Gleason Group, Inc. Top Holdings and 13F Report (2025) About Gleason Group, Inc.Investment ActivityGleason Group, Inc. has $995.62 million in total holdings as of September 30, 2025.Gleason Group, Inc. owns shares of 203 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.96% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Gleason Group, Inc. has purchased 205 new stocks and bought additional shares in 100 stocks.Gleason Group, Inc. sold shares of 37 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $220,860,826Vanguard Total Stock Market ETF $137,733,348Vanguard Extended Market ETF $126,835,704Vanguard Total International Stock ETF $89,372,867Vanguard Growth ETF $65,277,823 Largest New Holdings this Quarter 808524649 - Schwab Municipal Bond ETF $255,553 Holding718172109 - Philip Morris International $13,463 Holding41653L305 - Hartford Total Return Bond ETF $6,515 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $6,416 Holding69344A107 - PGIM Ultra Short Bond ETF $6,378 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 97,690 shares (about $7.18M)Vanguard S&P 500 ETF 5,711 shares (about $3.50M)Vanguard Extended Market ETF 14,852 shares (about $3.11M)Vanguard Total Stock Market ETF 8,023 shares (about $2.63M)Vanguard Value ETF 4,472 shares (about $833.98K) Largest Sales this Quarter Bank of America 48,563 shares (about $2.51M)Vanguard Growth ETF 5,113 shares (about $2.45M)iShares Core S&P Total U.S. Stock Market ETF 7,556 shares (about $1.10M)United Parcel Service 6,842 shares (about $571.62K)Schwab US Large-Cap ETF 21,460 shares (about $565.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGleason Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$220,860,826$3,497,300 ▲1.6%360,66022.2%ETFVTIVanguard Total Stock Market ETF$137,733,348$2,632,909 ▲1.9%419,70113.8%ETFVXFVanguard Extended Market ETF$126,835,704$3,109,116 ▲2.5%605,88412.7%ETFVXUSVanguard Total International Stock ETF$89,372,867$7,176,310 ▲8.7%1,216,6199.0%ETFVUGVanguard Growth ETF$65,277,823$2,452,247 ▼-3.6%136,1066.6%ETFVTVVanguard Value ETF$64,695,068$833,983 ▲1.3%346,9096.5%ETFSCHXSchwab US Large-Cap ETF$33,137,283$565,257 ▼-1.7%1,258,0593.3%ETFVTEBVanguard Tax-Exempt Bond ETF$31,339,508$262,417 ▲0.8%625,9143.1%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$31,022,815$161,551 ▼-0.5%304,3693.1%ETFVGITVanguard Intermediate-Term Treasury ETF$24,605,408$239,340 ▲1.0%409,8852.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$20,293,133$1,100,532 ▼-5.1%139,3282.0%ETFVGLTVanguard Long-Term Treasury ETF$19,788,165$477,169 ▲2.5%348,0162.0%ETFVWOVanguard FTSE Emerging Markets ETF$14,296,329$271,821 ▲1.9%263,8671.4%ETFSCHFSchwab International Equity ETF$10,569,269$263,320 ▲2.6%454,0061.1%ETFVIGVanguard Dividend Appreciation ETF$8,848,901$37,332 ▲0.4%41,0070.9%ETFVYMVanguard High Dividend Yield ETF$8,762,096$52,292 ▲0.6%62,1650.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,168,433$505,072 ▼-6.6%224,6450.7%ETFIXUSiShares Core MSCI Total International Stock ETF$6,627,266$14,617 ▼-0.2%80,2530.7%ManufacturingVOVanguard Mid-Cap ETF$5,432,595$12,043 ▲0.2%18,4950.5%ETFSCHMSchwab U.S. Mid-Cap ETF$5,202,812$150,216 ▼-2.8%175,5330.5%ETFVBVanguard Small-Cap ETF$4,864,446$2,543 ▲0.1%19,1300.5%ETFJPMJPMorgan Chase & Co.$3,832,842$1,577 ▼0.0%12,1510.4%FinanceSCHESchwab Emerging Markets Equity ETF$3,734,901$25,695 ▲0.7%111,9240.4%ETFSCHASchwab US Small-Cap ETF$3,260,396$218,680 ▼-6.3%116,8600.3%ETFSCHBSchwab US Broad Market ETF$2,749,905$75,021 ▲2.8%106,9590.3%ETFPGProcter & Gamble$2,729,487$18,438 ▲0.7%17,7640.3%Consumer StaplesWSMWilliams-Sonoma$2,471,533$8,209 ▲0.3%12,6450.2%Retail/WholesaleBACBank of America$2,192,062$2,505,368 ▼-53.3%42,4900.2%FinanceCTASCintas$2,051,646$4,516 ▲0.2%9,9950.2%Business ServicesXOMExxon Mobil$1,898,590$16,687 ▲0.9%16,8390.2%EnergyCVXChevron$1,665,547$19,878 ▲1.2%10,7250.2%EnergySOSouthern$1,635,785$13,078 ▲0.8%17,2610.2%UtilitiesCSCOCisco Systems$1,588,505$3,558 ▲0.2%23,2170.2%Computer and TechnologyQCOMQUALCOMM$1,398,055$7,153 ▲0.5%8,4040.1%Computer and TechnologyDEDeere & Company$1,372,554$33,834 ▼-2.4%3,0020.1%IndustrialsCATCaterpillar$1,222,335$46,756 ▼-3.7%2,5620.1%IndustrialsCOSTCostco Wholesale$1,221,679$1,851 ▲0.2%1,3200.1%Retail/WholesaleTSLATesla$1,196,2970.0%2,6900.1%Auto/Tires/TrucksLLYEli Lilly and Company$1,179,968$2,290 ▲0.2%1,5460.1%MedicalJNJJohnson & Johnson$1,175,493$8,529 ▲0.7%6,3400.1%MedicalGILDGilead Sciences$1,016,696$7,104 ▲0.7%9,1590.1%MedicalAAPLApple$1,002,643$88,858 ▼-8.1%3,9380.1%Computer and TechnologyKOCocaCola$995,313$4,775 ▼-0.5%15,0080.1%Consumer StaplesWMTWalmart$954,663$95,538 ▼-9.1%9,2630.1%Retail/WholesaleCCitigroup$952,006$140,076 ▼-12.8%9,3790.1%Financial ServicesBRK.BBerkshire Hathaway$914,484$46,252 ▼-4.8%1,8190.1%FinanceBHPBHP Group$822,142$17,394 ▲2.2%14,7470.1%Basic MaterialsMCDMcDonald's$703,573$60,176 ▼-7.9%2,3150.1%Retail/WholesaleIVViShares Core S&P 500 ETF$673,072$2,007 ▲0.3%1,0060.1%ETFHDHome Depot$631,619$3,646 ▲0.6%1,5590.1%Retail/WholesaleBLACKROCK INCORPORATED$614,045$3,496 ▲0.6%5270.1%COMVEUVanguard FTSE All-World ex-US ETF$573,191$2,784 ▲0.5%8,0310.1%ETFGOOGLAlphabet$442,970$31,363 ▼-6.6%1,8220.0%Computer and TechnologyACNAccenture$382,815$54,512 ▼-12.5%1,5520.0%Computer and TechnologyPHParker-Hannifin$376,087$758 ▲0.2%4960.0%IndustrialsATOAtmos Energy$358,225$1,878 ▲0.5%2,0980.0%UtilitiesSNASnap-On$322,3050.0%9300.0%Consumer DiscretionaryLOWLowe's Companies$320,996$15,333 ▼-4.6%1,2770.0%Retail/WholesalePANWPalo Alto Networks$320,0910.0%1,5720.0%Computer and TechnologyDUKDuke Energy$281,949$2,352 ▲0.8%2,2780.0%UtilitiesSPYSPDR S&P 500 ETF Trust$276,786$41,351 ▲17.6%4150.0%FinanceGOOGAlphabet$259,400$23,626 ▼-8.3%1,0650.0%Computer and TechnologySCMBSchwab Municipal Bond ETF$255,553$255,553 ▲New Holding9,9790.0%ETFURIUnited Rentals$245,952$953 ▲0.4%2580.0%ConstructionVZVerizon Communications$230,180$3,560 ▲1.6%5,2370.0%Computer and TechnologyERJEmbraer-Empresa Brasileira de Aeronautica$226,9270.0%3,7540.0%AerospaceCLColgate-Palmolive$209,718$1,199 ▲0.6%2,6230.0%Consumer StaplesSJMJ. M. Smucker$207,556$2,064 ▲1.0%1,9110.0%Consumer StaplesWMWaste Management$198,386$663 ▲0.3%8980.0%Business ServicesUNPUnion Pacific$192,851$10,399 ▼-5.1%8160.0%TransportationMETAMeta Platforms$183,254$733 ▲0.4%2500.0%Computer and TechnologyNEMNewmont$182,034$506 ▲0.3%2,1590.0%Basic MaterialsETNEaton$179,203$748 ▲0.4%4790.0%IndustrialsAWKAmerican Water Works$169,108$974 ▲0.6%1,2150.0%UtilitiesMSMorgan Stanley$149,081$954 ▲0.6%9380.0%FinanceAMZNAmazon.com$145,575$9,442 ▲6.9%6630.0%Retail/WholesaleFFord Motor$143,507$72,621 ▼-33.6%11,9990.0%Auto/Tires/TrucksACTUATE THERAPEUTICS INCORPORATED$127,2970.0%19,0280.0%COMVVisa$120,2650.0%3520.0%Business ServicesVTWVVanguard Russell 2000 Value ETF$118,824$624 ▲0.5%7620.0%ETFDISWalt Disney$117,751$3,322 ▼-2.7%1,0280.0%Consumer DiscretionaryAXPAmerican Express$113,827$332 ▲0.3%3430.0%FinancePSXPhillips 66$105,391$952 ▲0.9%7750.0%EnergyDGROiShares Core Dividend Growth ETF$103,283$3,200 ▲3.2%1,5170.0%ETFAMGNAmgen$102,094$564 ▲0.6%3620.0%MedicalMSFTMicrosoft$101,084$3,110 ▲3.2%1950.0%Computer and TechnologyOHIOmega Healthcare Investors$99,651$1,605 ▲1.6%2,3600.0%FinanceSRESempra Energy$99,139$900 ▲0.9%1,1020.0%UtilitiesCOPConocoPhillips$90,879$757 ▲0.8%9610.0%EnergyIWPiShares Russell Mid-Cap Growth ETF$89,382$142 ▲0.2%6280.0%ETFISRGIntuitive Surgical$84,9740.0%1900.0%MedicalPEPPepsiCo$84,249$6,880 ▼-7.6%6000.0%Consumer StaplesCSXCSX$78,884$284 ▲0.4%2,2210.0%TransportationSBUXStarbucks$75,185$11,586 ▼-13.4%8890.0%Retail/WholesaleEDConsolidated Edison$74,979$704 ▲0.9%7460.0%UtilitiesENBEnbridge$74,913$908 ▲1.2%1,4850.0%EnergyEMREmerson Electric$74,383$262 ▲0.4%5670.0%IndustrialsQQQInvesco QQQ$69,460$26,347 ▲61.1%1160.0%FinanceCLXClorox$69,111$739 ▲1.1%5610.0%Consumer StaplesEPDEnterprise Products Partners$67,651$1,126 ▲1.7%2,1630.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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