Gleason Group, Inc.

CIK 0001822632 • 7 13F filings • Apr 11, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $553.5M190 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$12K	0.0%	89 SH
ABBVIE INCORPORATED	COM	$19K	0.0%	90 SH
ACCENTURE PLC IRELAND SHS CLASS A	COM	$551K	0.1%	1,765 SH
ALLSTATE CORPORATION	COM	$38K	0.0%	185 SH
ALPHABET INCORPORATED CAP STK CLASS A	COM	$301K	0.1%	1,949 SH
ALPHABET INCORPORATED CAP STK CLASS C	COM	$181K	0.0%	1,160 SH
AMAZON COM INCORPORATED	COM	$118K	0.0%	620 SH
AMERICAN EXPRESS COMPANY	COM	$92K	0.0%	341 SH
AMERICAN WTR WKS COMPANY INCORPORATED NEW	COM	$177K	0.0%	1,201 SH
AMGEN INCORPORATED	COM	$111K	0.0%	358 SH
APOGEE ENTERPRISES INCORPORATED	COM	$5K	0.0%	108 SH
APPLE INCORPORATED	COM	$679K	0.1%	3,057 SH
APPLIED MATLS INCORPORATED	COM	$26K	0.0%	182 SH
APTOSE BIOSCIENCES INCORPORATED COM NEW	COM	$126	0.0%	40 SH
AT&T INCORPORATED	COM	$41K	0.0%	1,467 SH
ATMOS ENERGY CORPORATION	COM	$321K	0.1%	2,075 SH
BANK AMERICA CORPORATION	COM	$4.1M	0.7%	98,764 SH
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	COM	$1.0M	0.2%	1,911 SH
BHP GROUP LIMITED SPONSORED ADS	COM	$701K	0.1%	14,435 SH
BITWISE BITCOIN ETF TRUST	COM	$22K	0.0%	500 SH
BLACKROCK INCORPORATED	COM	$494K	0.1%	522 SH
BLOOM ENERGY CORPORATION COM CLASS A	COM	$9K	0.0%	435 SH
BROWN FORMAN CORPORATION CLASS A	COM	$18K	0.0%	535 SH
BROWN FORMAN CORPORATION CLASS B	COM	$86K	0.0%	2,544 SH
CANOPY GROWTH CORPORATION COM NEW	COM	$3	0.0%	3 SH
CATERPILLAR INCORPORATED	COM	$874K	0.2%	2,649 SH
CENTENE CORPORATION DEL	COM	$61K	0.0%	1,000 SH
CHEVRON CORPORATION NEW	COM	$1.9M	0.3%	11,076 SH
CHURCHILL DOWNS INCORPORATED	COM	$50K	0.0%	448 SH
CINTAS CORPORATION	COM	$2.0M	0.4%	9,956 SH
CISCO SYSTEMS INCORPORATED	COM	$1.4M	0.3%	22,994 SH
CITIGROUP INCORPORATED COM NEW	COM	$758K	0.1%	10,678 SH
CLOROX COMPANY DEL	COM	$81K	0.0%	550 SH
COCA COLA COMPANY	COM	$1.1M	0.2%	15,268 SH
COLGATE PALMOLIVE COMPANY	COM	$243K	0.0%	2,592 SH
COMCAST CORPORATION NEW CLASS A	COM	$8K	0.0%	206 SH
CONOCOPHILLIPS	COM	$99K	0.0%	945 SH
CONSOLIDATED EDISON INCORPORATED	COM	$81K	0.0%	733 SH
COSTCO WHOLESALE CORPORATION NEW	COM	$1.2M	0.2%	1,316 SH
CSX CORPORATION	COM	$65K	0.0%	2,204 SH
CUE BIOPHARMA INCORPORATED	COM	$5K	0.0%	6,000 SH
DEERE & COMPANY	COM	$1.4M	0.3%	3,067 SH
DELTA AIR LINES INCORPORATED DEL COM NEW	COM	$756	0.0%	17 SH
DIAGEO PLC SPON ADR NEW	COM	$6K	0.0%	61 SH
DIMENSIONAL ETF TRUST U S SM CAP ETF	COM	$22K	0.0%	373 SH
DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF	COM	$44K	0.0%	1,076 SH
DIMENSIONAL U.S. EQUTIY MARKET ETF	COM	$50K	0.0%	822 SH
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES	COM	$27K	0.0%	306 SH
DISNEY WALT COMPANY	COM	$104K	0.0%	1,057 SH
DOCUSIGN INCORPORATED	COM	$3K	0.0%	42 SH
DOLLAR TREE INCORPORATED	COM	$3K	0.0%	40 SH
DOMINION ENERGY INCORPORATED	COM	$53K	0.0%	949 SH
DONALDSON INCORPORATED	COM	$53K	0.0%	796 SH
DOVER CORPORATION	COM	$32K	0.0%	184 SH
DOW INCORPORATED	COM	$34K	0.0%	972 SH
DR ING HC F PORSCHE AG	COM	$2K	0.0%	50 SH
DUKE ENERGY CORPORATION NEW COM NEW	COM	$273K	0.0%	2,239 SH
EATON CORPORATION PLC SHS	COM	$141K	0.0%	518 SH
ELEVANCE HEALTH INCORPORATED	COM	$14K	0.0%	31 SH
ELI LILLY & COMPANY	COM	$1.3M	0.2%	1,540 SH
EMBRAER S.A. SPONSORED ADS	COM	$173K	0.0%	3,750 SH
EMERSON ELEC COMPANY	COM	$62K	0.0%	562 SH
ENBRIDGE INCORPORATED	COM	$64K	0.0%	1,449 SH
ENTERPRISE PRODUCTS PARTNERS L P	COM	$71K	0.0%	2,092 SH
EVERSOURCE ENERGY	COM	$18K	0.0%	287 SH
EXPEDITORS INTERNATIONAL WASH INCORPORATED	COM	$10K	0.0%	83 SH
EXXON MOBIL CORPORATION	COM	$2.0M	0.4%	16,535 SH
FASTENAL COMPANY	COM	$13K	0.0%	168 SH
FEDEX CORPORATION	COM	$27K	0.0%	110 SH
Fidelity Enhanced Large Cap Value ETF	COM	$6K	0.0%	198 SH
FORD MTR COMPANY	COM	$179K	0.0%	17,851 SH
FORTUNE BRANDS INNOVATIONS INCORPORATED	COM	$28K	0.0%	464 SH
GENERAL DYNAMICS CORPORATION	COM	$40K	0.0%	146 SH
GILEAD SCIENCES INCORPORATED	COM	$1.0M	0.2%	9,028 SH
HERC HLDGS INCORPORATED	COM	$70K	0.0%	518 SH
HERON THERAPEUTICS INCORPORATED	COM	$15K	0.0%	6,670 SH
HERSHEY COMPANY	COM	$55K	0.0%	321 SH
HOME DEPOT INCORPORATED	COM	$565K	0.1%	1,540 SH
HONEYWELL INTERNATIONAL INCORPORATED	COM	$11K	0.0%	53 SH
HUNTINGTON BANCSHARES INCORPORATED	COM	$55K	0.0%	3,676 SH
INDUSTRIAL NANOTECH INCORPORATED	COM	$6	0.0%	30,636 SH
INTEL CORPORATION	COM	$47K	0.0%	2,068 SH
INTERNATIONAL BUSINESS MACHINES	COM	$54K	0.0%	219 SH
INTUITIVE SURGICAL INCORPORATED COM NEW	COM	$94K	0.0%	190 SH
INVESCO QQQ TR	COM	$35K	0.0%	75 SH
INVESCO S&P 500 PURE GROWTH ETF	COM	$22K	0.0%	570 SH
INVESCO S&P 500 PURE VALUE ETF	COM	$22K	0.0%	242 SH
ISHARES TR CORE DIV GRWTH	COM	$90K	0.0%	1,462 SH
ISHARES TR CORE MSCI TOTAL	COM	$5.5M	1.0%	78,655 SH
ISHARES TR CORE S&P MCP ETF	COM	$9K	0.0%	152 SH
ISHARES TR CORE S&P TTL STK	COM	$18.0M	3.3%	147,484 SH
ISHARES TR CORE S&P500 ETF	COM	$562K	0.1%	1,000 SH
ISHARES TR MRGSTR MD CP VAL	COM	$20K	0.0%	264 SH
ISHARES TR MRGSTR SM CP GR	COM	$6K	0.0%	127 SH
ISHARES TR MSCI EAFE ETF	COM	$18K	0.0%	216 SH
ISHARES TR MSCI EMG MKT ETF	COM	$1K	0.0%	32 SH
ISHARES TR RUS 2000 GRW ETF	COM	$40K	0.0%	155 SH
ISHARES TR RUS MD CP GR ETF	COM	$74K	0.0%	627 SH
ISHARES TR S&P 500 GRWT ETF	COM	$28K	0.0%	297 SH
ISHARES TR S&P MC 400GR ETF	COM	$13K	0.0%	154 SH
JOHNSON & JOHNSON	COM	$1.1M	0.2%	6,489 SH
JPMORGAN CHASE & COMPANY.	COM	$3.3M	0.6%	13,299 SH
KBS REAL ESTAT INVT TR III INCORPORATED REIT	COM	$6K	0.0%	1,635 SH
KIMBERLY-CLARK CORPORATION	COM	$38K	0.0%	266 SH
LOWES COMPANIES INCORPORATED	COM	$310K	0.1%	1,331 SH
LVMH MOET HENNESSY LOU VUITTON ADR	COM	$209K	0.0%	1,696 SH
MCDONALDS CORPORATION	COM	$780K	0.1%	2,498 SH
MERCK & COMPANY INCORPORATED	COM	$57K	0.0%	630 SH
META PLATFORMS INCORPORATED CLASS A	COM	$144K	0.0%	249 SH
METLIFE INCORPORATED	COM	$15K	0.0%	184 SH
MGM RESORTS INTERNATIONAL	COM	$96K	0.0%	3,225 SH
MICROSOFT CORPORATION	COM	$72K	0.0%	191 SH
MIMEDX GROUP INCORPORATED	COM	$21K	0.0%	2,712 SH
MORGAN STANLEY COM NEW	COM	$108K	0.0%	925 SH
NESTLE S A SPONSORED ADR	COM	$15K	0.0%	142 SH
NEWMONT CORPORATION	COM	$103K	0.0%	2,144 SH
NIKE INCORPORATED CLASS B	COM	$38K	0.0%	597 SH
NORFOLK SOUTHN CORPORATION	COM	$13K	0.0%	54 SH
NORTHERN TR CORPORATION	COM	$13K	0.0%	136 SH
NUVEEN PREFERRED & INCOME OPPORTUNIT	COM	$181	0.0%	23 SH
NVIDIA CORPORATION	COM	$45K	0.0%	416 SH
OMEGA HEALTHCARE INVS INCORPORATED REIT	COM	$87K	0.0%	2,280 SH
ORION GROUP HLDGS INCORPORATED	COM	$15K	0.0%	2,952 SH
PALO ALTO NETWORKS INCORPORATED	COM	$268K	0.0%	1,572 SH
PARKER-HANNIFIN CORPORATION	COM	$300K	0.1%	494 SH
PEPSICO INCORPORATED	COM	$96K	0.0%	642 SH
PFIZER INCORPORATED	COM	$30K	0.0%	1,199 SH
PHILLIPS 66	COM	$94K	0.0%	760 SH
PROCTER AND GAMBLE COMPANY	COM	$3.0M	0.5%	17,779 SH
PROGRESSIVE CORPORATION	COM	$44K	0.0%	154 SH
QUALCOMM INCORPORATED	COM	$1.3M	0.2%	8,313 SH
REPUBLIC BANCORP INCORPORATED KY CLASS A	COM	$64	0.0%	1 SH
ROYAL GOLD INCORPORATED	COM	$11K	0.0%	70 SH
RTX CORPORATION	COM	$17K	0.0%	129 SH
RUMBLE INCORPORATED COM CLASS A	COM	$115K	0.0%	16,322 SH
SCHWAB CHARLES CORPORATION	COM	$15K	0.0%	193 SH
SCHWAB EMERGING MARKETS EQUITY ETF	COM	$3.1M	0.6%	110,949 SH
SCHWAB INTERNATIONAL EQUITY ETF	COM	$9.0M	1.6%	456,176 SH
SCHWAB U.S. BROAD MARKET ETF	COM	$2.2M	0.4%	103,066 SH
SCHWAB U.S. LARGE-CAP ETF	COM	$28.8M	5.2%	1,305,567 SH
SCHWAB U.S. LARGE-CAP GROWTH ETF	COM	$6.0M	1.1%	240,239 SH
SCHWAB U.S. MID-CAP ETF	COM	$4.7M	0.8%	178,374 SH
SCHWAB U.S. SMALL-CAP ETF	COM	$2.6M	0.5%	110,997 SH
SEMPRA	COM	$77K	0.0%	1,082 SH
SMUCKER J M COMPANY COM NEW	COM	$222K	0.0%	1,874 SH
SNAP ON INCORPORATED	COM	$30K	0.0%	89 SH
SOUTHERN COMPANY	COM	$1.6M	0.3%	16,981 SH
SOUTHWEST AIRLS COMPANY	COM	$1K	0.0%	43 SH
SPDR ENERGY SELECT SECTOR FUND	COM	$75K	0.0%	799 SH
SPDR HEALTH CARE SELECT	COM	$36K	0.0%	248 SH
SPDR S&P 500 ETF	COM	$197K	0.0%	351 SH
STARBUCKS CORPORATION	COM	$100K	0.0%	1,018 SH
TARGET CORPORATION	COM	$785K	0.1%	7,523 SH
TESLA INCORPORATED	COM	$838K	0.2%	3,234 SH
TEXTRON INCORPORATED	COM	$27K	0.0%	376 SH
TJX COMPANIES INCORPORATED NEW	COM	$14K	0.0%	117 SH
UNION PAC CORPORATION	COM	$202K	0.0%	855 SH
UNITED BANKSHARES INCORPORATED WEST VA	COM	$15K	0.0%	440 SH
UNITED PARCEL SERVICE INCORPORATED CLASS B	COM	$743K	0.1%	6,751 SH
UNITED RENTALS INCORPORATED	COM	$161K	0.0%	257 SH
UNITEDHEALTH GROUP INCORPORATED	COM	$47K	0.0%	90 SH
US BANCORP DEL COM NEW	COM	$22K	0.0%	519 SH
VANGUARD DIVIDEND APPRECIATION ETF	COM	$276K	0.0%	1,422 SH
VANGUARD ENERGY ETF	COM	$28K	0.0%	213 SH
VANGUARD EXTENDED MARKET ETF	COM	$70.8M	12.8%	411,004 SH
VANGUARD FTSE ALL-WORLD EX-US ETF	COM	$481K	0.1%	7,934 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	COM	$7K	0.0%	140 SH
VANGUARD FTSE EMERGING MARKETS ETF	COM	$6.5M	1.2%	143,776 SH
VANGUARD GROWTH ETF	COM	$36.6M	6.6%	98,569 SH
VANGUARD HIGH DIVIDEND YIELD ETF	COM	$114K	0.0%	884 SH
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	COM	$129.8M	23.4%	252,563 SH
VANGUARD INFORMATION TECHNOLOGY ETF	COM	$31K	0.0%	57 SH
VANGUARD MID-CAP ETF	COM	$4.8M	0.9%	18,547 SH
VANGUARD RUSSELL 2000 VALUE ETF	COM	$100K	0.0%	755 SH
VANGUARD S&P SMALL-CAP 600 ETF	COM	$6K	0.0%	63 SH
VANGUARD SHORT-TERM TAX EXEMPT BD ETF	COM	$4.8M	0.9%	47,468 SH
VANGUARD SMALL-CAP ETF	COM	$4.3M	0.8%	19,229 SH
VANGUARD SMALL-CAP VALUE ETF	COM	$10K	0.0%	52 SH
VANGUARD TAX-EXEMPT BOND ETF	COM	$4.2M	0.8%	84,561 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	COM	$45.6M	8.2%	734,574 SH
VANGUARD TOTAL STOCK MARKET ETF	COM	$75.1M	13.6%	273,361 SH
VANGUARD VALUE ETF	COM	$41.2M	7.4%	238,589 SH
VERIZON COMMUNICATIONS INCORPORATED	COM	$230K	0.0%	5,078 SH
VIATRIS INCORPORATED	COM	$299	0.0%	34 SH
VICI PPTYS INCORPORATED REIT	COM	$8K	0.0%	240 SH
VISA INCORPORATED COM CLASS A	COM	$123K	0.0%	351 SH
WALMART INCORPORATED	COM	$1.1M	0.2%	12,412 SH
WASTE MGMT INCORPORATED DEL	COM	$206K	0.0%	892 SH
WILLIAMS SONOMA INCORPORATED	COM	$2.0M	0.4%	12,550 SH
WILLSCOT HLDGS CORPORATION COM CLASS A	COM	$32K	0.0%	1,146 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001376474-26-000650	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001376474-26-000047	$1.02B	View
Oct 16, 2025	Q3 2025