Gleason Group, Inc. Top Holdings and 13F Report (2026) About Gleason Group, Inc.Investment ActivityGleason Group, Inc. has $1.01 billion in total holdings as of March 31, 2026.Gleason Group, Inc. owns shares of 229 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.17% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Gleason Group, Inc. has purchased 225 new stocks and bought additional shares in 108 stocks.Gleason Group, Inc. sold shares of 31 stocks and completely divested from 23 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $212,128,913Vanguard Total Stock Market ETF $138,018,883Vanguard Extended Market ETF $130,514,517Vanguard Total International Stock ETF $102,361,484Vanguard Value ETF $69,202,527 Largest New Holdings this Quarter 808524409 - Schwab U.S. Large-Cap Value ETF $127,380 Holding88579Y101 - 3M $72,615 Holding452308109 - Illinois Tool Works $53,359 Holding025537101 - American Electric Power $45,223 Holding110122108 - Bristol Myers Squibb $12,130 Holding Largest Purchases this Quarter Vanguard Extended Market ETF 26,029 shares (about $5.36M)Vanguard Total International Stock ETF 59,102 shares (about $4.56M)Vanguard Tax-Exempt Bond ETF 65,977 shares (about $3.29M)Vanguard Total Stock Market ETF 9,917 shares (about $3.18M)Vanguard Short-Term Tax-Exempt Bond ETF 16,118 shares (about $1.63M) Largest Sales this Quarter Vanguard S&P 500 ETF 5,594 shares (about $3.34M)Williams-Sonoma 5,933 shares (about $1.08M)Vanguard Growth ETF 2,136 shares (about $932.98K)Schwab US Large-Cap ETF 30,757 shares (about $788.61K)JPMorgan Chase & Co. 1,687 shares (about $496.26K) 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$212,128,913$3,342,692 ▼-1.6%354,99821.0%ETFVTIVanguard Total Stock Market ETF$138,018,883$3,181,473 ▲2.4%430,22013.7%ETFVXFVanguard Extended Market ETF$130,514,517$5,356,771 ▲4.3%634,18112.9%ETFVXUSVanguard Total International Stock ETF$102,361,484$4,557,354 ▲4.7%1,327,47410.1%ETFVTVVanguard Value ETF$69,202,527$401,818 ▲0.6%352,7146.9%ETFVUGVanguard Growth ETF$58,093,299$932,980 ▼-1.6%133,0015.8%ETFVTEBVanguard Tax-Exempt Bond ETF$34,691,315$3,291,593 ▲10.5%695,3563.4%ETFSCHXSchwab US Large-Cap ETF$32,223,697$788,610 ▼-2.4%1,256,7743.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$30,297,670$1,630,173 ▲5.7%299,5623.0%ETFVGITVanguard Intermediate-Term Treasury ETF$24,545,482$149,292 ▲0.6%412,1832.4%ETFVGLTVanguard Long-Term Treasury ETF$19,690,886$140,325 ▲0.7%355,7202.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$19,531,215$276,456 ▼-1.4%137,1291.9%ETFVWOVanguard FTSE Emerging Markets ETF$15,586,763$921,444 ▲6.3%288,3771.5%ETFSCHFSchwab International Equity ETF$12,469,832$6,237 ▲0.1%503,8321.2%ETFVYMVanguard High Dividend Yield ETF$9,378,064$54,500 ▲0.6%63,3230.9%ETFVIGVanguard Dividend Appreciation ETF$8,925,004$35,055 ▲0.4%41,5000.9%ETFIXUSiShares Core MSCI Total International Stock ETF$6,610,003$66,279 ▲1.0%76,2930.7%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$6,547,719$2,593 ▼0.0%224,7760.6%ETFSCHMSchwab U.S. Mid-Cap ETF$5,731,817$33,530 ▼-0.6%185,1360.6%ETFVOVanguard Mid-Cap ETF$5,348,331$5,169 ▲0.1%18,6240.5%ETFVBVanguard Small-Cap ETF$5,043,555$786 ▼0.0%19,2560.5%ETFSCHESchwab Emerging Markets Equity ETF$4,345,773$697,881 ▲19.1%131,8900.4%ETFSCHASchwab US Small-Cap ETF$3,601,141$28,004 ▼-0.8%123,8360.4%ETFJPMJPMorgan Chase & Co.$3,092,015$496,264 ▼-13.8%10,5110.3%FinanceXOMExxonMobil$2,942,955$61,418 ▲2.1%17,3460.3%EnergySCHBSchwab US Broad Market ETF$2,700,549$10,065 ▲0.4%107,5920.3%ETFPGProcter & Gamble$2,557,531$9,099 ▲0.4%17,7070.3%Consumer StaplesCVXChevron$2,273,443$20,897 ▲0.9%10,9880.2%EnergyBACBank of America$2,071,826$6,630 ▼-0.3%42,4990.2%FinanceCSCOCisco Systems$1,833,638$10,009 ▲0.5%23,6320.2%Computer and TechnologySOSouthern$1,710,696$13,030 ▲0.8%17,7240.2%UtilitiesCTASCintas$1,698,505$3,890 ▲0.2%10,0420.2%Business ServicesDEDeere & Company$1,657,565$38,862 ▼-2.3%2,9430.2%IndustrialsJNJJohnson & Johnson$1,570,455$8,555 ▲0.5%6,4250.2%MedicalCATCaterpillar$1,491,132$313,811 ▼-17.4%2,1050.1%IndustrialsCOSTCostco Wholesale$1,341,647$997 ▲0.1%1,3460.1%Retail/WholesaleKOCocaCola$1,337,389$174,912 ▲15.0%17,5860.1%Consumer StaplesGILDGilead Sciences$1,292,331$7,804 ▲0.6%9,2730.1%MedicalLLYEli Lilly and Company$1,235,405$118,665 ▼-8.8%1,3430.1%MedicalWSMWilliams-Sonoma$1,232,528$1,081,744 ▼-46.7%6,7600.1%Retail/WholesaleIVViShares Core S&P 500 ETF$1,215,806$653 ▲0.1%1,8610.1%ETFBHPBHP Group$1,095,191$22,477 ▲2.1%15,0560.1%Basic MaterialsQCOMQualcomm$1,095,157$7,341 ▲0.7%8,5040.1%Computer and TechnologyCCitigroup$1,075,621$5,557 ▲0.5%9,4840.1%Financial ServicesTSLATesla$1,000,0080.0%2,6900.1%Auto/Tires/TrucksAAPLApple$949,398$1,015 ▲0.1%3,7410.1%Computer and TechnologyWALMART INCORPORATED$922,836$283,252 ▼-23.5%7,4250.1%COMMCDMcDonald's$726,962$4,040 ▲0.6%2,3390.1%Retail/WholesaleSCMBSchwab Municipal Bond ETF$692,412$261,371 ▲60.6%27,1750.1%ETFVEUVanguard FTSE All-World ex-US ETF$618,217$4,656 ▲0.8%8,2320.1%ETFBRK.BBerkshire Hathaway$586,062$80,985 ▼-12.1%1,2230.1%FinanceHDHome Depot$573,821$69,056 ▲13.7%1,7450.1%Retail/WholesaleGOOGLAlphabet$553,762$3,163 ▼-0.6%1,9260.1%Computer and TechnologyBLACKROCK INCORPORATED$495,470$13,469 ▼-2.6%5150.0%COMPHParker-Hannifin$445,826$895 ▲0.2%4980.0%IndustrialsATOAtmos Energy$391,912$2,216 ▲0.6%2,1220.0%UtilitiesSCHZSchwab U.S. Aggregate Bond ETF$390,746$141,503 ▲56.8%16,8280.0%ETFSNASnap-On$337,8280.0%9300.0%Consumer DiscretionaryLOWLowe's Companies$304,648$1,182 ▲0.4%1,2890.0%Retail/WholesaleDUKDuke Energy$303,461$2,487 ▲0.8%2,3180.0%UtilitiesACNAccenture$296,717$2,182 ▲0.7%1,4960.0%Computer and TechnologyWMWaste Management$272,418$65,233 ▲31.5%1,1860.0%Business ServicesSPYSPDR S&P 500 ETF Trust$268,342$1,299 ▲0.5%4130.0%FinanceNEMNewmont$234,895$649 ▲0.3%2,1700.0%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$231,464$540 ▲0.2%3,4280.0%ETFEMBRAER S.A. SPONSORED ADS$222,906$119 ▲0.1%3,7560.0%COMUNPUnion Pacific$200,265$971 ▲0.5%8250.0%TransportationURIUnited Rentals$196,573$728 ▲0.4%2700.0%ConstructionSJMJ. M. Smucker$188,057$1,832 ▲1.0%1,9500.0%Consumer StaplesETNEaton$172,276$715 ▲0.4%4820.0%IndustrialsAWKAmerican Water Works$167,395$953 ▲0.6%1,2300.0%UtilitiesAMZNAmazon.com$156,4110.0%7510.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$150,109$249 ▲0.2%1,2080.0%ETFRSPInvesco S&P 500 Equal Weight ETF$145,116$576 ▲0.4%7560.0%ETFFFord Motor$139,446$485 ▲0.3%12,0840.0%Auto/Tires/TrucksPSXPhillips 66$133,342$9,108 ▼-6.4%7320.0%EnergyMSMorgan Stanley$132,853$823 ▲0.6%8070.0%FinanceAMGNAmgen$129,114$1,055 ▲0.8%3670.0%MedicalCOPConocoPhillips$128,983$924 ▲0.7%9770.0%EnergyVTWVVanguard Russell 2000 Value ETF$128,606$502 ▲0.4%7690.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$127,380$127,380 ▲New Holding4,1760.0%ETFEZUiShares MSCI Eurozone ETF$126,4870.0%2,0190.0%ETFMETAMeta Platforms$114,3510.0%2000.0%Computer and TechnologyCGGRCapital Group Growth ETF$110,6270.0%2,7530.0%ETFCSXCSX$109,011$410 ▲0.4%2,6560.0%TransportationSRESempra Energy$108,588$777 ▲0.7%1,1180.0%UtilitiesVLUEiShares MSCI USA Value Factor ETF$107,752$426 ▲0.4%7580.0%ETFAMATApplied Materials$107,6850.0%3150.0%Computer and TechnologyAXPAmerican Express$107,159$303 ▲0.3%3540.0%FinanceVVisa$106,915$302 ▲0.3%3540.0%Business ServicesDGROiShares Core Dividend Growth ETF$104,901$491 ▲0.5%1,4950.0%ETFMSFTMicrosoft$100,7920.0%2720.0%Computer and TechnologyDISWalt Disney$99,778$675 ▲0.7%1,0350.0%Consumer DiscretionaryTAT&T$96,771$783 ▼-0.8%3,3380.0%Computer and TechnologyPEPPepsiCo$94,475$1,554 ▲1.7%6080.0%Consumer StaplesVZVerizon Communications$92,273$42,371 ▼-31.5%1,8380.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$91,354$551 ▲0.6%1,4910.0%ETFISRGIntuitive Surgical$87,5880.0%1900.0%MedicalSPTLSPDR Portfolio Long Term Treasury ETF$86,632$579 ▲0.7%3,2940.0%ETFEDConsolidated Edison$85,814$679 ▲0.8%7580.0%UtilitiesShowing 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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