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CIK: 0001822632
Total reported value
$1.1B
$1.1B
190 檔
31.6%
In Q1 2025, Gleason Group, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 190 disclosed stock positions.
In Q1 2025, Gleason Group, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VXF) accounted for 31.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.45% | +0.45% | +2.08% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.57% | +0.28% | +2.99% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 12.79% | +0.93% | +2.50% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.24% | -0.05% | +3.75% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.45% | -0.25% | -6.44% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 6.60% | +0.09% | -7.35% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.21% | +0.06% | -7.35% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.25% | +0.02% | -3.02% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.63% | -0.18% | -3.52% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | -0.02% | +0.62% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.09% | — | -0.01% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.99% | -0.01% | -4.79% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | -0.03% | +0.26% | |
| 14 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.86% | -0.23% | +419.12% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | +0.03% | -2.98% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | -0.02% | +0.24% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.76% | -0.43% | — | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | — | -0.20% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.01% | -0.99% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.55% | -0.01% | -0.08% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.03% | -0.04% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | +0.03% | -7.69% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | +0.02% | +1.14% | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 0.37% | -0.02% | +0.21% | |
| 25 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.36% | +0.02% | +0.27% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.09% | +0.90% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.07% | +1.06% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.28% | -0.02% | +0.81% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.26% | — | -6.86% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.07% | +0.66% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | +0.03% | +0.53% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.02% | +0.13% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.02% | -3.94% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.20% | -0.02% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.01% | +0.23% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.01% | -4.99% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | -3.87% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.18% | -0.03% | +0.71% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.05% | -13.23% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | +6.59% | |
| 41 | TGT | Target CORP | Stock-Consumer Disc | 0.14% | — | +0.91% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.01% | +0.60% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.14% | +0.01% | +0.70% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.13% | — | +1.37% | |
| 45 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.13% | — | +1.98% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.02% | +0.10% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | +0.59% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | -0.05% | +0.30% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.10% | -0.01% | +0.34% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.09% | -0.01% | +0.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 3 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 4 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 5 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 6 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 7 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 8 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 9 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 10 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 11 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 12 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 13 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 14 | VTES | Vanguard Sh Term Tax-ex Bond | — | NEW | New buy |
| 15 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 16 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 18 | BAC | Bank Of America CORP | — | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 23 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 24 | CTAS | Cintas CORP | — | NEW | New buy |
| 25 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | CVX | Chevron CORP | — | NEW | New buy |
| 28 | SO | Southern Co/the | — | NEW | New buy |
| 29 | DE | Deere & Co | — | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 32 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 33 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | WMT | Walmart Inc | — | NEW | New buy |
| 36 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 38 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 39 | CAT | Caterpillar Inc | — | NEW | New buy |
| 40 | TSLA | Tesla Inc | — | NEW | New buy |
| 41 | TGT | Target CORP | — | NEW | New buy |
| 42 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 43 | C | Citigroup Inc | — | NEW | New buy |
| 44 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 45 | BHP | Bhp Group Ltd-spon Adr | — | NEW | New buy |
| 46 | AAPL | Apple Inc | — | NEW | New buy |
| 47 | HD | Home Depot Inc | — | NEW | New buy |
| 48 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 49 | ACN | Accenture plc | — | NEW | New buy |
| 50 | BLK | Blackrock Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Gleason Group, Inc. reported a total U.S. public equity portfolio value of $1.1B across 190 disclosed positions in Q1 2025.
During Q1 2025, Gleason Group, Inc.'s top holdings by market value included VOO (23.4%)、VTI (13.6%)、VXF (12.8%). The largest single position, VOO, represented 23.4% of total portfolio value.
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Top New Position Initiated
VOO
市值: $129.8M
In Q1 2025, Gleason Group, Inc. made 50 total portfolio adjustments, initiating 50 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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