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CIK: 0001911621
Total reported value
$352.9M
$352.9M
174 檔
10.5%
In Q1 2025, Autumn Glory Partners, LLC's U.S. equity holdings reached a combined market value of $352.9M, distributed across 174 disclosed stock positions.
During Q1 2025, 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 | 4.81% | -0.43% | +14.00% | |
| 2 | OKE | Oneok Inc | Stock-Energy | 3.90% | -0.79% | -1.61% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.30% | +1.00% | +0.83% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.28% | -0.36% | +0.07% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.06% | -0.09% | -17.83% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | +0.75% | +7.75% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 1.91% | -0.35% | -27.17% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +1.06% | +64.82% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.62% | -0.17% | — | |
| 10 | MDT | Medtronic plc | Stock-Healthcare | 1.62% | +0.84% | +6.20% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.57% | +0.98% | NEW | |
| 12 | OGE | Oge Energy CORP | Stock-Utilities | 1.46% | -0.24% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.44% | -0.38% | -1.23% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | +0.57% | -0.92% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.40% | -0.54% | +25.77% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | -0.45% | +106.39% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.33% | -0.14% | -2.02% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.33% | -0.20% | EXIT | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.83% | NEW | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.49% | -15.13% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.17% | +1.36% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.16% | — | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 1.10% | -0.15% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.44% | — | |
| 25 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.04% | -0.14% | — | |
| 26 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.03% | -0.24% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | -0.27% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.00% | — | — | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.99% | -0.88% | EXIT | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | +0.21% | -1.32% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | -0.13% | — | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.92% | -0.12% | -29.06% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.44% | -8.27% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | +0.70% | +0.60% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.88% | -0.14% | EXIT | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.86% | +0.77% | NEW | |
| 37 | UL | Unilever PLC | Stock-Consumer Staples | 0.84% | — | +1.59% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | +0.68% | NEW | |
| 39 | ET | Energy Transfer LP | Stock-Energy | 0.82% | -0.32% | -19.85% | |
| 40 | BP | Bp Plc-spons Adr | Stock-Energy | 0.77% | -0.32% | — | |
| 41 | DVN | Devon Energy CORP | Stock-Energy | 0.77% | -0.20% | +93.60% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.76% | +1.37% | NEW | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.45% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | -0.05% | — | |
| 45 | ARLP | Alliance Resource Partners | Stock-Other | 0.71% | -0.35% | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.68% | +0.43% | -34.16% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | -0.17% | — | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.64% | -0.12% | +0.00% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +1.72% | -6.04% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.45% | +6.05% |
According to official SEC Form 13F filings, Autumn Glory Partners, LLC reported a total U.S. public equity portfolio value of $352.9M across 174 disclosed positions in Q1 2025.
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, OKE, BRK-B) accounted for 10.5% of total reported equity market value during Q1 2025.
During Q1 2025, Autumn Glory Partners, LLC's top holdings by market value included VOO (4.8%)、OKE (3.9%)、BRK-B (3.3%). The largest single position, VOO, represented 4.8% of total portfolio value.
In Q1 2025, 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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