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Portfolio (Quarterly) Guide ↗

Autumn Glory Partners, LLC

· CIK 0001911621
13F Portfolio $272M AUM 329 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 68 Added 43 Reduced 20 Exited
Page 2 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 6,811.0 $3.0M 1.09% -7K -49.1% $436.79 -80.6%
22 OGE OGE ENERGY CORP Utilities 61,964.0 $3.0M 1.09% $47.96 +0.8%
23 PYLD PIMCO ETF TR 99,717.0 $2.6M 0.96% +22K +27.6% $26.20 +1.2%
24 VHT VANGUARD WORLD FD 9,572.0 $2.6M 0.96% +1K +12.0% $272.33 +5.9%
25 IEF ISHARES TR 27,227.0 $2.6M 0.95% NEW $95.44 -0.7%
26 JCPB J P MORGAN EXCHANGE TRADED F 53,651.0 $2.5M 0.93% +2K +3.7% $47.08 -0.1%
27 ABBV ABBVIE INC Healthcare 11,339.0 $2.5M 0.91% +1K +10.6% $217.50 +7.3%
28 VGSH VANGUARD SCOTTSDALE FDS 40,670.0 $2.4M 0.87% NEW $58.54 -0.6%
29 WTM WHITE MTNS INS GROUP LTD Financial Services 1,080.0 $2.4M 0.87% $2196.96 -7.2%
30 GHC GRAHAM HLDGS CO Consumer Defensive 2,171.0 $2.3M 0.84% $1057.26 +10.2%
31 BERKSHIRE HATHAWAY INC DEL 4,546.0 $2.2M 0.80% -7K -60.9% $479.20
32 JNJ JOHNSON & JOHNSON Healthcare 8,889.0 $2.2M 0.80% -15K -62.8% $244.44 -1.6%
33 BP BP PLC Energy 46,121.0 $2.2M 0.80% $47.00 -19.6%
34 IWF ISHARES TR 4,952.0 $2.1M 0.78% -755.0 -13.2% $426.40 -71.6%
35 GLD SPDR GOLD TR Financial Services 4,705.0 $2.0M 0.74% -302.0 -6.0% $430.29 -14.7%
36 SPHY SPDR SERIES TRUST 83,542.0 $1.9M 0.71% $23.32 +0.5%
37 AMZN AMAZON COM INC Consumer Cyclical 8,944.0 $1.9M 0.68% +1K +13.5% $208.27 +16.1%
38 JMBS JANUS DETROIT STR TR 40,985.0 $1.9M 0.68% NEW $45.18 +0.2%
39 PFE PFIZER INC Healthcare 64,186.0 $1.8M 0.66% +11K +21.4% $28.08 -14.0%
40 ET ENERGY TRANSFER L P Energy 92,467.0 $1.8M 0.66% +5K +5.8% $19.30 -2.0%
Page 2 of 11  ·  204 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
Energy 25.1%
Financial Services 22.5%
Technology 13.5%
Healthcare 8.8%
Industrials 8.6%
Communication Services 4.9%
Consumer Defensive 4.7%
Consumer Cyclical 4.3%
Utilities 4.0%
Basic Materials 2.3%