Autumn Glory Partners, LLC Portfolio Holdings

Autumn Glory Partners, LLC

  • $248 Million
  • Q3 2025

Autumn Glory Partners, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $248 Million distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $13.8M, Franco Nevada Corp with a value of $12.5M, Microsoft Corp with a value of $9.28M, Spdr S&P 500 ETF Trust with a value of $8.66M, and Ishares Core Dividend Growth E with a value of $7.43M.

Examining the 13F form we can see an increase of $33.7M in the current position value, from $214M to 248M.

Below you can find more details about Autumn Glory Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $248 Million
ETFs: $85.7 Million
Technology: $32.3 Million
Energy: $23.6 Million
Financial Services: $18.9 Million
Healthcare: $18.2 Million
Basic Materials: $14.6 Million
Consumer Defensive: $14.1 Million
Communication Services: $13.5 Million
Other: $25.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Million 5.56% of portfolio
22,457
Q3 2025 Added 22.01%
$35.8B
$12.5 Million 5.04% of portfolio
56,000
Q3 2025 Added 115.38%
$3.86T
$9.28 Million 3.75% of portfolio
17,924
Q3 2025 Added 0.07%
$0
$8.66 Million 3.5% of portfolio
12,999
Q3 2025 Added 1.63%
$0
$7.43 Million 3.0% of portfolio
109,098
Q3 2025 Added 6.53%
$29.9B
$6.07 Million 2.45% of portfolio
83,132
Q3 2025 Added 2.56%
$621B
$5.78 Million 2.34% of portfolio
11,506
Q3 2025 Added 8.53%
$1.68T
$5.37 Million 2.17% of portfolio
22,084
Q3 2025 Added 5.07%
$0
$5.29 Million 2.14% of portfolio
16,120
Q3 2025 Added 51.48%
$494B
$4.41 Million 1.78% of portfolio
23,771
Q3 2025 Reduced 0.27%
$153B
$3.82 Million 1.55% of portfolio
64,516
Q3 2025 Added 0.08%
$708B
$3.72 Million 1.5% of portfolio
13,219
Q3 2025 Reduced 20.61%
$121B
$3.66 Million 1.48% of portfolio
38,395
Q3 2025 Added 17.3%
$70.5B
$3.63 Million 1.47% of portfolio
57,320
Q3 2025 Reduced 4.97%
$0
$3.52 Million 1.42% of portfolio
7,593
Q3 2025 Reduced 0.17%
$0
$3.25 Million 1.31% of portfolio
17,434
Q3 2025 Added 12.99%
$4.35T
$3.01 Million 1.22% of portfolio
11,818
Q3 2025 Added 5.21%
$205B
$2.97 Million 1.2% of portfolio
25,924
Q3 2025 Reduced 18.14%
$8.84B
$2.96 Million 1.19% of portfolio
63,871
Q4 2024 Reduced 2.21%
$0
$2.9 Million 1.17% of portfolio
14,259
Q3 2025 Added 0.22%
$167B
$2.74 Million 1.11% of portfolio
62,277
Q1 2025 Added 25.77%
$0
$2.67 Million 1.08% of portfolio
5,707
Q3 2025 Added 0.69%
$112B
$2.67 Million 1.08% of portfolio
48,082
Q3 2025 Added 20.65%
$389B
$2.62 Million 1.06% of portfolio
6,467
Q3 2025 Added 2.5%
$3.93B
$2.56 Million 1.03% of portfolio
2,171
Q4 2024 Reduced 50.0%
$309B
$2.48 Million 1.0% of portfolio
15,991
Q3 2025 Reduced 0.42%
$0
$2.44 Million 0.99% of portfolio
51,283
Q3 2025 Added 436.6%
$386B
$2.22 Million 0.9% of portfolio
9,593
Q3 2025 Added 4.93%
$0
$2.17 Million 0.88% of portfolio
8,375
Q4 2024 Reduced 3.46%
$505B
$2.16 Million 0.87% of portfolio
11,599
Q2 2025 Reduced 0.88%
$75.3B
$2.15 Million 0.87% of portfolio
26,153
Q3 2025 Added 0.0%
$421B
$2.13 Million 0.86% of portfolio
2,197
Q2 2025 Reduced 2.05%
$0
$2 Million 0.81% of portfolio
83,542
Q3 2025 New
$262B
$1.95 Million 0.79% of portfolio
11,671
Q3 2025 Reduced 11.54%
$0
$1.92 Million 0.77% of portfolio
2,568
Q3 2025 Added 1.02%
$94.7B
$1.82 Million 0.73% of portfolio
5,337
Q3 2025 Added 0.3%
$4.91B
$1.81 Million 0.73% of portfolio
1,080
Q4 2024 Reduced 50.0%
$127B
$1.78 Million 0.72% of portfolio
5,007
Q3 2025 Added 1.71%
$557B
$1.76 Million 0.71% of portfolio
5,167
Q2 2025 Reduced 12.04%
$92.8B
$1.73 Million 0.7% of portfolio
20,466
Q3 2025 Added 79.54%
$2.49T
$1.65 Million 0.67% of portfolio
7,501
Q3 2025 Added 0.27%
$0
$1.63 Million 0.66% of portfolio
15,812
Q3 2025 Added 1.37%
$108B
$1.59 Million 0.64% of portfolio
46,121
Q3 2024 Added 27.68%
$477B
$1.56 Million 0.63% of portfolio
13,852
Q3 2025 Added 0.41%
$356B
$1.53 Million 0.62% of portfolio
9,946
Q3 2025 Added 0.95%
$52B
$1.5 Million 0.61% of portfolio
87,306
Q3 2025 Added 0.09%
$21.3B
$1.45 Million 0.59% of portfolio
41,388
Q3 2025 Added 0.02%
$150B
$1.39 Million 0.56% of portfolio
4,226
Q3 2025 Reduced 10.77%
$0
$1.35 Million 0.55% of portfolio
25,447
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $248 Million
  • Prior Value $214 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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