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CIK: 0001911621
Total reported value
$352.9M
$352.9M
193 檔
12.8%
At the close of Q3 2025, Autumn Glory Partners, LLC disclosed equity holdings valued at approximately $352.9M, spread across 193 reported holdings.
In Q3 2025, Autumn Glory Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.65% | -0.43% | +22.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | +0.75% | +0.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.56% | -0.09% | +1.63% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.05% | -0.36% | +6.53% | |
| 5 | OKE | Oneok Inc | Stock-Energy | 2.49% | -0.79% | +2.56% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.38% | +1.00% | +8.53% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | +1.72% | +5.07% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.17% | -0.45% | +51.48% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.81% | +0.70% | -0.27% | |
| 10 | UL | Unilever PLC | Stock-Consumer Staples | 1.57% | — | +0.08% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.53% | -0.03% | -20.61% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 1.50% | +0.84% | +17.30% | |
| 13 | WMB | Williams Cos Inc | Stock-Energy | 1.49% | -0.35% | -4.97% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.45% | -0.17% | -0.17% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | -0.38% | +12.99% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.16% | +1.67% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.49% | +5.21% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | +0.98% | NEW | |
| 19 | OGE | Oge Energy CORP | Stock-Utilities | 1.21% | -0.24% | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.19% | -0.14% | +0.22% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.19% | -0.40% | +353.46% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.54% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | -0.27% | +0.69% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.10% | +1.36% | NEW | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | +0.21% | +2.50% | |
| 26 | GHC | Graham Holdings Co-class B | Stock-Industrials | 1.05% | -0.14% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.44% | -0.42% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.00% | -0.22% | +436.60% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | -0.13% | +4.93% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-Other | 0.89% | -0.15% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +1.06% | — | |
| 32 | GLW | Corning Inc | Stock-Tech | 0.88% | -0.12% | +0.00% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.87% | +1.37% | NEW | |
| 34 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.82% | -0.16% | — | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.82% | -0.08% | — | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.80% | +0.43% | -11.54% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.79% | -0.17% | +1.02% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.75% | +0.68% | NEW | |
| 39 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.74% | -0.24% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.45% | +1.71% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.55% | — | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.71% | +0.77% | NEW | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.05% | +0.27% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.67% | -0.12% | +1.37% | |
| 45 | BP | Bp Plc-spons Adr | Stock-Energy | 0.65% | -0.32% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.44% | +0.41% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | +0.57% | +0.95% | |
| 48 | ET | Energy Transfer LP | Stock-Energy | 0.62% | -0.32% | +0.09% | |
| 49 | DVN | Devon Energy CORP | Stock-Energy | 0.60% | -0.20% | +0.02% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.02% | -10.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.6% | +5.07% | Add |
| 2 | MSFT | Microsoft CORP | +1.2% | +0.07% | Trim |
| 3 | ORCL | Oracle CORP | +1.1% | -20.61% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.9% | -0.27% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.8% | +22.01% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +51.48% | Add |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | +0.8% | +436.60% | Add |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | +0.7% | +353.46% | Add |
| 9 | UL | Unilever PLC | +0.7% | +0.08% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +1.63% | Add |
| 11 | V | Visa Inc-class A Shares | +0.4% | — | Trim |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | — | Add |
| 13 | FNV | Franco-nevada CORP | +0.4% | +115.38% | Add |
| 14 | GLW | Corning Inc | +0.2% | +0.00% | Trim |
| 15 | AVGO | Broadcom Inc | +0.2% | -10.77% | Trim |
| 16 | AMAT | Applied Materials Inc | +0.2% | +7.07% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +1.67% | Add |
| 18 | HD | Home Depot Inc | +0.1% | +2.50% | Add |
| 19 | RTX | Rtx CORP | +0.1% | -11.54% | Trim |
| 20 | ASML | ASML Holding N.V. | +0.1% | — | Trim |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +1.02% | Add |
| 22 | CVX | Chevron CORP | +0.1% | -0.42% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.69% | Unchanged |
| 24 | GHC | Graham Holdings Co-class B | 0% | — | Unchanged |
| 25 | AAPL | Apple Inc | 0% | +5.21% | Add |
| 26 | DGRO | Ishares Core Dividend Growth | -0.2% | +6.53% | Add |
| 27 | SBRA | Sabra Health Care Reit Inc | -0.3% | — | Trim |
| 28 | ACN | Accenture plc | -0.4% | -12.26% | Trim |
| 29 | XOM | Exxon Mobil CORP | -0.5% | +0.41% | Trim |
| 30 | NVDA | Nvidia CORP | -0.7% | — | Trim |
| 31 | LLY | Eli Lilly & Co | -0.8% | +60.73% | Add |
| 32 | PG | Procter & Gamble Co/the | -0.8% | +0.95% | Add |
| 33 | HON | Honeywell International Inc | -0.8% | +31.55% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | +8.53% | Trim |
| 35 | OKE | Oneok Inc | -1.4% | +2.56% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 37 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 38 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 39 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 40 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 42 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 43 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | Sold out |
| 44 | ZTS | Zoetis Inc | — | NEW | New buy |
| 45 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 46 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 47 | RGLD | Royal Gold Inc | — | NEW | New buy |
| 48 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 49 | CSWC | Capital Southwest CORP | — | EXIT | Sold out |
| 50 | SEB | Seaboard CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Autumn Glory Partners, LLC reported a total U.S. public equity portfolio value of $352.9M across 193 disclosed positions in Q3 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, MSFT, SPY) accounted for 12.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPHY
市值: $2.0M
Top Position Liquidated / Trimmed
IJR
前期市值: $2.0M
During Q3 2025, Autumn Glory Partners, LLC's top holdings by market value included VOO (5.7%)、MSFT (3.8%)、SPY (3.6%). The largest single position, VOO, represented 5.7% of total portfolio value.
In Q3 2025, Autumn Glory Partners, LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 5 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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