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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 8 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSLA TESLA INC Consumer Cyclical 1,064.0 $448K 0.13% +35.0 +3.4% $420.60 -17.1%
142 SYK STRYKER CORPORATION Healthcare 1,404.0 $442K 0.12% $314.84 +5.0%
143 FIX COMFORT SYS USA INC Industrials 221.0 $438K 0.12% $1981.95 -23.4%
144 XLY SELECT SECTOR SPDR TR 3,707.0 $435K 0.12% $117.27 -0.1%
145 UBER UBER TECHNOLOGIES INC Technology 5,923.0 $427K 0.12% NEW $72.16 +9.2%
146 LMT LOCKHEED MARTIN CORP Industrials 838.0 $427K 0.12% +174.0 +26.2% $509.46 +10.7%
147 BX BLACKSTONE INC Financial Services 3,545.0 $417K 0.12% +1K +51.4% $117.67 +21.0%
148 CHY CALAMOS CONV & HIGH INCOME F Financial Services 30,000.0 $409K 0.12% $13.62 -4.3%
149 WSO WATSCO INC Industrials 950.0 $396K 0.11% $416.73 -25.4%
150 GSBD GOLDMAN SACHS BDC INC Financial Services 40,943.0 $388K 0.11% $9.48 +6.9%
151 JBL JABIL INC Technology 993.0 $383K 0.11% NEW $385.48 -21.8%
152 ANGL VANECK ETF TRUST 13,046.0 $381K 0.11% $29.24 -0.7%
153 FLO FLOWERS FOODS INC Consumer Defensive 46,627.0 $368K 0.10% $7.90 -10.1%
154 CCJ CAMECO CORP Energy 3,590.0 $366K 0.10% $101.86 -1.8%
155 ISHARES TR 16,478.0 $365K 0.10% +3K +20.1% $22.14
156 ISHARES TR 16,203.0 $362K 0.10% +3K +20.2% $22.37
157 DHR DANAHER CORP DEL Healthcare 1,902.0 $362K 0.10% $190.48 +13.4%
158 VLTO VERALTO CORP Industrials 4,083.0 $362K 0.10% $88.68 +11.1%
159 SCHO SCHWAB STRATEGIC TR 14,870.0 $359K 0.10% $24.14 -0.3%
160 ECL ECOLAB INC Basic Materials 1,288.0 $359K 0.10% $278.61 +2.9%
Page 8 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%