Autumn Glory Partners, LLC
CIK: 0001911621SEC EDGAR →
Portfolio Value
$285.4B
Holdings
208
As of
Q4 2025
New Positions
208
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 33,762 | $21.2B | 7.42% |
| 2 | SPDR S&P 500 ETF TR | 13,033 | $8.9B | 3.11% |
| 3 | MICROSOFT CORP | 18,265 | $8.8B | 3.10% |
| 4 | ISHARES TR | 109,137 | $7.6B | 2.65% |
| 5 | VANGUARD INDEX FDS | 22,308 | $7.5B | 2.62% |
| 6 | VANGUARD INDEX FDS | 39,091 | $7.5B | 2.62% |
| 7 | ALPHABET INC | 21,806 | $6.8B | 2.39% |
| 8 | VANGUARD INDEX FDS | 13,377 | $6.5B | 2.29% |
| 9 | ONEOK INC NEW | 82,389 | $6.1B | 2.12% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 11,631 | $5.8B | 2.05% |
Quarterly Changes
New Positions (208)
$21.2B · 34K shares
$8.9B · 13K shares
$8.8B · 18K shares
$7.6B · 109K shares
$7.5B · 22K shares
$7.5B · 39K shares
$6.8B · 22K shares
$6.5B · 13K shares
$6.1B · 82K shares
$5.8B · 12K shares
$4.9B · 24K shares
$4.9B · 79K shares
$3.8B · 58K shares
$3.7B · 39K shares
$3.6B · 8K shares
$3.5B · 58K shares
$3.3B · 12K shares
$3.2B · 10K shares
$3.0B · 27K shares
$3.0B · 57K shares
$3.0B · 14K shares
$2.8B · 14K shares
$2.7B · 54K shares
$2.7B · 6K shares
$2.7B · 62K shares
$2.6B · 64K shares
$2.5B · 13K shares
$2.5B · 16K shares
$2.5B · 9K shares
$2.5B · 52K shares
$2.4B · 2K shares
$2.4B · 2K shares
$2.4B · 7K shares
$2.4B · 13K shares
$2.3B · 10K shares
$2.2B · 1K shares
$2.2B · 18K shares
$2.1B · 78K shares
$2.0B · 5K shares
$2.0B · 84K shares
$1.9B · 10K shares
$1.9B · 2K shares
$1.8B · 5K shares
$1.8B · 5K shares
$1.8B · 8K shares
$1.8B · 3K shares
$1.8B · 21K shares
$1.6B · 16K shares
$1.6B · 19K shares
$1.6B · 46K shares
$1.5B · 2K shares
$1.5B · 26K shares
$1.5B · 27K shares
$1.5B · 1K shares
$1.5B · 9K shares
$1.4B · 87K shares
$1.4B · 10K shares
$1.4B · 4K shares
$1.4B · 5K shares
$1.3B · 4K shares
$1.3B · 25K shares
$1.3B · 5K shares
$1.3B · 25K shares
$1.3B · 53K shares
$1.3B · 12K shares
$1.3B · 35K shares
$1.3B · 18K shares
$1.2B · 24K shares
$1.2B · 52K shares
$1.2B · 4K shares
$1.2B · 3K shares
$1.1B · 8K shares
$1.1B · 8K shares
$1.1B · 14K shares
$1.1B · 22K shares
$1.1B · 6K shares
$1.0B · 6K shares
$1.0B · 20K shares
$965.0M · 3K shares
$965.0M · 11K shares
$957.0M · 9K shares
$943.0M · 4K shares
$872.0M · 4K shares
$860.0M · 3K shares
$855.0M · 5K shares
$854.0M · 10K shares
$829.0M · 21K shares
$817.0M · 18K shares
$817.0M · 5K shares
$799.0M · 19K shares
$799.0M · 54K shares
$755.0M · 30K shares
$754.0M · 1 shares
$753.0M · 36K shares
$746.0M · 12K shares
$735.0M · 15K shares
$713.0M · 8K shares
$711.0M · 4K shares
$709.0M · 4K shares
$708.0M · 9K shares
$700.0M · 28K shares
$696.0M · 18K shares
$690.0M · 13K shares
$684.0M · 2K shares
$677.0M · 7K shares
$671.0M · 2K shares
$669.0M · 28K shares
$667.0M · 28K shares
$667.0M · 14K shares
$663.0M · 4K shares
$659.0M · 1K shares
$658.0M · 35K shares
$651.0M · 3K shares
$643.0M · 23K shares
$637.0M · 5K shares
$605.0M · 14K shares
$577.0M · 130 shares
$574.0M · 62K shares
$574.0M · 25K shares
$562.0M · 2K shares
$562.0M · 10K shares
$521.0M · 13K shares
$516.0M · 5K shares
$514.0M · 5K shares
$507.0M · 5K shares
$507.0M · 47K shares
$505.0M · 3K shares
$497.0M · 2K shares
$495.0M · 5K shares
$495.0M · 3K shares
$492.0M · 2K shares
$491.0M · 22K shares
$485.0M · 1K shares
$463.0M · 10K shares
$459.0M · 7K shares
$452.0M · 799 shares
$446.0M · 1K shares
$426.0M · 2K shares
$419.0M · 2K shares
$414.0M · 2K shares
$412.0M · 4K shares
$400.0M · 3K shares
$399.0M · 3K shares
$397.0M · 1K shares
$388.0M · 5K shares
$386.0M · 10K shares
$383.0M · 13K shares
$378.0M · 8K shares
$377.0M · 2K shares
$350.0M · 2K shares
$346.0M · 3K shares
$345.0M · 3K shares
$343.0M · 6K shares
$339.0M · 30K shares
$339.0M · 3K shares
$336.0M · 7K shares
$328.0M · 6K shares
$328.0M · 4K shares
$317.0M · 12K shares
$313.0M · 6K shares
$309.0M · 352 shares
$306.0M · 14K shares
$303.0M · 860 shares
$302.0M · 13K shares
$301.0M · 13K shares
$297.0M · 1K shares
$295.0M · 3K shares
$294.0M · 2K shares
$294.0M · 146 shares
$293.0M · 1K shares
$282.0M · 15K shares
$276.0M · 3K shares
$273.0M · 609 shares
$266.0M · 925 shares
$265.0M · 24K shares
$264.0M · 3K shares
$262.0M · 2K shares
$259.0M · 2K shares
$257.0M · 7K shares
$257.0M · 2K shares
$256.0M · 3K shares
$255.0M · 2K shares
$253.0M · 13K shares
$245.0M · 2K shares
$229.0M · 475 shares
$227.0M · 397 shares
$227.0M · 1K shares
$226.0M · 2K shares
$220.0M · 591 shares
$220.0M · 6K shares
$218.0M · 1K shares
$215.0M · 980 shares
$214.0M · 3K shares
$214.0M · 1K shares
$213.0M · 5K shares
$211.0M · 646 shares
$208.0M · 1K shares
$208.0M · 3K shares
$207.0M · 2K shares
$203.0M · 8K shares
$203.0M · 218 shares
$202.0M · 223 shares
$202.0M · 9K shares
$201.0M · 304 shares
$172.0M · 13K shares
$159.0M · 18K shares
$139.0M · 13K shares
$38.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $137.4B | 48.2% |
| Technology | 24 | $32.4B | 11.4% |
| Energy | 17 | $23.9B | 8.4% |
| Healthcare | 14 | $20.1B | 7.1% |
| Industrials | 22 | $15.1B | 5.3% |
| Consumer Defensive | 10 | $13.6B | 4.8% |
| Unknown | 10 | $13.5B | 4.7% |
| Communication Services | 8 | $13.0B | 4.6% |
| Consumer Cyclical | 10 | $8.3B | 2.9% |
| Utilities | 5 | $4.5B | 1.6% |
| Basic Materials | 5 | $2.3B | 0.8% |
| Real Estate | 2 | $1.0B | 0.4% |