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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 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDT ISHARES TR 29,977.0 $757K 0.21% +2K +8.8% $25.25 -0.3%
42 IBDS ISHARES TR 30,127.0 $730K 0.21% +3K +9.2% $24.22 +0.0%
43 IBDU ISHARES TR 31,419.0 $728K 0.21% +3K +9.0% $23.16 -0.5%
44 O REALTY INCOME CORP Real Estate 10,497.0 $650K 0.18% +1K +11.7% $61.96 +0.0%
45 TSLA TESLA INC Consumer Cyclical 1,064.0 $448K 0.13% +35.0 +3.4% $420.60 -17.1%
46 LMT LOCKHEED MARTIN CORP Industrials 838.0 $427K 0.12% +174.0 +26.2% $509.46 +10.7%
47 BX BLACKSTONE INC Financial Services 3,545.0 $417K 0.12% +1K +51.4% $117.67 +21.0%
48 ISHARES TR 16,478.0 $365K 0.10% +3K +20.1% $22.14
49 ISHARES TR 16,203.0 $362K 0.10% +3K +20.2% $22.37
50 MELI MERCADOLIBRE INC Consumer Cyclical 195.0 $331K 0.09% +49.0 +33.6% $1697.39 +15.8%
51 SCCO SOUTHERN COPPER CORP Basic Materials 1,894.0 $330K 0.09% +18.0 +1.0% $174.26 +20.4%
52 ISHARES TR 12,014.0 $260K 0.07% +3K +30.1% $21.65
Page 3 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%