13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001911621
Total reported value
$352.9M
$352.9M
197 檔
12.1%
During the Q3 2024 filing period, Autumn Glory Partners, LLC (CIK: 0001911621) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $352.9M across 197 reported positions.
During Q3 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.64% | -0.09% | +23.17% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.35% | -0.43% | -1.78% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.29% | +1.00% | +48.73% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | +0.75% | +6.79% | |
| 5 | OKE | Oneok Inc | Stock-Energy | 2.88% | -0.79% | -0.76% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.60% | -0.36% | -0.70% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 2.21% | -0.35% | +19.98% | |
| 8 | UL | Unilever PLC | Stock-Consumer Staples | 1.94% | — | +19.02% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.49% | +29.64% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.59% | -0.03% | +1.34% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.56% | +0.70% | +15.14% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.50% | +0.43% | — | |
| 13 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.41% | -0.24% | +100.00% | |
| 14 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.37% | -0.14% | +100.00% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +1.72% | +4.04% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | +0.21% | +14.78% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.28% | +0.84% | +17.71% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.26% | -0.17% | -0.59% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.24% | +0.98% | NEW | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.44% | +34.82% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | -0.38% | -0.51% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.06% | -0.14% | EXIT | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.06% | -0.14% | — | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.05% | -0.12% | — | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.04% | +1.36% | NEW | |
| 26 | OGE | Oge Energy CORP | Stock-Utilities | 1.03% | -0.24% | — | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.54% | +99.71% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.16% | +22.45% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.44% | +52.82% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | -0.13% | +30.29% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-Other | 0.94% | -0.15% | — | |
| 32 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.90% | -0.04% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.05% | +53.77% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | — | -0.41% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | -0.27% | — | |
| 36 | ET | Energy Transfer LP | Stock-Energy | 0.81% | -0.32% | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | -0.17% | +47.63% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +1.06% | -2.32% | |
| 39 | DVN | Devon Energy CORP | Stock-Energy | 0.78% | -0.20% | -0.65% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.55% | +40.98% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.75% | — | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | — | +91.33% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | +0.57% | +29.37% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | -0.45% | +45.03% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | +0.09% | +18.92% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | -0.09% | +29.43% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.64% | -0.12% | +21.55% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.63% | +0.68% | NEW | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.03% | +172.25% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.09% | -18.32% |
According to official SEC Form 13F filings, Autumn Glory Partners, LLC reported a total U.S. public equity portfolio value of $352.9M across 197 disclosed positions in Q3 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 SPY, VOO, BRK-B) accounted for 12.1% of total reported equity market value during Q3 2024.
During Q3 2024, Autumn Glory Partners, LLC's top holdings by market value included SPY (3.6%)、VOO (3.4%)、BRK-B (3.3%). The largest single position, SPY, represented 3.6% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.