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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 11 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TJX TJX COS INC NEW Consumer Cyclical 1,525.0 $231K 0.07% -68.0 -4.3% $151.50 -10.8%
202 WM WASTE MGMT INC DEL Industrials 1,004.0 $224K 0.06% $222.88 -1.4%
203 BKH BLACK HILLS CORP Utilities 3,004.0 $223K 0.06% $74.40 -2.2%
204 ABNB AIRBNB INC Consumer Cyclical 1,556.0 $223K 0.06% NEW $143.10 +32.4%
205 CEG CONSTELLATION ENERGY CORP Utilities 879.0 $218K 0.06% $248.37 +11.4%
206 PHO INVESCO EXCHANGE TRADED FD T 3,047.0 $210K 0.06% $69.08 +4.1%
207 VDC VANGUARD WORLD FD 918.0 $207K 0.06% $225.49 +2.2%
208 CNX CNX RES CORP Energy 6,016.0 $204K 0.06% $33.93 +6.7%
209 DMLP DORCHESTER MINERALS L P Energy 8,000.0 $202K 0.06% -26K -76.5% $25.25 +13.5%
210 LIBERTY GLOBAL LTD 12,558.0 $143K 0.04% $11.37
211 FSK FS KKR CAP CORP Financial Services 11,000.0 $116K 0.03% NEW $10.50 +16.8%
212 AUR AURORA INNOVATION INC Technology 10,000.0 $68K 0.02% $6.82 -14.5%
Page 11 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%