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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 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIA STATE STR SPDR DOW JONES IND Financial Services 7,554.0 $3.9M 1.12% $522.39 +2.4%
22 JAAA JANUS DETROIT STR TR 75,879.0 $3.8M 1.09% $50.49 +0.4%
23 MDT MEDTRONIC PLC Healthcare 48,026.0 $3.8M 1.06% +41K +592.8% $78.23 +16.6%
24 VUG VANGUARD INDEX FDS 42,138.0 $3.6M 1.03% +35K +518.7% $86.14 +2.8%
25 IGSB ISHARES TR 69,120.0 $3.6M 1.03% +9K +14.2% $52.41 -0.6%
26 IWD ISHARES TR 14,259.0 $3.5M 0.98% $242.43 +6.6%
27 DIS DISNEY WALT CO Communication Services 35,874.0 $3.5M 0.98% NEW $96.25 +12.3%
28 JPM JPMORGAN CHASE & CO Financial Services 10,293.0 $3.4M 0.95% $327.32 +9.3%
29 PYLD PIMCO ETF TR 117,499.0 $3.1M 0.88% +18K +17.8% $26.52 -1.4%
30 OGE OGE ENERGY CORP Utilities 61,970.0 $3.0M 0.85% $48.66 -6.0%
31 LLY ELI LILLY & CO Healthcare 2,428.0 $2.9M 0.82% NEW $1199.43 -2.2%
32 CVX CHEVRON CORPORATION Energy 17,306.0 $2.9M 0.81% +889.0 +5.4% $165.76 +21.8%
33 VHT VANGUARD WORLD FD 9,572.0 $2.9M 0.81% $299.01 +7.3%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 64,934.0 $2.7M 0.78% -6K -8.9% $42.34 +18.3%
35 ABBV ABBVIE INC Healthcare 10,875.0 $2.7M 0.78% -464.0 -4.1% $251.65 +1.5%
36 V VISA INC Financial Services 7,935.0 $2.7M 0.77% +6K +308.4% $343.10 +11.2%
37 SBUX STARBUCKS CORP Consumer Cyclical 26,439.0 $2.7M 0.77% NEW $102.19 +5.5%
38 IEF ISHARES TR 27,227.0 $2.6M 0.73% $94.57 -1.8%
39 HD HOME DEPOT INC Consumer Cyclical 7,167.0 $2.5M 0.72% +3K +69.1% $352.68 -6.4%
40 JCPB J P MORGAN EXCHANGE TRADED F 53,651.0 $2.5M 0.71% $46.94 -1.5%
Page 2 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%