Autumn Glory Partners, LLC

Q4 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
208
Total value ($000)
$285,355
Net value change ($000)
+41,808 (17.2%)
New positions
25
Sold out positions
10
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 7,421 54.0%
VUG 6,103 1442.8%
VTV 4,215 129.7%
VEA 3,913 383.6%
UL 3,815 NEW
VTI 2,189 41.4%
GOOGL 1,456 27.1%
VWO 1,321 NEW
VOT 1,200 NEW
VB 968 229.9%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -3,825 -100.0%
ORCL -892 -24.0%
ZTS -744 -100.0%
WPM -604 -100.0%
GLW -510 -23.8%
TAP -483 -100.0%
FNV -452 -36.1%
MSFT -451 -4.9%
GSBD -411 -41.7%
IBDQ -344 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type