Gleason Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing was signed by Andrea Gleason, the Chief Compliance Officer for the firm, and was submitted on October 14, 2026.
The report lists a total of 441 equity securities held by the firm. The top holdings include Apple Inc., with 1,451,559 shares; Berkshire Hathaway Inc. Class B, with 677,710 shares; and Chevron Corporation, with 2,208,528 shares. Other significant positions include Costco Wholesale Corporation, with 1,168,279 shares; Cintas Corporation, with 1,975,116 shares; and Eli Lilly & Company, with 1,578,368 shares.
The portfolio is diversified across various sectors and includes numerous exchange-traded funds. Notable ETF holdings include the iShares Core MSCI Total International Stock ETF, with 7,374,751 shares, and the iShares Core S&P 500 ETF, with 1,111,22 shares. The filing also lists several warrants, including warrants for APTOSE Biosciences and Aqua Metals Inc., as well as warrants for Endra Life Sciences and Gain Therapeutics.
