Andrea Gleason

@Gleason Group, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$569.001M

Total holdings196

Assets growth rate4.22%

Assets growth rate (2-Q avg)7.54%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Gleason Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Gleason Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 569.001M in assets, with a quarterly growth rate of 4.22% and a 2-quarter average growth rate of 7.54%. The portfolio is managed by Andrea Gleason, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Incorporated Recent Activity Exited	0%	$490,055 516 shares@ $949.72 avg price	Exited
ELLauder Estee Companies Incorporated Class A Recent Activity Exited	0%	$149,522 1,500 shares@ $99.69 avg price	Exited
GLWCorning Incorporated Recent Activity Exited	0%	$12,392 274 shares@ $45.23 avg price	Exited
TWLOTwilio Incorporated Class A Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited