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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gleason Group, Inc.

Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001376474-26-000047

Total Value
$1.02B
Positions
225
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (225)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW922908363360,592$226.1M22.17%
2VANGUARD TOTAL STOCK MARKET ETF922908769420,303$140.9M13.82%
3VANGUARD EXTENDED MARKET ETF922908652608,152$127.2M12.47%
4VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,268,372$95.7M9.38%
5VANGUARD VALUE ETF922908744350,666$67.0M6.57%
6VANGUARD GROWTH ETF922908736135,137$65.9M6.46%
7SCHWAB U.S. LARGE-CAP ETF8085242011,287,531$34.6M3.40%
8VANGUARD TAX-EXEMPT BOND ETF922907746629,379$31.7M3.10%
9VANGUARD SHORT-TERM TAX EXEMPT BD ETF921935870283,444$28.8M2.82%
10VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706409,676$24.6M2.41%
11ISHARES TR CORE S&P TTL STK464287150139,070$20.7M2.03%
12VANGUARD LONG-TERM TREASURY ETF92206C847353,185$19.7M1.93%
13VANGUARD FTSE EMERGING MARKETS ETF922042858271,329$14.6M1.43%
14SCHWAB INTERNATIONAL EQUITY ETF808524805503,580$12.1M1.19%
15VANGUARD DIVIDEND APPRECIATION ETF92190884441,337$9.1M0.89%
16VANGUARD HIGH DIVIDEND YIELD ETF92194640662,955$9.0M0.89%
17SCHWAB U.S. LARGE-CAP GROWTH ETF808524300224,865$7.3M0.72%
18ISHARES TR CORE MSCI TOTAL46432F83475,528$6.4M0.63%
19SCHWAB U.S. MID-CAP ETF808524508186,219$5.6M0.55%
20VANGUARD MID-CAP ETF92290862918,606$5.4M0.53%
21VANGUARD SMALL-CAP ETF92290875119,259$5.0M0.49%
22JPMORGAN CHASE & COMPANY.VYLD12,198$3.9M0.39%
23SCHWAB EMERGING MARKETS EQUITY ETF808524706110,710$3.6M0.36%
24SCHWAB U.S. SMALL-CAP ETF808524607124,799$3.6M0.35%
25SCHWAB U.S. BROAD MARKET ETF808524102107,191$2.8M0.28%
26PROCTER AND GAMBLE COMPANY74271810917,644$2.5M0.25%
27BANK AMERICA CORPORATION06050510442,635$2.3M0.23%
28WILLIAMS SONOMA INCORPORATEDWSM12,693$2.3M0.22%
29EXXON MOBIL CORPORATIONXOM16,984$2.0M0.20%
30CINTAS CORPORATIONCTAS10,019$1.9M0.18%
31CISCO SYSTEMS INCORPORATEDCSCO23,503$1.8M0.18%
32CHEVRON CORPORATION NEWCVX10,887$1.7M0.16%
33ELI LILLY & COMPANYLLY1,472$1.6M0.16%
34SOUTHERN COMPANYSOMN17,589$1.5M0.15%
35CATERPILLAR INCORPORATEDCAT2,548$1.5M0.14%
36QUALCOMM INCORPORATEDQCOM8,447$1.4M0.14%
37DEERE & COMPANYDE3,012$1.4M0.14%
38JOHNSON & JOHNSONJNJ6,390$1.3M0.13%
39ISHARES TR CORE S&P500 ETF4642872001,860$1.3M0.12%
40TESLA INCORPORATEDTSLA2,690$1.2M0.12%
41COSTCO WHOLESALE CORPORATION NEW22160K1051,345$1.2M0.11%
42GILEAD SCIENCES INCORPORATEDGILD9,217$1.1M0.11%
43CITIGROUP INCORPORATED COM NEWC-PR9,435$1.1M0.11%
44WALMART INCORPORATEDWMT9,704$1.1M0.11%
45COCA COLA COMPANYKO15,286$1.1M0.10%
46APPLE INCORPORATEDAAPL3,737$1.0M0.10%
47BHP GROUP LIMITED SPONSORED ADSBHPLF14,747$890,2730.09%
48MCDONALDS CORPORATIONMCD2,326$710,8510.07%
49BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-A1,392$699,6890.07%
50ALPHABET INCORPORATED CAP STK CLASS AGOOG1,937$606,4090.06%
51VANGUARD FTSE ALL-WORLD EX-US ETF9220427758,170$600,9500.06%
52BLACKROCK INCORPORATEDBLK529$566,4390.06%
53HOME DEPOT INCORPORATEDHD1,535$528,1260.05%
54PARKER-HANNIFIN CORPORATIONPH497$436,9130.04%
55SCHWAB STRATEGIC TR MUN BD ETF80852464916,917$435,7720.04%
56ACCENTURE PLC IRELAND SHS CLASS AACN1,485$398,4720.04%
57ATMOS ENERGY CORPORATIONATO2,110$353,7340.03%
58SNAP ON INCORPORATEDSNA930$320,5100.03%
59LOWES COMPANIES INCORPORATED5486611071,284$309,5980.03%
60SPDR S&P 500 ETFSPY411$280,5610.03%
61DUKE ENERGY CORPORATION NEW COM NEWDUKB2,299$269,5000.03%
62SCHWAB US AGGREGATE BOND ETF80852483910,734$250,8470.02%
63EMBRAER S.A. SPONSORED ADSEMBJ3,754$241,6430.02%
64SALESFORCE INCORPORATEDCRM874$231,5310.02%
65ISHARES TR CORE S&P MCP ETF4642875073,420$225,6900.02%
66UNITED RENTALS INCORPORATEDURI269$217,8880.02%
67NEWMONT CORPORATIONNEMCL2,164$216,1180.02%
68COLGATE PALMOLIVE COMPANYCL2,641$208,6670.02%
69WASTE MGMT INCORPORATED DEL94106L109902$198,1250.02%
70UNION PAC CORPORATIONUNP821$189,8480.02%
71SMUCKER J M COMPANY COM NEW8326964051,931$188,9120.02%
72PALO ALTO NETWORKS INCORPORATEDPANW997$183,6470.02%
73AMAZON COM INCORPORATEDAMZN751$173,3460.02%
74AMERICAN WTR WKS COMPANY INCORPORATED NEW0304201031,223$159,5530.02%
75FORD MTR COMPANY34537086012,042$157,9870.02%
76EATON CORPORATION PLC SHSETN480$152,9610.01%
77ISHARES TR CORE S&P SCP ETF4642878041,206$144,8910.01%
78INVESCO S&P 500 EQUAL WEIGHT ETFIVZ753$144,2360.01%
79MORGAN STANLEY COM NEWMS-PQ802$142,4590.01%
80META PLATFORMS INCORPORATED CLASS AMETA200$131,8160.01%
81MICROSOFT CORPORATIONMSFT272$131,3880.01%
82AMERICAN EXPRESS COMPANYAXP353$130,7610.01%
83ISHARES INCORPORATED MSCI EURZONE ETF4642866082,019$129,4350.01%
84VISA INCORPORATED COM CLASS AV353$123,8000.01%
85VANGUARD RUSSELL 2000 VALUE ETF92206C649766$122,5550.01%
86CAPITAL GROUP GROWTH ETF SHS CREATION UNIT14020G1012,753$122,4080.01%
87AMGEN INCORPORATEDAMGN364$119,3000.01%
88DISNEY WALT COMPANY2546871061,028$117,0010.01%
89ACTUATE THERAPEUTICS INCORPORATEDACTU19,028$116,4510.01%
90VERIZON COMMUNICATIONS INCORPORATEDVZ2,682$109,2290.01%
91INTUITIVE SURGICAL INCORPORATED COM NEWISRG190$107,6080.01%
92OMEGA HEALTHCARE INVS INCORPORATED REIT6819361002,396$106,2580.01%
93ISHARES TR CORE DIV GRWTH46434V6211,488$103,2720.01%
94ISHARES TR MSCI USA VALUE46432F388755$103,1640.01%
95PHILLIPS 66PSX782$100,8550.01%
96SEMPRASREA1,110$97,9670.01%
97CSX CORPORATIONCSX2,646$95,9260.01%
98CONOCOPHILLIPSCOP970$90,7860.01%
99STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6643,272$86,6160.01%
100ISHARES TR RUS MD CP GR ETF464287481628$86,0480.01%
101PEPSICO INCORPORATEDPEP598$85,8100.01%
102AT&T INCORPORATEDT-PC3,365$83,5790.01%
103ALPHABET INCORPORATED CAP STK CLASS CGOOG261$81,9820.01%
104APPLIED MATLS INCORPORATED038222105315$80,8610.01%
105HERC HLDGS INCORPORATEDHRI526$78,0260.01%
106STARBUCKS CORPORATIONSBUX895$75,3720.01%
107CONSOLIDATED EDISON INCORPORATEDED752$74,7290.01%
108MERCK & COMPANY INCORPORATEDMRK691$72,6990.01%
109ENBRIDGE INCORPORATEDENNPF1,502$71,8450.01%
110DONALDSON INCORPORATEDDCI805$71,3780.01%
111ENTERPRISE PRODUCTS PARTNERS L P2937921072,200$70,5310.01%
112INVESCO QQQ TRIVZ110$67,5210.01%
113BROADCOM INCORPORATEDAVGO192$66,5750.01%
114STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y5061,482$66,2570.01%
115INTERNATIONAL BUSINESS MACHINESINTR223$65,9940.01%
116DIMENSIONAL U.S. EQUTIY MARKET ETF25434V401828$61,4320.01%
117HUNTINGTON BANCSHARES INCORPORATEDHBANP3,538$61,3910.01%
118HERSHEY COMPANYHSY329$59,8160.01%
119DOMINION ENERGY INCORPORATEDD982$57,5340.01%
120EMERSON ELEC COMPANYEMR427$56,6720.01%
121GENERAL DYNAMICS CORPORATIONGD167$56,1470.01%
122NVIDIA CORPORATIONNVDA281$52,5000.01%
123CHURCHILL DOWNS INCORPORATEDCHDN444$50,4770.00%
124ISHARES TR RUS 2000 GRW ETF464287648156$50,4180.00%
125JPMORGAN CHASE FINANCIAL COMPANY LLCVYLD30,000$45,7950.00%
126ALLSTATE CORPORATIONALL-PJ209$43,4260.00%
127VANGUARD INFORMATION TECHNOLOGY ETF92204A70256$42,1620.00%
128CENTENE CORPORATION DELCNC1,000$41,1500.00%
129State Street Health Care Select Sector SPDR ETF81369Y209251$38,8740.00%
130ISHARES TR S&P 500 GRWT ETF464287309298$36,6910.00%
131DOVER CORPORATIONDOV185$36,2090.00%
132PROGRESSIVE CORPORATION743315103154$35,1430.00%
133TEXTRON INCORPORATEDTXT377$32,8290.00%
134FEDEX CORPORATIONFDX112$32,2620.00%
135DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y207308$31,4890.00%
136UNITEDHEALTH GROUP INCORPORATEDUNH92$30,3180.00%
137CLOROX COMPANY DELCLX295$29,7260.00%
138ORION GROUP HLDGS INCORPORATEDORN2,952$29,3430.00%
139DIMENSIONAL US MARKETWIDE VALUE ETF25434V724624$29,0910.00%
140INTEL CORPORATIONINTC784$28,9150.00%
141MORGAN STANLEY FINANCE LLC.MS-PQ18,000$27,8780.00%
142KIMBERLY-CLARK CORPORATIONKMB273$27,5680.00%
143VANGUARD ENERGY ETF92204A306218$27,4780.00%
144INVESCO S&P 500 PURE GROWTH ETFIVZ571$26,6460.00%
145DIMENSIONAL U.S. SMALL CAP ETF25434V500376$26,2100.00%
146REIN THERAPEUTICS INCORPORATED COM NEWRNTX22,389$25,9710.00%
147INVESCO S&P 500 PURE VALUE ETFIVZ247$25,5460.00%
148DOW INCORPORATEDDOW1,023$23,9210.00%
149RTX CORPORATIONRTX130$23,8960.00%
150FORTUNE BRANDS INNOVATIONS INCORPORATEDFBIN470$23,5210.00%
151ATOMERA INCORPORATEDATOM10,500$23,2050.00%
152ISHARES TR MRGSTR MD CP VAL464288406269$22,1530.00%
153WILLSCOT HLDGS CORPORATION COM CLASS AWSC1,156$21,7710.00%
154ISHARES TR MSCI EAFE ETF464287465224$21,5110.00%
155BROWN FORMAN CORPORATION CLASS BBF-B823$21,4410.00%
156ABBVIE INCORPORATEDABBV93$21,1740.00%
157EVERSOURCE ENERGYES297$20,0120.00%
158MIMEDX GROUP INCORPORATEDMDXG2,712$18,3600.00%
159TJX COMPANIES INCORPORATED NEW872540109118$18,0870.00%
160NIKE INCORPORATED CLASS BNKE271$17,2540.00%
161JPMORGAN CHASE FINANCIAL CO LLCVYLD14,000$16,2970.00%
162JPMORGAN CHASE FINANCIAL CO LLCVYLD14,000$15,9400.00%
163ROYAL GOLD INCORPORATEDRGLD70$15,6100.00%
164ISHARES TR S&P MC 400GR ETF464287606155$14,9850.00%
165BROWN FORMAN CORPORATION CLASS ABF-B547$14,3990.00%
166NESTLE S A SPONSORED ADR641069406145$14,3130.00%
167JPMORGAN CHASE FINANCIAL COMPANY LLCVYLD9,000$14,2150.00%
168PHILIP MORRIS INTERNATIONAL INCORPORATED71817210984$13,4370.00%
169METLIFE INCORPORATEDMET-PF162$12,7800.00%
170ISHARES TR CORE HIGH DV ETF46429B66396$11,6720.00%
171ABBOTT LABSABLZF91$11,3590.00%
172VANGUARD SMALL-CAP VALUE ETF92290861153$11,2000.00%
173HONEYWELL INTERNATIONAL INCORPORATED43851610654$10,4510.00%
174WARNER BROS DISCOVERY INCORPORATED COM SER AWBD362$10,4330.00%
175CLEARSIGN TECHNOLOGIES CORPORATIONCLIR18,018$10,0200.00%
176KLA CORPORATION COM NEWKLAC8$9,7360.00%
177WABTEC92974010845$9,6170.00%
178ISHARES TR US INFRASTRUC46435U713178$9,3660.00%
179QUANTA SVCS INCORPORATED74762E10222$9,2850.00%
180VANGUARD FTSE DEVELOPED MARKETS ETF921943858145$9,0300.00%
181INCYTE CORPORATIONINCY81$8,0000.00%
182AEGON LIMITED AMER REG 1 CERTAEFC1,000$7,7100.00%
183LVMH MOET HENNESSY LOU VUITTON ADR50244130648$7,2480.00%
184ISHARES TR MRGSTR SM CP GR464288604128$7,0920.00%
185VANGUARD S&P SMALL-CAP 600 ETF92193282864$7,0690.00%
186GOLDMAN SACHS GROUP INCORPORATEDGSCE8$7,0630.00%
187VICI PPTYS INCORPORATED REIT925652109250$7,0250.00%
188Fidelity Enhanced Large Cap Value ETF31609A107200$6,9480.00%
189CUMMINS INCORPORATEDCMI13$6,6620.00%
190APTOSE BIOSCIENCES INCORPORATED COM NEWAPTOF4,206$6,4960.00%
191LABCORP HOLDINGS INCORPORATED COM SHSLH25$6,2720.00%
192VALERO ENERGY CORPORATIONVLO37$6,0650.00%
193NORFOLK SOUTHN CORPORATION65584410820$5,7470.00%
194MCKESSON CORPORATIONMCK7$5,7420.00%
195DIAGEO PLC SPON ADR NEWDGEAF63$5,4760.00%
196ADVANCED MICRO DEVICES INCORPORATEDAMD23$4,9260.00%
197DOLLAR TREE INCORPORATEDDLTR40$4,9200.00%
198PULTE GROUP INCORPORATED74586710140$4,6900.00%
199TRAVELERS COMPANIES INCORPORATEDTRV16$4,6580.00%
200GE AEROSPACE COM NEW36960430115$4,6200.00%
201KBS REAL ESTAT INVT TR III INCORPORATED REITKBSR1,635$4,4150.00%
202APOGEE ENTERPRISES INCORPORATEDAPOG109$3,9570.00%
203TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS87403910013$3,9510.00%
204DR ING HC F PORSCHE AGD2R3HA11450$2,6790.00%
205UNITED PARCEL SERVICE INCORPORATED CLASS BUPS22$2,2190.00%
206COMCAST CORP NEW CLASS ACCZ73$2,1820.00%
207GE VERNOVA INCORPORATEDGEV3$1,9610.00%
208CUE BIOPHARMA INCORPORATEDCUE6,000$1,8320.00%
209ISHARES TR MSCI EMG MKT ETF46428723432$1,7670.00%
210OMNICOM GROUP INCORPORATEDOMC20$1,6150.00%
211SOLSTICE ADVANCED MATLS INCORPORATED COM SHS83443Q10313$6470.00%
212PRIMARY HYDROGEN CORPORATION74167W1031,920$1710.00%
213REPUBLIC BANCORP INCORPORATED KY CLASS ARBCAA1$700.00%
214GAIN THERAPEUTICS INC WT EXP 11/24/28GANX7,481$00.00%
215AQUA METALS INC WT EXP 05/07/29AQMS50,000$00.00%
216INDUSTRIAL NANOTECH INCORPORATED45627710215,050$00.00%
217NOCO NOCO INCORPORATED COM CLASS AG7243P1091$00.00%
218RENOVORX INC WTS SER B EXP 04/11/26RNXT26,642$00.00%
219APTOSE BIOSCIENCES, INC. WT, $1.71, DUE EXP 01/30/2029APTOF23,390$00.00%
220APTOSE BIOSCIENCES, INC. WT, $0.25, DUE EXP 11/25/2029APTOF62,500$00.00%
221ENDRA LIFE SCIENCES INC WT EXP 05/02/28NDRA6,300$00.00%
222RENOVORX INC WTS SER A EXP EXP 04/11/2029RNXT53,284$00.00%
223MODULAR MED INC WT EXP 05/15/2860785L14023,000$00.00%
224MOVANO INCORPORATED WARRANT EXP 01312862459M1158,900$00.00%
225MELT PHARMACEUTICALS INC PFD SER B58499571611,760$00.00%