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CIK: 0001822632
Total reported value
$1.1B
$1.1B
229 檔
56.9%
According to the latest 13F quarterly dataset, Gleason Group, Inc. managed an equity portfolio of $1.1B at the end of Q1 2026, spanning 229 distinct U.S. exchange-listed positions.
In Q1 2026, Gleason Group, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.01% | +0.45% | -1.55% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.67% | +0.28% | +2.36% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 12.93% | +0.93% | +4.28% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.14% | -0.05% | +4.66% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.86% | -0.25% | +0.58% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.75% | +0.09% | -1.58% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.44% | -0.43% | +10.48% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.19% | +0.06% | -2.39% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.00% | -0.23% | +5.69% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.43% | -0.55% | +0.61% | |
| 11 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.95% | -0.22% | +0.72% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.93% | +0.02% | -1.40% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.54% | -0.02% | +6.28% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.24% | -0.18% | +0.05% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | -0.05% | +0.58% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.88% | -0.02% | +0.39% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.65% | -0.01% | +1.01% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | — | -0.04% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | +0.03% | -0.58% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | -0.03% | +0.10% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.02% | -0.02% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.43% | -0.01% | +19.13% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.36% | +0.03% | -0.77% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | -13.83% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.09% | +2.13% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | +0.02% | +0.37% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.03% | +0.36% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.07% | +0.93% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | — | -0.32% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | +0.07% | +0.55% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.17% | -0.02% | +0.77% | |
| 32 | CTAS | Cintas CORP | Stock-Industrials | 0.17% | -0.02% | +0.23% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.16% | — | -2.29% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.01% | +0.55% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.05% | -17.39% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | +0.07% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.02% | +15.05% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.13% | -0.03% | +0.61% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.02% | -8.76% | |
| 40 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.12% | +0.02% | -46.74% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.05% | +0.05% | |
| 42 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.11% | — | +2.10% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.03% | +0.67% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.11% | +0.01% | +0.52% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.09% | +0.02% | +0.11% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.09% | -0.01% | -23.49% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.01% | +0.56% | |
| 49 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.07% | -0.01% | +60.64% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.06% | — | +0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.8% | +4.66% | Add |
| 2 | VXF | Vanguard Extended Market ETF | +0.5% | +4.28% | Add |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +10.48% | Add |
| 4 | VTV | Vanguard Value ETF | +0.3% | +0.58% | Add |
| 5 | VTES | Vanguard Sh Term Tax-ex Bond | +0.2% | +5.69% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.28% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +2.13% | Add |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +19.13% | Add |
| 9 | CVX | Chevron CORP | +0.1% | +0.93% | Add |
| 10 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.05% | Add |
| 11 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.58% | Add |
| 12 | KO | Coca-cola Co/the | 0% | +15.05% | Add |
| 13 | SCMB | Schwab Municipal Bond ETF | 0% | +60.64% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | +0.55% | Add |
| 15 | DE | Deere & Co | 0% | -2.29% | Trim |
| 16 | IXUS | Ishares Core Intl Stock ETF | 0% | +1.01% | Add |
| 17 | BHP | Bhp Group Ltd-spon Adr | 0% | +2.10% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | +0.07% | Add |
| 19 | SO | Southern Co/the | 0% | +0.77% | Add |
| 20 | GILD | Gilead Sciences Inc | 0% | +0.61% | Add |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +56.77% | Add |
| 22 | SCHM | Schwab US Mid Cap ETF | 0% | -0.58% | Trim |
| 23 | VGLT | Vanguard Long-term Treasury | 0% | +0.72% | Add |
| 24 | VGIT | Vanguard Intermediate-term T | 0% | +0.61% | Add |
| 25 | VB | Vanguard Small-cap ETF | 0% | -0.02% | Trim |
| 26 | WM | Waste Management Inc | 0% | +31.49% | Add |
| 27 | SCHA | Schwab US Small-cap ETF | 0% | -0.77% | Trim |
| 28 | HD | Home Depot Inc | 0% | +13.68% | Add |
| 29 | ATO | Atmos Energy CORP | 0% | +0.57% | Add |
| 30 | CAT | Caterpillar Inc | 0% | -17.39% | Trim |
| 31 | ACTU | Actuate Therapeutics Inc | — | — | Unchanged |
| 32 | IVV | Ishares Core S&p 500 ETF | — | +0.05% | Add |
| 33 | VO | Vanguard Mid-cap ETF | — | +0.10% | Add |
| 34 | ALL | Allstate CORP | — | -89.95% | Trim |
| 35 | COP | Conocophillips | — | +0.72% | Add |
| 36 | DUK | Duke Energy CORP | — | +0.83% | Add |
| 37 | PSX | Phillips 66 | — | -6.39% | Trim |
| 38 | MSFT | Microsoft CORP | — | — | Unchanged |
| 39 | PG | Procter & Gamble Co/the | — | +0.36% | Add |
| 40 | AMAT | Applied Materials Inc | — | — | Unchanged |
| 41 | VGT | Vanguard Info Tech ETF | — | -57.14% | Trim |
| 42 | HRI | Herc Holdings Inc | — | +0.57% | Add |
| 43 | C | Citigroup Inc | — | +0.52% | Add |
| 44 | XLE | Ss Energy Select Sector | — | +0.61% | Add |
| 45 | BF-A | Brown-forman Corp-class A | — | +165.45% | Add |
| 46 | AXP | American Express Co | — | +0.28% | Add |
| 47 | CSCO | Cisco Systems Inc | — | +0.55% | Add |
| 48 | URI | United Rentals Inc | — | +0.37% | Add |
| 49 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 50 | ETN | Eaton Corporation plc | — | +0.42% | Add |
According to official SEC Form 13F filings, Gleason Group, Inc. reported a total U.S. public equity portfolio value of $1.1B across 229 disclosed positions in Q1 2026.
During Q1 2026, Gleason Group, Inc.'s top holdings by market value included VOO (21.0%)、VTI (13.7%)、VXF (12.9%). The largest single position, VOO, represented 21.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VXF) accounted for 56.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHV
市值: $127.4K
Top Position Liquidated / Trimmed
CRM
前期市值: $231.5K
In Q1 2026, Gleason Group, Inc. made 159 total portfolio adjustments, initiating 13 new buys, adding to 105 positions, trimming 31 holdings, and fully liquidating 10 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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