Autumn Glory Partners, LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$213.8B

Holdings

187

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
101
GDXVANECK ETF TRUST
11,250$585.7M0.27%
102
SPGSIMON PPTY GROUP INC NEW
3,585$576.3M0.27%
103
INFLLISTED FDS TR
13,623$574.5M0.27%
104
CSWCCAPITAL SOUTHWEST CORP
26,000$573.0M0.27%
105
ZIMZIM INTEGRATED SHIPPING SERV
35,500$571.2M0.27%
106
PSXPHILLIPS 66
4,690$559.5M0.26%
107
VIGVANGUARD SPECIALIZED FUNDS
2,729$558.5M0.26%
108
IBDUISHARES TR
23,929$558.3M0.26%
109
FNVFRANCO NEV CORP
26,000$539.5M0.25%
110
HTGCHERCULES CAPITAL INC
29,000$530.1M0.25%
111
CYBRCYBERARK SOFTWARE LTD
1,300$528.9M0.25%
112
COWZPACER FDS TR
9,392$517.5M0.24%
113
TAPMOLSON COORS BEVERAGE CO
10,670$513.1M0.24%
114
GRMNGARMIN LTD
2,428$506.8M0.24%
115
UPSUNITED PARCEL SERVICE INC
5,000$504.7M0.24%
116
RNRRENAISSANCERE HLDGS LTD
2,000$485.8M0.23%
117
WPMWHEATON PRECIOUS METALS CORP
5,400$484.9M0.23%
118
VPUVANGUARD WORLD FD
2,674$471.9M0.22%
119
AVUVAMERICAN CENTY ETF TR
5,046$459.7M0.21%
120
JEPQJ P MORGAN EXCHANGE TRADED F
8,335$453.4M0.21%
121
LLOEWS CORP
4,908$449.9M0.21%
122
JCPBJ P MORGAN EXCHANGE TRADED F
9,557$449.8M0.21%
123
DMLPDORCHESTER MINERALS LP
16,000$445.8M0.21%
124
ISRGINTUITIVE SURGICAL INC
799$434.2M0.20%
125
DASHDOORDASH INC
1,697$418.3M0.20%
126
BSMBLACK STONE MINERALS L P
31,600$413.3M0.19%
127
RSGREPUBLIC SVCS INC
1,655$408.1M0.19%
128
CEGCONSTELLATION ENERGY CORP
1,220$393.8M0.18%
129
SYKSTRYKER CORPORATION
980$387.7M0.18%
130
PAYXPAYCHEX INC
2,630$382.6M0.18%
131
XLYSELECT SECTOR SPDR TR
1,724$374.7M0.18%
132
SEBSEABOARD CORP DEL
130$372.0M0.17%
133
ENBENBRIDGE INC
7,965$361.0M0.17%
134
RPRXROYALTY PHARMA PLC
10,000$360.3M0.17%
135
CCOCAMECO CORP
4,780$354.8M0.17%
136
EQTEQT CORP
5,855$341.5M0.16%
137
IBDQISHARES TR
13,339$335.9M0.16%
138
PANWPALO ALTO NETWORKS INC
1,588$325.0M0.15%
139
BABOEING CO
1,470$308.0M0.14%
140
BNBROOKFIELD CORP
4,890$302.4M0.14%
141
AYIACUITY INC
1,000$298.3M0.14%
142
BXBLACKSTONE INC
1,970$294.7M0.14%
143
CBCHUBB LIMITED
1,000$289.7M0.14%
144
IBTIISHARES TR
12,918$288.8M0.14%
145
EMREMERSON ELEC CO
2,156$287.5M0.13%
146
SESEA LTD
1,775$283.9M0.13%
147
OREALTY INCOME CORP
4,900$282.3M0.13%
148
FCXFREEPORT-MCMORAN INC
6,475$280.7M0.13%
149
IBTHISHARES TR
12,369$278.2M0.13%
150
IBTGISHARES TR
12,109$277.7M0.13%
151
SCCOSOUTHERN COPPER CORP
2,732$276.4M0.13%
152
ARCCARES CAPITAL CORP
12,535$275.3M0.13%
153
SBCSABRA HEALTH CARE REIT INC
14,900$274.8M0.13%
154
SHYISHARES TR
3,278$271.7M0.13%
155
TMOTHERMO FISHER SCIENTIFIC INC
660$267.6M0.13%
156
PGRPROGRESSIVE CORP
1,000$266.9M0.12%
157
MHKMOHAWK INDS INC
2,530$265.2M0.12%
158
PGXINVESCO EXCH TRADED FD TR II
23,627$263.0M0.12%
159
APHAMPHENOL CORP NEW
2,565$253.3M0.12%
160
DOWDOW INC
9,535$252.5M0.12%
161
PRUPRUDENTIAL FINL INC
2,350$252.5M0.12%
162
MOATVANECK ETF TRUST
2,601$244.0M0.11%
163
XLVSELECT SECTOR SPDR TR
1,809$243.8M0.11%
164
VUGVANGUARD INDEX FDS
553$242.4M0.11%
165
WSOWATSCO INC
548$242.0M0.11%
166
QCOMQUALCOMM INC
1,518$241.8M0.11%
167
INTUINTUIT
304$239.4M0.11%
168
GISGENERAL MLS INC
4,595$238.1M0.11%
169
SNRENSUNRISE COMMUNICATIONS AG
4,179$236.3M0.11%
170
NOCNORTHROP GRUMMAN CORP
462$231.0M0.11%
171
WMWASTE MGMT INC DEL
980$224.2M0.10%
172
LBRDKLIBERTY BROADBAND CORP
2,264$222.7M0.10%
173
MLB1MERCADOLIBRE INC
85$222.2M0.10%
174
LMTLOCKHEED MARTIN CORP
475$220.0M0.10%
175
ETNEATON CORP PLC
610$217.8M0.10%
176
VLTOVERALTO CORP
2,144$216.4M0.10%
177
PHOINVESCO EXCHANGE TRADED FD T
3,047$213.0M0.10%
178
DHRDANAHER CORPORATION
1,065$210.4M0.10%
179
GSGOLDMAN SACHS GROUP INC
291$206.0M0.10%
180
AQLTISHARES TR
8,757$204.6M0.10%
181
UBERUBER TECHNOLOGIES INC
2,180$203.4M0.10%
182
XLISELECT SECTOR SPDR TR
1,377$203.1M0.10%
183
CNXCNX RES CORP
6,010$202.4M0.09%
184
VDCVANGUARD WORLD FD
918$201.0M0.09%
185
IWBISHARES TR
591$200.7M0.09%
186
LBTYALIBERTY GLOBAL LTD
12,550$125.6M0.06%
187
AURAURORA INNOVATION INC
10,000$52.4M0.02%
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