Glassy Mountain Advisors, Inc.
•CIK: 1914617•Filing: Q4 2025
**Glassy Mountain Advisors, Inc.** manages $331M across a portfolio of 77 positions, demonstrating concentrated conviction in technology and industrials. Top holdings reveal significant allocations to mega-cap tech names, including DFAX at $23.5M, AAPL at $17.2M, and GOOG at $16.1M. The fund maintains substantial exposure to semiconductor and enterprise software leaders, evidenced by combined positions in MSFT, AVGO, and AMAT exceeding $43M. This structure suggests a growth-oriented mandate targeting established market leaders.
Total AUM
$330.7M
QoQ Performance
-0.5%
Positions
52
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAX
AAPL
DFAX7.1%
AAPL5.2%
GOOG4.9%
MSFT4.4%
AVGO4.4%
URI4.1%
BRK/B4.1%
AMZN3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.7%
Technology23.1%
Financial10.1%
Consumer8.9%
Industrial1.8%
Communication1.2%
Healthcare1.0%
ETF0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW4 new positions
↑27 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023