Autumn Glory Partners, LLC

Q3 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$359,921
Net value change ($000)
+7,060 (2.0%)
New positions
9
Sold out positions
30
Turnover %
9.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ONEOK INC NEW 7,875 NEW
VOO 3,942 11.3%
EXXONMOBIL HOLDINGS CORP 2,999 NEW
MSFT 2,484 31.2%
DFUS 2,115 194.6%
JPST 1,839 43.7%
VUG 1,617 44.5%
PYLD 1,532 49.2%
DGRO 1,204 13.9%
IGSB 1,148 31.7%
Top Reduces (Value $000, Stocks/ETFs)
OKE -8,028 -100.0%
XOM -2,518 -100.0%
ET -1,196 -100.0%
NVO -1,002 -20.9%
WES -963 -100.0%
MMM -832 -100.0%
WMB -718 -17.8%
VB -711 -43.5%
AMAT -706 -29.1%
ARLP -623 -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