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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 7 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 T AT&T INC Communication Services 30,385.0 $629K 0.18% $20.70 +25.6%
122 ARLP ALLIANCE RESOURCE PARTNERS L Energy 26,000.0 $623K 0.18% -26K -50.0% $23.98 +9.2%
123 GEV GE VERNOVA INC Utilities 529.0 $622K 0.18% $1174.86 -22.4%
124 IAC PEOPLE INC Technology 13,325.0 $615K 0.17% $46.16 -0.0%
125 GRMN GARMIN LTD Technology 2,439.0 $579K 0.16% $237.54 +20.1%
126 BA BOEING CO Industrials 2,601.0 $563K 0.16% $216.47 -3.1%
127 L LOEWS CORP Financial Services 4,920.0 $557K 0.16% $113.21 -3.1%
128 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 21,000.0 $546K 0.15% -13K -38.2% $26.00 +5.5%
129 MCD MCDONALDS CORP Consumer Cyclical 2,005.0 $542K 0.15% -228.0 -10.2% $270.31 -2.0%
130 VPU VANGUARD WORLD FD 2,678.0 $524K 0.15% $195.73 -5.6%
131 SEB SEABOARD CORP DEL Industrials 115.0 $513K 0.14% -15.0 -11.5% $4464.33 -12.3%
132 MYRG MYR GROUP INC Industrials 1,001.0 $501K 0.14% $500.40 -41.2%
133 SBRA SABRA HEALTH CARE REIT INC Real Estate 24,900.0 $486K 0.14% $19.51 +5.6%
134 RWR SPDR SERIES TRUST 4,255.0 $481K 0.14% NEW $112.97 -0.1%
135 U HAUL HOLDING COMPANY 8,252.0 $476K 0.14% $57.70
136 OR OR ROYALTIES INC. Basic Materials 15,000.0 $474K 0.13% NEW $31.63 +18.2%
137 APH AMPHENOL CORP Technology 2,646.0 $467K 0.13% $176.32 -10.5%
138 RIO RIO TINTO PLC Basic Materials 4,855.0 $461K 0.13% $94.93 +8.8%
139 LNG CHENIERE ENERGY INC Energy 1,924.0 $460K 0.13% -48.0 -2.4% $239.01 +18.1%
140 CAT CATERPILLAR INC Industrials 427.0 $455K 0.13% $1064.90 -24.9%
Page 7 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%