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Portfolio (Quarterly) Guide ↗

Autumn Glory Partners, LLC

· CIK 0001911621
13F Portfolio $285M AUM 257 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 208 New
Page 10 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DFUS DIMENSIONAL ETF TRUST 3,454.0 $256K 0.09% NEW $74.17 +8.3%
182 RY ROYAL BK CDA Financial Services 1,500.0 $256K 0.09% NEW $170.49 +18.6%
183 ARCC ARES CAPITAL CORP Financial Services 12,535.0 $254K 0.09% NEW $20.23 -11.8%
184 TJX TJX COS INC NEW Consumer Cyclical 1,597.0 $245K 0.09% NEW $153.61 +7.5%
185 LMT LOCKHEED MARTIN CORP Industrials 475.0 $230K 0.08% NEW $483.67 +1.6%
186 PGR PROGRESSIVE CORP Financial Services 1,000.0 $228K 0.08% NEW $227.72 -3.2%
187 CAT CATERPILLAR INC Industrials 397.0 $227K 0.08% NEW $572.87 +73.6%
188 SE SEA LTD Consumer Cyclical 1,775.0 $226K 0.08% NEW $127.57 -27.3%
189 CNX CNX RES CORP Energy 6,010.0 $221K 0.08% NEW $36.77 -8.3%
190 IWB ISHARES TR 591.0 $221K 0.08% NEW $373.44 +7.5%
191 MYRG MYR GROUP INC DEL Industrials 1,000.0 $218K 0.08% NEW $218.50 +115.1%
192 WM WASTE MGMT INC DEL Industrials 980.0 $215K 0.07% NEW $219.71 +1.6%
193 XLI SELECT SECTOR SPDR TR 1,385.0 $215K 0.07% NEW $155.07 +16.2%
194 PHO INVESCO EXCHANGE TRADED FD T 3,047.0 $215K 0.07% NEW $70.41 -3.6%
195 GIS GENERAL MLS INC Consumer Defensive 4,595.0 $214K 0.07% NEW $46.50 -25.2%
196 AMGN AMGEN INC Healthcare 646.0 $211K 0.07% NEW $327.31 +7.4%
197 BX BLACKSTONE INC Financial Services 1,355.0 $209K 0.07% NEW $154.14 -26.7%
198 BKH BLACK HILLS CORP Utilities 3,000.0 $208K 0.07% NEW $69.42 +7.4%
199 ABNB AIRBNB INC Consumer Cyclical 1,530.0 $208K 0.07% NEW $135.72 +6.4%
200 SCHO SCHWAB STRATEGIC TR 8,363.0 $204K 0.07% NEW $24.37 -1.0%
Page 10 of 11  ·  208 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 19.1%
Energy 14.8%
Healthcare 12.2%
Communication Services 9.0%
Industrials 9.0%
Consumer Defensive 6.0%
Consumer Cyclical 5.2%
Utilities 2.8%
Basic Materials 1.4%