Gallagher Capital Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 72 individual positions held by the firm, managed from an office in Argyle, Texas.
The portfolio is heavily weighted toward technology and exchange-traded funds. The firm holds significant shares in major technology companies, including 41,194 shares of NVIDIA Corporation, 27,356 shares of the iShares U.S. Tech ETF, and 27,843 shares of the iShares Global 100 ETF. Other notable equity positions include 33,823 shares of SpaceX Exploration Technologies Corp Class A, 33,823 shares of Taiwan Semiconductor Manufacturing Sponsored ADS, and 33,823 shares of Stellus Cap Inv Corp.
Investments in financial services and healthcare also appear in the portfolio. The firm holds 14,331 shares of Pfizer Inc., 14,331 shares of the iShares Core High Div ETF, and 14,331 shares of the iShares Core S&P 500 ETF. Additionally, the filing lists positions in Procter & Gamble Co., Eli Lilly & Co., and Moderna Inc.
The report identifies John Gallagher as the Chief Compliance Officer and the authorized signer for the filing.