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Portfolio (Quarterly) Guide ↗

Autumn Glory Partners, LLC

· CIK 0001911621
13F Portfolio $272M AUM 329 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 68 Added 43 Reduced 20 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 4,855.0 $1.4M 0.51% +563.0 +13.1% $286.86 +21.2%
22 SO SOUTHERN CO Utilities 13,495.0 $1.3M 0.48% +5K +64.9% $96.52 -1.9%
23 CSCO CISCO SYS INC Technology 16,545.0 $1.3M 0.47% +3K +17.9% $77.59 +54.5%
24 WES WESTERN MIDSTREAM PARTNERS L Energy 31,000.0 $1.3M 0.47% +10K +47.6% $41.17 +3.2%
25 AMAT APPLIED MATLS INC Technology 3,724.0 $1.3M 0.47% +49.0 +1.3% $341.79 +68.8%
26 MS MORGAN STANLEY Financial Services 6,756.0 $1.1M 0.41% +975.0 +16.9% $164.57 +33.9%
27 MRK MERCK & CO INC Healthcare 9,222.0 $1.1M 0.41% +122.0 +1.3% $120.29 -0.0%
28 TXN TEXAS INSTRS INC Technology 5,665.0 $1.1M 0.40% +731.0 +14.8% $194.14 +55.1%
29 QDPL PACER FDS TR 25,812.0 $1.0M 0.38% +7K +37.1% $40.14 +11.8%
30 UPS UNITED PARCEL SVCS INC Industrials 10,041.0 $988K 0.36% +5K +100.8% $98.38 +6.5%
31 DMLP DORCHESTER MINERALS L P Energy 34,000.0 $921K 0.34% +12K +54.5% $27.10 -5.2%
32 JEPQ J P MORGAN EXCHANGE TRADED F 14,215.0 $789K 0.29% +5K +47.0% $55.52 +7.1%
33 MMM 3M CO Industrials 5,136.0 $746K 0.27% +31.0 +0.6% $145.22 +14.5%
34 ENB ENBRIDGE INC Energy 12,987.0 $703K 0.26% +3K +34.1% $54.14 +1.5%
35 VIG VANGUARD SPECIALIZED FUNDS 3,237.0 $696K 0.26% +273.0 +9.2% $215.06 +8.8%
36 IBDU ISHARES TR 28,820.0 $670K 0.25% +4K +17.3% $23.26 -0.5%
37 HTGC HERCULES CAPITAL INC Financial Services 45,000.0 $665K 0.24% +10K +28.6% $14.77 +2.4%
38 PLTR PALANTIR TECHNOLOGIES INC Technology 4,135.0 $605K 0.22% +135.0 +3.4% $146.28 -22.9%
39 O REALTY INCOME CORP Real Estate 9,399.0 $575K 0.21% +3K +54.5% $61.18 +1.1%
40 PRU PRUDENTIAL FINL INC Financial Services 5,527.0 $540K 0.20% +1K +22.8% $97.69 +8.0%
Page 2 of 4  ·  68 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
Energy 25.1%
Financial Services 22.5%
Technology 13.5%
Healthcare 8.8%
Industrials 8.6%
Communication Services 4.9%
Consumer Defensive 4.7%
Consumer Cyclical 4.3%
Utilities 4.0%
Basic Materials 2.3%