Long-term investor
Gallagher Capital Advisors, LLC @gallaghercapitaladvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002034519).
Record
- Tracked since 2025-06-30 (434 days), 141 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months -0.5% · 1 year +4.9% · all +4.9%
- Max drawdown -7.3% · Sharpe -0.03 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVW · 11.8% · long · since 2025-06-30
- IJH · 8.4% · long · since 2025-06-30
- IVV · 5.6% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- NVDA · 4.7% · long · since 2025-06-30
- IYW · 3.9% · long · since 2025-06-30
- VYM · 3.7% · long · since 2025-06-30
- IOO · 3.4% · long · since 2025-06-30
- DVY · 2.8% · long · since 2025-06-30
- IDV · 2.8% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30