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CIK: 0001911621
Total reported value
$352.9M
$352.9M
170 檔
10.5%
According to the latest 13F quarterly dataset, Autumn Glory Partners, LLC managed an equity portfolio of $352.9M at the end of Q2 2024, spanning 170 distinct U.S. exchange-listed positions.
During Q2 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 | 4.29% | -0.43% | +0.75% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | +0.75% | +1.58% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.72% | -0.09% | -4.74% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 3.44% | -0.79% | — | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.19% | -0.36% | -0.49% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.59% | +1.00% | -2.19% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 2.27% | -0.35% | +1.00% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +1.72% | +7.85% | |
| 9 | UL | Unilever PLC | Stock-Consumer Staples | 1.84% | — | +1.20% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.73% | -0.03% | +18.76% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.65% | +0.43% | -9.17% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | +0.70% | +17.37% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.56% | -0.17% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.49% | +2.18% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.37% | -0.38% | — | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | +0.21% | -47.08% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.30% | -0.14% | — | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.29% | +0.98% | NEW | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.26% | -0.12% | -0.86% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.26% | +0.84% | — | |
| 21 | DVN | Devon Energy CORP | Stock-Energy | 1.25% | -0.20% | — | |
| 22 | OGE | Oge Energy CORP | Stock-Utilities | 1.19% | -0.24% | — | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.18% | +1.36% | NEW | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 1.18% | -0.15% | — | |
| 25 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.14% | -0.04% | — | |
| 26 | ET | Energy Transfer LP | Stock-Energy | 1.09% | -0.32% | -2.01% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +1.06% | +900.00% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.44% | +12.17% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.06% | -0.27% | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.16% | -1.12% | |
| 32 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.00% | -0.24% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.44% | -4.47% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.87% | -0.14% | EXIT | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.85% | — | +42.30% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | -0.13% | +6.92% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.09% | +6.30% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | +0.68% | NEW | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.05% | -0.20% | |
| 40 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.78% | -0.14% | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | -0.17% | — | |
| 42 | DMLP | Dorchester Minerals LP | Stock-Other | 0.73% | -0.28% | — | |
| 43 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.72% | -0.02% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | +0.09% | -9.85% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.55% | -77.63% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | +0.57% | -1.80% | |
| 47 | BP | Bp Plc-spons Adr | Stock-Energy | 0.67% | -0.32% | — | |
| 48 | ARLP | Alliance Resource Partners | Stock-Other | 0.65% | -0.35% | +20.79% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.17% | -5.09% | |
| 50 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.63% | +0.35% | NEW |
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 Q2 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 10.5% of total reported equity market value during Q2 2024.
During Q2 2024, Autumn Glory Partners, LLC's top holdings by market value included VOO (4.3%)、MSFT (4.2%)、SPY (3.7%). The largest single position, VOO, represented 4.3% of total portfolio value.
In Q2 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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