Fund HoldingsGallagher Capital Advisors, LLC

Total Portfolio Value
$154.75M
Total Bought
$20.08M
Total Sold
$38.33M
Net Transaction
-$18.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR028,883+28,88303,5122.27%+3,512
ISHARES TR027,106+27,10603,2582.10%+3,258
VANGUARD INDEX FDS05,751+5,75102,8291.83%+2,829
VANGUARD INDEX FDS07,676+7,67602,2531.46%+2,253
NETFLIX INC(NFLX)97727,755+26,7781,0762,6021.68%+1,526
SELECT SECTOR SPDR TR
ST STR STAPL ETF
07,908+7,90806140.40%+614
PIMCO ETF TR
1-5 US TIP IDX
013,939+13,93905970.39%+597
BANK AMERICA CORP010,783+10,78305930.38%+593
WELLS FARGO CO NEW(WFC)05,765+5,76505380.35%+538
ISHARES TR03,996+3,99605060.33%+506
PENNANTPARK INVT CORP070,826+70,82604220.27%+422
PHILLIPS 66(PSX)1,87135,857+33,9862546710.43%+416
ELI LILLY & CO(LLY)1,8701,868-21,6422,0081.30%+366
ISHARES TR51,43457,559+6,1251,9212,2711.47%+350
VANGUARD INDEX FDS365859+4942295420.35%+313
WALMART INC(WMT)20,91621,050+1342,1052,3451.52%+240
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0753+75302290.15%+229
MORGAN STANLEY(MS)10,03710,098+611,6261,8371.19%+211
VANGUARD INDEX FDS01,090+1,09002090.13%+209
BLACKSTONE INC(BX)18,62518,775+1502,7092,8941.87%+185
US BANCORP DEL(USB)16,98016,948-327889510.61%+163
VISA INC(V)11,19611,135-613,7513,8962.52%+145
ISHARES TR9,4699,568+994635280.34%+65
ALPHABET INC(GOOG)2,8442,729-1158018540.55%+53
BERKSHIRE HATHAWAY INC DEL1107127500.48%+38
EXXON MOBIL CORP4,7754,816+415475800.37%+33
BERKSHIRE HATHAWAY INC DEL5,5675,310-2572,6392,6691.72%+30
ISHARES TR4,7514,773+229881,0120.65%+24
APPLE INC(AAPL)30,21629,606-6108,0288,0495.20%+21
CONOCOPHILLIPS(COP)2,2832,254-292012110.14%+10
ISHARES TR1,2311,23102642640.17%0
GENERAL DYNAMICS CORP(GD)1,2621,268+64324270.28%-5
PROCTER AND GAMBLE CO(PG)1,5621,414-1482082030.13%-5
META PLATFORMS INC(META)1,9802,012+321,3401,3280.86%-12
INTUITIVE SURGICAL INC5,0824,750-3322,7032,6901.74%-13
DIAMONDBACK ENERGY INC(FANG)2,3292,208-1213463320.21%-14
JPMORGAN CHASE & CO.(JPM)12,13611,570-5663,7423,7282.41%-14
SHOPIFY INC(SHOP)1,5171,483-342592390.15%-20
SKYX PLATFORMS CORP15,0000-15,000250-25
NOVO-NORDISK A S(NVO)7,0836,248-8353453180.21%-27
ATOSSA THERAPEUTICS INC31,5750-31,575270-27
BROADCOM INC(AVGO)1,8731,877+46836500.42%-34
SPDR S&P 500 ETF TR(SPY)671675+44594240.27%-35
LOCKHEED MARTIN CORP(LMT)1,8351,768-678938550.55%-38
THE TRADE DESK INC(TTD)6,5307,048+5183192690.17%-50
VERIZON COMMUNICATIONS INC(VZ)46,36443,171-3,1931,8151,7581.14%-57
ISHARES TR32,98231,743-1,2394,5384,4802.90%-58
GOLDMAN SACHS GROUP INC(GS)465340-1253652990.19%-66
ADVANCED MICRO DEVICES INC(AMD)1,6931,687-64333610.23%-71
DELL TECHNOLOGIES INC(DELL)2,6922,713+214433410.22%-102
ALIBABA GROUP HLDG LTD(BABA)2,2451,685-5603762470.16%-129
PFIZER INC(PFE)147,247138,678-8,5693,6243,4532.23%-171
SERVICENOW INC(NOW)3,53019,367+15,8373,1442,9671.92%-177
AMAZON COM INC(AMZN)20,50319,332-1,1714,6674,4622.88%-205
VANGUARD WHITEHALL FDS41,93140,007-1,9245,9785,7713.73%-207
COSTCO WHSL CORP NEW(COST)4,0294,010-193,6803,4582.23%-223
TESLA INC(TSLA)1,1781,188+105533260.21%-227
VANGUARD INDEX FDS2,8061,957-8498115700.37%-241
PAYPAL HLDGS INC(PYPL)4,9000-4,9002750-275
INTUIT(INTU)2,4560-2,4563110-311
CHEVRON CORP NEW(CVX)1,8760-1,8763220-322
SOUTHWEST AIRLS CO(LUV)2,2120-2,2123720-372
ISHARES TR27,28726,585-7025,6995,3083.43%-390
STELLUS CAP INVT CORP34,0000-34,0004060-406
SALESFORCE INC(CRM)3,4801,747-1,7338984630.30%-435
PENNANT GROUP INC70,8260-70,8264580-458
VANGUARD SPECIALIZED FUNDS1,1031,661+5588773660.24%-510
ISHARES TR5,9650-5,9655250-525
SELECT SECTOR SPDR TR
ST STR STAPL ETF
7,8450-7,8455930-593
MICROSOFT CORP(MSFT)12,30012,019-2816,4295,8133.76%-616
PALANTIR TECHNOLOGIES INC(PLTR)10,7928,272-2,5202,1931,4700.95%-723
BOEING CO(BA)12,8420-12,8427330-733
SNOWFLAKE INC(SNOW)13,43011,641-1,7893,7172,8341.83%-884
NVIDIA CORPORATION(NVDA)41,36540,743-6228,5877,5994.91%-988
ISHARES TR168,300160,301-7,99921,05419,75912.77%-1,296
UBER TECHNOLOGIES INC(UBER)16,21616,131-851,5811320.09%-1,448
VEEVA SYS INC(VEEV)5,8810-5,8811,6840-1,684
VANGUARD WORLD FD
INF TECH ETF
6,1490-6,1492,9070-2,907
ISHARES TR237,274206,458-30,81616,57513,6268.81%-2,949
ISHARES TR
CORE HIGH DV ETF
30,6000-30,6003,6190-3,619
ISHARES TR10,13410,125-920,9316,9354.48%-13,995
Page 1 of 1