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CIK: 0001911621
Total reported value
$359.9M
$359.9M
212 檔
20.8%
The Q2 2026 SEC filing reveals that Autumn Glory Partners, LLC held a total portfolio value of $359.9M, covering 212 public equity positions.
In Q2 2026, Autumn Glory Partners, LLC displayed an active expansion posture, initiating 26 new positions and adding to 75 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.89% | +0.90% | +8.23% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.57% | +0.14% | +0.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.88% | — | +9.60% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.46% | +0.29% | +5.01% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.44% | -0.06% | +1.27% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 2.28% | -2.28% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | +0.65% | +92.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | -0.10% | +1080.39% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.84% | -0.07% | +5.53% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.80% | -0.04% | +179.06% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.66% | -0.05% | +13.70% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.19% | +231.00% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | +0.04% | +134.83% | |
| 14 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.41% | +0.16% | +4.84% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.37% | -0.15% | — | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.36% | -0.31% | — | |
| 17 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.28% | -0.01% | +583.08% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | +0.49% | +11.99% | |
| 19 | WMB | Williams Cos Inc | Stock-Energy | 1.14% | -0.22% | -2.05% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.15% | +100.73% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.12% | +0.07% | -0.45% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.09% | -0.03% | — | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.06% | +0.09% | +592.82% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.43% | +518.68% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.03% | +0.30% | +14.19% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.98% | — | — | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.98% | +0.07% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | — | +0.01% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.88% | +0.41% | +17.83% | |
| 30 | OGE | Oge Energy CORP | Stock-Utilities | 0.85% | -0.07% | +0.01% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | -0.02% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.11% | +5.42% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-Other | 0.81% | +0.03% | — | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.78% | +0.05% | -8.93% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | — | -4.09% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.02% | +308.39% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.77% | -0.02% | — | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.73% | -0.05% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.15% | +69.11% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.71% | -0.04% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.71% | EXIT | |
| 42 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.70% | -0.02% | — | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | -0.21% | -9.91% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.68% | -0.06% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.02% | +727.83% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | — | +5.84% | |
| 47 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.63% | -0.03% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.01% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.17% | +352.48% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.55% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | +1080.39% | Add |
| 2 | ASML | ASML Holding N.V. | +1.4% | NEW | New buy |
| 3 | NVO | Novo-nordisk A/s-spons Adr | +1.4% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +1.1% | +231.00% | Add |
| 5 | UL | Unilever Plc-sponsored Adr | +1.1% | +583.08% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +179.06% | Add |
| 7 | DIS | Walt Disney Co/the | +1% | NEW | New buy |
| 8 | MDT | Medtronic plc | +0.8% | +592.82% | Add |
| 9 | LLY | Eli Lilly & Co | +0.8% | NEW | New buy |
| 10 | SBUX | Starbucks CORP | +0.8% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | +0.8% | +92.87% | Add |
| 12 | JNJ | Johnson & Johnson | +0.7% | +134.83% | Add |
| 13 | GD | General Dynamics CORP | +0.7% | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | +0.6% | +727.83% | Add |
| 15 | V | Visa Inc-class A Shares | +0.6% | +308.39% | Add |
| 16 | AAPL | Apple Inc | +0.5% | +100.73% | Add |
| 17 | RTX | Rtx CORP | +0.4% | +352.48% | Add |
| 18 | ✓ | +0.4% | NEW | New buy | |
| 19 | ✓ | +0.4% | NEW | New buy | |
| 20 | CHRW | C.h. Robinson Worldwide Inc | +0.4% | NEW | New buy |
| 21 | DEO | Diageo Plc-sponsored Adr | +0.4% | NEW | New buy |
| 22 | CL | Colgate-palmolive Co | +0.3% | NEW | New buy |
| 23 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.3% | NEW | New buy |
| 24 | ISRG | Intuitive Surgical Inc | +0.2% | +307.68% | Add |
| 25 | AMAT | Applied Materials Inc | +0.2% | -9.91% | Trim |
| 26 | HD | Home Depot Inc | +0.2% | +69.11% | Add |
| 27 | EMR | Emerson Electric Co | +0.2% | +182.07% | Add |
| 28 | RWR | Ss Spdr Dow Jones Reit ETF | +0.1% | NEW | New buy |
| 29 | OR | Or Royalties Inc | +0.1% | NEW | New buy |
| 30 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +86.62% | Add |
| 31 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 32 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +104.77% | Add |
| 33 | JBL | Jabil Inc | +0.1% | NEW | New buy |
| 34 | PEP | Pepsico Inc | +0.1% | +92.50% | Add |
| 35 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 36 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 37 | TXN | Texas Instruments Inc | +0.1% | +0.11% | Add |
| 38 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 39 | SYSB | Ishares Systematic Bond ETF | +0.1% | NEW | New buy |
| 40 | POST | Post Holdings Inc | +0.1% | NEW | New buy |
| 41 | MOG-A | Moog Inc-class A | +0.1% | NEW | New buy |
| 42 | IBM | Intl Business Machines CORP | +0.1% | +44.66% | Add |
| 43 | AAON | Aaon Inc | +0.1% | NEW | New buy |
| 44 | DASH | Doordash Inc - A | +0.1% | NEW | New buy |
| 45 | ABNB | Airbnb Inc-class A | +0.1% | NEW | New buy |
| 46 | XLK | Ss Technology Select Sector | 0% | +0.04% | Add |
| 47 | MYRG | Myr Group Inc/delaware | 0% | — | Unchanged |
| 48 | FSK | Fs Kkr Capital CORP | 0% | NEW | New buy |
| 49 | PANW | Palo Alto Networks Inc | 0% | -32.73% | Trim |
| 50 | CAT | Caterpillar Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Autumn Glory Partners, LLC reported a total U.S. public equity portfolio value of $359.9M across 212 disclosed positions in Q2 2026.
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, VTI, SPY) accounted for 20.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
ASML
市值: $4.8M
Top Position Liquidated / Trimmed
VGSH
前期市值: $2.4M
During Q2 2026, Autumn Glory Partners, LLC's top holdings by market value included VOO (9.9%)、VTI (3.6%)、SPY (2.9%). The largest single position, VOO, represented 9.9% of total portfolio value.
In Q2 2026, Autumn Glory Partners, LLC made 150 total portfolio adjustments, initiating 26 new buys, adding to 75 positions, trimming 31 holdings, and fully liquidating 18 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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