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John Gallagher

Gallagher Capital Advisors, Llc

Assets Managed
$148.382M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
2mo 21d ago
Growth Rate
-4.11%(2Q avg: -7.51%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gallagher Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Gallagher Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.382M in assets, with a quarterly growth rate of -4.11% and a 2-quarter average growth rate of -7.51%. The portfolio is managed by John Gallagher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 3223.18%
12.41%
$18.411M
158,615 shares@ $116.08 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.11%
9.2%
$13.647M
202,094 shares@ $67.53 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.53%
4.94%
$7.323M
28,855 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.21%
4.9%
$7.262M
41,642 shares@ $174.41 avg price
IYC
Ishares Us Consumer Discreti
Recent Activity
New Position
4.72%
$6.991M
10,702 shares@ $653.21 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.8%
4.07%
$6.031M
40,724 shares@ $148.1 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
New Position
3.25%
$4.809M
31,764 shares@ $151.41 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -1.91%
3.19%
$4.731M
26,076 shares@ $181.42 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.27%
2.94%
$4.348M
11,746 shares@ $370.18 avg price
IDV
Ishares International Select
Recent Activity
Increased 67.25%
2.77%
$4.097M
96,263 shares@ $42.57 avg price

1-10 of 65