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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 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 POST POST HLDGS INC Consumer Defensive 3,065.0 $271K 0.08% NEW $88.26 -3.3%
182 HTLD HEARTLAND EXPRESS INC Industrials 17,660.0 $269K 0.08% $15.22 -20.0%
183 MOOG INC 630.0 $267K 0.08% NEW $423.84
184 IBDV ISHARES TR 12,197.0 $266K 0.07% $21.80 -1.0%
185 WMT WALMART INC Consumer Defensive 2,342.0 $265K 0.07% -1K -37.7% $113.26 -9.0%
186 GILD GILEAD SCIENCES INC Healthcare 2,099.0 $265K 0.07% $126.34 +15.3%
187 PAYX PAYCHEX INC Industrials 2,646.0 $260K 0.07% $98.33 +29.2%
188 ISHARES TR 12,014.0 $260K 0.07% +3K +30.1% $21.65
189 PGX INVESCO EXCH TRADED FD TR II 23,627.0 $256K 0.07% $10.84 -2.2%
190 AAON AAON INC Industrials 2,005.0 $254K 0.07% NEW $126.86 -40.2%
191 CASY CASEYS GEN STORES INC Consumer Cyclical 320.0 $254K 0.07% $794.79 -4.9%
192 PLTR PALANTIR TECHNOLOGIES INC Technology 2,150.0 $251K 0.07% -2K -48.0% $116.67 +59.7%
193 SHY ISHARES TR 3,042.0 $250K 0.07% -20.0 -0.7% $82.12 -0.3%
194 AMGN AMGEN INC Healthcare 680.0 $246K 0.07% $362.12 +19.4%
195 DASH DOORDASH INC Communication Services 1,318.0 $243K 0.07% NEW $184.53 +28.3%
196 IWB ISHARES TR 591.0 $242K 0.07% $409.50 +2.8%
197 IMKTA INGLES MKTS INC Consumer Defensive 2,675.0 $237K 0.07% $88.58 -7.3%
198 XLI SELECT SECTOR SPDR TR 1,272.0 $236K 0.07% -115.0 -8.3% $185.21 -4.4%
199 ARCC ARES CAPITAL CORP Financial Services 12,535.0 $232K 0.07% $18.53 +7.7%
200 SE SEA LTD Consumer Cyclical 2,420.0 $232K 0.07% $95.83 +24.6%
Page 10 of 11  ·  212 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%