§ 13F · FUND PROFILE
Glassy Mountain Advisors, Inc..
AUM · $366M (13F)Positions · 76Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | 700K | $26M | 7.1% | −4% |
| 2 | AMAT | APPLIED MATLS INC | 34K | $25M | 6.8% | −11% |
| 3 | URI | UNITED RENTALS INC | 17K | $19M | 5.1% | −2% |
| 4 | AAPL | APPLE INC | 62K | $18M | 4.9% | −2% |
| 5 | GOOG | ALPHABET INC | 47K | $17M | 4.6% | −7% |
| 6 | AVGO | BROADCOM INC | 41K | $15M | 4.2% | −3% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 27K | $13M | 3.7% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 31K | $12M | 3.2% | +2% |
| 9 | AMZN | AMAZON COM INC | 46K | $11M | 3.0% | −2% |
| 10 | ICSH | ISHARES TR | 212K | $11M | 2.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLASSY SIGNAL
AC read
Glassy Mountain Advisors, Inc. is a Other fund managing $366 million in assets. The fund runs a portfolio of 76 positions.
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