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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 4 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK SELECT SECTOR SPDR TR 7,765.0 $1.5M 0.42% $190.51 -2.5%
62 DVN DEVON ENERGY CORP NEW Energy 35,661.0 $1.5M 0.42% +2K +6.9% $41.32 +14.6%
63 VWO VANGUARD INTL EQUITY INDEX F 24,481.0 $1.5M 0.41% $59.69 +1.8%
64 MS MORGAN STANLEY Financial Services 6,761.0 $1.4M 0.40% $209.03 +2.7%
65 HONEYWELL INTL INC 6,272.0 $1.4M 0.40% NEW $223.90
66 HONEYWELL AEROSPACE INC 6,272.0 $1.4M 0.39% NEW $221.08
67 CHRW C H ROBINSON WORLDWIDE IN Industrials 7,277.0 $1.4M 0.39% NEW $188.34 -20.1%
68 PEP PEPSICO INC Consumer Defensive 10,085.0 $1.4M 0.39% +5K +92.5% $135.40 +4.2%
69 SNA SNAP ON INC Industrials 3,393.0 $1.4M 0.39% $402.40 -2.6%
70 CSCO CISCO SYS INC Technology 11,544.0 $1.4M 0.38% -5K -30.2% $117.46 -6.4%
71 AVGO BROADCOM INC Technology 3,544.0 $1.3M 0.38% +31.0 +0.9% $377.77 -2.4%
72 ISRG INTUITIVE SURGICAL INC Healthcare 3,343.0 $1.3M 0.38% +3K +307.7% $397.68 -6.3%
73 GOOG ALPHABET INC 3,748.0 $1.3M 0.38% -1K -22.8% $353.33
74 VOT VANGUARD INDEX FDS 4,300.0 $1.3M 0.37% $306.30 -1.1%
75 SO SOUTHERN CO Utilities 13,504.0 $1.3M 0.37% $95.71 -7.8%
76 DEO DIAGEO PLC Consumer Defensive 15,213.0 $1.2M 0.35% NEW $80.38 +15.7%
77 ET ENERGY TRANSFER L P Energy 62,541.0 $1.2M 0.34% -30K -32.4% $19.12 +11.5%
78 RSP INVESCO EXCHANGE TRADED FD T 5,471.0 $1.2M 0.33% $212.77 +3.7%
79 QDPL PACER FDS TR 25,812.0 $1.2M 0.33% $45.07 +3.2%
80 XLF SELECT SECTOR SPDR TR 20,970.0 $1.1M 0.32% -5K -20.8% $53.61 +8.4%
Page 4 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%