Gleason Group, Inc.
Annual return '25
-2.3%
SPY '25
+17.7%
Alpha
-20.0ptsvs SPY
Invested
$1B
Holdings
219
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Q4 2025: Exited (was 360.7k shares)
21.0%
02
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q4 2025: Exited (was 419.7k shares)
13.7%
03
$VXF
VANGUARD EXTENDED MARKET ETF
Q4 2025: Exited (was 605.9k shares)
12.9%
04
$VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
Q4 2025: Exited (was 1.22M shares)
10.1%
05
$VTV
VANGUARD VALUE ETF
Q4 2025: Exited (was 346.9k shares)
6.9%
06
$VUG
VANGUARD GROWTH ETF
Q4 2025: Exited (was 136.1k shares)
5.8%
07
$VTEB
VANGUARD TAX-EXEMPT BOND ETF
Q4 2025: Exited (was 625.9k shares)
3.4%
08
$SCHX
SCHWAB U.S. LARGE-CAP ETF
Q4 2025: Exited (was 1.26M shares)
3.2%
09
$VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
Q4 2025: Exited (was 304.4k shares)
3.0%
10
$VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
Q4 2025: Exited (was 409.9k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:18 UTC.