Gleason Group, Inc. Portfolio Holdings
Gleason Group, Inc.
- $567 Million
- Q4 2024
Gleason Group, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $567 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $133M, Vanguard Total Stock Market Et with a value of $76.9M, Vanguard Extended Market ETF with a value of $76.2M, Vanguard Growth ETF with a value of $43.7M, and Vanguard Value ETF with a value of $43.2M.
Examining the 13F form we can see an increase of $21.6M in the current position value, from $546M to 567M.
Below you can find more details about Gleason Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$567 Million
ETFs: $520 Million
Financial Services: $9.77 Million
Consumer Defensive: $8.19 Million
Industrials: $6.94 Million
Consumer Cyclical: $6.19 Million
Technology: $4.89 Million
Energy: $3.65 Million
Healthcare: $3.47 Million
Other: $4.3 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 196
- Current Value $567 Million
- Prior Value $546 Million
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 8 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 28 stocks