Gleason Group, Inc. Portfolio Holdings
Gleason Group, Inc.
- $975 Million
- Q4 2025
Gleason Group, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $975 Million distributed in 225 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 $223M, Vanguard Total Stock Market Et with a value of $139M, Vanguard Extended Market ETF with a value of $124M, Vanguard Star Fd Vanguard Tota with a value of $95M, and Vanguard Value ETF with a value of $65.6M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $962M to 975M.
Below you can find more details about Gleason Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$975 Million
ETFs: $929 Million
Financial Services: $8.01 Million
Industrials: $7.01 Million
Consumer Defensive: $6.54 Million
Technology: $5.46 Million
Consumer Cyclical: $5.46 Million
Healthcare: $4.35 Million
Energy: $4.03 Million
Other: $4.85 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 225
- Current Value $975 Million
- Prior Value $962 Million
- Filing
- Period Q4 2025
- Filing Date January 15, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 34 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 32 stocks