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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RWL INVESCO EXCH TRADED FD TR II 37,234.0 $4.3M 1.57% NEW $114.91 +11.2%
2 IEF ISHARES TR 27,227.0 $2.6M 0.95% NEW $95.44 -0.7%
3 VGSH VANGUARD SCOTTSDALE FDS 40,670.0 $2.4M 0.87% NEW $58.54 -0.6%
4 JMBS JANUS DETROIT STR TR 40,985.0 $1.9M 0.68% NEW $45.18 +0.3%
5 AGX ARGAN INC Industrials 2,001.0 $1.1M 0.40% NEW $544.65 +37.5%
6 AEM AGNICO EAGLE MINES LTD Basic Materials 3,000.0 $609K 0.22% NEW $202.98 -24.7%
7 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,410.0 $449K 0.17% NEW $60.65 -9.5%
8 U HAUL HOLDING COMPANY 8,252.0 $369K 0.14% NEW $44.67
9 WSO WATSCO INC Industrials 950.0 $346K 0.13% NEW $363.79 +9.7%
10 ECL ECOLAB INC Basic Materials 1,286.0 $342K 0.13% NEW $266.02 +4.8%
11 IBDV ISHARES TR 12,197.0 $267K 0.10% NEW $21.89 -0.4%
12 VLO VALERO ENERGY CORP Energy 1,061.0 $262K 0.10% NEW $247.08 -2.2%
13 IMKTA INGLES MKTS INC Consumer Defensive 2,675.0 $240K 0.09% NEW $89.89 +0.4%
14 CASY CASEYS GEN STORES INC Consumer Cyclical 320.0 $233K 0.09% NEW $727.86 +8.9%
15 VDC VANGUARD WORLD FD 918.0 $206K 0.08% NEW $224.59 +2.4%
16 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,025.0 $203K 0.07% NEW $67.07 +40.6%

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%