StockDriftsStockDriftsTop 50 Glassy Mountain Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | 7.06% | 700.5K | $25.8M | -4.12%(-30.13K) | $23.85(+59.90%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 6.75% | 34.1K | $24.7M | -11.08%(-4.25K) | $141.16(+276.74%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 5.12% | 16.5K | $18.7M | -1.53%(-256) | $342.86(+237.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.9% | 61.9K | $17.9M | -2.32%(-1.47K) | $159.80(+91.10%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.59% | 47.5K | $16.8M | -6.82%(-3.47K) | $135.69(+152.52%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.23% | 40.9K | $15.5M | -2.52%(-1.06K) | $58.52(+572.86%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.69% | 26.9K | $13.5M | -0.10%(-26) | $290.71(+72.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.17% | 31.1K | $11.6M | +2.10%(+639) | $314.38(+54.61%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.01% | 46.2K | $11.0M | -1.59%(-745) | $154.81(+69.58%) | 2026-06-30 | |
| ICSH | ISHARES TR | 2.93% | 211.7K | $10.7M | -5.02%(-11.19K) | $50.37(+0.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.30% | +74.12% | — | — | +45.53% |
| Top 20 Holdings Unweighted | +20.47% | +74.85% | — | — | +45.28% |
Glassy Mountain Advisors, Inc. reports $365.60M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are DFAX (7.1%), AMAT (6.8%) and URI (5.1%). The top 20 holdings account for 68.98% of reported assets. Its disclosed equity book has returned +74.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Glassy Mountain Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914617). View Glassy Mountain Advisors, Inc.’s 13F filings on SEC