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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 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GS GOLDMAN SACHS GROUP INC Financial Services 352.0 $356K 0.10% $1011.37 +2.2%
162 ORCL ORACLE CORP Technology 2,420.0 $355K 0.10% $146.55 +2.8%
163 RSG REPUBLIC SVCS INC Industrials 1,617.0 $345K 0.10% -52.0 -3.1% $213.08 +4.2%
164 PRU PRUDENTIAL FINL INC Financial Services 3,127.0 $337K 0.10% -2K -43.4% $107.93 +11.0%
165 RPRX ROYALTY PHARMA PLC Healthcare 6,000.0 $336K 0.10% -4K -40.0% $56.07 +8.5%
166 BN BROOKFIELD CORP Financial Services 7,835.0 $334K 0.10% $42.59 -3.0%
167 MELI MERCADOLIBRE INC Consumer Cyclical 195.0 $331K 0.09% +49.0 +33.6% $1697.39 +15.8%
168 SCCO SOUTHERN COPPER CORP Basic Materials 1,894.0 $330K 0.09% +18.0 +1.0% $174.26 +20.4%
169 FCX FREEPORT MCMORAN INC Basic Materials 5,015.0 $315K 0.09% $62.89 +21.6%
170 FORTINET INC 2,048.0 $315K 0.09% NEW $153.62
171 MRVL MARVELL TECHNOLOGY INC Technology 1,054.0 $314K 0.09% NEW $297.89 -27.3%
172 MPWR MONOLITHIC PWR SYS INC Technology 226.0 $312K 0.09% $1382.36 -9.1%
173 RY ROYAL BK CDA Financial Services 1,500.0 $310K 0.09% $206.97 -1.3%
174 MHK MOHAWK INDS INC Consumer Cyclical 2,533.0 $307K 0.09% $121.33 +7.1%
175 ISHARES TR 13,243.0 $303K 0.09% $22.89
176 QCOM QUALCOMM INC Technology 1,584.0 $293K 0.08% NEW $184.79 -11.1%
177 VLO VALERO ENERGY CORP Energy 1,063.0 $277K 0.08% $260.44 +35.3%
178 SYSB ISHARES TR 3,088.0 $274K 0.08% NEW $88.72 -1.6%
179 XLV SELECT SECTOR SPDR TR 1,723.0 $273K 0.08% $158.67 +7.9%
180 AMG AFFILIATED MANAGERS GROUP Financial Services 802.0 $271K 0.08% -125.0 -13.5% $338.40 +9.6%
Page 9 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%