Fund HoldingsGlass Wealth Management Co LLC

Total Portfolio Value
$258.10M
Total Bought
$33.96M
Total Sold
$8.74M
Net Transaction
+$25.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP72,95673,596+6408,78012,4864.84%+3,707
APPLIED MATLS INC19,75220,258+5065,0766,9242.68%+1,848
INVESTAR HOLDING CORP066,586+66,58601,8160.70%+1,816
CHEVRON CORPORATION(CVX)28,13529,318+1,1834,2886,0662.35%+1,778
LAM RESEARCH CORP(LRCX)38,59439,193+5996,6078,3743.24%+1,767
PHILLIPS 66(PSX)29,59930,399+8003,8195,5382.15%+1,719
ASML HLDG NV
N Y REGISTRY SHS
4,1994,345+1464,4925,7392.22%+1,247
FREEPORT MCMORAN INC(FCX)142,283143,694+1,4117,2278,4463.27%+1,220
LOCKHEED MARTIN CORP(LMT)9,6139,709+964,6505,8682.27%+1,219
L3HARRIS TECHNOLOGIES INC(LHX)20,00720,445+4385,8737,0572.73%+1,183
NORTHROP GRUMMAN CORP(NOC)9,1229,344+2225,2016,3752.47%+1,173
NEWMONT CORP(NEM)98,57099,611+1,0419,84210,7834.18%+941
SHELL PLC(SHEL)44,38844,108-2803,2624,1021.59%+840
MERCK & CO INC(MRK)27,71928,654+9352,9183,4471.34%+529
CATERPILLAR INC(CAT)375977+6022156920.27%+477
CORTEVA INC(CTVA)27,13227,347+2151,8192,2890.89%+471
RTX CORPORATION(RTX)36,52537,130+6056,6997,1622.78%+464
EATON CORP PLC(ETN)5,9216,466+5451,8862,3130.90%+427
INTEL CORP(INTC)61,35160,951-4002,2642,6901.04%+426
NUTRIEN LTD(NTR)38,76536,995-1,7702,3932,7921.08%+399
TEXAS INSTRS INC(TXN)13,41213,997+5852,3272,7171.05%+391
PFIZER INC(PFE)89,48192,316+2,8352,2282,5921.00%+364
VANGUARD INDEX FDS0594+59403550.14%+355
INVESCO QQQ TR0609+60903510.14%+351
ABBVIE INC(ABBV)01,607+1,60703490.14%+349
CULLEN FROST BANKERS INC(CFR)32,93632,956+204,1714,5181.75%+347
VANGUARD INDEX FDS0877+87702810.11%+281
VALERO ENERGY CORP(VLO)01,136+1,13602810.11%+281
PEPSICO INC(PEP)01,785+1,78502770.11%+277
GILEAD SCIENCES INC(GILD)01,845+1,84502570.10%+257
WALMART INC(WMT)3,9195,419+1,5004376730.26%+237
CISCO SYS INC(CSCO)27,85530,635+2,7802,1462,3770.92%+231
AT&T INC(T)07,400+7,40002150.08%+215
DEERE & CO(DE)0360+36002030.08%+203
DUKE ENERGY CORP NEW(DUK)01,535+1,53502010.08%+201
CONOCOPHILLIPS(COP)4,9954,99504686590.26%+192
NOVARTIS AG(NVS)11,68511,730+451,6111,7920.69%+181
GENERAL DYNAMICS CORP(GD)5,4155,740+3251,8231,9700.76%+147
SANOFI SA(SNY)36,10038,875+2,7751,7491,8730.73%+124
PROCTER & GAMBLE CO(PG)16,63116,831+2002,3832,4310.94%+48
SOUTHERN CO(SO)2,8602,86002492760.11%+27
AMGEN INC(AMGN)64064002092250.09%+16
MASTERCARD INCORPORATED(MA)1,4401,675+2358228370.32%+15
MICROCHIP TECHNOLOGY INC.(MCHP)9,1979,182-155865930.23%+7
EMERSON ELEC CO(EMR)18,27418,424+1502,4252,4140.94%-11
HOME DEPOT INC(HD)1,0991,09903783610.14%-17
ALPHABET INC(GOOG)90090002822580.10%-24
ABBOTT LABORATORIES2,5652,815+2503212890.11%-32
PALANTIR TECHNOLOGIES INC(PLTR)2,3082,292-164103350.13%-75
BLACKROCK INC(BLK)72672607776980.27%-79
JPMORGAN CHASE & CO(JPM)3,3543,356+21,0819870.38%-93
UNITED PARCEL SVCS INC(UPS)14,87013,950-9201,4751,3720.53%-103
INTERNATIONAL BUSINESS MACHS(IBM)2,0502,05006074970.19%-110
TRUIST FINL CORP(TFC)76,30577,345+1,0403,7553,5561.38%-199
GE AEROSPACE(GE)3,1642,608-5569757400.29%-235
MORGAN STANLEY(MS)29,96930,819+8505,3205,0721.97%-249
VISA INC(V)10,13510,919+7843,5543,3001.28%-254
THERMO FISHER SCIENTIFIC INC(TMO)3,0303,000-301,7561,4750.57%-281
APPLE INC(AAPL)42,75744,404+1,64711,62411,2694.37%-355
ELI LILLY & CO(LLY)3,8604,090+2304,1483,7621.46%-386
BANK AMERICA CORP83,99785,680+1,6834,6204,1771.62%-443
NVIDIA CORPORATION(NVDA)59,86661,440+1,57411,16510,7154.15%-450
AMAZON COM INC(AMZN)35,73237,135+1,4038,2487,7343.00%-514
ALPHABET INC(GOOG)42,16344,035+1,87213,19712,6634.91%-534
BARRICK MNG CORP(B)215,530215,550+209,3868,7923.41%-594
ADOBE INC(ADBE)6,3950-6,3952,2380-2,238
MICROSOFT CORP(MSFT)30,78032,102+1,32214,88611,8834.60%-3,003
BROADCOM INC(AVGO)94,24892,025-2,22332,61928,48311.04%-4,137
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