Glassy Mountain Advisors, Inc.
Filing Date
Global Rank
#3,745
/ 8,232
▲ 83
Top Industry
Semiconductors
8.6%
3Y Alpha vs SPY
-3.5%
Period ended 2 months ago
Filed May 8, 2026 · 37d
17 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.3%
SPY
+76.3%
Annualised alpha
-3.5%
Max drawdown
−19.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.6%
+0.0 pts
Top 5
31.9%
−0.7 pts
Top 10
53.4%
−0.5 pts
HHI
413
Diversified+4
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.0% | $71,650,104 |
| Financial Services | 17.0% | $35,768,495 |
| Consumer Cyclical | 16.1% | $33,890,734 |
| Industrials | 14.4% | $30,326,525 |
| Healthcare | 8.9% | $18,713,486 |
| Communication Services | 5.8% | $12,247,854 |
| Consumer Defensive | 3.0% | $6,239,194 |
| Utilities | 0.5% | $986,323 |
| Energy | 0.4% | $792,926 |
| Real Estate | 0.1% | $225,879 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| P | Everpure, Inc. | +2,206 | 45,587 | $2,691,456 | |
| BX | Blackstone Inc. | +1,828 | 42,351 | $4,869,941 | |
| CRM | Salesforce, Inc. | +1,699 | 17,355 | $3,239,657 | |
| CSX | Csx Corp | +1,688 | 115,518 | $4,742,013 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +938 | 14,977 | $5,061,477 | |
| DIS | Walt Disney Co | +823 | 35,675 | $3,438,356 | |
| AMZN | Amazon Com Inc | +772 | 46,964 | $9,781,192 | |
| ADBE | Adobe Inc. | +716 | 12,517 | $3,042,632 | |
| UNH | Unitedhealth Group Inc | +662 | 10,706 | $2,896,936 | |
| IQV | Iqvia Holdings Inc. | +540 | 18,309 | $3,122,416 | |
| BAC | Bank Of America Corp /De/ | +351 | 92,821 | $4,525,023 | |
| TEL | TE Connectivity plc | +309 | 19,881 | $4,155,526 | |
| V | Visa Inc. | +274 | 25,831 | $7,807,161 | |
| NXST | Nexstar Media Group, Inc. | +236 | 20,225 | $3,657,286 | |
| NVS | Novartis AG | +188 | 50,625 | $7,732,968 | |
| MSFT | Microsoft Corp | +179 | 30,433 | $11,265,383 | |
| BLK | BlackRock, Inc. | +174 | 5,309 | $5,105,718 | |
| HCA | HCA Healthcare, Inc. | +168 | 9,746 | $4,612,197 | |
| AAPL | Apple Inc. | +138 | 63,330 | $16,072,520 | |
| BKNG | Booking Holdings Inc. | +18 | 1,838 | $7,738,567 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LOW | Lowes Companies Inc | −365 | 35,488 | $8,385,104 | |
| JCI | Johnson Controls International plc | −224 | 48,517 | $6,353,301 | |
| AMAT | Applied Materials Inc /De | −222 | 38,393 | $13,122,343 | |
| AVGO | Broadcom Inc. | −177 | 41,999 | $12,999,110 | |
| GD | General Dynamics Corp | −87 | 20,404 | $7,003,060 | |
| GOOGL | Alphabet Inc. | −50 | 17,917 | $5,152,212 | |
| WSM | Williams Sonoma Inc | −39 | 43,799 | $7,985,871 | |
| HSY | Hershey Co | −33 | 30,012 | $6,239,194 | |
| URI | United Rentals, Inc. | −30 | 16,784 | $12,228,151 | |
| BRK-B | Berkshire Hathaway Inc | −14 | 26,971 | $12,924,503 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
4 positions
3 positions ·
$986,323 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities