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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 7,935.0 $2.7M 0.77% +6K +308.4% $343.10 +11.2%
22 HD HOME DEPOT INC Consumer Cyclical 7,167.0 $2.5M 0.72% +3K +69.1% $352.68 -6.4%
23 PG PROCTER & GAMBLE CO Consumer Defensive 16,035.0 $2.4M 0.67% +14K +727.8% $146.64 -2.0%
24 AMZN AMAZON COM INC Consumer Cyclical 9,466.0 $2.3M 0.64% +522.0 +5.8% $238.34 +11.8%
25 RTX RTX CORPORATION Industrials 11,149.0 $2.1M 0.60% +9K +352.5% $189.73 +11.6%
26 IWF ISHARES TR 14,549.0 $1.8M 0.51% +10K +193.8% $124.17 -1.1%
27 NOBL PROSHARES TR 31,624.0 $1.8M 0.50% +16K +100.0% $56.16 +3.9%
28 VGT VANGUARD WORLD FD 13,451.0 $1.6M 0.46% +11K +446.3% $119.52 +0.5%
29 PFE PFIZER INC Healthcare 66,212.0 $1.6M 0.45% +2K +3.2% $24.08 +16.1%
30 DVN DEVON ENERGY CORP NEW Energy 35,661.0 $1.5M 0.42% +2K +6.9% $41.32 +14.6%
31 PEP PEPSICO INC Consumer Defensive 10,085.0 $1.4M 0.39% +5K +92.5% $135.40 +4.2%
32 AVGO BROADCOM INC Technology 3,544.0 $1.3M 0.38% +31.0 +0.9% $377.77 -2.4%
33 ISRG INTUITIVE SURGICAL INC Healthcare 3,343.0 $1.3M 0.38% +3K +307.7% $397.68 -6.3%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 3,874.0 $1.1M 0.31% +1K +44.7% $281.21 -16.2%
35 DFUS DIMENSIONAL ETF TRUST 13,265.0 $1.1M 0.31% +6K +86.6% $81.94 +2.4%
36 VO VANGUARD INDEX FDS 13,132.0 $1.1M 0.30% +10K +300.0% $80.57 +2.4%
37 EMR EMERSON ELEC CO Industrials 7,345.0 $1.1M 0.30% +5K +182.1% $143.15 +8.4%
38 ENB ENBRIDGE INC Energy 17,230.0 $934K 0.27% +4K +32.7% $54.21 -7.4%
39 SPEM SPDR INDEX SHS FDS 16,945.0 $877K 0.25% +9K +104.8% $51.78 +1.9%
40 VIG VANGUARD SPECIALIZED FUNDS 3,585.0 $848K 0.24% +348.0 +10.8% $236.62 +2.7%
Page 2 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%