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Gleason Group, Inc.
Gleason Group, Inc. is an institution, managing $995.6M across 187 long positions as of Q3 2025 with 95% ETF concentration, 83% concentrated in top 10 holdings, 22% allocation to VOO, and minimal technology exposure.
- Portfolio Value
- $995.6M
- Positions
- 187
- Top Holding
- VOO at 22.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gleason Group, Inc.'s portfolio (82.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $220.9M | 22.18% | +$3.5M Bought | — 360.7K shares | |
ETF ETF | $137.7M | 13.83% | +$2.6M Bought | — 419.7K shares | |
ETF ETF | $126.8M | 12.74% | +$3.1M Bought | — 605.9K shares | |
ETF ETF | $89.4M | 8.98% | +$7.2M Bought | — 1.2M shares | |
ETF ETF | $65.3M | 6.56% | -$2.5M Sold | — 136.1K shares | |
ETF ETF | $64.7M | 6.50% | +$834.0K Bought | — 346.9K shares | |
ETF ETF | $33.1M | 3.33% | -$565.3K Sold | — 1.3M shares | |
ETF ETF | $31.3M | 3.15% | +$262.4K Bought | — 625.9K shares | |
ETF ETF | $31.0M | 3.12% | -$161.6K Sold | — 304.4K shares | |
ETF ETF | $24.6M | 2.47% | +$239.3K Bought | — 409.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gleason Group, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Gleason Group, Inc.
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