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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 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM INTERNATIONAL BUSINESS MACHS Technology 2,678.0 $649K 0.24% -230.0 -7.9% $242.39 +8.5%
102 MOAT VANECK ETF TRUST 6,540.0 $632K 0.23% $96.70 +5.6%
103 UNILEVER PLC 10,990.0 $626K 0.23% -47K -81.2% $56.97
104 AEM AGNICO EAGLE MINES LTD Basic Materials 3,000.0 $609K 0.22% NEW $202.98 -24.4%
105 PLTR PALANTIR TECHNOLOGIES INC Technology 4,135.0 $605K 0.22% +135.0 +3.4% $146.28 -22.4%
106 MDT MEDTRONIC PLC Healthcare 6,932.0 $601K 0.22% -32K -82.2% $86.65 -7.5%
107 RNR RENAISSANCERE HLDGS LTD Financial Services 2,002.0 $595K 0.22% $297.23 +4.3%
108 V VISA INC Financial Services 1,943.0 $587K 0.22% -3K -62.9% $302.26 +9.9%
109 O REALTY INCOME CORP Real Estate 9,399.0 $575K 0.21% +3K +54.5% $61.18 +1.3%
110 GRMN GARMIN LTD Technology 2,437.0 $565K 0.21% $232.01 +3.5%
111 LNG CHENIERE ENERGY INC Energy 1,972.0 $560K 0.21% -186.0 -8.6% $283.76 -18.6%
112 AVUV AMERICAN CENTY ETF TR 5,046.0 $557K 0.20% $110.47 +11.5%
113 BAC BANK AMERICA CORP Financial Services 11,287.0 $550K 0.20% -1K -10.1% $48.75 +18.4%
114 FNV FRANCO NEV CORP Basic Materials 54,000.0 $550K 0.20% $10.18 +1960.5%
115 PRU PRUDENTIAL FINL INC Financial Services 5,527.0 $540K 0.20% +1K +22.8% $97.69 +8.8%
116 HON HONEYWELL INTL INC Industrials 2,376.0 $537K 0.20% -7K -75.5% $226.03 +0.6%
117 IAC IAC INC Technology 13,325.0 $533K 0.20% $40.03 +6.5%
118 VPU VANGUARD WORLD FD 2,677.0 $530K 0.20% $198.13 -0.6%
119 L LOEWS CORP Financial Services 4,917.0 $525K 0.19% $106.74 +4.9%
120 PANW PALO ALTO NETWORKS INC Technology 3,236.0 $519K 0.19% +490.0 +17.8% $160.32 +77.9%
Page 6 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%