Gallagher Capital Advisors, LLC
All 13F Filings
- Location
- Argyle, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 148,382
- 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 |
|---|---|---|---|---|---|
| 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 | 75.83 K | 51.1% | 0 | 10.69 K | -10.69 K |
| ETFs | 72.55 K | 48.9% | 4.32 K | 0 | 4.32 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
148,382
Holdings
65
QoQ value change ($000)
-6,372
(-4.1%)
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.