Autumn Glory Partners

Latest statistics and disclosures from Autumn Glory Partners's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Autumn Glory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Autumn Glory Partners

Autumn Glory Partners holds 191 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.8 $39M +9% 55k 700.86
 View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI) 3.7 $13M +4% 36k 374.24
 View chart
Microsoft Corporation (MSFT) 2.9 $10M -4% 20k 512.90
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.9 $10M 14k 762.66
 View chart
Ishares Tr Core Div Grwth (DGRO) 2.7 $9.9M +14% 131k 75.39
 View chart
Vanguard Index Fds Mrngstr Val Etf (VTV) 2.4 $8.6M 40k 216.08
 View chart
Oneok (OKE) 2.2 $7.9M NEW 92k 85.27
 View chart
NVIDIA Corporation (NVDA) 1.8 $6.5M 28k 228.38
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.8 $6.4M 19k 344.08
 View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 1.8 $6.4M 125k 50.79
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $6.3M 13k 497.95
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $6.0M +44% 120k 50.37
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $5.8M 82k 70.61
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.6 $5.7M +12% 44k 128.68
 View chart
Johnson & Johnson (JNJ) 1.5 $5.5M 21k 264.74
 View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 1.5 $5.2M +38% 58k 90.11
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $4.8M +34% 93k 51.23
 View chart
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $4.6M +55% 183k 25.39
 View chart
Apple (AAPL) 1.3 $4.6M 14k 333.02
 View chart
Unilever Spon Adr New (UL) 1.3 $4.6M 75k 60.73
 View chart
Asml Hldg Nv N Y Registry Shs (ASML) 1.2 $4.4M 2.4k 1811.67
 View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.2 $4.3M +11% 8.4k 508.55
 View chart
Medtronic SHS (MDT) 1.2 $4.1M 48k 86.29
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $3.8M 76k 50.47
 View chart
Novo-nordisk A S Adr (NVO) 1.1 $3.8M 100k 37.91
 View chart
Walt Disney Company (DIS) 1.1 $3.8M 36k 104.90
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $3.5M 14k 247.93
 View chart
JPMorgan Chase & Co. (JPM) 0.9 $3.4M 10k 330.83
 View chart
Williams Companies (WMB) 0.9 $3.3M -10% 49k 67.97
 View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.9 $3.2M +190% 39k 83.03
 View chart
Vanguard World Health Car Etf (VHT) 0.8 $3.0M 9.6k 316.08
 View chart
Exxonmobil Holdings Corp Com Shs (XOM) 0.8 $3.0M NEW 18k 162.75
 View chart
Verizon Communications (VZ) 0.8 $3.0M 65k 45.87
 View chart
Eli Lilly & Co. (LLY) 0.8 $2.9M +3% 2.5k 1157.08
 View chart
Visa Com Cl A (V) 0.8 $2.9M 7.9k 359.33
 View chart
Abbvie (ABBV) 0.8 $2.8M 11k 261.59
 View chart
Oge Energy Corp (OGE) 0.8 $2.8M 62k 45.42
 View chart
Starbucks Corporation (SBUX) 0.7 $2.7M +8% 29k 93.96
 View chart
Chevron Corporation (CVX) 0.7 $2.5M -28% 12k 204.21
 View chart
Graham Hldgs Com Cl B (GHC) 0.7 $2.5M 2.2k 1134.67
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $2.4M 27k 89.31
 View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.7 $2.4M 54k 44.78
 View chart
Procter & Gamble Company (PG) 0.6 $2.3M 16k 145.28
 View chart
Amazon (AMZN) 0.6 $2.3M -2% 9.2k 249.15
 View chart
General Dynamics Corporation (GD) 0.6 $2.2M 6.8k 331.83
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.2M 2.9k 739.70
 View chart
White Mountains Insurance Gp (WTM) 0.6 $2.2M 1.1k 2006.49
 View chart
Home Depot (HD) 0.6 $2.0M 7.2k 284.49
 View chart
BP Sponsored Adr (BP) 0.6 $2.0M 46k 43.99
 View chart
Pfizer (PFE) 0.5 $1.9M 66k 28.52
 View chart
Spdr Series Trust St Port High Etf (SPHY) 0.5 $1.9M 84k 22.59
 View chart
Devon Energy Corporation (DVN) 0.5 $1.9M +13% 41k 46.04
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.8M 15k 125.26
 View chart
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.5 $1.7M 41k 42.26
 View chart
Applied Materials (AMAT) 0.5 $1.7M 3.4k 511.38
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $1.7M 32k 54.10
 View chart
Vanguard World Inf Tech Etf (VGT) 0.5 $1.7M 14k 125.67
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.6M 2.1k 765.85
 View chart
Listed Fds Tr Hori Ki Infl Etf (INFL) 0.4 $1.6M +132% 32k 50.14
 View chart
Texas Instruments Incorporated (TXN) 0.4 $1.6M 5.7k 280.10
 View chart
Raytheon Technologies Corp (RTX) 0.4 $1.6M -25% 8.4k 185.65
 View chart
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.4 $1.5M 7.7k 195.75
 View chart
Intuitive Surgical Com New (ISRG) 0.4 $1.5M +7% 3.6k 406.64
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.5M 25k 59.31
 View chart
Honeywell Aerospace (HONA) 0.4 $1.4M +47% 9.3k 154.97
 View chart
Coca-Cola Company (KO) 0.4 $1.4M -13% 16k 86.08
 View chart
Honeywell International (HON) 0.4 $1.3M 6.3k 210.94
 View chart
Diageo Spon Adr New (DEO) 0.4 $1.3M 15k 85.60
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.3M +52% 5.5k 233.31
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M 3.7k 340.74
 View chart
Morgan Stanley Com New (MS) 0.4 $1.3M 6.8k 188.10
 View chart
Phillips 66 (PSX) 0.4 $1.3M 4.9k 255.31
 View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT) 0.3 $1.3M 4.3k 292.10
 View chart
Broadcom (AVGO) 0.3 $1.3M 3.6k 351.19
 View chart
Cisco Systems (CSCO) 0.3 $1.2M 12k 107.63
 View chart
Snap-on Incorporated (SNA) 0.3 $1.2M 3.4k 363.35
 View chart
Ishares Tr Systematic Bd Et (SYSB) 0.3 $1.2M +370% 15k 84.28
 View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.3 $1.2M 26k 45.80
 View chart
Emerson Electric (EMR) 0.3 $1.1M 7.3k 155.10
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 5.5k 208.02
 View chart
Corning Incorporated (GLW) 0.3 $1.1M +158% 7.3k 153.77
 View chart
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.3 $1.1M 21k 53.40
 View chart
Southern Company (SO) 0.3 $1.1M 14k 82.89
 View chart
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.3 $1.1M 18k 61.50
 View chart
Pepsi (PEP) 0.3 $1.1M -15% 8.6k 126.72
 View chart
C H Robinson Worldwide In Com New (CHRW) 0.3 $1.1M 7.3k 148.00
 View chart
Merck & Co (MRK) 0.3 $1.1M 7.3k 145.31
 View chart
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.3 $1.0M 13k 78.42
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.0M 2.7k 380.84
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $988k 11k 87.80
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.3 $985k 3.5k 277.89
 View chart
United Parcel Svcs CL B (UPS) 0.3 $938k 10k 93.44
 View chart
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.3 $922k -39% 3.2k 284.49
 View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.3 $912k 16k 55.83
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $905k NEW 12k 78.31
 View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.2 $877k 17k 51.76
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $871k 14k 61.26
 View chart
Colgate-Palmolive Company (CL) 0.2 $866k 10k 85.32
 View chart
International Business Machines (IBM) 0.2 $851k 3.9k 219.93
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $829k 12k 66.76
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $802k 15k 52.50
 View chart
Enbridge (ENB) 0.2 $801k 17k 46.49
 View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE) 0.2 $782k 4.0k 195.53
 View chart
Dimensional Etf Trust Us Cor Equ 2 Etf 0.2 $782k 18k 44.45
 View chart
Lazard Ltd Shs -a - (LAZ) 0.2 $764k 21k 36.23
 View chart
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $749k 30k 24.96
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $747k 1.00 747005.00
 View chart
At&t (T) 0.2 $741k 30k 24.40
 View chart
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $728k 30k 24.12
 View chart
Simon Property (SPG) 0.2 $720k 3.6k 200.76
 View chart
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $713k 31k 22.69
 View chart
Kinder Morgan (KMI) 0.2 $710k 24k 30.15
 View chart
Garmin SHS (GRMN) 0.2 $700k 2.4k 286.84
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $685k 6.5k 105.71
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $669k -2% 12k 56.22
 View chart
Danaher Corporation (DHR) 0.2 $633k +50% 2.9k 221.54
 View chart
Rockwell Automation (ROK) 0.2 $626k 1.4k 435.38
 View chart
Bank of America Corporation (BAC) 0.2 $617k 11k 54.43
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $594k 5.0k 117.77
 View chart
Uber Technologies (UBER) 0.2 $590k +45% 8.6k 68.51
 View chart
Meta Platforms Cl A (META) 0.2 $589k NEW 812.00 725.18
 View chart
Realty Income (O) 0.2 $570k 11k 54.30
 View chart
People Com New (PPLI) 0.2 $559k 13k 41.96
 View chart
Palo Alto Networks (PANW) 0.1 $531k -38% 1.3k 397.31
 View chart
Loews Corporation (L) 0.1 $514k 4.9k 104.42
 View chart
Cheniere Energy Com New (LNG) 0.1 $506k -2% 1.9k 269.03
 View chart
Ge Vernova (GEV) 0.1 $501k 527.00 950.49
 View chart
Vanguard World Utilities Etf (VPU) 0.1 $458k 2.7k 171.02
 View chart
Rio Tinto Sponsored Adr (RIO) 0.1 $457k 4.9k 94.17
 View chart
Seaboard Corporation (SEB) 0.1 $454k 115.00 3948.00
 View chart
Amphenol Corp Cl A (APH) 0.1 $447k +100% 5.3k 84.30
 View chart
McDonald's Corporation (MCD) 0.1 $446k -3% 1.9k 230.94
 View chart
U Haul Holding Company Com Ser N (UHAL.B) 0.1 $436k 8.3k 52.83
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $429k +20% 18k 23.86
 View chart
Lockheed Martin Corporation (LMT) 0.1 $427k 838.00 509.25
 View chart
Nextera Energy (NEE) 0.1 $424k NEW 5.6k 75.74
 View chart
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $413k -38% 17k 24.24
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $397k 3.5k 112.09
 View chart
Stryker Corporation (SYK) 0.1 $386k 1.4k 275.38
 View chart
Veralto Corp Com Shs (VLTO) 0.1 $385k 4.1k 94.31
 View chart
Tesla Motors (TSLA) 0.1 $370k 1.0k 354.81
 View chart
Comfort Systems USA (FIX) 0.1 $366k 221.00 1654.09
 View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $363k 13k 27.81
 View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.1 $360k NEW 7.5k 47.90
 View chart
Prudential Financial (PRU) 0.1 $355k 3.1k 113.58
 View chart
Ecolab (ECL) 0.1 $354k 1.3k 274.58
 View chart
Calamos Conv & High Income F Com Shs (CHY) 0.1 $351k 30k 11.71
 View chart
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $348k -13% 3.2k 108.84
 View chart
Caterpillar (CAT) 0.1 $348k 429.00 810.79
 View chart
Republic Services (RSG) 0.1 $340k 1.6k 209.89
 View chart
Cme (CME) 0.1 $323k NEW 1.2k 261.98
 View chart
Mohawk Industries (MHK) 0.1 $316k 2.5k 124.67
 View chart
Goldman Sachs (GS) 0.1 $315k 350.00 900.36
 View chart
Cameco Corporation (CCJ) 0.1 $311k 3.6k 86.67
 View chart
Monolithic Power Systems (MPWR) 0.1 $306k 227.00 1347.22
 View chart
Rbc Cad (RY) 0.1 $295k 1.5k 196.59
 View chart
Affiliated Managers (AMG) 0.1 $293k 802.00 365.50
 View chart
Qualcomm (QCOM) 0.1 $293k 1.6k 184.04
 View chart
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $291k 1.7k 168.43
 View chart
Amgen (AMGN) 0.1 $288k 682.00 421.50
 View chart
Watsco, Incorporated (WSO) 0.1 $287k 950.00 302.50
 View chart
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $286k 7.8k 36.46
 View chart
Jabil Circuit (JBL) 0.1 $285k 993.00 286.86
 View chart
Marathon Petroleum Corp (MPC) 0.1 $282k NEW 712.00 395.41
 View chart
Abbott Laboratories (ABT) 0.1 $263k NEW 2.7k 98.83
 View chart
Paychex (PAYX) 0.1 $261k 2.7k 98.50
 View chart
Flowers Foods (FLO) 0.1 $259k 47k 5.55
 View chart
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $258k 12k 21.14
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $247k 3.0k 81.21
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.1 $246k 591.00 416.13
 View chart
TJX Companies (TJX) 0.1 $243k +20% 1.8k 132.31
 View chart
Moog Cl A (MOG.A) 0.1 $240k 630.00 381.47
 View chart
Ares Capital Corporation (ARCC) 0.1 $239k 13k 19.10
 View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $238k 24k 10.07
 View chart
Sea Sponsord Ads (SE) 0.1 $236k 2.4k 97.36
 View chart
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $233k +9% 1.4k 166.93
 View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $227k -24% 9.9k 22.88
 View chart
Ingles Mkts Cl A (IMKTA) 0.1 $227k 2.7k 84.82
 View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $227k -37% 10k 21.91
 View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $226k -37% 10k 22.32
 View chart
Southern Copper Corporation (SCCO) 0.1 $226k -41% 1.1k 202.64
 View chart
Constellation Energy (CEG) 0.1 $224k 880.00 254.02
 View chart
Freeport Mcmoran CL B (FCX) 0.1 $223k -36% 3.2k 70.00
 View chart
Post Holdings Inc Common (POST) 0.1 $223k 3.1k 72.85
 View chart
Casey's General Stores (CASY) 0.1 $214k +9% 351.00 608.46
 View chart
MercadoLibre (MELI) 0.1 $209k -37% 121.00 1728.53
 View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $207k 3.0k 67.83
 View chart
Waste Management (WM) 0.1 $205k 1.0k 203.92
 View chart
Heartland Express (HTLD) 0.1 $205k 18k 11.61
 View chart
Vanguard World Consum Stp Etf (VDC) 0.1 $200k 918.00 218.21
 View chart
Liberty Global Com Cl A (LBTYA) 0.0 $115k 13k 9.13
 View chart

Past Filings by Autumn Glory Partners

SEC 13F filings are viewable for Autumn Glory Partners going back to 2021

View all past filings