Glassy Mountain Advisors, Inc.
CIK: 0001914617SEC EDGAR →
Portfolio Value
$330.0M
Holdings
77
As of
Q4 2025
New Positions
77
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 716,881 | $23.0M | 6.97% |
| 2 | APPLE INC | 63,192 | $17.0M | 5.15% |
| 3 | ALPHABET INC | 51,160 | $16.0M | 4.85% |
| 4 | MICROSOFT CORP | 30,254 | $14.0M | 4.24% |
| 5 | BROADCOM INC | 42,176 | $14.0M | 4.24% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 26,985 | $13.0M | 3.94% |
| 7 | UNITED RENTALS INC | 16,814 | $13.0M | 3.94% |
| 8 | AMAZON COM INC | 46,192 | $10.0M | 3.03% |
| 9 | ISHARES TR | 181,249 | $9.0M | 2.73% |
| 10 | BOOKING HOLDINGS INC | 1,820 | $9.0M | 2.73% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (77)
$23.0M · 717K shares
$17.0M · 63K shares
$16.0M · 51K shares
$14.0M · 30K shares
$14.0M · 42K shares
$13.0M · 17K shares
$13.0M · 27K shares
$10.0M · 46K shares
$9.0M · 39K shares
$9.0M · 2K shares
$9.0M · 181K shares
$8.0M · 36K shares
$8.0M · 465K shares
$8.0M · 26K shares
$8.0M · 165K shares
$8.0M · 82K shares
$7.0M · 44K shares
$6.0M · 20K shares
$6.0M · 41K shares
$6.0M · 50K shares
$5.0M · 18K shares
$5.0M · 49K shares
$5.0M · 5K shares
$5.0M · 30K shares
$5.0M · 92K shares
$5.0M · 91K shares
$4.0M · 114K shares
$4.0M · 20K shares
$4.0M · 14K shares
$4.0M · 16K shares
$4.0M · 10K shares
$4.0M · 39K shares
$4.0M · 20K shares
$4.0M · 18K shares
$4.0M · 12K shares
$3.0M · 10K shares
$3.0M · 53K shares
$3.0M · 35K shares
$3.0M · 115K shares
$2.0M · 106K shares
$2.0M · 14K shares
$2.0M · 114K shares
$2.0M · 42K shares
$2.0M · 43K shares
$1.0M · 60K shares
$0 · 2K shares
$0 · 1K shares
$0 · 350 shares
$0 · 2K shares
$0 · 757 shares
$0 · 12K shares
$0 · 1K shares
$0 · 3K shares
$0 · 672 shares
$0 · 329 shares
$0 · 1K shares
$0 · 5K shares
$0 · 532 shares
$0 · 6K shares
$0 · 25K shares
$0 · 510 shares
$0 · 2K shares
$0 · 508 shares
$0 · 3K shares
$0 · 4K shares
$0 · 21K shares
$0 · 45K shares
$0 · 275 shares
$0 · 834 shares
$0 · 4K shares
$0 · 751 shares
$0 · 281 shares
$0 · 655 shares
$0 · 4K shares
$0 · 3K shares
$0 · 396 shares
$0 · 523 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $96.0M | 31.9% |
| Technology | 9 | $72.0M | 23.9% |
| Consumer Cyclical | 5 | $34.0M | 11.3% |
| Communication Services | 4 | $28.0M | 9.3% |
| Industrials | 4 | $28.0M | 9.3% |
| Unknown | 6 | $27.0M | 9.0% |
| Healthcare | 4 | $11.0M | 3.7% |
| Consumer Defensive | 1 | $5.0M | 1.7% |
| Basic Materials | 1 | $0 | 0.0% |
| Real Estate | 1 | $0 | 0.0% |
| Utilities | 2 | $0 | 0.0% |
| Energy | 1 | $0 | 0.0% |