | 5.9%Prev: 4.9% | 41,445 SH | Increased-197 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.7M | 1.3%Prev: 0.8% | 10,607 SH | Increased+2,428 SH |
| PAYPAL HLDGS INC | COM | $361K | 0.3% | 5,945 SH | New |
| PFIZER INC | COM | $3.5M | 2.9%Prev: 2.6% | 146,128 SH | Decreased+6,381 SH |
| PHILLIPS 66 | COM | $235K | 0.2%Prev: 0.2% | 1,854 SH | Decreased-14 SH |
| PROCTER AND GAMBLE CO | COM | $260K | 0.2% | 1,648 SH | New |
| SALESFORCE INC | COM | $1.1M | 0.9% | 4,203 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $633K | 0.5% | 7,791 SH | New |
| SERVICENOW INC | COM | $3.6M | 2.9%Prev: 1.3% | 3,622 SH | Increased-14,783 SH |
| SNOWFLAKE INC | CL A | $3.2M | 2.6% | 14,747 SH | New |
| SOUTHWEST AIRLS CO | COM | $361K | 0.3% | 2,203 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $426K | 0.3% | 669 SH | New |
| TESLA INC | COM | $346K | 0.3%Prev: 0.3% | 1,078 SH | Decreased-282 SH |
| THE TRADE DESK INC | COM CL A | $823K | 0.7% | 9,678 SH | New |
| UBER TECHNOLOGIES INC | COM | $1.4M | 1.1%Prev: 0.8% | 16,266 SH | Increased+425 SH |
| US BANCORP DEL | COM NEW | $773K | 0.6% | 16,795 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $805K | 0.7% | 2,796 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $357K | 0.3%Prev: 0.3% | 1,714 SH | Decreased-855 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.5M | 4.4%Prev: 4.1% | 40,211 SH | Decreased-513 SH |
| VANGUARD WORLD FD | INF TECH ETF | $3.5M | 2.8% | 7,087 SH | New |
| VEEVA SYS INC | CL A COM | $1.7M | 1.4%Prev: 0.6% | 5,897 SH | Increased+547 SH |
| VERIZON COMMUNICATIONS INC | COM | $2.0M | 1.6%Prev: 1.5% | 45,655 SH | Decreased+1,843 SH |
| VISA INC | COM CL A | $4.0M | 3.2%Prev: 2.3% | 11,245 SH | Increased+187 SH |
| WALMART INC | COM | $2.1M | 1.7%Prev: 1.7% | 21,058 SH | Decreased+720 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 |