Gleason Group, Inc. Portfolio Holdings
Gleason Group, Inc.
- $492 Million
- Q2 2024
Gleason Group, Inc. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $492 Million distributed in 269 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 $112M, Vanguard Total Stock Market Et with a value of $64.5M, Vanguard Extended Market ETF with a value of $56.5M, Vanguard Growth ETF with a value of $39.2M, and Vanguard Value ETF with a value of $38.3M.
Examining the 13F form we can see an increase of $14.6M in the current position value, from $478M to 492M.
Below you can find more details about Gleason Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$492 Million
ETFs: $442 Million
Financial Services: $9.33 Million
Consumer Defensive: $8.42 Million
Industrials: $6.91 Million
Consumer Cyclical: $6.4 Million
Technology: $5.34 Million
Healthcare: $4.33 Million
Energy: $4.17 Million
Other: $5.05 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 269
- Current Value $492 Million
- Prior Value $478 Million
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 72 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 20 stocks