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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 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPI J P MORGAN EXCHANGE TRADED F 30,968.0 $1.8M 0.65% +5K +18.7% $56.68 -1.2%
42 AAPL APPLE INC Technology 6,873.0 $1.7M 0.64% -5K -43.6% $253.80 +16.8%
43 VGT VANGUARD WORLD FD 2,462.0 $1.7M 0.63% $697.77 -83.6%
44 QQQ INVESCO QQQ TR Financial Services 2,945.0 $1.7M 0.62% +41.0 +1.4% $577.11 +22.7%
45 DVN DEVON ENERGY CORP NEW Energy 33,365.0 $1.7M 0.62% -2K -4.3% $50.32 -15.4%
46 NOBL PROSHARES TR 15,812.0 $1.7M 0.62% $106.01 -47.9%
47 KO COCA COLA CO Consumer Defensive 21,100.0 $1.6M 0.59% +3K +16.4% $76.05 +6.2%
48 NVDA NVIDIA CORPORATION Technology 8,570.0 $1.5M 0.55% -5K -36.2% $174.40 +13.5%
49 ARLP ALLIANCE RESOURCE PARTNERS L Energy 52,000.0 $1.4M 0.53% $27.65 -12.7%
50 IVV ISHARES TR 2,179.0 $1.4M 0.52% $653.21 +12.6%
51 VB VANGUARD INDEX FDS 5,386.0 $1.4M 0.52% $261.92 +13.2%
52 HD HOME DEPOT INC Consumer Cyclical 4,238.0 $1.4M 0.51% -3K -38.9% $328.89 +3.2%
53 GOOG ALPHABET INC Communication Services 4,855.0 $1.4M 0.51% +563.0 +13.1% $286.86 +21.3%
54 VWO VANGUARD INTL EQUITY INDEX F 24,481.0 $1.3M 0.49% $54.05 +8.6%
55 XLF SELECT SECTOR SPDR TR 26,461.0 $1.3M 0.48% -410.0 -1.5% $49.37 +8.7%
56 SO SOUTHERN CO Utilities 13,495.0 $1.3M 0.48% +5K +64.9% $96.52 -1.9%
57 CSCO CISCO SYS INC Technology 16,545.0 $1.3M 0.47% +3K +17.9% $77.59 +54.3%
58 WES WESTERN MIDSTREAM PARTNERS L Energy 31,000.0 $1.3M 0.47% +10K +47.6% $41.17 +3.3%
59 AMAT APPLIED MATLS INC Technology 3,724.0 $1.3M 0.47% +49.0 +1.3% $341.79 +68.3%
60 SNA SNAP ON INC Industrials 3,393.0 $1.2M 0.45% $363.22 +8.0%
Page 3 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%