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Portfolio (Quarterly) Guide ↗

Autumn Glory Partners, LLC

· CIK 0001911621
13F Portfolio $353M AUM 359 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 52 Added 31 Reduced 18 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 50,808.0 $34.9M 9.89% +4K +8.2% $686.81 +3.0%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 13,589.0 $10.1M 2.88% +1K +9.6% $746.79 +3.0%
3 DGRO ISHARES TR 114,631.0 $8.7M 2.46% +5K +5.0% $75.79 +4.7%
4 VTV VANGUARD INDEX FDS 39,586.0 $8.6M 2.44% +495.0 +1.3% $217.93 +3.4%
5 MSFT MICROSOFT CORP Technology 21,310.0 $7.9M 2.25% +10K +92.9% $373.02 +37.7%
6 GOOGL ALPHABET INC Communication Services 18,662.0 $6.7M 1.89% +17K +1080.4% $357.37 -3.0%
7 BINC BLACKROCK ETF TRUST II 123,928.0 $6.5M 1.84% +6K +5.5% $52.34 -0.7%
8 BERKSHIRE HATHAWAY INC DEL 12,686.0 $6.3M 1.80% +8K +179.1% $500.39
9 VEA VANGUARD TAX-MANAGED FDS 82,297.0 $5.9M 1.66% +10K +13.7% $71.25 +2.5%
10 NVDA NVIDIA CORPORATION Technology 28,367.0 $5.7M 1.61% +20K +231.0% $200.09 +8.7%
11 JNJ JOHNSON & JOHNSON Healthcare 20,874.0 $5.3M 1.50% +12K +134.8% $253.98 +5.5%
12 RWL INVESCO EXCH TRADED FD TR II 39,037.0 $5.0M 1.41% +2K +4.8% $127.76 +5.0%
13 UNILEVER PLC 75,070.0 $4.5M 1.28% +64K +583.1% $60.12
14 J P MORGAN EXCHANGE TRADED F 83,182.0 $4.2M 1.19% +9K +12.0% $50.57
15 AAPL APPLE INC Technology 13,796.0 $4.0M 1.13% +7K +100.7% $289.36 +10.5%
16 MDT MEDTRONIC PLC Healthcare 48,026.0 $3.8M 1.06% +41K +592.8% $78.23 +16.6%
17 VUG VANGUARD INDEX FDS 42,138.0 $3.6M 1.03% +35K +518.7% $86.14 +2.8%
18 IGSB ISHARES TR 69,120.0 $3.6M 1.03% +9K +14.2% $52.41 -0.6%
19 PYLD PIMCO ETF TR 117,499.0 $3.1M 0.88% +18K +17.8% $26.52 -1.4%
20 CVX CHEVRON CORPORATION Energy 17,306.0 $2.9M 0.81% +889.0 +5.4% $165.76 +21.8%
Page 1 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.8%
Financial Services 17.8%
Energy 15.2%
Healthcare 13.8%
Industrials 9.1%
Communication Services 7.6%
Consumer Defensive 6.1%
Consumer Cyclical 5.6%
Utilities 3.0%
Basic Materials 1.1%