Gleason Group, Inc.

Portfolio Overview

The SEC 13F filing for Gleason Group, Inc. reveals a dramatic transformation in the firm’s portfolio structure between the third and fourth quarters of 2025. The total portfolio value surged by +1,456.6%, growing from $65.51 million to $1.02 billion. This exponential increase in assets under management (AUM) was accompanied by a strategic overhaul, evidenced by the turnover of 82 positions (41 new entries and 41 exits). The portfolio now consists of **225 hold...