Andrea Gleason

@Gleason Group, Inc.

Latest period2024 - Q4

Reported6d 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
HBANHuntington Bancshares Incorporated Recent Activity Increased 1.06%	0.02%	$59,242 3,641 shares@ $16.28 avg price	Increased 1.06%
NVDANvidia Corporation Recent Activity Increased 52.86%	0.02%	$57,533 428 shares@ $134.43 avg price	Increased 52.86%
HSYHershey Company Recent Activity Increased 0.95%	0.01%	$53,973 319 shares@ $169.2 avg price	Increased 0.95%
DCIDonaldson Incorporated Recent Activity Increased 0.38%	0.01%	$53,392 793 shares@ $67.33 avg price	Increased 0.38%
DFUSDimensional U.s. Equtiy Market Etf Recent Activity Increased 0.25%	0.01%	$52,298 820 shares@ $63.78 avg price	Increased 0.25%
DDominion Energy Incorporated Recent Activity Increased 1.19%	0.01%	$50,485 937 shares@ $53.88 avg price	Increased 1.19%
DFUVDimensional Etf Trust Us Marketwide Value Etf Recent Activity Increased 0.42%	0.01%	$49,804 1,217 shares@ $40.93 avg price	Increased 0.42%
IBMInternational Business Machines Recent Activity Increased 0.47%	0.01%	$47,791 217 shares@ $220.24 avg price	Increased 0.47%
QQQInvesco Qqq Tr Recent Activity Increased 15.59%	0.01%	$45,248 89 shares@ $508.41 avg price	Increased 15.59%
DOWDow Incorporated Recent Activity Increased 1.71%	0.01%	$38,281 954 shares@ $40.13 avg price	Increased 1.71%