GLADSTONE INSTITUTIONAL ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 3K | $1.35M |
 | PFG | 3K | $228.67K |
 | KMB | 3K | $339.42K |
 | PEG | 3K | $226.57K |
 | Z | 3K | $206.57K |
 | YUM | 3K | $404.06K |
 | CLS | 3K | $650.44K |
 | EL | 3K | $231.67K |
 | JXN | 3K | $258.30K |
 | MTB | 2K | $490.00K |
 | ED | 2K | $245.42K |
 | APD | 2K | $661.25K |
 | SYK | 2K | $890.90K |
 | JCI | 2K | $260.76K |
 | PH | 2K | $1.78M |
 | AMT | 2K | $449.63K |
 | CTAS | 2K | $466.97K |
 | GEV | 2K | $1.37M |
 | TMUS | 2K | $526.15K |
 | LPLA | 2K | $695.12K |
S&P Global Inc.
SPGI
Shares Held
3K
Value
$1.35M
Principal Financial Group, Inc.
PFG
Shares Held
3K
Value
$228.67K
Kimberly-Clark Corporation
KMB
Shares Held
3K
Value
$339.42K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$226.57K
Zillow Group, Inc. Class C
Z
Shares Held
3K
Value
$206.57K
Yum! Brands, Inc.
YUM
Shares Held
3K
Value
$404.06K
Celestica Inc.
CLS
Shares Held
3K
Value
$650.44K
The Estée Lauder Companies Inc.
EL
Shares Held
3K
Value
$231.67K
Jackson Financial Inc.
JXN
Shares Held
3K
Value
$258.30K
M&T Bank Corporation
MTB
Shares Held
2K
Value
$490.00K
Consolidated Edison, Inc.
ED
Shares Held
2K
Value
$245.42K
Air Products and Chemicals, Inc.
APD
Shares Held
2K
Value
$661.25K
Stryker Corporation
SYK
Shares Held
2K
Value
$890.90K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$260.76K
Parker-Hannifin Corporation
PH
Shares Held
2K
Value
$1.78M
American Tower Corporation
AMT
Shares Held
2K
Value
$449.63K
Cintas Corporation
CTAS
Shares Held
2K
Value
$466.97K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.37M
T-Mobile US, Inc.
TMUS
Shares Held
2K
Value
$526.15K
LPL Financial Holdings Inc.
LPLA
Shares Held
2K
Value
$695.12K