Fund HoldingsGallagher Capital Advisors, LLC

Total Portfolio Value
$148.38M
Total Bought
$44.53M
Total Sold
$53.01M
Net Transaction
-$8.48M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR4,773158,615+153,8421,01218,41112.41%+17,398
ISHARES TR010,702+10,70206,9914.71%+6,991
ISHARES TR031,764+31,76404,8093.24%+4,809
ISHARES TR3,99632,535+28,5395063,9362.65%+3,430
ISHARES TR57,55996,263+38,7042,2714,0972.76%+1,826
UBER TECHNOLOGIES INC(UBER)16,13115,841-2901321,1390.77%+1,007
VEEVA SYS INC(VEEV)05,350+5,35009400.63%+940
META PLATFORMS INC(META)2,0123,854+1,8421,3282,2051.49%+877
BROADCOM INC(AVGO)1,8774,756+2,8796501,4720.99%+822
ALPHABET INC(GOOG)2,7295,765+3,0368541,6581.12%+804
ISHARES TR
CORE HIGH DV ETF
028,988+28,98807870.53%+787
ISHARES TR07,524+7,52407470.50%+747
ISHARES TR06,279+6,27906840.46%+684
COSTCO WHOLESALE CORPORATION(COST)4,0104,005-53,4583,9912.69%+533
ISHARES TR06,323+6,32305100.34%+510
PFIZER INC(PFE)138,678139,747+1,0693,4533,9242.64%+471
VERIZON COMMUNICATIONS INC(VZ)43,17143,812+6411,7582,1991.48%+441
LOCKHEED MARTIN CORP(LMT)1,7682,125+3578551,2840.87%+429
STELLUS CAP INVT CORP034,000+34,00003130.21%+313
VANGUARD WHITEHALL FDS40,00740,724+7175,7716,0314.06%+260
NETFLIX INC.(NFLX)27,75529,652+1,8972,6022,8511.92%+249
CHEVRON CORPORATION(CVX)01,145+1,14502330.16%+233
EXXON MOBIL CORP4,8164,709-1075807990.54%+219
WALMART INC(WMT)21,05020,338-7122,3452,5281.70%+182
TESLA INC(TSLA)1,1881,360+1723265060.34%+179
SELECT SECTOR SPDR TR
ST STR STAPL ETF
7,9089,110+1,2026147690.52%+155
DELL TECHNOLOGIES INC(DELL)2,7132,71303414450.30%+104
ISHARES TR27,10627,006-1003,2583,3572.26%+100
CONOCOPHILLIPS(COP)2,2542,264+102112990.20%+88
VANGUARD SPECIALIZED FUNDS1,6612,569+9083664110.28%+45
ADVANCED MICRO DEVICES INC(AMD)1,6871,937+2503613940.27%+33
TAIWAN SEMICONDUCTOR MANUFAC(TSM)75375302292540.17%+26
BLACKSTONE INC(BX)18,77525,358+6,5832,8942,9161.97%+22
ISHARES TR206,458202,094-4,36413,62613,6479.20%+21
SHOPIFY INC(SHOP)1,4832,095+6122392490.17%+10
VANGUARD INDEX FDS1,0901,096+62092150.14%+6
GENERAL DYNAMICS CORP(GD)1,2681,260-84274320.29%+6
ISHARES TR1,2311,232+12642690.18%+5
PROCTER & GAMBLE CO(PG)1,4141,423+92032060.14%+3
STATE STR SPDR S&P 500 ETF T(SPY)675655-204244260.29%+2
ISHARES TR9,5689,615+475285180.35%-10
VANGUARD INDEX FDS859862+35425150.35%-27
GOLDMAN SACHS GROUP INC(GS)340300-402992540.17%-46
NOVO-NORDISK A S(NVO)6,2486,339+913182330.16%-85
PENNANTPARK INVT CORP70,82670,82604223180.21%-104
US BANCORP(USB)16,94815,823-1,1259518230.55%-128
BERKSHIRE HATHAWAY INC DEL1107506200.42%-130
MORGAN STANLEY(MS)10,09810,063-351,8371,6561.12%-181
ALIBABA GROUP HLDG LTD(BABA)1,6850-1,6852470-247
THE TRADE DESK INC(TTD)7,0480-7,0482690-269
PALANTIR TECHNOLOGIES INC(PLTR)8,2728,179-931,4701,1960.81%-274
PHILLIPS 66(PSX)35,8571,868-33,9896713400.23%-331
DIAMONDBACK ENERGY INC(FANG)2,2080-2,2083320-332
NVIDIA CORPORATION(NVDA)40,74341,642+8997,5997,2624.89%-336
ELI LILLY & CO(LLY)1,8681,814-542,0081,6681.12%-340
JPMORGAN CHASE & CO(JPM)11,57011,472-983,7283,3752.27%-353
SALESFORCE INC(CRM)1,7470-1,7474630-463
BANK AMERICA CORP10,78310,826+43593890.06%-504
WELLS FARGO CO NEW(WFC)5,7650-5,7655380-538
AMAZON COM INC(AMZN)19,33218,820-5124,4623,9202.64%-543
BERKSHIRE HATHAWAY INC DEL5,3105,126-1842,6692,1161.43%-553
VISA INC(V)11,13511,058-773,8963,3422.25%-554
VANGUARD INDEX FDS1,9570-1,9575700-570
ISHARES TR26,58526,076-5095,3084,7313.19%-578
INTUITIVE SURGICAL INC4,7504,569-1812,6902,1061.42%-584
PIMCO ETF TR
1-5 US TIP IDX
13,9390-13,9395970-597
APPLE INC(AAPL)29,60628,855-7518,0497,3234.94%-725
SERVICENOW INC(NOW)19,36718,405-9622,9671,9241.30%-1,043
SNOWFLAKE INC(SNOW)11,64111,164-4772,8341,6841.13%-1,150
MICROSOFT CORP(MSFT)12,01911,746-2735,8134,3482.93%-1,465
VANGUARD INDEX FDS7,6761,064-6,6122,2532790.19%-1,974
VANGUARD INDEX FDS5,7515,601-1502,8294080.27%-2,422
ISHARES TR28,8830-28,8833,5120-3,512
ISHARES TR31,7430-31,7434,4800-4,480
ISHARES TR10,1250-10,1256,9350-6,935
ISHARES TR160,3010-160,30119,7590-19,759
Page 1 of 1