Autumn Glory Partners, LLC
CIK: 0001911621Latest portfolio: $285.4M · Q4 2025
Holdings
208
Total Value
$285.4M
New Positions
207
Closed Positions
0
Top Holdings
View All 208 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 33,762 | $21.2M | 7.42% | NEW | |
| 2 | SPYSPDR S&P 500 ETF TR | 13,033 | $8.9M | 3.11% | NEW | |
| 3 | MSFTMICROSOFT CORP | 18,265 | $8.8M | 3.10% | NEW | |
| 4 | DGROISHARES TR | 109,137 | $7.6M | 2.65% | NEW | |
| 5 | VTIVANGUARD INDEX FDS | 22,308 | $7.5M | 2.62% | NEW | |
| 6 | VTVVANGUARD INDEX FDS | 39,091 | $7.5M | 2.62% | NEW | |
| 7 | GOOGLALPHABET INC | 21,806 | $6.8M | 2.39% | NEW | |
| 8 | VUGVANGUARD INDEX FDS | 13,377 | $6.5M | 2.29% | NEW | |
| 9 | OKEONEOK INC NEW | 82,389 | $6.1M | 2.12% | NEW | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,631 | $5.8M | 2.05% | NEW | |
| 11 | JNJJOHNSON & JOHNSON | 23,882 | $4.9M | 1.73% | NEW | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 78,967 | $4.9M | 1.73% | NEW | |
| 13 | ULUNILEVER PLC | 58,335 | $3.8M | 1.34% | NEW | |
| 14 | MDTMEDTRONIC PLC | 38,868 | $3.7M | 1.31% | NEW | |
| 15 | DONSPDR DOW JONES INDL AVERAGE | 7,588 | $3.6M | 1.28% | NEW | |
| 16 | WMBWILLIAMS COS INC | 57,835 | $3.5M | 1.22% | NEW | |
| 17 | AAPLAPPLE INC | 12,181 | $3.3M | 1.16% | NEW | |
| 18 | JPMJPMORGAN CHASE & CO. | 9,876 | $3.2M | 1.11% | NEW | |
| 19 | DISDISNEY WALT CO | 26,799 | $3.0M | 1.07% | NEW | |
| 20 | BINCBLACKROCK ETF TRUST II | 57,476 | $3.0M | 1.06% | NEW | |
| 21 | IWDISHARES TR | 14,259 | $3.0M | 1.05% | NEW | |
| 22 | ORCLORACLE CORP | 14,499 | $2.8M | 0.99% | NEW | |
| 23 | NVONOVO-NORDISK A S | 53,634 | $2.7M | 0.96% | NEW | |
| 24 | IWFISHARES TR | 5,707 | $2.7M | 0.95% | NEW | |
| 25 | OGEOGE ENERGY CORP | 62,101 | $2.7M | 0.93% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.1173888675767483e+267T)
Technology0.0% ($8.832331028252505e+70T)
Industrials0.0% ($2.370189318261462e+61T)
Energy0.0% ($6.055347624862214e+49T)
Healthcare0.0% ($4.94137332728234e+38T)
Consumer Defensive0.0% ($3.814238514401295e+26T)
Unknown0.0% ($5.846198417831027e+24T)
Consumer Cyclical0.0% ($2.3831819176468445e+23T)
Communication Services0.0% ($682430481346755456.0T)
Utilities0.0% ($2651713.7T)
Basic Materials0.0% ($799399.4T)
Real Estate0.0% ($663.3M)
Filing History
Fund Information
Autumn Glory Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $285.4M across 208 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 7.4% of the portfolio. Compared to the previous quarter, the fund opened 208 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.