Glassy Mountain Advisors, Inc.
Glassy Mountain Advisors, Inc. reported 76 holdings worth US$366M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Glassy Mountain Advisors, Inc. reported 76 holdings worth US$366M as of Jun 30, 2026. Largest: Applied Materials, Inc., Alphabet Inc (google) Class C and United Rentals, Inc. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$366M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 34,139 | US$24.7M | 6.8% |
| Alphabet Inc (google) Class C | 63,013 | US$22.5M | 6.2% |
| United Rentals, Inc. | 16,528 | US$18.7M | 5.1% |
| Apple Inc | 61,860 | US$17.9M | 4.9% |
| Broadcom Inc. | 40,939 | US$15.5M | 4.2% |
| Berkshire Hathaway Inc. | 26,945 | US$13.5M | 3.7% |
| Microsoft Corp. | 31,072 | US$11.6M | 3.2% |
| Amazon.com, Inc. | 46,219 | US$11M | 3.0% |
| Williams-sonoma, Inc. | 42,365 | US$9.88M | 2.7% |
| Visa Inc. | 27,170 | US$9.32M | 2.5% |
| Booking Holdings Inc. Common Stock | 48,589 | US$8.66M | 2.4% |
| Lowe's Companies, Inc. | 35,011 | US$7.72M | 2.1% |
| Novartis Ag | 47,531 | US$7.45M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 14,632 | US$6.99M | 1.9% |
| General Dynamics Corporation | 19,299 | US$6.84M | 1.9% |
| Csx Corporation | 113K | US$5.36M | 1.5% |
| Bank Of America Corporation | 91,484 | US$5.21M | 1.4% |
| The Hershey Company | 29,313 | US$5.14M | 1.4% |
| Blackstone Inc. | 43,151 | US$5.08M | 1.4% |
| Blackrock, Inc. | 5,268 | US$5.07M | 1.4% |
| Hca Healthcare, Inc. | 12,005 | US$4.68M | 1.3% |
| Unitedhealth Group Incorporated | 10,782 | US$4.48M | 1.2% |
| Nexstar Media Group, Inc. | 21,225 | US$3.79M | 1.0% |
| Iqvia Holdings, Inc. | 19,253 | US$3.72M | 1.0% |
| Salesforce, Inc. | 23,390 | US$3.66M | 1.0% |
| Everpure, Inc. | 46,282 | US$3.65M | 1.00% |
| Walt Disney Company (the) | 36,617 | US$3.52M | 0.96% |
| Adobe Inc. | 9,749 | US$2M | 0.55% |
| American Electric Power Company, Inc. | 3,312 | US$453K | 0.12% |
| Principal Financial Group Inc | 3,000 | US$323K | 0.09% |
| Nextera Energy, Inc. | 3,660 | US$321K | 0.09% |
| Oneok, Inc. | 3,500 | US$304K | 0.08% |
| Intuitive Surgical, Inc. | 757 | US$301K | 0.08% |
| Coherent Corp. | 662 | US$261K | 0.07% |
| Mastercard Incorporated | 485 | US$249K | 0.07% |
| Enterprise Products Partners L.p. | 6,000 | US$221K | 0.06% |
| Goldman Sachs Group, Inc. (the) | 216 | US$218K | 0.06% |
| Southern Company (the) | 2,199 | US$210K | 0.06% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Crown Castle Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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