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CIK: 0001911621
Total reported value
$352.9M
$352.9M
170 檔
10.2%
The Q1 2024 SEC filing reveals that Autumn Glory Partners, LLC held a total portfolio value of $352.9M, covering 170 public equity positions.
During Q1 2024, Autumn Glory Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.93% | -0.43% | +0.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | +0.75% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.59% | -0.09% | +4.98% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 3.24% | -0.79% | -0.08% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.10% | -0.36% | -5.87% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.08% | +0.55% | +255.12% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.66% | +0.21% | +52.49% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.63% | +1.00% | — | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.55% | -0.45% | +437.48% | |
| 10 | WMB | Williams Cos Inc | Stock-Energy | 1.98% | -0.35% | -1.10% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.69% | +0.43% | — | |
| 12 | UL | Unilever PLC | Stock-Consumer Staples | 1.59% | — | +5.28% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.53% | +0.98% | NEW | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.52% | -0.17% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | +0.70% | -11.35% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +1.72% | +16.47% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.34% | +0.84% | +42.74% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | -0.38% | -8.23% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.29% | -0.12% | -4.56% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.28% | -0.14% | — | |
| 21 | DVN | Devon Energy CORP | Stock-Energy | 1.27% | -0.20% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.24% | -0.03% | — | |
| 23 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.17% | -0.04% | — | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 1.15% | -0.15% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.49% | — | |
| 26 | OGE | Oge Energy CORP | Stock-Utilities | 1.10% | -0.24% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | — | -0.71% | |
| 28 | ET | Energy Transfer LP | Stock-Energy | 1.03% | -0.32% | — | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.02% | +1.36% | NEW | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.16% | — | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.99% | +0.26% | NEW | |
| 32 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.95% | -0.24% | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | -0.27% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.44% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.44% | +3.95% | |
| 36 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.82% | -0.14% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.13% | -9.54% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | +0.09% | +65.79% | |
| 39 | DMLP | Dorchester Minerals LP | Stock-Other | 0.77% | -0.28% | +16.25% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +1.06% | +0.70% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.75% | +0.68% | NEW | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.72% | -0.14% | EXIT | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.72% | — | — | |
| 44 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.71% | +0.35% | NEW | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.05% | -38.72% | |
| 46 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.68% | -0.02% | +2.19% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | -0.02% | +131.25% | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.67% | -0.32% | — | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | -0.17% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.09% | +342.54% |
According to official SEC Form 13F filings, Autumn Glory Partners, LLC reported a total U.S. public equity portfolio value of $352.9M across 170 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, SPY) accounted for 10.2% of total reported equity market value during Q1 2024.
During Q1 2024, Autumn Glory Partners, LLC's top holdings by market value included VOO (3.9%)、MSFT (3.8%)、SPY (3.6%). The largest single position, VOO, represented 3.9% of total portfolio value.
In Q1 2024, Autumn Glory Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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