Gleason Group, Inc. Portfolio Holdings
Gleason Group, Inc.
- $547 Million
- Q1 2025
Gleason Group, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $547 Million distributed in 190 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 $129M, Vanguard Total Stock Market Et with a value of $74.7M, Vanguard Extended Market ETF with a value of $71.1M, Vanguard Star Fd Vanguard Tota with a value of $45.9M, and Vanguard Value ETF with a value of $40.8M.
Examining the 13F form we can see an decrease of $20.4M in the current position value, from $567M to 547M.
Below you can find more details about Gleason Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$547 Million
ETFs: $500 Million
Financial Services: $9.68 Million
Consumer Defensive: $7.99 Million
Industrials: $6.84 Million
Consumer Cyclical: $5.28 Million
Technology: $4.55 Million
Energy: $4.15 Million
Healthcare: $3.84 Million
Other: $4.51 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 190
- Current Value $547 Million
- Prior Value $567 Million
- Filing
- Period Q1 2025
- Filing Date April 11, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 3 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 30 stocks