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CIK: 0001911621
Total reported value
$352.9M
$352.9M
187 檔
11.5%
In Q2 2025, Autumn Glory Partners, LLC's U.S. equity holdings reached a combined market value of $352.9M, distributed across 187 disclosed stock positions.
During Q2 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 | 4.89% | -0.43% | -2.31% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | +0.75% | -0.98% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.70% | -0.09% | +16.12% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 3.09% | -0.79% | +2.32% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.06% | -0.36% | -4.27% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | +1.00% | -16.68% | |
| 7 | UL | Unilever PLC | Stock-Consumer Staples | 1.84% | — | -2.09% | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.84% | +0.98% | NEW | |
| 9 | WMB | Williams Cos Inc | Stock-Energy | 1.77% | -0.35% | -6.51% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.73% | +1.72% | +4.38% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | +0.70% | +6.95% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.70% | -0.03% | -17.13% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.57% | -0.17% | -1.95% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.51% | -0.45% | +7.29% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 1.33% | +0.84% | -1.71% | |
| 16 | OGE | Oge Energy CORP | Stock-Utilities | 1.33% | -0.24% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.16% | +1.82% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.29% | -0.14% | -0.22% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.29% | +1.36% | NEW | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.28% | -0.38% | -7.95% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.26% | -0.54% | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.13% | -0.27% | -0.68% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | +0.21% | -1.04% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.49% | -1.05% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.44% | +44.83% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 0.97% | -0.15% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | — | -1.48% | |
| 28 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.96% | -0.14% | — | |
| 29 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.91% | -0.24% | — | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.90% | +0.43% | -22.79% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.55% | -12.04% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +1.06% | -0.88% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.82% | +1.37% | NEW | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.13% | -0.26% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.79% | -0.17% | +0.87% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.78% | -0.14% | EXIT | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.05% | -0.27% | |
| 38 | ET | Energy Transfer LP | Stock-Energy | 0.74% | -0.32% | -1.82% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.73% | -0.12% | -14.40% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | +0.57% | +34.63% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.73% | +0.68% | NEW | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | -0.45% | -1.05% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.44% | -25.03% | |
| 44 | BP | Bp Plc-spons Adr | Stock-Energy | 0.65% | -0.32% | — | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.64% | -0.12% | -7.10% | |
| 46 | ARLP | Alliance Resource Partners | Stock-Other | 0.64% | -0.35% | -0.57% | |
| 47 | DVN | Devon Energy CORP | Stock-Energy | 0.62% | -0.20% | +0.02% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.02% | +7.51% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | -0.17% | +8.49% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | -0.16% | +4.68% |
According to official SEC Form 13F filings, Autumn Glory Partners, LLC reported a total U.S. public equity portfolio value of $352.9M across 187 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, SPY) accounted for 11.5% of total reported equity market value during Q2 2025.
During Q2 2025, Autumn Glory Partners, LLC's top holdings by market value included VOO (4.9%)、MSFT (4.2%)、SPY (3.7%). The largest single position, VOO, represented 4.9% of total portfolio value.
In Q2 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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