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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 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MS MORGAN STANLEY Financial Services 6,756.0 $1.1M 0.41% +975.0 +16.9% $164.57 +33.9%
62 MRK MERCK & CO INC Healthcare 9,222.0 $1.1M 0.41% +122.0 +1.3% $120.29 +0.2%
63 VOT VANGUARD INDEX FDS 4,300.0 $1.1M 0.41% $257.35 +16.7%
64 TXN TEXAS INSTRS INC Technology 5,665.0 $1.1M 0.40% +731.0 +14.8% $194.14 +55.3%
65 AGX ARGAN INC Industrials 2,001.0 $1.1M 0.40% NEW $544.65 +34.9%
66 AVGO BROADCOM INC Technology 3,513.0 $1.1M 0.40% -573.0 -14.0% $309.48 +23.0%
67 XLE SELECT SECTOR SPDR TR 17,624.0 $1.1M 0.40% -650.0 -3.6% $61.26 -12.9%
68 RSP INVESCO EXCHANGE TRADED FD T 5,471.0 $1.0M 0.39% -108.0 -1.9% $191.92 +9.3%
69 QDPL PACER FDS TR 25,812.0 $1.0M 0.38% +7K +37.1% $40.14 +11.8%
70 GDX VANECK ETF TRUST 11,252.0 $1.0M 0.38% $91.77 -19.1%
71 XLK SELECT SECTOR SPDR TR 7,762.0 $1.0M 0.38% $132.90 +37.0%
72 UPS UNITED PARCEL SVCS INC Industrials 10,041.0 $988K 0.36% +5K +100.8% $98.38 +6.5%
73 VO VANGUARD INDEX FDS 3,283.0 $943K 0.35% -44.0 -1.3% $287.18 -72.2%
74 DMLP DORCHESTER MINERALS L P Energy 34,000.0 $921K 0.34% +12K +54.5% $27.10 -5.2%
75 PSX PHILLIPS 66 Energy 4,943.0 $901K 0.33% $182.18 -7.2%
76 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 34,000.0 $896K 0.33% -2K -4.2% $26.35 -3.4%
77 LAZ LAZARD INC Financial Services 21,084.0 $896K 0.33% -1K -4.5% $42.48 -3.9%
78 T AT&T INC Communication Services 30,397.0 $881K 0.32% $28.99 -22.8%
79 IWM ISHARES TR 3,545.0 $879K 0.32% $248.00 +19.5%
80 GLW CORNING INC Technology 6,419.0 $873K 0.32% -12K -65.6% $135.97 +52.5%
Page 4 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%