CIK 1822632
Gleason Group, Inc.
Institutional 13F holdings & portfolio
Holdings
225
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 225
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | 8K | $500K+ | SH |
| BLK | BLACKROCK INCORPORATED | 529 | $500K+ | SH |
| HD | HOME DEPOT INCORPORATED | 2K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORPORATION | 497 | $100K–$500K | SH |
| SCMB | SCHWAB STRATEGIC TR MUN BD ETF | 17K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 1K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORPORATION | 2K | $100K–$500K | SH |
| SNA | SNAP ON INCORPORATED | 930 | $100K–$500K | SH |
| LOW | LOWES COMPANIES INCORPORATED | 1K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF | 411 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | 2K | $100K–$500K | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 11K | $100K–$500K | SH |
| EMBJ | EMBRAER S.A. SPONSORED ADS | 4K | $100K–$500K | SH |
| CRM | SALESFORCE INCORPORATED | 874 | $100K–$500K | SH |
| IJH | ISHARES TR CORE S&P MCP ETF | 3K | $100K–$500K | SH |
| URI | UNITED RENTALS INCORPORATED | 269 | $100K–$500K | SH |
| NEM | NEWMONT CORPORATION | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE COMPANY | 3K | $100K–$500K | SH |
| WM | WASTE MGMT INCORPORATED DEL | 902 | $100K–$500K | SH |
| UNP | UNION PAC CORPORATION | 821 | $100K–$500K | SH |
| SJM | SMUCKER J M COMPANY COM NEW | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INCORPORATED | 997 | $100K–$500K | SH |
| AMZN | AMAZON COM INCORPORATED | 751 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | 1K | $100K–$500K | SH |
| F | FORD MTR COMPANY | 12K | $100K–$500K | SH |
| ETN | EATON CORPORATION PLC SHS | 480 | $100K–$500K | SH |
| IJR | ISHARES TR CORE S&P SCP ETF | 1K | $100K–$500K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 753 | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 802 | $100K–$500K | SH |
| META | META PLATFORMS INCORPORATED CLASS A | 200 | $100K–$500K | SH |
| MSFT | MICROSOFT CORPORATION | 272 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS COMPANY | 353 | $100K–$500K | SH |
| EZU | ISHARES INCORPORATED MSCI EURZONE ETF | 2K | $100K–$500K | SH |
| V | VISA INCORPORATED COM CLASS A | 353 | $100K–$500K | SH |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | 766 | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 3K | $100K–$500K | SH |
| AMGN | AMGEN INCORPORATED | 364 | $100K–$500K | SH |
| DIS | DISNEY WALT COMPANY | 1K | $100K–$500K | SH |
| ACTU | ACTUATE THERAPEUTICS INCORPORATED | 19K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | 3K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | 190 | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INCORPORATED REIT | 2K | $100K–$500K | SH |
| DGRO | ISHARES TR CORE DIV GRWTH | 1K | $100K–$500K | SH |
| VLUE | ISHARES TR MSCI USA VALUE | 755 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 782 | $100K–$500K | SH |
| SRE | SEMPRA | 1K | $50K–$100K | SH |
| CSX | CSX CORPORATION | 3K | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 970 | $50K–$100K | SH |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | 3K | $50K–$100K | SH |
| IWP | ISHARES TR RUS MD CP GR ETF | 628 | $50K–$100K | SH |