Autumn Glory Partners, LLC Portfolio Holdings
Autumn Glory Partners, LLC
- $256 Million
- Q3 2024
Autumn Glory Partners, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Million distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $9.46M, Vanguard Index Fds S&P 500 ETF with a value of $8.72M, Berkshire Hathaway Inc Class B with a value of $8.55M, Microsoft Corp with a value of $8.5M, and Oneok Inc with a value of $7.47M.
Examining the 13F form we can see an increase of $60.7M in the current position value, from $195M to 256M.
Below you can find more details about Autumn Glory Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $70.5 Million
Technology: $34.7 Million
Energy: $29.9 Million
Financial Services: $26.8 Million
Healthcare: $21.7 Million
Consumer Defensive: $21.3 Million
Industrials: $18.5 Million
Consumer Cyclical: $12.6 Million
Other: $20.2 Million