Autumn Glory Partners, LLC Portfolio Holdings
Autumn Glory Partners, LLC
- $214 Million
- Q2 2025
Autumn Glory Partners, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Million distributed in 229 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 $10.5M, Microsoft Corp with a value of $8.91M, Spdr S&P 500 ETF Trust with a value of $7.9M, Oneok Inc with a value of $6.62M, and Ishares Core Dividend Growth E with a value of $6.55M.
Examining the 13F form we can see an increase of $10.9M in the current position value, from $203M to 214M.
Below you can find more details about Autumn Glory Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
ETFs: $68.6 Million
Technology: $29.3 Million
Energy: $24 Million
Financial Services: $18.6 Million
Healthcare: $16 Million
Consumer Defensive: $14 Million
Communication Services: $12.4 Million
Industrials: $11.6 Million
Other: $18.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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