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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
Q2 2026 Q1 2026 · All 16 New 68 Added 43 Reduced
Page 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BN BROOKFIELD CORP Financial Services 7,835.0 $317K 0.12% +500.0 +6.8% $40.47 +2.1%
162 ISHARES TR 13,717.0 $306K 0.11% $22.28
163 FIX COMFORT SYS USA INC Industrials 221.0 $305K 0.11% +3.0 +1.4% $1378.99 +10.1%
164 CAT CATERPILLAR INC Industrials 427.0 $303K 0.11% +30.0 +7.6% $708.46 +13.0%
165 ISHARES TR 13,199.0 $302K 0.11% $22.92
166 ISHARES TR 13,475.0 $302K 0.11% $22.43
167 GS GOLDMAN SACHS GROUP INC Financial Services 352.0 $298K 0.11% $845.99 +22.2%
168 FCX FREEPORT MCMORAN INC Basic Materials 5,008.0 $294K 0.11% -1K -22.7% $58.78 +30.1%
169 GILD GILEAD SCIENCES INC Healthcare 2,099.0 $293K 0.11% $139.37 +4.5%
170 MYRG MYR GROUP INC Industrials 1,001.0 $283K 0.10% $282.32 +4.3%
171 PG PROCTER & GAMBLE CO Consumer Defensive 1,937.0 $280K 0.10% -8K -80.7% $144.44 -0.5%
172 BX BLACKSTONE INC Financial Services 2,341.0 $269K 0.10% +986.0 +72.8% $114.99 +23.8%
173 IBDV ISHARES TR 12,197.0 $267K 0.10% NEW $21.89 -1.4%
174 VLO VALERO ENERGY CORP Energy 1,061.0 $262K 0.10% NEW $247.08 +42.6%
175 GCI LIBERTY INC 6,912.0 $257K 0.09% $37.21
176 PGX INVESCO EXCH TRADED FD TR II 23,627.0 $257K 0.09% $10.88 -2.6%
177 AMG AFFILIATED MANAGERS GROUP Financial Services 927.0 $257K 0.09% $276.70 +34.0%
178 TJX TJX COS INC NEW Consumer Cyclical 1,593.0 $254K 0.09% $159.70 -15.4%
179 ANET ARISTA NETWORKS INC Technology 2,063.0 $253K 0.09% +63.0 +3.1% $122.78 +59.1%
180 SHY ISHARES TR 3,062.0 $253K 0.09% -135.0 -4.2% $82.58 -0.8%
Page 9 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 25.4%
Financial Services 22.8%
Technology 13.7%
Healthcare 8.9%
Industrials 8.7%
Consumer Defensive 4.8%
Consumer Cyclical 4.3%
Utilities 4.1%
Communication Services 3.8%
Basic Materials 2.4%