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CIK: 0001822632
Total reported value
$1.1B
$1.1B
269 檔
27.1%
According to the latest 13F quarterly dataset, Gleason Group, Inc. managed an equity portfolio of $1.1B at the end of Q2 2024, spanning 269 distinct U.S. exchange-listed positions.
During Q2 2024, Gleason Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.84% | +0.45% | +1.84% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.09% | +0.28% | +2.31% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 11.47% | +0.93% | +1.68% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.96% | +0.09% | -0.06% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.78% | -0.25% | -0.29% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.11% | -0.05% | +4.46% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.93% | +0.06% | -0.04% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.63% | +0.02% | +1.59% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.74% | -0.18% | +0.26% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.24% | -0.01% | +3.42% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.23% | — | -13.05% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | -0.02% | +3.56% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.88% | +0.03% | +0.02% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.85% | -0.03% | -0.01% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | -0.02% | -0.04% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | — | +1.26% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.03% | -0.25% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.01% | -7.65% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.55% | +0.03% | +0.72% | |
| 20 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.52% | +0.02% | +0.39% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.02% | +0.13% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.07% | +1.04% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.39% | -0.01% | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.39% | +0.02% | +1.63% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.09% | +0.83% | |
| 26 | CTAS | Cintas CORP | Stock-Industrials | 0.35% | -0.02% | +0.16% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.33% | +0.03% | +0.38% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.28% | — | +0.38% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.26% | -0.02% | +0.90% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.02% | +0.14% | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 0.22% | — | +1.07% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.07% | +0.83% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.05% | +0.38% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.01% | -4.48% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.19% | -0.02% | +1.16% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | — | +1.20% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.01% | -4.84% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.01% | — | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | — | — | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.16% | +0.02% | -3.40% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.16% | — | +2.44% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.01% | +0.67% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.13% | +0.01% | +341.22% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.13% | — | +0.41% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.01% | +0.66% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.12% | -0.03% | +2.00% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.11% | — | NEW | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.05% | +0.30% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.11% | -0.01% | +0.40% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | — | — |
According to official SEC Form 13F filings, Gleason Group, Inc. reported a total U.S. public equity portfolio value of $1.1B across 269 disclosed positions in Q2 2024.
During Q2 2024, Gleason Group, Inc.'s top holdings by market value included VOO (22.8%)、VTI (13.1%)、VXF (11.5%). The largest single position, VOO, represented 22.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VXF) accounted for 27.1% of total reported equity market value during Q2 2024.
In Q2 2024, Gleason Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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