Gallagher Capital Advisors, LLC

All 13F Filings

Location
Argyle, TX
Most recent 13F
Q3 2026
Holdings value ($000)
186,570
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/9/2026 72 186,570 13F-HR Gallagher Capital Advisors, LLC
Q2 2026 8/4/2026 71 174,934 13F-HR Gallagher Capital Advisors, LLC
Q1 2026 5/5/2026 65 148,382 13F-HR Gallagher Capital Advisors, LLC
Q4 2025 2/12/2026 67 154,754 13F-HR Gallagher Capital Advisors, LLC
Q3 2025 11/6/2025 69 173,697 13F-HR Gallagher Capital Advisors, LLC
Q2 2025 7/31/2025 59 123,778 13F-HR Gallagher Capital Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 95.26 K 51.1% 12.37 K 0 12.37 K
ETFs 91.31 K 48.9% 0 172 -172
Debt 0 0.0% 0 565 -565
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Fund Snapshot

Q3 2026
Latest filed
10/9/2026
Total value ($000)
186,570
Holdings
72
QoQ value change ($000)
11,636 (6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.