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 Market Cap. of $10 Billions to $200 Billions
