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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 $131,246,597
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 171,514 $15,921,662 12.13%
2.
Ishares Trust
 IEF 216,119 $12,610,571 9.61%
3.
Apple Inc.
 AAPL 31,164 $6,922,482 5.27%
4.
Ishares Trust
 IEF 9,595 $5,391,522 4.11%
5.
Vanguard Whitehall Funds
 40,435 $5,214,485 3.97%
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)