EdgeMarket › What Gleason Group, Inc. reported owning
What Gleason Group, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
229Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 212.1M | 21.0% | 355.0K | 703.71 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 138.0M | 13.7% | 430.2K | 378.24 | +20.5% |
| VXF Vanguard Extended Market ETF | 130.5M | 12.9% | 634.2K | 245.53 | +23.5% |
| VXUS Vanguard Total International Stock ETF | 102.4M | 10.1% | 1.3M | 87.71 | +22.7% |
| VTV Vanguard Morningstar Value ETF | 69.2M | 6.9% | 352.7K | 226.40 | +24.6% |
| VUG Vanguard Morningstar Growth ETF | 58.1M | 5.8% | 133.0K | 87.50 | +15.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 34.7M | 3.4% | 695.4K | 49.54 | +1.4% |
| SCHX Schwab U.S. Large-Cap ETF | 32.2M | 3.2% | 1.3M | 30.21 | +19.6% |
| VTES Vanguard Wellington Fund Vanguard Short-Term T | 30.3M | 3.0% | 299.6K | 100.85 | -0.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 24.5M | 2.4% | 412.2K | 58.31 | -2.3% |
| VGLT Vanguard Long-Term Treasury ETF | 19.7M | 2.0% | 355.7K | 52.75 | -4.8% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 19.5M | 1.9% | 137.1K | 167.97 | +20.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 15.6M | 1.5% | 288.4K | 60.45 | +17.7% |
| SCHF Schwab International Equity ETF | 12.5M | 1.2% | 503.8K | 28.46 | +24.7% |
| VYM Vanguard High Dividend Yield ETF | 9.4M | 0.9% | 63.3K | 164.97 | +19.9% |
| VIG Vanguard Div Appreciation ETF | 8.9M | 0.9% | 41.5K | 243.91 | +16.2% |
| IXUS iShares Core MSCI Total International Stock ET | 6.6M | 0.7% | 76.3K | 97.94 | +22.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 6.5M | 0.6% | 224.8K | 35.32 | +17.3% |
| SCHM Schwab U.S. Mid Cap ETF | 5.7M | 0.6% | 185.1K | 36.16 | +25.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 5.3M | 0.5% | 18.6K | 82.97 | +15.9% |
| VB Vanguard Morningstar Small-Cap ETF | 5.0M | 0.5% | 19.3K | 304.76 | +24.4% |
| SCHE Schwab Emerging Markets Equity ETF | 4.3M | 0.4% | 131.9K | 36.97 | +17.7% |
| SCHA Schwab U.S. Small-Cap ETF | 3.6M | 0.4% | 123.8K | 34.83 | +32.4% |
| JPM JPMORGAN CHASE & CO | 3.1M | 0.3% | 10.5K | 351.58 | +20.3% |
| XOM ExxonMobil Holdings Corp | 2.9M | 0.3% | 17.3K | 165.11 | +52.1% |
| SCHB Schwab U.S. Broad Market ETF | 2.7M | 0.3% | 107.6K | 29.61 | +20.4% |
| PG PROCTER & GAMBLE Co | 2.6M | 0.3% | 17.7K | 144.68 | -9.3% |
| CVX CHEVRON CORP | 2.3M | 0.2% | 11.0K | 205.27 | +34.0% |
| BAC BANK OF AMERICA CORP /DE/ | 2.1M | 0.2% | 42.5K | 61.69 | +27.6% |
| CSCO CISCO SYSTEMS, INC. | 1.8M | 0.2% | 23.6K | 111.04 | +65.5% |
| SO SOUTHERN CO | 1.7M | 0.2% | 17.7K | 88.94 | -6.3% |
| CTAS CINTAS CORP | 1.7M | 0.2% | 10.0K | 203.79 | -6.0% |
| DE DEERE & CO | 1.7M | 0.2% | 2.9K | 647.47 | +31.4% |
| JNJ JOHNSON & JOHNSON | 1.6M | 0.2% | 6.4K | 270.24 | +51.1% |
| CAT CATERPILLAR INC | 1.5M | 0.1% | 2.1K | 827.90 | +96.8% |
| COST COSTCO WHOLESALE CORP /NEW | 1.3M | 0.1% | 1.3K | 947.74 | -4.7% |
| KO COCA COLA CO | 1.3M | 0.1% | 17.6K | 91.10 | +28.9% |
| GILD GILEAD SCIENCES, INC. | 1.3M | 0.1% | 9.3K | 146.12 | +23.1% |
| LLY ELI LILLY & Co | 1.2M | 0.1% | 1.3K | 1,255.40 | +78.0% |
| WSM WILLIAMS SONOMA INC | 1.2M | 0.1% | 6.8K | 237.58 | +19.2% |
| IVV iShares Core S&P 500 ETF | 1.2M | 0.1% | 1.9K | 769.31 | +20.0% |
| BHP BHP Group Ltd | 1.1M | 0.1% | 15.1K | 97.03 | +81.1% |
| QCOM QUALCOMM INC/DE | 1.1M | 0.1% | 8.5K | 160.75 | +3.4% |
| C CITIGROUP INC | 1.1M | 0.1% | 9.5K | 131.65 | +41.3% |
| TSLA Tesla, Inc. | 1.0M | 0.1% | 2.7K | 362.86 | +12.0% |
| AAPL Apple Inc. | 949.4K | 0.1% | 3.7K | 309.35 | +36.9% |
| WMT Walmart Inc. | 922.8K | 0.1% | 7.4K | 103.70 | +1.1% |
| MCD MCDONALDS CORP | 727.0K | 0.1% | 2.3K | 270.95 | -13.5% |
| SCMB Schwab Municipal Bond ETF | 692.4K | 0.1% | 27.2K | 25.29 | +0.7% |
| VEU Vanguard FTSE All World Ex US ETF | 618.2K | 0.1% | 8.2K | 85.69 | +23.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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