Glassy Mountain Advisors, Inc. — 13F holdings

Glassy Mountain Advisors, Inc. reported 76 holdings worth $366M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. DFAX DIMENSIONAL ETF TRUST — $25.8M (7.1%)
2. AMAT APPLIED MATLS INC — $24.7M (6.8%)
3. URI UNITED RENTALS INC — $18.7M (5.1%)
4. AAPL APPLE INC — $17.9M (4.9%)
5. GOOG ALPHABET INC — $16.8M (4.6%)
6. AVGO BROADCOM INC — $15.5M (4.2%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $13.5M (3.7%)
8. MSFT MICROSOFT CORP — $11.6M (3.2%)
9. AMZN AMAZON COM INC — $11.0M (3.0%)
10. ICSH ISHARES TR — $10.7M (2.9%)