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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 5 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 3,874.0 $1.1M 0.31% +1K +44.7% $281.21 -16.2%
82 DFUS DIMENSIONAL ETF TRUST 13,265.0 $1.1M 0.31% +6K +86.6% $81.94 +2.4%
83 UPS UNITED PARCEL SVCS INC Industrials 10,045.0 $1.1M 0.31% $107.50 -2.0%
84 IWM ISHARES TR 3,545.0 $1.1M 0.30% $300.45 -1.6%
85 VO VANGUARD INDEX FDS 13,132.0 $1.1M 0.30% +10K +300.0% $80.57 +2.4%
86 EMR EMERSON ELEC CO Industrials 7,345.0 $1.1M 0.30% +5K +182.1% $143.15 +8.4%
87 GLD SPDR GOLD TR Financial Services 2,733.0 $1.0M 0.28% -2K -41.9% $368.38 +11.0%
88 WES WESTERN MIDSTREAM PARTNERS L Energy 22,000.0 $963K 0.27% -9K -29.0% $43.76 +10.4%
89 XLE SELECT SECTOR SPDR TR 17,624.0 $936K 0.27% $53.11 +18.0%
90 ENB ENBRIDGE INC Energy 17,230.0 $934K 0.27% +4K +32.7% $54.21 -7.4%
91 MRK MERCK & CO INC Healthcare 7,251.0 $932K 0.26% -2K -21.4% $128.50 +15.4%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 10,144.0 $930K 0.26% NEW $91.68 -1.0%
93 GPIX GOLDMAN SACHS ETF TR 16,335.0 $908K 0.26% NEW $55.57 +1.4%
94 PAVE GLOBAL X FDS 15,267.0 $900K 0.26% $58.92 -6.1%
95 LAZ LAZARD INC Financial Services 21,084.0 $884K 0.25% $41.94 +4.1%
96 SPEM SPDR INDEX SHS FDS 16,945.0 $877K 0.25% +9K +104.8% $51.78 +1.9%
97 JEPQ J P MORGAN EXCHANGE TRADED F 14,215.0 $874K 0.25% $61.46 -2.1%
98 GDX VANECK ETF TRUST 11,252.0 $849K 0.24% $75.45 +32.1%
99 VIG VANGUARD SPECIALIZED FUNDS 3,585.0 $848K 0.24% +348.0 +10.8% $236.62 +2.7%
100 PSX PHILLIPS 66 Energy 4,943.0 $836K 0.24% $169.05 +44.3%
Page 5 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%