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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 POST POST HLDGS INC Consumer Defensive 3,065.0 $271K 0.08% NEW $88.26 -3.3%
22 MOOG INC 630.0 $267K 0.08% NEW $423.84
23 AAON AAON INC Industrials 2,005.0 $254K 0.07% NEW $126.86 -40.2%
24 DASH DOORDASH INC Communication Services 1,318.0 $243K 0.07% NEW $184.53 +28.3%
25 ABNB AIRBNB INC Consumer Cyclical 1,556.0 $223K 0.06% NEW $143.10 +32.4%
26 FSK FS KKR CAP CORP Financial Services 11,000.0 $116K 0.03% NEW $10.50 +16.8%
Page 2 of 2  ·  26 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%