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CIK: 0001822632
Total reported value
$1.1B
$1.1B
205 檔
50.6%
As reported in its official Q2 2025 Form 13F filing, Gleason Group, Inc.'s tracked investment portfolio stood at $1.1B with 205 total positions.
During Q2 2025, 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 50.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.85% | +0.45% | +40.54% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.56% | +0.28% | +50.60% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 12.34% | +0.93% | +43.80% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.38% | -0.05% | +52.32% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 6.71% | +0.09% | +43.27% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 6.56% | -0.25% | +43.53% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.39% | +0.06% | -2.00% | |
| 8 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.35% | -0.23% | +544.55% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.30% | -0.43% | +633.99% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.63% | -0.55% | — | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.15% | +0.02% | -0.41% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.07% | -0.22% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.39% | -0.02% | +80.04% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | -0.18% | -2.96% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.02% | +2771.59% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.05% | +6890.27% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.76% | — | +0.10% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | -0.01% | +2.26% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | -0.03% | -0.50% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.55% | +0.03% | +1.25% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | -0.02% | -0.57% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | — | -7.81% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | -8.59% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.36% | -0.01% | +0.18% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | +0.03% | +12.34% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.03% | -0.76% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | +0.02% | +0.95% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.24% | -0.02% | +0.17% | |
| 29 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.22% | +0.02% | +0.42% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.09% | +0.94% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.17% | +0.07% | +0.74% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.17% | -0.02% | +0.84% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.17% | — | +0.29% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.07% | -4.32% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | +0.03% | +0.58% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | +0.15% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.02% | +0.19% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | -0.02% | -1.23% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.11% | +0.05% | +0.42% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.11% | -0.03% | +0.74% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.01% | -17.90% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.01% | -3.01% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.01% | — | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.10% | +0.01% | +0.76% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.10% | +0.02% | +40.24% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | -16.82% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.08% | — | +1.18% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.08% | -0.01% | +0.60% | |
| 49 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.08% | — | — | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.08% | — | +1.67% |
According to official SEC Form 13F filings, Gleason Group, Inc. reported a total U.S. public equity portfolio value of $1.1B across 205 disclosed positions in Q2 2025.
During Q2 2025, Gleason Group, Inc.'s top holdings by market value included VOO (21.9%)、VTI (13.6%)、VXF (12.3%). The largest single position, VOO, represented 21.9% of total portfolio value.
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In Q2 2025, 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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