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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 6 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MMM 3M CO Industrials 5,140.0 $832K 0.24% $161.91 +7.7%
102 SPG SIMON PPTY GROUP INC NEW Real Estate 3,585.0 $802K 0.23% $223.65 -4.1%
103 VOE VANGUARD INDEX FDS 4,001.0 $791K 0.22% $197.60 +5.2%
104 DFAC DIMENSIONAL ETF TRUST 17,584.0 $780K 0.22% $44.36 +2.8%
105 COWZ PACER FDS TR 12,434.0 $773K 0.22% $62.20 +16.4%
106 IBDT ISHARES TR 29,977.0 $757K 0.21% +2K +8.8% $25.25 -0.3%
107 KMI KINDER MORGAN INC DEL Energy 23,553.0 $753K 0.21% $31.97 -1.3%
108 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.21% $748850.00
109 PANW PALO ALTO NETWORKS INC Technology 2,177.0 $742K 0.21% -1K -32.7% $341.02 +9.0%
110 IBDS ISHARES TR 30,127.0 $730K 0.21% +3K +9.2% $24.22 +0.0%
111 IBDU ISHARES TR 31,419.0 $728K 0.21% +3K +9.0% $23.16 -0.5%
112 GLW CORNING INC Technology 2,825.0 $722K 0.20% -4K -56.0% $255.43 -41.7%
113 ROK ROCKWELL AUTOMATION INC Industrials 1,437.0 $711K 0.20% $495.08 -13.0%
114 JEPI J P MORGAN EXCHANGE TRADED F 12,196.0 $689K 0.20% -19K -60.6% $56.48 +2.3%
115 MOAT VANECK ETF TRUST 6,540.0 $680K 0.19% $103.96 +10.6%
116 INFL LISTED FDS TR 13,623.0 $680K 0.19% $49.88 +10.8%
117 IBDR ISHARES TR 27,639.0 $670K 0.19% $24.23 +0.0%
118 O REALTY INCOME CORP Real Estate 10,497.0 $650K 0.18% +1K +11.7% $61.96 +0.0%
119 BAC BANK OF AMER CORP Financial Services 11,320.0 $645K 0.18% $56.98 +9.4%
120 AVUV AMERICAN CENTY ETF TR 5,046.0 $630K 0.18% $124.76 +0.6%
Page 6 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%