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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 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WMB WILLIAMS COS INC Energy 54,344.0 $4.0M 1.15% -1K -2.0% $74.34 -0.8%
2 VZ VERIZON COMMUNICATIONS INC Communication Services 64,934.0 $2.7M 0.78% -6K -8.9% $42.34 +18.3%
3 ABBV ABBVIE INC Healthcare 10,875.0 $2.7M 0.78% -464.0 -4.1% $251.65 +1.5%
4 AMAT APPLIED MATLS INC Technology 3,355.0 $2.4M 0.69% -369.0 -9.9% $723.00 -36.1%
5 IVV ISHARES TR 2,089.0 $1.6M 0.44% -90.0 -4.1% $748.89 +3.2%
6 KO COCA COLA CO Consumer Defensive 18,438.0 $1.5M 0.42% -3K -12.6% $81.27 +10.3%
7 CSCO CISCO SYS INC Technology 11,544.0 $1.4M 0.38% -5K -30.2% $117.46 -6.4%
8 GOOG ALPHABET INC 3,748.0 $1.3M 0.38% -1K -22.8% $353.33
9 ET ENERGY TRANSFER L P Energy 62,541.0 $1.2M 0.34% -30K -32.4% $19.12 +11.5%
10 XLF SELECT SECTOR SPDR TR 20,970.0 $1.1M 0.32% -5K -20.8% $53.61 +8.4%
11 GLD SPDR GOLD TR Financial Services 2,733.0 $1.0M 0.28% -2K -41.9% $368.38 +11.0%
12 WES WESTERN MIDSTREAM PARTNERS L Energy 22,000.0 $963K 0.27% -9K -29.0% $43.76 +10.4%
13 MRK MERCK & CO INC Healthcare 7,251.0 $932K 0.26% -2K -21.4% $128.50 +15.4%
14 PANW PALO ALTO NETWORKS INC Technology 2,177.0 $742K 0.21% -1K -32.7% $341.02 +9.0%
15 GLW CORNING INC Technology 2,825.0 $722K 0.20% -4K -56.0% $255.43 -41.7%
16 JEPI J P MORGAN EXCHANGE TRADED F 12,196.0 $689K 0.20% -19K -60.6% $56.48 +2.3%
17 ARLP ALLIANCE RESOURCE PARTNERS L Energy 26,000.0 $623K 0.18% -26K -50.0% $23.98 +9.2%
18 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 21,000.0 $546K 0.15% -13K -38.2% $26.00 +5.5%
19 MCD MCDONALDS CORP Consumer Cyclical 2,005.0 $542K 0.15% -228.0 -10.2% $270.31 -2.0%
20 SEB SEABOARD CORP DEL Industrials 115.0 $513K 0.14% -15.0 -11.5% $4464.33 -12.3%
Page 1 of 2  ·  31 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%