Fund HoldingsGlass Wealth Management Co LLC

Total Portfolio Value
$243.77M
Total Bought
$21.61M
Total Sold
$6.02M
Net Transaction
+$15.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)40,29342,163+1,8709,79513,1975.41%+3,402
BARRICK MNG CORP(B)209,905215,530+5,6256,8799,3863.85%+2,508
LAM RESEARCH CORP(LRCX)34,37938,594+4,2154,6036,6072.71%+2,003
FREEPORT-MCMORAN INC(FCX)136,793142,283+5,4905,3657,2272.96%+1,862
NEWMONT CORP(NEM)96,48098,570+2,0908,1349,8424.04%+1,708
ELI LILLY & CO(LLY)3,3963,860+4642,5914,1481.70%+1,557
APPLIED MATLS INC17,50719,752+2,2453,5845,0762.08%+1,492
ASML HOLDING N V
N Y REGISTRY SHS
3,4844,199+7153,3734,4921.84%+1,120
MORGAN STANLEY(MS)27,32629,969+2,6434,3445,3202.18%+977
EXXON MOBIL CORP70,41672,956+2,5407,9398,7803.60%+840
RTX CORPORATION(RTX)35,76036,525+7655,9846,6992.75%+715
BROADCOM INC(AVGO)96,77794,248-2,52931,92832,61913.38%+692
AMAZON COM INC(AMZN)34,71635,732+1,0167,6238,2483.38%+625
NVIDIA CORPORATION(NVDA)56,76659,866+3,10010,59111,1654.58%+574
MERCK & CO INC(MRK)28,34927,719-6302,3792,9181.20%+538
VISA INC(V)8,88310,135+1,2523,0323,5541.46%+522
MASTERCARD INCORPORATED(MA)7651,440+6754358220.34%+387
CHEVRON CORP NEW(CVX)25,96728,135+2,1684,0324,2881.76%+256
TRUIST FINL CORP(TFC)76,94576,305-6403,5183,7551.54%+237
THERMO FISHER SCIENTIFIC INC(TMO)3,1503,030-1201,5281,7560.72%+228
CATERPILLAR INC(CAT)0375+37502150.09%+215
AMGEN INC(AMGN)0640+64002090.09%+209
ADOBE INC(ADBE)5,8306,395+5652,0572,2380.92%+182
APPLE INC(AAPL)45,01442,757-2,25711,46211,6244.77%+162
TEXAS INSTRS INC(TXN)11,96713,412+1,4452,1992,3270.95%+128
CISCO SYS INC(CSCO)29,65527,855-1,8002,0292,1460.88%+117
SANOFI SA(SNY)35,25036,100+8501,6641,7490.72%+86
SHELL PLC(SHEL)44,40844,388-203,1773,2621.34%+85
INTEL CORP(INTC)65,25161,351-3,9002,1892,2640.93%+75
WALMART INC(WMT)3,9193,91904044370.18%+33
UNITED PARCEL SERVICE INC(UPS)17,28014,870-2,4101,4431,4750.61%+32
INTERNATIONAL BUSINESS MACHS(IBM)2,0502,05005786070.25%+29
EMERSON ELEC CO(EMR)18,29918,274-252,4002,4250.99%+25
JPMORGAN CHASE & CO.(JPM)3,3543,35401,0581,0810.44%+23
GE AEROSPACE(GE)3,1793,164-159569750.40%+18
NOVARTIS AG(NVS)12,61511,685-9301,6181,6110.66%-7
CONOCOPHILLIPS(COP)5,0204,995-254754680.19%-7
L3HARRIS TECHNOLOGIES INC(LHX)19,27520,007+7325,8875,8732.41%-13
BANK AMERICA CORP89,89783,997-5,9004,6384,6201.90%-18
SOUTHERN CO(SO)2,8602,86002712490.10%-22
PFIZER INC(PFE)88,49289,481+9892,2552,2280.91%-27
ABBOTT LABS2,6402,565-753543210.13%-32
HOME DEPOT INC(HD)1,0991,09904453780.16%-67
BLACKROCK INC(BLK)72672608467770.32%-69
CULLEN FROST BANKERS INC(CFR)33,52132,936-5854,2494,1711.71%-79
PALANTIR TECHNOLOGIES INC(PLTR)2,7082,308-4004944100.17%-84
CORTEVA INC(CTVA)28,36227,132-1,2301,9181,8190.75%-99
MICROCHIP TECHNOLOGY INC.(MCHP)10,8179,197-1,6206955860.24%-109
ALPHABET INC(GOOG)1,900900-1,0004632820.12%-180
NORTHROP GRUMMAN CORP(NOC)8,8799,122+2435,4105,2012.13%-209
AT&T INC(T)7,4000-7,4002090-209
GENERAL DYNAMICS CORP(GD)5,9655,415-5502,0341,8230.75%-211
PROCTER AND GAMBLE CO(PG)16,94016,631-3092,6032,3830.98%-219
LOCKHEED MARTIN CORP(LMT)9,8049,613-1914,8944,6501.91%-245
NUTRIEN LTD(NTR)46,37538,765-7,6102,7232,3930.98%-330
PHILLIPS 66(PSX)31,09929,599-1,5004,2303,8191.57%-411
EATON CORP PLC(ETN)6,2685,921-3472,3461,8860.77%-460
MICROSOFT CORP(MSFT)30,88330,780-10315,99614,8866.11%-1,110
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