Portfolio (Quarterly)
Guide ↗
Autumn Glory Partners, LLC
· CIK 0001911621| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DIS | DISNEY WALT CO | Communication Services | 26,799 | $3.0M | 1.07% | SOLD |
| 2 | NVO | NOVO-NORDISK A S | Healthcare | 53,634 | $2.7M | 0.96% | SOLD |
| 3 | ASML | ASML HOLDING N V | Technology | 2,243 | $2.4M | 0.84% | SOLD |
| 4 | GD | GENERAL DYNAMICS CORP | Industrials | 5,426 | $1.8M | 0.64% | SOLD |
| 5 | SBUX | STARBUCKS CORP | Consumer Cyclical | 20,956 | $1.8M | 0.62% | SOLD |
| 6 | LLY | ELI LILLY & CO | Healthcare | 1,367 | $1.5M | 0.52% | SOLD |
| 7 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 9,096 | $1.5M | 0.51% | SOLD |
| 8 | DEO | DIAGEO PLC | Consumer Defensive | 9,908 | $855K | 0.30% | SOLD |
| 9 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 8,967 | $709K | 0.25% | SOLD |
| 10 | ADBE | ADOBE INC | Technology | 1,920 | $672K | 0.23% | SOLD |
| 11 | NKE | NIKE INC | Consumer Cyclical | 7,211 | $459K | 0.16% | SOLD |
| 12 | — | CYBERARK SOFTWARE LTD | — | 1,000 | $446K | 0.16% | SOLD |
| 13 | RWR | SPDR SERIES TRUST | — | 4,200 | $413K | 0.14% | SOLD |
| 14 | SNOW | SNOWFLAKE INC | Technology | 1,354 | $297K | 0.10% | SOLD |
| 15 | DASH | DOORDASH INC | Communication Services | 1,297 | $294K | 0.10% | SOLD |
| 16 | QCOM | QUALCOMM INC | Technology | 1,518 | $260K | 0.09% | SOLD |
| 17 | GIS | GENERAL MLS INC | Consumer Defensive | 4,595 | $214K | 0.07% | SOLD |
| 18 | ABNB | AIRBNB INC | Consumer Cyclical | 1,530 | $208K | 0.07% | SOLD |
| 19 | INTU | INTUIT | Technology | 304 | $201K | 0.07% | SOLD |
| 20 | BSM | BLACK STONE MINERALS L P | Energy | 13,000 | $173K | 0.06% | SOLD |
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%