Gleason Group, Inc.
Top Portfolio Positions
145 positions ·
$46,817,447 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,511 | $3,091,915 | 6.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,346 | $2,942,922 | 6.29% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
17,707 | $2,557,599 | 5.46% | |
| CVX |
Chevron Corp
Energy
|
10,988 | $2,273,417 | 4.86% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
42,499 | $2,071,826 | 4.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
23,632 | $1,833,606 | 3.92% | |
| SO |
Southern Co
Utilities
|
17,724 | $1,710,720 | 3.65% | |
| CTAS |
Cintas Corp
Industrials
|
10,042 | $1,698,503 | 3.63% | |
| DE |
Deere & Co
Industrials
|
2,943 | $1,657,791 | 3.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,425 | $1,570,527 | 3.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATOM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,005 | 10,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $23,205 | 10,500 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $46,410 | 10,500 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $52,920 | 10,500 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||