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Portfolio (Quarterly) Guide ↗

Glassy Mountain Advisors, Inc.

· CIK 0001914617
13F Portfolio $366M AUM 76 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 76 New
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFGP DIMENSIONAL ETF TRUST 56,777.0 $3.1M 0.85% NEW $54.46 -3.5%
42 SCHH SCHWAB STRATEGIC TR 121,698.0 $2.9M 0.79% NEW $23.68 -2.5%
43 VPU VANGUARD WORLD FD 14,320.0 $2.8M 0.77% NEW $195.72 -7.6%
44 VTEB VANGUARD MUN BD FDS 44,072.0 $2.2M 0.61% NEW $50.58 -4.3%
45 ADBE ADOBE INC Technology 9,749.0 $2.0M 0.55% NEW $205.02 +29.5%
46 DUHP DIMENSIONAL ETF TRUST 22,509.0 $939K 0.26% NEW $41.73 -0.1%
47 BAB INVESCO EXCH TRADED FD TR II 28,920.0 $776K 0.21% NEW $26.84 -3.2%
48 DCOR DIMENSIONAL ETF TRUST 8,752.0 $718K 0.20% NEW $81.98 +1.9%
49 CGGR CAPITAL GROUP GROWTH ETF 14,678.0 $693K 0.19% NEW $47.20 -1.4%
50 MOAT VANECK ETF TRUST 5,513.0 $573K 0.16% NEW $103.96 +5.7%
51 VOO VANGUARD INDEX FDS 834.0 $573K 0.16% NEW $686.81 +1.8%
52 AEP AMERICAN ELEC PWR CO INC Utilities 3,312.0 $453K 0.12% NEW $136.81 -10.7%
53 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,000.0 $323K 0.09% NEW $107.78 +8.5%
54 NEE NEXTERA ENERGY INC Utilities 3,660.0 $321K 0.09% NEW $87.77 -7.0%
55 OKE ONEOK INC NEW Energy 3,500.0 $304K 0.08% NEW $86.94 +11.5%
56 ISRG INTUITIVE SURGICAL INC Healthcare 757.0 $301K 0.08% NEW $397.68 -5.0%
57 COHR COHERENT CORP Technology 662.0 $261K 0.07% NEW $394.47 -32.4%
58 IWF ISHARES TR 2,092.0 $260K 0.07% NEW $124.17 -2.3%
59 MA MASTERCARD INCORPORATED Financial Services 485.0 $249K 0.07% NEW $513.60 +11.8%
60 EPD ENTERPRISE PRODS PARTNERS L 6,000.0 $221K 0.06% NEW $36.76
Page 3 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.7%
Industrials 16.8%
Consumer Cyclical 16.7%
Financial Services 11.5%
Healthcare 7.6%
Communication Services 5.8%
Consumer Defensive 2.3%
Utilities 0.4%
Energy 0.1%