Institutional Fund
Gleason Group, Inc.
Prospect, KYCIK 18226325 filings on record
Portfolio Value
$1.01B
Q1 2026
Holdings
229
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-1.0%
from $1.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds21.0%
- Vanguard Index Fds13.7%
- Vanguard Index Fds12.9%
- Vanguard Star Fds10.1%
- Vanguard Index Fds6.9%
- Vanguard Index Fds5.8%
- Other29.6%
Portfolio Holdings
229 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 355.0K | $212.13M | 21.0% | −5.6K | Reduced |
| 2 | Vanguard Index Fds | 430.2K | $138.02M | 13.7% | +9.9K | Added |
| 3 | Vanguard Index Fds | 634.2K | $130.51M | 12.9% | +26.0K | Added |
| 4 | Vanguard Star Fds | 1.33M | $102.36M | 10.1% | +59.1K | Added |
| 5 | Vanguard Index Fds | 352.7K | $69.20M | 6.9% | +2.0K | Added |
| 6 | Vanguard Index Fds | 133.0K | $58.09M | 5.8% | −2.1K | Reduced |
| 7 | Vanguard Mun Bd Fds | 695.4K | $34.69M | 3.4% | +66.0K | Added |
| 8 | Schwab Strategic Tr | 1.26M | $32.22M | 3.2% | −30.8K | Reduced |
| 9 | Vanguard Wellington Fd | 299.6K | $30.30M | 3.0% | +16.1K | Added |
| 10 | Vanguard Scottsdale Fds | 412.2K | $24.55M | 2.4% | +2.5K | Added |
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