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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  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LNG CHENIERE ENERGY INC Energy 1,924.0 $460K 0.13% -48.0 -2.4% $239.01 +18.1%
22 RSG REPUBLIC SVCS INC Industrials 1,617.0 $345K 0.10% -52.0 -3.1% $213.08 +4.2%
23 PRU PRUDENTIAL FINL INC Financial Services 3,127.0 $337K 0.10% -2K -43.4% $107.93 +11.0%
24 RPRX ROYALTY PHARMA PLC Healthcare 6,000.0 $336K 0.10% -4K -40.0% $56.07 +8.5%
25 AMG AFFILIATED MANAGERS GROUP Financial Services 802.0 $271K 0.08% -125.0 -13.5% $338.40 +9.6%
26 WMT WALMART INC Consumer Defensive 2,342.0 $265K 0.07% -1K -37.7% $113.26 -9.0%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 2,150.0 $251K 0.07% -2K -48.0% $116.67 +59.7%
28 SHY ISHARES TR 3,042.0 $250K 0.07% -20.0 -0.7% $82.12 -0.3%
29 XLI SELECT SECTOR SPDR TR 1,272.0 $236K 0.07% -115.0 -8.3% $185.21 -4.4%
30 TJX TJX COS INC NEW Consumer Cyclical 1,525.0 $231K 0.07% -68.0 -4.3% $151.50 -10.8%
31 DMLP DORCHESTER MINERALS L P Energy 8,000.0 $202K 0.06% -26K -76.5% $25.25 +13.5%
Page 2 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%