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Portfolio (Quarterly) Guide ↗

Autumn Glory Partners, LLC

· CIK 0001911621
13F Portfolio $285M AUM 257 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 208 New
Page 1 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 33,762.0 $21.2M 7.42% NEW $627.13 +8.5%
2 SPY SPDR S&P 500 ETF TR Financial Services 13,033.0 $8.9M 3.12% NEW $681.93 +8.2%
3 MSFT MICROSOFT CORP Technology 18,265.0 $8.8M 3.10% NEW $483.62 -22.6%
4 DGRO ISHARES TR 109,137.0 $7.6M 2.65% NEW $69.42 +8.6%
5 VTI VANGUARD INDEX FDS 22,308.0 $7.5M 2.62% NEW $335.27 +9.3%
6 VTV VANGUARD INDEX FDS 39,091.0 $7.5M 2.62% NEW $190.99 +14.1%
7 GOOGL ALPHABET INC Communication Services 21,806.0 $6.8M 2.39% NEW $313.00 +11.8%
8 VUG VANGUARD INDEX FDS 13,377.0 $6.5M 2.29% NEW $487.86 -82.6%
9 OKE ONEOK INC NEW Energy 82,389.0 $6.1M 2.12% NEW $73.50 +17.3%
10 BERKSHIRE HATHAWAY INC DEL 11,631.0 $5.8M 2.05% NEW $502.65
11 JNJ JOHNSON & JOHNSON Healthcare 23,882.0 $4.9M 1.73% NEW $206.95 +16.2%
12 VEA VANGUARD TAX-MANAGED FDS 78,967.0 $4.9M 1.73% NEW $62.47 +12.7%
13 UNILEVER PLC 58,335.0 $3.8M 1.34% NEW $65.40
14 MDT MEDTRONIC PLC Healthcare 38,868.0 $3.7M 1.31% NEW $96.06 -16.0%
15 DIA SPDR DOW JONES INDL AVERAGE Financial Services 7,588.0 $3.6M 1.28% NEW $480.56 +8.5%
16 WMB WILLIAMS COS INC Energy 57,835.0 $3.5M 1.22% NEW $60.11 +25.2%
17 AAPL APPLE INC Technology 12,181.0 $3.3M 1.16% NEW $271.86 +10.1%
18 JPM JPMORGAN CHASE & CO. Financial Services 9,876.0 $3.2M 1.11% NEW $322.21 +3.5%
19 DIS DISNEY WALT CO Communication Services 26,799.0 $3.0M 1.07% NEW $113.77 -9.2%
20 BINC BLACKROCK ETF TRUST II 57,476.0 $3.0M 1.06% NEW $52.77 -0.8%
Page 1 of 11  ·  208 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 19.1%
Energy 14.8%
Healthcare 12.2%
Communication Services 9.0%
Industrials 9.0%
Consumer Defensive 6.0%
Consumer Cyclical 5.2%
Utilities 2.8%
Basic Materials 1.4%