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 101–150 of 225
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INCORPORATED | 598 | $50K–$100K | SH |
| T | AT&T INCORPORATED | 3K | $50K–$100K | SH |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 261 | $50K–$100K | SH |
| AMAT | APPLIED MATLS INCORPORATED | 315 | $50K–$100K | SH |
| HRI | HERC HLDGS INCORPORATED | 526 | $50K–$100K | SH |
| SBUX | STARBUCKS CORPORATION | 895 | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON INCORPORATED | 752 | $50K–$100K | SH |
| MRK | MERCK & COMPANY INCORPORATED | 691 | $50K–$100K | SH |
| ENB | ENBRIDGE INCORPORATED | 2K | $50K–$100K | SH |
| DCI | DONALDSON INCORPORATED | 805 | $50K–$100K | SH |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | 2K | $50K–$100K | SH |
| QQQ | INVESCO QQQ TR | 110 | $50K–$100K | SH |
| AVGO | BROADCOM INCORPORATED | 192 | $50K–$100K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 1K | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHINES | 223 | $50K–$100K | SH |
| DFUS | DIMENSIONAL U.S. EQUTIY MARKET ETF | 828 | $50K–$100K | SH |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | 4K | $50K–$100K | SH |
| HSY | HERSHEY COMPANY | 329 | $50K–$100K | SH |
| D | DOMINION ENERGY INCORPORATED | 982 | $50K–$100K | SH |
| EMR | EMERSON ELEC COMPANY | 427 | $50K–$100K | SH |
| GD | GENERAL DYNAMICS CORPORATION | 167 | $50K–$100K | SH |
| NVDA | NVIDIA CORPORATION | 281 | $50K–$100K | SH |
| CHDN | CHURCHILL DOWNS INCORPORATED | 444 | $50K–$100K | SH |
| IWO | ISHARES TR RUS 2000 GRW ETF | 156 | $50K–$100K | SH |
| — | JPMORGAN CHASE FINANCIAL COMPANY LLC | 30K | $15K–$50K | SH |
| ALL | ALLSTATE CORPORATION | 209 | $15K–$50K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 56 | $15K–$50K | SH |
| CNC | CENTENE CORPORATION DEL | 1K | $15K–$50K | SH |
| XLV | State Street Health Care Select Sector SPDR ETF | 251 | $15K–$50K | SH |
| IVW | ISHARES TR S&P 500 GRWT ETF | 298 | $15K–$50K | SH |
| DOV | DOVER CORPORATION | 185 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORPORATION | 154 | $15K–$50K | SH |
| TXT | TEXTRON INCORPORATED | 377 | $15K–$50K | SH |
| FDX | FEDEX CORPORATION | 112 | $15K–$50K | SH |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | 308 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INCORPORATED | 92 | $15K–$50K | SH |
| CLX | CLOROX COMPANY DEL | 295 | $15K–$50K | SH |
| ORN | ORION GROUP HLDGS INCORPORATED | 3K | $15K–$50K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 624 | $15K–$50K | SH |
| INTC | INTEL CORPORATION | 784 | $15K–$50K | SH |
| — | MORGAN STANLEY FINANCE LLC. | 18K | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORPORATION | 273 | $15K–$50K | SH |
| VDE | VANGUARD ENERGY ETF | 218 | $15K–$50K | SH |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | 571 | $15K–$50K | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 376 | $15K–$50K | SH |
| RNTX | REIN THERAPEUTICS INCORPORATED COM NEW | 22K | $15K–$50K | SH |
| RPV | INVESCO S&P 500 PURE VALUE ETF | 247 | $15K–$50K | SH |
| DOW | DOW INCORPORATED | 1K | $15K–$50K | SH |
| RTX | RTX CORPORATION | 130 | $15K–$50K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS INCORPORATED | 470 | $15K–$50K | SH |