Autumn Glory Partners, LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$213.8B

Holdings

187

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
18,406$10.5B4.89%
2
MSFTMICROSOFT CORP
17,912$8.9B4.17%
3
SPYSPDR S&P 500 ETF TR
12,790$7.9B3.70%
4
OKEONEOK INC NEW
81,055$6.6B3.09%
5
DGROISHARES TR
102,409$6.5B3.06%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
10,602$5.2B2.41%
7
ULUNILEVER PLC
64,463$3.9B1.84%
8
DISDISNEY WALT CO
31,669$3.9B1.84%
9
WMBWILLIAMS COS INC
60,320$3.8B1.77%
10
GOOGLALPHABET INC
21,019$3.7B1.73%
11
JNJJOHNSON & JOHNSON
23,835$3.6B1.70%
12
ORCLORACLE CORP
16,651$3.6B1.70%
13
DONSPDR DOW JONES INDL AVERAGE
7,606$3.4B1.57%
14
VTIVANGUARD INDEX FDS
10,642$3.2B1.51%
15
MDTMEDTRONIC PLC
32,732$2.9B1.33%
16
OGEOGE ENERGY CORP
63,871$2.8B1.33%
17
JPMJPMORGAN CHASE & CO.
9,613$2.8B1.30%
18
IWDISHARES TR
14,228$2.8B1.29%
19
NVONOVO-NORDISK A S
39,854$2.8B1.29%
20
VTVVANGUARD INDEX FDS
15,430$2.7B1.28%
21
BACVERIZON COMMUNICATIONS INC
62,277$2.7B1.26%
22
IWFISHARES TR
5,668$2.4B1.13%
23
HDHOME DEPOT INC
6,309$2.3B1.08%
24
AAPLAPPLE INC
11,233$2.3B1.08%
25
CVXCHEVRON CORP NEW
16,059$2.3B1.08%
26
VHTVANGUARD WORLD FD
8,375$2.1B0.97%
27
IJRISHARES TR
19,013$2.1B0.97%
28
GHCGRAHAM HLDGS CO
2,171$2.1B0.96%
29
WTMWHITE MTNS INS GROUP LTD
1,080$1.9B0.91%
30
RTXRTX CORPORATION
13,194$1.9B0.90%
31
VVISA INC
5,167$1.8B0.86%
32
NVDANVIDIA CORPORATION
11,599$1.8B0.86%
33
ASMLASML HOLDING N V
2,197$1.8B0.82%
34
ABBVABBVIE INC
9,142$1.7B0.79%
35
VGTVANGUARD WORLD FD
2,542$1.7B0.79%
36
ACNACCENTURE PLC IRELAND
5,611$1.7B0.78%
37
AMZNAMAZON COM INC
7,481$1.6B0.77%
38
ETENERGY TRANSFER L P
87,225$1.6B0.74%
39
NOBLPROSHARES TR
15,598$1.6B0.73%
40
PGPROCTER AND GAMBLE CO
9,852$1.6B0.73%
41
GDGENERAL DYNAMICS CORP
5,321$1.6B0.73%
42
GQ9SPDR GOLD TR
4,923$1.5B0.70%
43
XOMEXXON MOBIL CORP
13,795$1.5B0.70%
44
BPBP PLC
46,121$1.4B0.65%
45
GLWCORNING INC
26,152$1.4B0.64%
46
ARLPALLIANCE RESOURCE PARTNERS L
52,000$1.4B0.64%
47
DVNDEVON ENERGY CORP NEW
41,378$1.3B0.62%
48
AVGOBROADCOM INC
4,736$1.3B0.61%
49
KOCOCA COLA CO
17,837$1.3B0.59%
50
XLFSELECT SECTOR SPDR TR
22,380$1.2B0.55%
51
JEPIJ P MORGAN EXCHANGE TRADED F
19,286$1.1B0.51%
52
WMTWALMART INC
11,211$1.1B0.51%
53
GSBDGOLDMAN SACHS BDC INC
96,943$1.1B0.51%
54
SNASNAP ON INC
3,390$1.1B0.49%
55
SBUXSTARBUCKS CORP
11,399$1.0B0.49%
56
HONHONEYWELL INTL INC
4,466$1.0B0.49%
57
TXNTEXAS INSTRS INC
4,900$1.0B0.48%
58
RSPINVESCO EXCHANGE TRADED FD T
5,579$1.0B0.47%
59
LAZLAZARD INC
21,071$1.0B0.47%
60
DEODIAGEO PLC
9,740$982.2M0.46%
61
VEAVANGUARD TAX-MANAGED FDS
17,030$970.9M0.45%
62
IVVISHARES TR
1,540$956.2M0.45%
63
CHRWC H ROBINSON WORLDWIDE INC
9,854$945.5M0.44%
64
XLKSELECT SECTOR SPDR TR
3,705$938.3M0.44%
65
CSCOCISCO SYS INC
13,350$926.2M0.43%
66
NKENIKE INC
13,027$925.4M0.43%
67
PFEPFIZER INC
37,875$918.1M0.43%
68
IBMINTERNATIONAL BUSINESS MACHS
2,998$883.7M0.41%
69
TAT&T INC
30,000$868.2M0.41%
70
PEPPEPSICO INC
6,316$834.0M0.39%
71
LLYELI LILLY & CO
1,044$813.8M0.38%
72
WESWESTERN MIDSTREAM PARTNERS L
21,000$812.7M0.38%
73
BACBANK AMERICA CORP
17,154$811.7M0.38%
74
CLCOLGATE PALMOLIVE CO
8,729$793.5M0.37%
75
MMM3M CO
5,104$777.1M0.36%
76
IWMISHARES TR
3,545$765.0M0.36%
77
SOSOUTHERN CO
8,185$751.6M0.35%
78
FLOFLOWERS FOODS INC
46,622$745.0M0.35%
79
ZTSZOETIS INC
4,704$733.6M0.34%
80
ADBEADOBE INC
1,890$731.2M0.34%
81
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728.8M0.34%
82
QDPLPACER FDS TR
18,200$718.2M0.34%
83
KMIKINDER MORGAN INC DEL
23,423$688.6M0.32%
84
IBDTISHARES TR
26,818$681.7M0.32%
85
AMATAPPLIED MATLS INC
3,675$672.8M0.31%
86
GEVGE VERNOVA INC
1,245$658.8M0.31%
87
BCCCGLOBAL X FDS
15,053$656.0M0.31%
88
IBDSISHARES TR
26,550$644.4M0.30%
89
IBDRISHARES TR
26,550$643.8M0.30%
90
DWDMORGAN STANLEY
4,535$638.8M0.30%
91
BINCBLACKROCK ETF TRUST II
12,012$634.7M0.30%
92
NDQINVESCO QQQ TR
1,144$631.2M0.30%
93
VGSHVANGUARD SCOTTSDALE FDS
10,520$618.4M0.29%
94
GOOGALPHABET INC
3,465$614.7M0.29%
95
MRKMERCK & CO INC
7,736$612.4M0.29%
96
SPEMSPDR INDEX SHS FDS
14,255$609.3M0.28%
97
DFACDIMENSIONAL ETF TRUST
16,897$605.6M0.28%
98
MCDMCDONALDS CORP
2,045$597.5M0.28%
99
FMSFRESENIUS MEDICAL CARE AG
11,198$590.6M0.28%
100
RGLDROYAL GOLD INC
3,300$586.9M0.27%
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