Autumn Glory Partners, LLC

Q2 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
212
Total value ($000)
$352,861
Net value change ($000)
+80,570 (29.6%)
New positions
26
Sold out positions
18
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,844 24.4%
GOOGL 6,214 1365.7%
ASML 4,818 NEW
NVO 4,789 NEW
NVDA 4,181 279.7%
BRK-B 4,170 191.5%
UL 3,887 620.9%
MSFT 3,859 94.4%
DIS 3,453 NEW
MDT 3,156 525.1%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -2,381 -100.0%
AGX -1,090 -100.0%
JEPI -1,066 -60.7%
GLD -1,018 -50.3%
VZ -830 -23.2%
ARLP -815 -56.7%
DMLP -719 -78.1%
HTGC -665 -100.0%
AEM -609 -100.0%
XOM -606 -19.4%
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