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

Instuitional Investor - Gallagher Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Gallagher Capital Advisors, Llc
Portfolio Value $137,213,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 173,964 $17,662,614 12.87%
2.
Ishares Trust
 IEF 217,256 $13,537,236 9.86%
3.
Apple Inc.
 AAPL 31,595 $7,912,001 5.76%
4.
Ishares Trust
 IEF 9,400 $5,533,385 4.03%
5.
Microsoft Corp
 MSFT 12,366 $5,212,079 3.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)