Gleason Group, Inc. Portfolio Holdings

Gleason Group, Inc.

  • $890 Million
  • Q2 2025

Gleason Group, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $890 Million distributed in 205 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 $202M, Vanguard Total Stock Market Et with a value of $125M, Vanguard Extended Market ETF with a value of $114M, Vanguard Star Fd Vanguard Tota with a value of $77.3M, and Vanguard Growth ETF with a value of $61.9M.

Examining the 13F form we can see an increase of $343M in the current position value, from $547M to 890M. Also it can be appreciated an additional of 18 stocks purchases and 3 closed positions.

Below you can find more details about Gleason Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $890 Million
ETFs: $843 Million
Financial Services: $10.3 Million
Industrials: $7.69 Million
Consumer Defensive: $7.61 Million
Consumer Cyclical: $5.14 Million
Technology: $4.97 Million
Energy: $3.62 Million
Healthcare: $3.61 Million
Other: $4.64 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$383B
$4.31 Million 0.48% of portfolio
91,053
Q2 2025 Reduced 7.81%
$855B
$3.52 Million 0.4% of portfolio
12,156
Q2 2025 Reduced 8.59%
$375B
$2.81 Million 0.32% of portfolio
17,644
Q2 2025 Reduced 0.76%
$22.3B
$2.22 Million 0.25% of portfolio
9,973
Q2 2025 Added 0.17%
$11.9B
$2.06 Million 0.23% of portfolio
12,603
Q2 2025 Added 0.42%
$452B
$1.8 Million 0.2% of portfolio
16,691
Q2 2025 Added 0.94%
$280B
$1.61 Million 0.18% of portfolio
23,165
Q2 2025 Added 0.74%
$104B
$1.57 Million 0.18% of portfolio
17,123
Q2 2025 Added 0.84%
$153B
$1.56 Million 0.18% of portfolio
3,076
Q2 2025 Added 0.29%
$294B
$1.52 Million 0.17% of portfolio
10,597
Q2 2025 Reduced 4.32%
$417B
$1.3 Million 0.15% of portfolio
1,318
Q2 2025 Added 0.15%
$177B
$1.33 Million 0.15% of portfolio
8,361
Q2 2025 Added 0.58%
$738B
$1.2 Million 0.14% of portfolio
1,543
Q2 2025 Added 0.19%
$220B
$1.03 Million 0.12% of portfolio
2,660
Q2 2025 Added 0.42%
$301B
$1.07 Million 0.12% of portfolio
15,080
Q2 2025 Reduced 1.23%
$138B
$1.01 Million 0.11% of portfolio
9,095
Q2 2025 Added 0.74%
$439B
$961,000 0.11% of portfolio
6,294
Q2 2025 Reduced 3.01%
$1.05T
$854,000 0.1% of portfolio
2,690
Q2 2025 Reduced 16.82%
$622B
$928,000 0.1% of portfolio
1,911
Q1 2025 Reduced 3.87%
$182B
$915,000 0.1% of portfolio
10,759
Q2 2025 Added 0.76%
$3.45T
$879,000 0.1% of portfolio
4,287
Q2 2025 Added 40.24%
$220B
$734,000 0.08% of portfolio
2,513
Q2 2025 Added 0.6%
$49B
$750,000 0.08% of portfolio
7,612
Q2 2025 Added 1.18%
$139B
$694,000 0.08% of portfolio
14,435
Q1 2025 Added 1.98%
$73.8B
$692,000 0.08% of portfolio
6,864
Q2 2025 Added 1.67%
$181B
$529,000 0.06% of portfolio
1,773
Q2 2025 Added 0.45%
$380B
$568,000 0.06% of portfolio
1,550
Q2 2025 Added 0.65%
$22.2B
$321,000 0.04% of portfolio
2,087
Q2 2025 Added 0.58%
$58.9B
$321,000 0.04% of portfolio
1,572
Q4 2024 Reduced 4.73%
$1.14T
$343,000 0.04% of portfolio
1,951
Q2 2025 Added 0.1%
$92.6B
$345,000 0.04% of portfolio
495
Q2 2025 Added 0.2%
$17.7B
$289,000 0.03% of portfolio
930
Q2 2025 Added 944.94%
$141B
$296,000 0.03% of portfolio
1,338
Q2 2025 Added 0.53%
$93B
$266,000 0.03% of portfolio
2,259
Q2 2025 Added 0.89%
$180B
$223,000 0.03% of portfolio
5,156
Q2 2025 Added 1.54%
$74B
$237,000 0.03% of portfolio
2,608
Q2 2025 Added 0.62%
$2.32T
$136,000 0.02% of portfolio
620
Q1 2025 Reduced 53.38%
$141B
$197,000 0.02% of portfolio
860
Q2 2025 Added 0.58%
$44.2B
$196,000 0.02% of portfolio
18,071
Q2 2025 Added 1.23%
$93.2B
$204,000 0.02% of portfolio
895
Q2 2025 Added 0.34%
$54.8B
$193,000 0.02% of portfolio
257
Q1 2025 Added 0.39%
$1.58T
$183,000 0.02% of portfolio
249
Q2 2024 Reduced 17.55%
$1.17T
$206,000 0.02% of portfolio
1,162
Q2 2025 Added 0.17%
$11.7B
$185,000 0.02% of portfolio
1,892
Q2 2025 Added 0.96%
$26.3B
$168,000 0.02% of portfolio
1,208
Q2 2025 Added 0.58%
$8.94B
$213,000 0.02% of portfolio
3,754
Q2 2025 Added 0.11%
$148B
$170,000 0.02% of portfolio
477
Q2 2025 Reduced 7.92%
$181B
$103,000 0.01% of portfolio
190
Q3 2022 Added 111.11%
$253B
$64,000 0.01% of portfolio
220
Q2 2025 Added 0.46%

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $890 Million
  • Prior Value $547 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 117 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 22 stocks
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