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CIK: 0001822632
Total reported value
$1.1B
$1.1B
449 檔
66.6%
The Q2 2026 SEC filing reveals that Gleason Group, Inc. held a total portfolio value of $1.1B, covering 449 public equity positions.
In Q2 2026, Gleason Group, Inc. displayed an active expansion posture, initiating 64 new positions and adding to 90 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VXF) accounted for 66.6% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 449 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.46% | +0.76% | +0.83% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.95% | +0.40% | +0.37% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 13.86% | -0.55% | +1.71% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.09% | +0.19% | +1.85% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.61% | -0.07% | -1.45% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.84% | -0.27% | +484.39% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.25% | +0.15% | +0.61% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.01% | -0.28% | -1.94% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.77% | +0.37% | +4.45% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.95% | +0.04% | -0.80% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.88% | -0.13% | -11.18% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.73% | -0.12% | +1.19% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.52% | — | +0.90% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | — | -13.11% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.21% | +0.62% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.21% | +0.42% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | +0.03% | -1.35% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.64% | +0.01% | +1.24% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | -0.03% | +0.63% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.02% | +278.45% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | — | -5.28% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.42% | — | +0.13% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | -0.02% | +0.71% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.01% | +0.63% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.29% | — | +4.99% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | -0.02% | +1.75% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | — | -1.19% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | -0.01% | +1.22% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.20% | EXIT | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | -0.08% | +1.24% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.16% | — | +0.85% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.16% | +0.03% | +1.54% | |
| 33 | CTAS | Cintas CORP | Stock-Industrials | 0.15% | +0.02% | +0.58% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.15% | -0.03% | +0.11% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.01% | +2.80% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | — | +1.86% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | — | +2.36% | |
| 38 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.14% | — | +0.41% | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.12% | -0.01% | +1.90% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | +0.01% | -10.72% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.01% | +0.74% | |
| 42 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.11% | +0.01% | +1.15% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.02% | +16.44% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.10% | +0.02% | +1.56% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | -0.01% | +5.13% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | — | +33.59% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.01% | +5.09% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.07% | +0.04% | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | -45.89% | |
| 50 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.06% | +0.01% | +3.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | +0.9% | +1.71% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +0.83% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.37% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.1% | +484.39% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.1% | +1.75% | Add |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | New buy |
| 7 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.61% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | +1.24% | Add |
| 9 | VCIT | Vanguard Int-term Corporate | 0% | NEW | New buy |
| 10 | BND | Vanguard Total Bond Market | 0% | NEW | New buy |
| 11 | SCHM | Schwab US Mid Cap ETF | 0% | +0.63% | Add |
| 12 | SCHA | Schwab US Small-cap ETF | 0% | +0.71% | Add |
| 13 | QCOM | Qualcomm Inc | 0% | +2.36% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +33.59% | Add |
| 15 | NVDA | Nvidia CORP | 0% | +533.45% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | 0% | NEW | New buy |
| 17 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.80% | Trim |
| 18 | SCHB | Schwab US Broad Market ETF | 0% | +4.99% | Add |
| 19 | LLY | Eli Lilly & Co | 0% | +1.86% | Add |
| 20 | WSM | Williams-sonoma Inc | 0% | +0.41% | Add |
| 21 | AAPL | Apple Inc | 0% | +16.44% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | +35.87% | Add |
| 23 | C | Citigroup Inc | 0% | +1.90% | Add |
| 24 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 25 | IPAC | Ishares Core Msci Pacific Et | 0% | NEW | New buy |
| 26 | INTC | Intel CORP | 0% | +48.47% | Add |
| 27 | OHI | Omega Healthcare Investors | 0% | NEW | New buy |
| 28 | AVGO | Broadcom Inc | 0% | +139.90% | Add |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1784.62% | Add |
| 30 | JMOM | Jpmorgan US Momentum Factor | 0% | NEW | New buy |
| 31 | URI | United Rentals Inc | 0% | — | Unchanged |
| 32 | RBCAA | Republic Bancorp Inc-class A | 0% | +116900.00% | Add |
| 33 | VGK | Vanguard Ftse Europe ETF | 0% | NEW | New buy |
| 34 | SNA | Snap-on Inc | 0% | +16.67% | Add |
| 35 | QUAL | Ishares Msci USA Quality Fac | 0% | NEW | New buy |
| 36 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 37 | KLAC | Kla CORP | 0% | +3900.00% | Add |
| 38 | AMD | Advanced Micro Devices | 0% | +534.78% | Add |
| 39 | META | Meta Platforms Inc-class A | 0% | +70.50% | Add |
| 40 | V | Visa Inc-class A Shares | 0% | +44.92% | Add |
| 41 | IUSG | Ishares Core S&p U.s. Growth | 0% | NEW | New buy |
| 42 | MS | Morgan Stanley | 0% | +10.66% | Add |
| 43 | ATOM | Atomera Inc | 0% | — | Unchanged |
| 44 | TJX | Tjx Companies Inc | 0% | +230.51% | Add |
| 45 | EFA | Ishares Msci Eafe ETF | 0% | +157.59% | Add |
| 46 | CNC | Centene CORP | 0% | +7.90% | Add |
| 47 | IWO | Ishares Russell 2000 Growth | 0% | — | Unchanged |
| 48 | SCHG | Schwab US Large-cap Growth | — | -1.35% | Trim |
| 49 | BAC | Bank Of America CORP | — | +1.22% | Add |
| 50 | DE | Deere & Co | — | +0.85% | Add |
According to official SEC Form 13F filings, Gleason Group, Inc. reported a total U.S. public equity portfolio value of $1.1B across 449 disclosed positions in Q2 2026.
During Q2 2026, Gleason Group, Inc.'s top holdings by market value included VOO (21.5%)、VTI (13.9%)、VXF (13.9%). The largest single position, VOO, represented 21.5% 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.
Top New Position Initiated
VCSH
市值: $828.8K
Top Position Liquidated / Trimmed
IJR
前期市值: $150.1K
In Q2 2026, Gleason Group, Inc. made 194 total portfolio adjustments, initiating 64 new buys, adding to 90 positions, trimming 26 holdings, and fully liquidating 14 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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