Autumn Glory Partners, LLC

Q3 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
193
Total value ($000)
$243,547
Net value change ($000)
+29,722 (13.9%)
New positions
18
Sold out positions
12
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/22/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 3,297 31.5%
BINC 2,265 356.7%
VTI 2,056 63.6%
SPHY 2,000 NEW
PYLD 1,997 NEW
JCPB 1,989 442.0%
GOOGL 1,665 45.0%
IGSB 1,349 NEW
JPST 1,066 NEW
JAAA 1,021 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJR -2,078 -100.0%
DIS -959 -24.4%
VGSH -618 -100.0%
CSWC -573 -100.0%
OKE -550 -8.3%
ACN -463 -27.6%
NKE -437 -47.2%
FMS -349 -59.1%
GEV -345 -52.4%
AYI -298 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type