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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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