Home › Gleason Group, Inc.

Gleason Group, Inc. 13F holdings

Filed 2026-07-13 · Gleason Group, Inc. · 449 positions · $1.1B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW358.0K$245.8M21.5%
VTIVANGUARD TOTAL STOCK MARKET ETF431.8K$159.8M13.9%
VXFVANGUARD EXTENDED MARKET ETF645.0K$158.8M13.9%
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF1.4M$115.6M10.1%
VTVVANGUARD VALUE ETF347.6K$75.8M6.6%
VUGVANGUARD GROWTH ETF777.3K$67.0M5.8%
SCHXSCHWAB U.S. LARGE-CAP ETF1.3M$37.2M3.2%
VTEBVANGUARD TAX-EXEMPT BOND ETF681.9K$34.5M3.0%
VTESVANGUARD SHORT-TERM TAX EXEMPT BD ETF312.9K$31.7M2.8%
ITOTISHARES TR CORE S&P TTL STK136.0K$22.3M2.0%
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF366.1K$21.6M1.9%
VGLTVANGUARD LONG-TERM TREASURY ETF360.0K$19.9M1.7%
VWOVANGUARD FTSE EMERGING MARKETS ETF291.0K$17.4M1.5%
SCHFSCHWAB INTERNATIONAL EQUITY ETF437.8K$12.1M1.1%
VYMVANGUARD HIGH DIVIDEND YIELD ETF63.7K$10.1M0.9%
VIGVANGUARD DIVIDEND APPRECIATION ETF41.7K$9.9M0.9%
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF221.8K$7.5M0.7%
IXUSISHARES TR CORE MSCI TOTAL77.2K$7.4M0.6%
SCHMSCHWAB U.S. MID-CAP ETF186.3K$6.9M0.6%
VOVANGUARD MID-CAP ETF70.5K$5.7M0.5%
VBVANGUARD SMALL-CAP ETF18.2K$5.5M0.5%
SCHESCHWAB EMERGING MARKETS EQUITY ETF132.1K$4.8M0.4%
SCHASCHWAB U.S. SMALL-CAP ETF124.7K$4.5M0.4%
JPMJPMORGAN CHASE & COMPANY10.6K$3.5M0.3%
SCHBSCHWAB U.S. BROAD MARKET ETF113.0K$3.3M0.3%
CSCOCISCO SYSTEMS INCORPORATED24.0K$2.8M0.2%
PGPROCTER & GAMBLE COMPANY17.5K$2.6M0.2%
BACBANK OF AMER CORPORATION43.0K$2.5M0.2%
EXMOCEXXON MOBIL CORPORATION17.0K$2.3M0.2%
CATCATERPILLAR INCORPORATED2.1K$2.3M0.2%
DEDEERE & COMPANY3.0K$1.9M0.2%
CVXCHEVRON CORPORATION11.2K$1.8M0.2%
CTASCINTAS CORPORATION10.1K$1.7M0.1%
SOSOUTHERN COMPANY17.7K$1.7M0.1%
JNJJOHNSON & JOHNSON6.6K$1.7M0.1%
LLYELI LILLY & COMPANY1.4K$1.6M0.1%
QCOMQUALCOMM INCORPORATED8.7K$1.6M0.1%
WSMWILLIAMS SONOMA INCORPORATED6.8K$1.6M0.1%
CCITIGROUP INCORPORATED COM NEW9.7K$1.4M0.1%
KOCOCA COLA COMPANY15.7K$1.3M0.1%
COSTCOSTCO WHOLESALE CORPORATION1.4K$1.3M0.1%
BHPBHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA)15.2K$1.3M0.1%
AAPLAPPLE INCORPORATED4.4K$1.3M0.1%
GILDGILEAD SCIENCES INCORPORATED9.4K$1.2M0.1%
TSLATESLA INCORPORATED2.8K$1.2M0.1%
GOOGLALPHABET INCORPORATED CAP STK CLASS A2.6K$919,4700.1%
WMTWALMART INC7.8K$883,8220.1%
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF10.5K$828,7780.1%
IVVISHARES TR CORE S&P500 ETF1.0K$753,8340.1%
SCMBSCHWAB STRATEGIC TR MUN BD ETF28.0K$723,0760.1%
VEUVANGUARD FTSE ALL-WORLD EX-US ETF8.3K$692,5980.1%
MCDMCDONALDS CORPORATION2.4K$636,3840.1%
BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW1.2K$624,4870.1%
HDHOME DEPOT INCORPORATED1.5K$520,7510.0%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF6.1K$501,1810.0%
BLKBLACKROCK INCORPORATED518$498,0900.0%
PHPARKER-HANNIFIN CORPORATION508$497,0300.0%
SNASNAP ON INCORPORATED1.1K$436,5770.0%
BNDVANGUARD TOTAL BOND MARKET ETF5.5K$402,7630.0%
SCHZSCHWAB US AGGREGATE BOND ETF16.4K$380,3270.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}