Autumn Glory Partners, LLC

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$272,291
Net value change ($000)
-13,064 (-4.6%)
New positions
16
Sold out positions
20
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 6,878 32.5%
RWL 4,279 NEW
VTI 3,442 46.0%
BINC 3,065 101.1%
JAAA 2,805 275.8%
IEF 2,599 NEW
JPST 2,534 206.9%
VGSH 2,381 NEW
OKE 2,291 37.8%
JMBS 1,852 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -6,370 -93.3%
MSFT -4,743 -53.7%
BRK-B -3,668 -62.7%
VUG -3,551 -54.4%
UL -3,189 -83.6%
MDT -3,133 -83.9%
DIS -3,049 -100.0%
JNJ -2,769 -56.0%
NVO -2,729 -100.0%
ORCL -2,471 -87.4%
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