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
GDGeneral Dynamics Corporation Recent Activity Increased 0.7%	0.01%	$38,139 145 shares@ $263.03 avg price	Increased 0.7%
ALLAllstate Corporation Recent Activity Increased 0.55%	0.01%	$35,485 184 shares@ $192.86 avg price	Increased 0.55%
KMBKimberly-clark Corporation Recent Activity Increased 0.77%	0.01%	$34,479 263 shares@ $131.1 avg price	Increased 0.77%
XLVSpdr Health Care Select Recent Activity Increased 0.41%	0.01%	$33,953 247 shares@ $137.47 avg price	Increased 0.41%
TAt&t Incorporated Recent Activity Increased 1.19%	0.01%	$33,027 1,450 shares@ $22.78 avg price	Increased 1.19%
FBINFortune Brands Innovations Incorporated Recent Activity Increased 0.44%	0.01%	$31,556 462 shares@ $68.31 avg price	Increased 0.44%
PFEPfizer Incorporated Recent Activity Increased 1.64%	0.01%	$31,300 1,180 shares@ $26.53 avg price	Increased 1.64%
SNASnap On Incorporated Recent Activity Increased 1.14%	0.01%	$30,056 89 shares@ $337.71 avg price	Increased 1.14%
AMATApplied Matls Incorporated Recent Activity Increased 0.56%	0.01%	$29,537 182 shares@ $162.3 avg price	Increased 0.56%
VDEVanguard Energy Etf Recent Activity Increased 1.93%	0.01%	$25,662 212 shares@ $121.05 avg price	Increased 1.93%