Autumn Glory Partners, LLC
Sector Allocation
- Other50.4%$181.4M
- Technology12.4%$44.7M
- Financials8.0%$28.9M
- Healthcare7.0%$25.2M
- Energy6.7%$24.2M
- Industrials3.9%$13.9M
- Consumer Staples3.5%$12.7M
- Consumer Discretionary3.3%$12.0M
- Communication Services2.1%$7.6M
- Utilities1.4%$5.1M
AUM History
13fpro.ai/research/fund/autumn-glory-partners-llc-1911621
Conviction and streaks
Concentrating · top 10 = 32.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$38.8M
- VANGUARD$13.3M
MSFT
$10.4MSPY
$10.4M- ISHARES$9.9M
- VANGUARD$8.6M
OKE
$7.9MNVDA
$6.5MGOOGL
$6.4M- BLACKROCK$6.4M
BRK.B
$6.3M- J$6.0M
- VANGUARD$5.8M
IVZ
$5.7MJNJ
$5.5M- VANGUARD$5.2M
- ISHARES$4.8M
- PIMCO$4.6M
AAPL
$4.6MUL
$4.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/autumn-glory-partners-llc-1911621
Autumn Glory Partners, LLC 13F holdings — Q3 2026
$359.9M portfolio (+2.0% QoQ) · 191 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$38.8M
10.8% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$13.3M
3.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $10.4M
2.9% of stocks
-5%This quarter0.0%Since filed11+ qtrsHeld$10.4M
2.9% of stocks
No changeThis quarter0.0%Since filed11+ qtrsHeld- 5
ISHARES TR - CORE DIV GRWTH
$9.9M
2.8% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$8.6M
2.4% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $7.9M
2.2% of stocks
+0.0%This quarter0.0%Since filed11+ qtrsHeld$6.5M
1.8% of stocks
+0.1%This quarter0.0%Since filed11+ qtrsHeld$6.4M
1.8% of stocks
+0.3%This quarter0.0%Since filed11+ qtrsHeld- 10
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF
$6.4M
1.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $38.8M | 10.8% | +9% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $13.3M | 3.7% | +5% | — | — | — | — | |
| 3 | $10.4M | 2.9% | -5% | 0.0% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $10.4M | 2.9% | No change | 0.0% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE DIV GRWTH | $9.9M | 2.8% | +14% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $8.6M | 2.4% | No change | — | — | — | — | |
| 7 | $7.9M | 2.2% | +0.0% | 0.0% | 11+ qtrs | 71.0#193 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $6.5M | 1.8% | +0.1% | 0.0% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $6.4M | 1.8% | +0.3% | 0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $6.4M | 1.8% | +1% | — | — | — | — |
All holdings — Autumn Glory Partners, LLC (Q3 2026)
191 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $6.3M | 1.8% | 13K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $6.0M | 1.7% | 120K | +44% | — | — | 13F |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $5.8M | 1.6% | 82K | — | — | — | 13F |
| 14 | Invesco Ltd. | Financials | $5.7M | 1.6% | 44K | +13% | 11+ qtrsAdded 3 qtrs in a row | — | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $5.5M | 1.5% | 21K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $5.2M | 1.5% | 58K | +38% | — | — | 13F |
| 17 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $4.8M | 1.3% | 93K | +35% | — | — | 13F |
| 18 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $4.6M | 1.3% | 183K | +56% | — | — | 13F |
| 19 | Apple Inc. | Technology | $4.6M | 1.3% | 14K | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNILEVER PLCadr | Consumer Staples | $4.6M | 1.3% | 75K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ASML HOLDING NV | Technology | $4.4M | 1.2% | 2,422 | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | STATE STR SPDR DOW JONES IND - UT SER 1etf/fund | — | $4.3M | 1.2% | 8,412 | +11% | — | — | 13F |
| 23 | Medtronic plc | Healthcare | $4.1M | 1.1% | 48K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $3.8M | 1.1% | 76K | — | — | — | 13F |
| 25 | NOVO NORDISK A Sadr | Healthcare | $3.8M | 1.1% | 100K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DIS | Walt Disney Co | Communication Services | $3.8M | 1.1% | 36K | +0.5% | |||
| 27 | — | ISHARES TR - RUS 1000 VAL ETF | — | $3.5M | 1.0% | 14K | — | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $3.4M | 0.9% | 10K | +0.0% | |||
| 29 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $3.3M | 0.9% | 49K | -10% | |||
| 30 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $3.2M | 0.9% | 39K | +191% | |||
| 31 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $3.0M | 0.8% | 9,572 | — | |||
| 32 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.0M | 0.8% | 18K | +0.0% | |||
| 33 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.0M | 0.8% | 65K | +0.0% | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $2.9M | 0.8% | 2,521 | +4% | |||
| 35 | $V | VISA INC. | Financials | $2.9M | 0.8% | 7,941 | +0.1% | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $2.8M | 0.8% | 11K | -0.8% | |||
| 37 | $OGE | OGE ENERGY CORP. | Utilities | $2.8M | 0.8% | 62K | — | |||
| 38 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.7M | 0.8% | 29K | +8% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $2.5M | 0.7% | 12K | -29% | |||
| 40 | $GHC | Graham Holdings Co | Consumer Discretionary | $2.5M | 0.7% | 2,171 | — | |||
| 41 | — | ISHARES TR - 7-10 YR TRSY BD | — | $2.4M | 0.7% | 27K | — | |||
| 42 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $2.4M | 0.7% | 54K | -0.1% | |||
| 43 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.7% | 16K | — | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.3M | 0.6% | 9,237 | -2% | |||
| 45 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.2M | 0.6% | 6,766 | +0.5% | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.2M | 0.6% | 2,944 | -0.0% | |||
| 47 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Financials | $2.2M | 0.6% | 1,080 | — | |||
| 48 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.0M | 0.6% | 7,162 | -0.1% | |||
| 49 | $BP | BP PLC | Energy | $2.0M | 0.6% | 46K | — | |||
| 50 | $PFE | PFIZER INC | Healthcare | $1.9M | 0.5% | 66K | +0.0% | |||
| 51 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $1.9M | 0.5% | 84K | — | |||
| 52 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.9M | 0.5% | 41K | +14% | |||
| 53 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.8M | 0.5% | 14K | -0.4% | |||
| 54 | — | JANUS DETROIT STR TR - HENDERSON MTG | — | $1.7M | 0.5% | 41K | — | |||
| 55 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.7M | 0.5% | 3,364 | +0.3% | |||
| 56 | — | PROSHARES TR - S&P 500 DV ARIST | — | $1.7M | 0.5% | 32K | — | |||
| 57 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.7M | 0.5% | 13K | — | |||
| 58 | — | ISHARES TR - CORE S&P500 ETF | — | $1.6M | 0.4% | 2,089 | — | |||
| 59 | — | LISTED FDS TR - HORI KI INFL ETF | — | $1.6M | 0.4% | 32K | +133% | |||
| 60 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.6M | 0.4% | 5,675 | +0.1% | |||
| 61 | $RTX | RTX Corp | Industrials | $1.6M | 0.4% | 8,358 | -25% | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.5M | 0.4% | 7,741 | -0.3% | |||
| 63 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.5M | 0.4% | 3,587 | +7% | |||
| 64 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.5M | 0.4% | 24K | — | |||
| 65 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.4M | 0.4% | 9,260 | +48% | |||
| 66 | $KO | COCA COLA CO | Consumer Staples | $1.4M | 0.4% | 16K | -13% | |||
| 67 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.3M | 0.4% | 6,303 | +0.5% | |||
| 68 | $DEO | DIAGEO PLC | Consumer Staples | $1.3M | 0.4% | 15K | — | |||
| 69 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.3M | 0.4% | 5,483 | +53% | |||
| 70 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.3% | 3,748 | — | |||
| 71 | $MS | MORGAN STANLEY | Financials | $1.3M | 0.3% | 6,765 | +0.1% | |||
| 72 | $PSX | Phillips 66 | Energy | $1.3M | 0.3% | 4,943 | — | |||
| 73 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $1.3M | 0.3% | 4,300 | — | |||
| 74 | $AVGO | Broadcom Inc. | Technology | $1.3M | 0.3% | 3,567 | +0.6% | |||
| 75 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.2M | 0.3% | 12K | — | |||
| 76 | $SNA | Snap-on Inc | Industrials | $1.2M | 0.3% | 3,393 | — | |||
| 77 | — | ISHARES TR - SYSTEMATIC BD ET | — | $1.2M | 0.3% | 15K | +371% | |||
| 78 | — | PACER FDS TR - METAURUS CAP 400 | — | $1.2M | 0.3% | 26K | — | |||
| 79 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.1M | 0.3% | 7,345 | — | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.3% | 5,471 | — | |||
| 81 | $GLW | CORNING INC /NY | Materials | $1.1M | 0.3% | 7,294 | +158% | |||
| 82 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.1M | 0.3% | 21K | — | |||
| 83 | $SO | SOUTHERN CO | Utilities | $1.1M | 0.3% | 14K | +0.0% | |||
| 84 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.1M | 0.3% | 18K | — | |||
| 85 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.3% | 8,551 | -15% | |||
| 86 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $1.1M | 0.3% | 7,277 | — | |||
| 87 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.3% | 7,264 | +0.2% | |||
| 88 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.0M | 0.3% | 13K | — | |||
| 89 | $GLD | SPDR GOLD TRUST | Financials | $1.0M | 0.3% | 2,700 | -1% | |||
| 90 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $988K | 0.3% | 11K | — | |||
| 91 | — | ISHARES TR - RUSSELL 2000 ETF | — | $985K | 0.3% | 3,545 | — | |||
| 92 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $938K | 0.3% | 10K | -0.0% | |||
| 93 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $922K | 0.3% | 3,241 | -40% | |||
| 94 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $912K | 0.3% | 16K | — | |||
| 95 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $904K | 0.3% | 12K | New | |||
| 96 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $877K | 0.2% | 17K | — | |||
| 97 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $871K | 0.2% | 14K | — | |||
| 98 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $865K | 0.2% | 10K | — | |||
| 99 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $851K | 0.2% | 3,871 | -0.1% | |||
| 100 | — | PACER FDS TR - US CASH COWS 100 | — | $829K | 0.2% | 12K | -0.1% | |||
| 101 | — | GLOBAL X FDS - US INFR DEV ETF | — | $802K | 0.2% | 15K | +0.0% | |||
| 102 | $ENB | ENBRIDGE INC | Energy | $801K | 0.2% | 17K | — | |||
| 103 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $782K | 0.2% | 4,001 | — | |||
| 104 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $782K | 0.2% | 18K | — | |||
| 105 | $LAZ | Lazard, Inc. | Financials | $764K | 0.2% | 21K | — | |||
| 106 | — | ISHARES TR - IBDS DEC28 ETF | — | $749K | 0.2% | 30K | +0.2% | |||
| 107 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.2% | 1 | — | |||
| 108 | $T | AT&T INC. | Communication Services | $741K | 0.2% | 30K | — | |||
| 109 | — | ISHARES TR - IBONDS 27 ETF | — | $728K | 0.2% | 30K | +0.2% | |||
| 110 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $720K | 0.2% | 3,585 | — | |||
| 111 | — | ISHARES TR - IBONDS DEC 29 | — | $713K | 0.2% | 31K | — | |||
| 112 | $KMI | KINDER MORGAN, INC. | Energy | $710K | 0.2% | 24K | — | |||
| 113 | $GRMN | GARMIN LTD | Technology | $700K | 0.2% | 2,440 | +0.0% | |||
| 114 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $685K | 0.2% | 6,483 | -0.9% | |||
| 115 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $669K | 0.2% | 12K | -2% | |||
| 116 | $DHR | DANAHER CORP /DE/ | Healthcare | $633K | 0.2% | 2,858 | +50% | |||
| 117 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $626K | 0.2% | 1,438 | +0.1% | |||
| 118 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $617K | 0.2% | 11K | +0.1% | |||
| 119 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $594K | 0.2% | 5,046 | — | |||
| 120 | $UBER | Uber Technologies, Inc | Technology | $590K | 0.2% | 8,613 | +45% | |||
| 121 | $META | Meta Platforms, Inc. | Technology | $589K | 0.2% | 812 | New | |||
| 122 | $O | REALTY INCOME CORP | Real Estate | $570K | 0.2% | 10K | — | |||
| 123 | — | PEOPLE INC - COM NEW | — | $559K | 0.2% | 13K | — | |||
| 124 | $PANW | Palo Alto Networks Inc | Technology | $531K | 0.1% | 1,336 | -39% | |||
| 125 | $L | LOEWS CORP | Financials | $514K | 0.1% | 4,920 | — | |||
| 126 | $LNG | Cheniere Energy, Inc. | Energy | $506K | 0.1% | 1,882 | -2% | |||
| 127 | $GEV | GE Vernova Inc. | Industrials | $501K | 0.1% | 527 | -0.4% | |||
| 128 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $458K | 0.1% | 2,679 | +0.0% | |||
| 129 | $RIO | RIO TINTO PLC | Materials | $457K | 0.1% | 4,855 | — | |||
| 130 | $SEB | SEABOARD CORP /DE/ | Consumer Staples | $454K | 0.1% | 115 | — | |||
| 131 | $APH | AMPHENOL CORP /DE/ | Technology | $446K | 0.1% | 5,296 | +100% | |||
| 132 | $MCD | MCDONALDS CORP | Consumer Discretionary | $446K | 0.1% | 1,932 | -4% | |||
| 133 | $UHAL | U-Haul Holding Co /NV/ | Consumer Discretionary | $436K | 0.1% | 8,257 | +0.1% | |||
| 134 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $429K | 0.1% | 18K | +21% | |||
| 135 | $LMT | LOCKHEED MARTIN CORP | Industrials | $427K | 0.1% | 838 | — | |||
| 136 | $NEE | NEXTERA ENERGY INC | Utilities | $423K | 0.1% | 5,591 | New | |||
| 137 | — | ISHARES TR - IBONDS DEC2026 | — | $413K | 0.1% | 17K | -38% | |||
| 138 | $BX | Blackstone Inc. | Financials | $397K | 0.1% | 3,545 | — | |||
| 139 | $SYK | STRYKER CORP | Healthcare | $386K | 0.1% | 1,401 | -0.2% | |||
| 140 | $VLTO | Veralto Corp | Technology | $385K | 0.1% | 4,086 | +0.1% | |||
| 141 | $TSLA | Tesla, Inc. | Consumer Discretionary | $370K | 0.1% | 1,044 | -2% | |||
| 142 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $366K | 0.1% | 221 | — | |||
| 143 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $363K | 0.1% | 13K | — | |||
| 144 | — | BONDBLOXX ETF TRUST - BLOOMBERG THREE | — | $360K | 0.1% | 7,510 | New | |||
| 145 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $355K | 0.1% | 3,127 | — | |||
| 146 | $ECL | ECOLAB INC. | Materials | $354K | 0.1% | 1,288 | — | |||
| 147 | — | CALAMOS CONV & HIGH INCOME F - COM SHS | — | $351K | 0.1% | 30K | — | |||
| 148 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $348K | 0.1% | 3,199 | -14% | |||
| 149 | $CAT | CATERPILLAR INC | Industrials | $348K | 0.1% | 429 | +0.5% | |||
| 150 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $340K | 0.1% | 1,619 | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 66 added to, 37 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP$904K
first bought this quarter
$METAMeta Platforms, Inc.$589K
first bought this quarter
$NEENEXTERA ENERGY INC$423K
first bought this quarter
- BONDBLOXX ETF TRUST - BLOOMBERG THREE$360K
first bought this quarter
$CMECME GROUP INC.$323K
first bought this quarter
$MPCMarathon Petroleum Corp$282K
first bought this quarter
+1 more in the Excel export
Added to (66)
- VANGUARD INDEX FDS - S&P 500 ETF SHS+9%
now $38.8M
- DIMENSIONAL ETF TRUST - US EQUI MARK ETF+191%
now $3.2M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+44%
now $6.0M
- PIMCO ETF TR - MULTISECTOR BD+56%
now $4.6M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+38%
now $5.2M
- ISHARES TR - CORE DIV GRWTH+14%
now $9.9M
+60 more in the Excel export
Trimmed (37)
$CVXCHEVRON CORP-29%
now $2.5M · held 11+ qtrs
- VANGUARD INDEX FDS - MRNGSTR SML CAP-40%
now $922K
$RTXRTX Corp-25%
now $1.6M · held 11+ qtrs
now $10.4M · held 11+ qtrs
$WMBWILLIAMS COMPANIES, INC.-10%
now $3.3M · held 11+ qtrs, 3 trims in a row
$PANWPalo Alto Networks Inc-39%
now $531K · held 9 qtrs, 2 trims in a row
+31 more in the Excel export
Holdings by quarter
Every 13F Autumn Glory Partners, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Autumn Glory Partners?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Autumn Glory Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 30% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Autumn Glory Partners, LLC disclosed 191 positions worth $359.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 28 and a full exit from $ET. The portfolio is most concentrated in Other (50.4% of disclosed assets). All figures are sourced directly from Autumn Glory Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1911621.
Funds like this
managers whose biggest positions overlap Autumn Glory Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Autumn Glory Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Autumn Glory Partners, LLC (SEC CIK: 1911621), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Autumn Glory Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.