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CIK: 0001822632
Total reported value
$1.1B
$1.1B
196 檔
32.6%
The Q4 2024 SEC filing reveals that Gleason Group, Inc. held a total portfolio value of $1.1B, covering 196 public equity positions.
During Q4 2024, Gleason Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VXF) accounted for 32.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.43% | +0.45% | +4.67% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.52% | +0.28% | +3.53% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 13.39% | +0.93% | +7.04% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.67% | +0.09% | +0.74% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.59% | -0.25% | +3.94% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.33% | -0.05% | +8.87% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.74% | +0.06% | +206.16% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.44% | +0.02% | -0.34% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.54% | -0.18% | +109.41% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.18% | — | +299.93% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.11% | -0.02% | +9.66% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.96% | -0.01% | -9.41% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.90% | +0.03% | +215.39% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | -0.03% | +0.41% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | -0.02% | +0.67% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | — | +0.53% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.01% | -5.38% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.55% | +0.03% | +105.24% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.03% | -8.78% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.52% | -0.01% | +4.17% | |
| 21 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.41% | +0.02% | -30.80% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.41% | +0.02% | +231.79% | |
| 23 | CTAS | Cintas CORP | Stock-Industrials | 0.32% | -0.02% | +0.18% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.09% | +0.87% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.07% | -10.84% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.25% | — | -11.86% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.02% | +0.83% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | +0.07% | +0.71% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.22% | +0.03% | +0.54% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.02% | -1.65% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | — | +21.85% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.02% | -31.61% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.01% | — | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.05% | -2.21% | |
| 35 | TGT | Target CORP | Stock-Consumer Disc | 0.18% | — | +0.82% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.01% | -1.03% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | -0.02% | +1.44% | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.16% | -0.23% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | — | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.15% | — | +1.28% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.15% | -0.03% | +0.81% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.02% | -20.26% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.13% | +0.01% | +0.82% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.01% | +0.57% | |
| 45 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.12% | — | +2.41% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.11% | -0.01% | +0.46% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | -21.97% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | -0.05% | -0.30% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.09% | -0.01% | — | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.08% | — | +1.63% |
According to official SEC Form 13F filings, Gleason Group, Inc. reported a total U.S. public equity portfolio value of $1.1B across 196 disclosed positions in Q4 2024.
During Q4 2024, Gleason Group, Inc.'s top holdings by market value included VOO (23.4%)、VTI (13.5%)、VXF (13.4%). The largest single position, VOO, represented 23.4% of total portfolio value.
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In Q4 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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