Gleason Group, Inc. Portfolio Holdings
Gleason Group, Inc.
- $962 Million
- Q3 2025
Gleason Group, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $962 Million distributed in 203 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 $221M, Vanguard Total Stock Market Et with a value of $138M, Vanguard Extended Market ETF with a value of $127M, Vanguard Star Fd Vanguard Tota with a value of $89.4M, and Vanguard Growth ETF with a value of $65.3M.
Examining the 13F form we can see an increase of $71.8M in the current position value, from $890M to 962M.
Below you can find more details about Gleason Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$962 Million
ETFs: $917 Million
Financial Services: $8.44 Million
Industrials: $6.93 Million
Consumer Defensive: $6.6 Million
Consumer Cyclical: $5.77 Million
Technology: $5.01 Million
Energy: $3.9 Million
Healthcare: $3.75 Million
Other: $5.12 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 203
- Current Value $962 Million
- Prior Value $890 Million
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 12 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 37 stocks