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CIK: 0001911621
Total reported value
$352.9M
$352.9M
172 檔
10.9%
According to the latest 13F quarterly dataset, Autumn Glory Partners, LLC managed an equity portfolio of $352.9M at the end of Q4 2024, spanning 172 distinct U.S. exchange-listed positions.
During Q4 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 | 4.37% | -0.43% | +0.02% | |
| 2 | OKE | Oneok Inc | Stock-Energy | 3.97% | -0.79% | -1.84% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.86% | -0.09% | -18.66% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | +0.75% | -15.04% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.22% | -0.36% | -0.93% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | +1.00% | -32.04% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 2.35% | -0.35% | -29.53% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +1.72% | -0.06% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.83% | +0.98% | NEW | |
| 10 | UL | Unilever PLC | Stock-Consumer Staples | 1.80% | — | -16.73% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.72% | -0.03% | -13.59% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.49% | -25.42% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.62% | -0.17% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | +0.70% | -11.10% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.47% | +0.43% | -19.42% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.41% | -0.38% | +1.92% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.32% | -0.14% | — | |
| 18 | OGE | Oge Energy CORP | Stock-Utilities | 1.29% | -0.24% | -2.21% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.26% | -0.12% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | +0.21% | -24.94% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.23% | +0.84% | -15.04% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.12% | -0.27% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.16% | -24.21% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.09% | — | — | |
| 25 | ET | Energy Transfer LP | Stock-Energy | 1.07% | -0.32% | -15.60% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 1.04% | -0.15% | -3.46% | |
| 27 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.03% | -0.24% | -50.00% | |
| 28 | ACN | Accenture plc | Stock-Tech | 1.02% | -0.14% | EXIT | |
| 29 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.98% | -0.04% | -3.93% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.97% | -0.54% | -16.00% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.44% | -25.83% | |
| 32 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.93% | -0.14% | -50.00% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.55% | -18.26% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.44% | -29.30% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.09% | -3.21% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.82% | — | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.05% | -38.22% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.13% | -26.60% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | -0.17% | -1.29% | |
| 40 | DMLP | Dorchester Minerals LP | Stock-Other | 0.76% | -0.28% | — | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.70% | +0.68% | NEW | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.68% | +1.36% | NEW | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | -0.45% | +13.89% | |
| 44 | ARLP | Alliance Resource Partners | Stock-Other | 0.67% | -0.35% | — | |
| 45 | BP | Bp Plc-spons Adr | Stock-Energy | 0.67% | -0.32% | — | |
| 46 | GLW | Corning Inc | Stock-Tech | 0.66% | -0.12% | -23.18% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | -0.17% | -29.18% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | +0.09% | -17.42% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | +0.57% | -27.88% | |
| 50 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.61% | +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 172 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, OKE, SPY) accounted for 10.9% of total reported equity market value during Q4 2024.
During Q4 2024, Autumn Glory Partners, LLC's top holdings by market value included VOO (4.4%)、OKE (4.0%)、SPY (3.9%). The largest single position, VOO, represented 4.4% of total portfolio value.
In Q4 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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