Gleason Group, Inc.

13F filer · CIK 0001822632

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$1.15BU.S. long equity reported on 13F

Positions306165 new · 10 closed

Net flow last quarter+$3.06MBuys minus sells

Top 10 positions weight2.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026306 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.1M	0.88%	Not reported	+0.6%	Q4 2019
JPMJPMorgan Chase & Co	$3.46M	0.30%	0.00%	+0.6%	Q4 2019
CSCOCisco Systems, Inc.	$2.82M	0.25%	0.00%	+1.8%	Q4 2019
PGPROCTER & GAMBLE Co	$2.57M	0.22%	0.00%	-1.2%	Q4 2019
BACBank of America Corp	$2.45M	0.21%	0.00%	+1.2%	Q4 2019
XOMExxonMobil Holdings Corp	$2.33M	0.20%	0.00%	-1.9%	Q4 2019
CATCaterpillar Inc	$2.27M	0.20%	0.00%	+1.2%	Q4 2019
DEDeere & Co	$1.88M	0.16%	0.00%	+0.9%	Q4 2019
CVXChevron Corp	$1.85M	0.16%	0.00%	+1.5%	Q4 2019
CTASCintas Corp	$1.72M	0.15%	0.00%	+0.6%	Q4 2019
SOSouthern Co	$1.7M	0.15%	0.00%	+0.1%	Q4 2019
JNJJohnson & Johnson	$1.68M	0.15%	0.00%	+2.8%	Q4 2019
LLYELI LILLY & Co	$1.64M	0.14%	0.00%	+1.9%	Q4 2019
QCOMQualcomm Inc	$1.61M	0.14%	0.00%	+2.4%	Q4 2019
WSMWilliams Sonoma Inc	$1.58M	0.14%	0.01%	+0.4%	Q4 2019
CCitigroup Inc	$1.35M	0.12%	0.00%	+1.9%	Q4 2019
KOCoca Cola Co	$1.28M	0.11%	0.00%	-10.7%	Q4 2019
COSTCostco Wholesale Corp	$1.27M	0.11%	0.00%	+0.7%	Q4 2019
BHPBHP Group Ltd	$1.27M	0.11%	0.00%	+1.2%	Q4 2019
AAPLApple Inc.	$1.26M	0.11%	0.00%	+16.4%	Q4 2019
GILDGilead Sciences, Inc.	$1.19M	0.10%	0.00%	+1.6%	Q3 2020
TSLATesla, Inc.	$1.19M	0.10%	0.00%	+5.1%	Q1 2024
GOOGLAlphabet Inc.	$919K	0.08%	0.00%	+33.6%	Q4 2019
WMTWalmart Inc.	$884K	0.08%	0.00%	+5.1%	Q4 2019
MCDMcdonalds Corp	$636K	0.06%	0.00%	+0.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$624K	0.05%	Not reported	+2.0%	Q4 2019
HDHome Depot, Inc.	$521K	0.05%	0.00%	-15.4%	Q4 2019
BLKBlackRock, Inc.	$498K	0.04%	0.00%	+0.6%	Q4 2019
PHParker-Hannifin Corp	$497K	0.04%	0.00%	+2.0%	Q4 2019
SNASnap-on Inc	$437K	0.04%	0.00%	+16.7%	Q3 2022
ATOAtmos Energy Corp	$378K	0.03%	0.00%	+3.3%	Q4 2019
NVDANvidia Corp	$356K	0.03%	0.00%	+533.5%	Q2 2022
AMATApplied Materials Inc	$310K	0.03%	0.00%	+35.9%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$309K	0.03%	Not reported	+0.2%	Q4 2019
URIUnited Rentals, Inc.	$306K	0.03%	0.00%	Not reported	Q4 2019
DUKDuke Energy CORP	$296K	0.03%	0.00%	+0.8%	Q4 2019
AMZNAmazon Com Inc	$286K	0.02%	0.00%	+59.8%	Q4 2019
LOWLowes Companies Inc	$286K	0.02%	0.00%	+0.5%	Q4 2019
EMBJEmbraer S.A.	$241K	0.02%	0.00%	+0.5%	Q2 2021
UNPUnion Pacific Corp	$232K	0.02%	0.00%	+3.6%	Q4 2019
ETNEaton Corp plc	$219K	0.02%	0.00%	+6.6%	Q4 2019
WMWaste Management Inc	$203K	0.02%	0.00%	-23.4%	Q4 2019
NEMNEWMONT Corp	$195K	0.02%	0.00%	-3.8%	Q4 2019
METAMeta Platforms, Inc.	$192K	0.02%	Not reported	+70.5%	Q4 2019
ACNAccenture plc	$188K	0.02%	0.00%	+1.0%	Q4 2019
MSMorgan Stanley	$187K	0.02%	0.00%	+10.7%	Q4 2019
VVisa Inc.	$176K	0.02%	0.00%	+44.9%	Q4 2019
AVGOBroadcom Inc.	$175K	0.02%	0.00%	+139.9%	Q4 2025
MUMicron Technology Inc	$164K	0.01%	0.00%	New	Q2 2026
AWKAmerican Water Works Company, Inc.	$163K	0.01%	0.00%	+0.7%	Q4 2019

Q1 2026Reported May 4, 2026149 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.38M	0.93%	Not reported	+0.6%	Q4 2019
JPMJPMorgan Chase & Co	$3.09M	0.31%	0.00%	-13.8%	Q4 2019
XOMExxonMobil Holdings Corp	$2.94M	0.29%	0.00%	+2.1%	Q4 2019
PGPROCTER & GAMBLE Co	$2.56M	0.25%	0.00%	+0.4%	Q4 2019
CVXChevron Corp	$2.27M	0.23%	0.00%	+0.9%	Q4 2019
BACBank of America Corp	$2.07M	0.21%	0.00%	-0.3%	Q4 2019
CSCOCisco Systems, Inc.	$1.83M	0.18%	0.00%	+0.6%	Q4 2019
SOSouthern Co	$1.71M	0.17%	0.00%	+0.8%	Q4 2019
CTASCintas Corp	$1.7M	0.17%	0.00%	+0.2%	Q4 2019
DEDeere & Co	$1.66M	0.16%	0.00%	-2.3%	Q4 2019
JNJJohnson & Johnson	$1.57M	0.16%	0.00%	+0.6%	Q4 2019
CATCaterpillar Inc	$1.49M	0.15%	0.00%	-17.4%	Q4 2019
COSTCostco Wholesale Corp	$1.34M	0.13%	0.00%	+0.1%	Q4 2019
KOCoca Cola Co	$1.34M	0.13%	0.00%	+15.1%	Q4 2019
GILDGilead Sciences, Inc.	$1.29M	0.13%	0.00%	+0.6%	Q3 2020
LLYELI LILLY & Co	$1.24M	0.12%	0.00%	-8.8%	Q4 2019
WSMWilliams Sonoma Inc	$1.23M	0.12%	0.01%	-46.7%	Q4 2019
BHPBHP Group Ltd	$1.1M	0.11%	0.00%	+2.1%	Q4 2019
QCOMQualcomm Inc	$1.1M	0.11%	0.00%	+0.7%	Q4 2019
CCitigroup Inc	$1.08M	0.11%	0.00%	+0.5%	Q4 2019
TSLATesla, Inc.	$1M	0.10%	0.00%	Not reported	Q1 2024
AAPLApple Inc.	$949K	0.09%	0.00%	+0.1%	Q4 2019
WMTWalmart Inc.	$923K	0.09%	0.00%	-23.5%	Q4 2019
MCDMcdonalds Corp	$727K	0.07%	0.00%	+0.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$586K	0.06%	Not reported	-12.1%	Q4 2019
HDHome Depot, Inc.	$574K	0.06%	0.00%	+13.7%	Q4 2019
GOOGLAlphabet Inc.	$554K	0.05%	0.00%	-0.6%	Q4 2019
BLKBlackRock, Inc.	$495K	0.05%	0.00%	-2.7%	Q4 2019
PHParker-Hannifin Corp	$446K	0.04%	0.00%	+0.2%	Q4 2019
ATOAtmos Energy Corp	$392K	0.04%	0.00%	+0.6%	Q4 2019
SNASnap-on Inc	$338K	0.03%	0.00%	Not reported	Q3 2022
LOWLowes Companies Inc	$305K	0.03%	0.00%	+0.4%	Q4 2019
DUKDuke Energy CORP	$303K	0.03%	0.00%	+0.8%	Q4 2019
ACNAccenture plc	$297K	0.03%	0.00%	+0.7%	Q4 2019
WMWaste Management Inc	$272K	0.03%	0.00%	+31.5%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$268K	0.03%	Not reported	+0.5%	Q4 2019
NEMNEWMONT Corp	$235K	0.02%	0.00%	+0.3%	Q4 2019
EMBJEmbraer S.A.	$223K	0.02%	0.00%	+0.1%	Q2 2021
UNPUnion Pacific Corp	$200K	0.02%	0.00%	+0.5%	Q4 2019
URIUnited Rentals, Inc.	$197K	0.02%	0.00%	+0.4%	Q4 2019
SJMJ M SMUCKER Co	$188K	0.02%	0.00%	+1.0%	Q4 2019
ETNEaton Corp plc	$172K	0.02%	0.00%	+0.4%	Q4 2019
AWKAmerican Water Works Company, Inc.	$167K	0.02%	0.00%	+0.6%	Q4 2019
AMZNAmazon Com Inc	$156K	0.02%	0.00%	Not reported	Q4 2019
FFord Motor Co	$139K	0.01%	0.00%	+0.4%	Q4 2019
PSXPhillips 66	$133K	0.01%	0.00%	-6.4%	Q4 2019
MSMorgan Stanley	$133K	0.01%	0.00%	+0.6%	Q4 2019
AMGNAmgen Inc	$129K	0.01%	0.00%	+0.8%	Q4 2019
COPConocophillips	$129K	0.01%	0.00%	+0.7%	Q4 2019
METAMeta Platforms, Inc.	$114K	0.01%	Not reported	Not reported	Q4 2019

Q4 2025Reported Jan 15, 2026145 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.04M	0.89%	Not reported	+1.3%	Q4 2019
JPMJPMorgan Chase & Co	$3.93M	0.39%	0.00%	+0.4%	Q4 2019
PGPROCTER & GAMBLE Co	$2.53M	0.25%	0.00%	-0.7%	Q4 2019
BACBank of America Corp	$2.34M	0.23%	0.00%	+0.3%	Q4 2019
WSMWilliams Sonoma Inc	$2.27M	0.22%	0.01%	+0.4%	Q4 2019
XOMExxonMobil Holdings Corp	$2.04M	0.20%	0.00%	+0.9%	Q4 2019
CTASCintas Corp	$1.88M	0.18%	0.00%	+0.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.81M	0.18%	0.00%	+1.2%	Q4 2019
CVXChevron Corp	$1.66M	0.16%	0.00%	+1.5%	Q4 2019
LLYELI LILLY & Co	$1.58M	0.16%	0.00%	-4.8%	Q4 2019
SOSouthern Co	$1.53M	0.15%	0.00%	+1.9%	Q4 2019
CATCaterpillar Inc	$1.46M	0.14%	0.00%	-0.6%	Q4 2019
QCOMQualcomm Inc	$1.44M	0.14%	0.00%	+0.5%	Q4 2019
DEDeere & Co	$1.4M	0.14%	0.00%	+0.3%	Q4 2019
JNJJohnson & Johnson	$1.32M	0.13%	0.00%	+0.8%	Q4 2019
TSLATesla, Inc.	$1.21M	0.12%	0.00%	Not reported	Q1 2024
COSTCostco Wholesale Corp	$1.16M	0.11%	0.00%	+1.9%	Q4 2019
GILDGilead Sciences, Inc.	$1.13M	0.11%	0.00%	+0.6%	Q3 2020
CCitigroup Inc	$1.1M	0.11%	0.00%	+0.6%	Q4 2019
WMTWalmart Inc.	$1.08M	0.11%	0.00%	+4.8%	Q4 2019
KOCoca Cola Co	$1.07M	0.10%	0.00%	+1.9%	Q4 2019
AAPLApple Inc.	$1.02M	0.10%	0.00%	-5.1%	Q4 2019
BHPBHP Group Ltd	$890K	0.09%	0.00%	Not reported	Q4 2019
MCDMcdonalds Corp	$711K	0.07%	0.00%	+0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$700K	0.07%	Not reported	-23.5%	Q4 2019
GOOGLAlphabet Inc.	$606K	0.06%	0.00%	+6.3%	Q4 2019
BLKBlackRock, Inc.	$566K	0.06%	0.00%	+0.4%	Q4 2019
HDHome Depot, Inc.	$528K	0.05%	0.00%	-1.5%	Q4 2019
PHParker-Hannifin Corp	$437K	0.04%	0.00%	+0.2%	Q4 2019
ACNAccenture plc	$398K	0.04%	0.00%	-4.3%	Q4 2019
ATOAtmos Energy Corp	$354K	0.03%	0.00%	+0.6%	Q4 2019
SNASnap-on Inc	$321K	0.03%	0.00%	Not reported	Q3 2022
LOWLowes Companies Inc	$310K	0.03%	0.00%	+0.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$281K	0.03%	Not reported	-1.0%	Q4 2019
DUKDuke Energy CORP	$270K	0.03%	0.00%	+0.9%	Q4 2019
EMBJEmbraer S.A.	$242K	0.02%	0.00%	Not reported	Q2 2021
CRMSalesforce, Inc.	$232K	0.02%	0.00%	New	Q4 2025
URIUnited Rentals, Inc.	$218K	0.02%	0.00%	+4.3%	Q4 2019
NEMNEWMONT Corp	$216K	0.02%	0.00%	+0.2%	Q4 2019
CLColgate Palmolive Co	$209K	0.02%	0.00%	+0.7%	Q4 2022
WMWaste Management Inc	$198K	0.02%	0.00%	+0.5%	Q4 2019
UNPUnion Pacific Corp	$190K	0.02%	0.00%	+0.6%	Q4 2019
SJMJ M SMUCKER Co	$189K	0.02%	0.00%	+1.1%	Q4 2019
PANWPalo Alto Networks Inc	$184K	0.02%	0.00%	-36.6%	Q4 2019
AMZNAmazon Com Inc	$173K	0.02%	0.00%	+13.3%	Q4 2019
AWKAmerican Water Works Company, Inc.	$160K	0.02%	0.00%	+0.7%	Q4 2019
FFord Motor Co	$158K	0.02%	0.00%	+0.4%	Q4 2019
ETNEaton Corp plc	$153K	0.01%	0.00%	+0.2%	Q4 2019
MSMorgan Stanley	$142K	0.01%	0.00%	-14.5%	Q4 2019
METAMeta Platforms, Inc.	$132K	0.01%	Not reported	-20.0%	Q4 2019

Q3 2025Reported Oct 16, 2025133 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.76M	0.88%	Not reported	+0.6%	Q4 2019
JPMJPMorgan Chase & Co	$3.83M	0.38%	0.00%	0.0%	Q4 2019
PGPROCTER & GAMBLE Co	$2.73M	0.27%	0.00%	+0.7%	Q4 2019
WSMWilliams Sonoma Inc	$2.47M	0.25%	0.01%	+0.3%	Q4 2019
BACBank of America Corp	$2.19M	0.22%	0.00%	-53.3%	Q4 2019
CTASCintas Corp	$2.05M	0.21%	0.00%	+0.2%	Q4 2019
XOMExxonMobil Holdings Corp	$1.9M	0.19%	0.00%	+0.9%	Q4 2019
CVXChevron Corp	$1.67M	0.17%	0.00%	+1.2%	Q4 2019
SOSouthern Co	$1.64M	0.16%	0.00%	+0.8%	Q4 2019
CSCOCisco Systems, Inc.	$1.59M	0.16%	0.00%	+0.2%	Q4 2019
QCOMQualcomm Inc	$1.4M	0.14%	0.00%	+0.5%	Q4 2019
DEDeere & Co	$1.37M	0.14%	0.00%	-2.4%	Q4 2019
CATCaterpillar Inc	$1.22M	0.12%	0.00%	-3.7%	Q4 2019
COSTCostco Wholesale Corp	$1.22M	0.12%	0.00%	+0.2%	Q4 2019
TSLATesla, Inc.	$1.2M	0.12%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$1.18M	0.12%	0.00%	+0.2%	Q4 2019
JNJJohnson & Johnson	$1.18M	0.12%	0.00%	+0.7%	Q4 2019
GILDGilead Sciences, Inc.	$1.02M	0.10%	0.00%	+0.7%	Q3 2020
AAPLApple Inc.	$1M	0.10%	0.00%	-8.1%	Q4 2019
KOCoca Cola Co	$995K	0.10%	0.00%	-0.5%	Q4 2019
WMTWalmart Inc.	$955K	0.10%	0.00%	-9.1%	Q4 2019
CCitigroup Inc	$952K	0.10%	0.00%	-12.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$914K	0.09%	Not reported	-4.8%	Q4 2019
BHPBHP Group Ltd	$822K	0.08%	0.00%	+2.2%	Q4 2019
MCDMcdonalds Corp	$704K	0.07%	0.00%	-7.9%	Q4 2019
HDHome Depot, Inc.	$632K	0.06%	0.00%	+0.6%	Q4 2019
BLKBlackRock, Inc.	$614K	0.06%	0.00%	+0.6%	Q4 2019
GOOGLAlphabet Inc.	$443K	0.04%	0.00%	-6.6%	Q4 2019
ACNAccenture plc	$383K	0.04%	0.00%	-12.5%	Q4 2019
PHParker-Hannifin Corp	$376K	0.04%	0.00%	+0.2%	Q4 2019
ATOAtmos Energy Corp	$358K	0.04%	0.00%	+0.5%	Q4 2019
SNASnap-on Inc	$322K	0.03%	0.00%	Not reported	Q3 2022
LOWLowes Companies Inc	$321K	0.03%	0.00%	-4.6%	Q4 2019
PANWPalo Alto Networks Inc	$320K	0.03%	0.00%	Not reported	Q4 2019
DUKDuke Energy CORP	$282K	0.03%	0.00%	+0.8%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$277K	0.03%	Not reported	+17.6%	Q4 2019
GOOGAlphabet Inc.	$259K	0.03%	Not reported	-8.4%	Q4 2019
URIUnited Rentals, Inc.	$246K	0.02%	0.00%	+0.4%	Q4 2019
VZVerizon Communications Inc	$230K	0.02%	0.00%	+1.6%	Q4 2019
EMBJEmbraer S.A.	$227K	0.02%	0.00%	Not reported	Q2 2021
CLColgate Palmolive Co	$210K	0.02%	0.00%	+0.6%	Q4 2022
SJMJ M SMUCKER Co	$208K	0.02%	0.00%	+1.0%	Q4 2019
WMWaste Management Inc	$198K	0.02%	0.00%	+0.3%	Q4 2019
UNPUnion Pacific Corp	$193K	0.02%	0.00%	-5.1%	Q4 2019
METAMeta Platforms, Inc.	$183K	0.02%	Not reported	+0.4%	Q4 2019
NEMNEWMONT Corp	$182K	0.02%	0.00%	+0.3%	Q4 2019
ETNEaton Corp plc	$179K	0.02%	0.00%	+0.4%	Q4 2019
AWKAmerican Water Works Company, Inc.	$169K	0.02%	0.00%	+0.6%	Q4 2019
MSMorgan Stanley	$149K	0.01%	0.00%	+0.6%	Q4 2019
AMZNAmazon Com Inc	$146K	0.01%	0.00%	+6.9%	Q4 2019

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