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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BA BOEING CO Industrials 2,594.0 $516K 0.19% +304.0 +13.3% $199.03 +10.9%
122 ROK ROCKWELL AUTOMATION INC Industrials 1,436.0 $515K 0.19% +414.0 +40.5% $358.88 +28.1%
123 DFUS DIMENSIONAL ETF TRUST 7,108.0 $504K 0.18% +4K +105.8% $70.91 +13.2%
124 FMS FRESENIUS MEDICAL CARE AG Healthcare 2,000.0 $494K 0.18% $247.05 -90.3%
125 RPRX ROYALTY PHARMA PLC Healthcare 10,000.0 $480K 0.18% $47.97 +13.9%
126 SBRA SABRA HEALTH CARE REIT INC Real Estate 24,900.0 $479K 0.18% +10K +67.1% $19.23 -1.0%
127 RTX RTX CORPORATION Industrials 2,464.0 $475K 0.17% -10K -80.9% $192.90 -4.2%
128 WMT WALMART INC Consumer Defensive 3,761.0 $467K 0.17% -8K -67.6% $124.28 -4.1%
129 SYK STRYKER CORPORATION Healthcare 1,411.0 $464K 0.17% +31.0 +2.2% $328.59 -4.1%
130 GEV GE VERNOVA INC Utilities 527.0 $460K 0.17% -483.0 -47.8% $872.90 +20.5%
131 GOOGL ALPHABET INC Communication Services 1,581.0 $455K 0.17% -20K -92.8% $287.56 +21.4%
132 RIO RIO TINTO PLC Basic Materials 4,855.0 $453K 0.17% $93.29 +0.4%
133 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,410.0 $449K 0.17% NEW $60.65 -9.5%
134 RGLD ROYAL GOLD INC Basic Materials 1,705.0 $434K 0.16% $254.49 -20.8%
135 XLY SELECT SECTOR SPDR TR 3,705.0 $404K 0.15% +352.0 +10.5% $108.97 +6.0%
136 PGR PROGRESSIVE CORP Financial Services 2,027.0 $402K 0.15% +1K +102.7% $198.24 +10.6%
137 LMT LOCKHEED MARTIN CORP Industrials 664.0 $401K 0.15% +189.0 +39.8% $604.39 -18.3%
138 ACN ACCENTURE PLC IRELAND Technology 1,977.0 $392K 0.14% -3K -60.2% $198.29 -34.7%
139 CCJ CAMECO CORP Energy 3,590.0 $390K 0.14% $108.61 -2.6%
140 SPEM SPDR INDEX SHS FDS 8,275.0 $388K 0.14% -6K -42.0% $46.91 +8.6%
Page 7 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%