Autumn Glory Partners, LLC
CIK: 0001911621SEC EDGAR →
Portfolio Value
$285.4M
Holdings
208
As of
Q4 2025
New Positions
208
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 33,762 | $21.2M | 7.42% |
| 2 | SPDR S&P 500 ETF TR | 13,033 | $8.9M | 3.11% |
| 3 | MICROSOFT CORP | 18,265 | $8.8M | 3.10% |
| 4 | ISHARES TR | 109,137 | $7.6M | 2.65% |
| 5 | VANGUARD INDEX FDS | 22,308 | $7.5M | 2.62% |
| 6 | VANGUARD INDEX FDS | 39,091 | $7.5M | 2.62% |
| 7 | ALPHABET INC | 21,806 | $6.8M | 2.39% |
| 8 | VANGUARD INDEX FDS | 13,377 | $6.5M | 2.29% |
| 9 | ONEOK INC NEW | 82,389 | $6.1M | 2.12% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 11,631 | $5.8M | 2.05% |
Quarterly Changes
New Positions (208)
$21.2M · 34K shares
$8.9M · 13K shares
$8.8M · 18K shares
$7.6M · 109K shares
$7.5M · 22K shares
$7.5M · 39K shares
$6.8M · 22K shares
$6.5M · 13K shares
$6.1M · 82K shares
$5.8M · 12K shares
$4.9M · 24K shares
$4.9M · 79K shares
$3.8M · 58K shares
$3.7M · 39K shares
$3.6M · 8K shares
$3.5M · 58K shares
$3.3M · 12K shares
$3.2M · 10K shares
$3.0M · 27K shares
$3.0M · 57K shares
$3.0M · 14K shares
$2.8M · 14K shares
$2.7M · 54K shares
$2.7M · 6K shares
$2.7M · 62K shares
$2.6M · 64K shares
$2.5M · 13K shares
$2.5M · 16K shares
$2.5M · 9K shares
$2.5M · 52K shares
$2.4M · 2K shares
$2.4M · 2K shares
$2.4M · 7K shares
$2.4M · 13K shares
$2.3M · 10K shares
$2.2M · 1K shares
$2.2M · 18K shares
$2.1M · 78K shares
$2.0M · 5K shares
$2.0M · 84K shares
$1.9M · 10K shares
$1.9M · 2K shares
$1.8M · 5K shares
$1.8M · 5K shares
$1.8M · 8K shares
$1.8M · 3K shares
$1.8M · 21K shares
$1.6M · 16K shares
$1.6M · 19K shares
$1.6M · 46K shares
$1.5M · 2K shares
$1.5M · 26K shares
$1.5M · 27K shares
$1.5M · 1K shares
$1.5M · 9K shares
$1.4M · 87K shares
$1.4M · 10K shares
$1.4M · 4K shares
$1.4M · 5K shares
$1.3M · 4K shares
$1.3M · 25K shares
$1.3M · 5K shares
$1.3M · 25K shares
$1.3M · 53K shares
$1.3M · 12K shares
$1.3M · 35K shares
$1.3M · 18K shares
$1.2M · 24K shares
$1.2M · 52K shares
$1.2M · 4K shares
$1.2M · 3K shares
$1.1M · 8K shares
$1.1M · 8K shares
$1.1M · 14K shares
$1.1M · 22K shares
$1.1M · 6K shares
$1.0M · 6K shares
$1.0M · 20K shares
$965K · 3K shares
$965K · 11K shares
$957K · 9K shares
$943K · 4K shares
$872K · 4K shares
$860K · 3K shares
$855K · 5K shares
$854K · 10K shares
$829K · 21K shares
$817K · 18K shares
$817K · 5K shares
$799K · 19K shares
$799K · 54K shares
$755K · 30K shares
$754K · 1 shares
$753K · 36K shares
$746K · 12K shares
$735K · 15K shares
$713K · 8K shares
$711K · 4K shares
$709K · 4K shares
$708K · 9K shares
$700K · 28K shares
$696K · 18K shares
$690K · 13K shares
$684K · 2K shares
$677K · 7K shares
$671K · 2K shares
$669K · 28K shares
$667K · 28K shares
$667K · 14K shares
$663K · 4K shares
$659K · 1K shares
$658K · 35K shares
$651K · 3K shares
$643K · 23K shares
$637K · 5K shares
$605K · 14K shares
$577K · 130 shares
$574K · 62K shares
$574K · 25K shares
$562K · 2K shares
$562K · 10K shares
$521K · 13K shares
$516K · 5K shares
$514K · 5K shares
$507K · 5K shares
$507K · 47K shares
$505K · 3K shares
$497K · 2K shares
$495K · 5K shares
$495K · 3K shares
$492K · 2K shares
$491K · 22K shares
$485K · 1K shares
$463K · 10K shares
$459K · 7K shares
$452K · 799 shares
$446K · 1K shares
$426K · 2K shares
$419K · 2K shares
$414K · 2K shares
$412K · 4K shares
$400K · 3K shares
$399K · 3K shares
$397K · 1K shares
$388K · 5K shares
$386K · 10K shares
$383K · 13K shares
$378K · 8K shares
$377K · 2K shares
$350K · 2K shares
$346K · 3K shares
$345K · 3K shares
$343K · 6K shares
$339K · 30K shares
$339K · 3K shares
$336K · 7K shares
$328K · 6K shares
$328K · 4K shares
$317K · 12K shares
$313K · 6K shares
$309K · 352 shares
$306K · 14K shares
$303K · 860 shares
$302K · 13K shares
$301K · 13K shares
$297K · 1K shares
$295K · 3K shares
$294K · 2K shares
$294K · 146 shares
$293K · 1K shares
$282K · 15K shares
$276K · 3K shares
$273K · 609 shares
$266K · 925 shares
$265K · 24K shares
$264K · 3K shares
$262K · 2K shares
$259K · 2K shares
$257K · 7K shares
$257K · 2K shares
$256K · 3K shares
$255K · 2K shares
$253K · 13K shares
$245K · 2K shares
$229K · 475 shares
$227K · 397 shares
$227K · 1K shares
$226K · 2K shares
$220K · 591 shares
$220K · 6K shares
$218K · 1K shares
$215K · 980 shares
$214K · 3K shares
$214K · 1K shares
$213K · 5K shares
$211K · 646 shares
$208K · 1K shares
$208K · 3K shares
$207K · 2K shares
$203K · 8K shares
$203K · 218 shares
$202K · 223 shares
$202K · 9K shares
$201K · 304 shares
$172K · 13K shares
$159K · 18K shares
$139K · 13K shares
$38K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $137.4M | 48.2% |
| Technology | 24 | $32.4M | 11.4% |
| Energy | 17 | $23.9M | 8.4% |
| Healthcare | 14 | $20.1M | 7.1% |
| Industrials | 22 | $15.1M | 5.3% |
| Consumer Defensive | 10 | $13.6M | 4.8% |
| Unknown | 10 | $13.5M | 4.7% |
| Communication Services | 8 | $13.0M | 4.6% |
| Consumer Cyclical | 10 | $8.3M | 2.9% |
| Utilities | 5 | $4.5M | 1.6% |
| Basic Materials | 5 | $2.3M | 0.8% |
| Real Estate | 2 | $1.0M | 0.4% |