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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FVD FIRST TR EXCHANGE-TRADED FD 8,240.0 $388K 0.14% $47.03 +2.1%
142 TSLA TESLA INC Consumer Cyclical 1,029.0 $383K 0.14% +420.0 +69.0% $371.75 +1.0%
143 FLO FLOWERS FOODS INC Consumer Defensive 46,627.0 $380K 0.14% $8.15 -5.7%
144 ISRG INTUITIVE SURGICAL INC Healthcare 820.0 $378K 0.14% +21.0 +2.6% $460.99 -13.1%
145 ANGL VANECK ETF TRUST 13,046.0 $375K 0.14% $28.72 +1.6%
146 EQT EQT CORP Energy 5,886.0 $375K 0.14% +31.0 +0.5% $63.64 -18.7%
147 U HAUL HOLDING COMPANY 8,252.0 $369K 0.14% NEW $44.67
148 RSG REPUBLIC SVCS INC Industrials 1,669.0 $366K 0.13% +14.0 +0.8% $219.02 -1.8%
149 GSBD GOLDMAN SACHS BDC INC Financial Services 40,943.0 $364K 0.13% -21K -33.9% $8.88 +5.5%
150 VLTO VERALTO CORP Industrials 4,083.0 $361K 0.13% +684.0 +20.1% $88.42 -2.1%
151 SCHO SCHWAB STRATEGIC TR 14,870.0 $361K 0.13% +7K +77.8% $24.27 -0.6%
152 DHR DANAHER CORP DEL Healthcare 1,899.0 $360K 0.13% +34.0 +1.8% $189.60 -1.5%
153 SCHD SCHWAB STRATEGIC TR 11,572.0 $355K 0.13% $30.68 +3.1%
154 ORCL ORACLE CORP Technology 2,413.0 $355K 0.13% -12K -83.4% $147.11 +5.8%
155 WSO WATSCO INC Industrials 950.0 $346K 0.13% NEW $363.79 +8.9%
156 ECL ECOLAB INC Basic Materials 1,286.0 $342K 0.13% NEW $266.02 +4.6%
157 EMR EMERSON ELEC CO Industrials 2,604.0 $341K 0.12% $131.02 +7.9%
158 APH AMPHENOL CORP Technology 2,641.0 $334K 0.12% +76.0 +3.0% $126.35 +29.1%
159 CHY CALAMOS CONV & HIGH INCOME F Financial Services 30,000.0 $327K 0.12% $10.89 +20.8%
160 SCCO SOUTHERN COPPER CORP Basic Materials 1,876.0 $323K 0.12% -906.0 -32.6% $172.06 -0.7%
Page 8 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%