Autumn Glory Partners, LLC Top Holdings and 13F Report (2026)

About Autumn Glory Partners, LLC

Investment Activity

Autumn Glory Partners, LLC has $352.86 million in total holdings as of June 30, 2026.
Autumn Glory Partners, LLC owns shares of 212 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 25.11% of the portfolio was purchased this quarter.
About 5.60% of the portfolio was sold this quarter.
This quarter, Autumn Glory Partners, LLC has purchased 204 new stocks and bought additional shares in 84 stocks.
Autumn Glory Partners, LLC sold shares of 35 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $34,895,495
Vanguard Total Stock Market ETF: $12,597,484
SPDR S&P 500 ETF Trust: $10,148,095
iShares Core Dividend Growth ETF: $8,687,913
Vanguard Value ETF: $8,626,977

Largest New Holdings this Quarter

N07059210 - ASML: $4,818,424 Holding
670100205 - Novo Nordisk A/S: $4,788,631 Holding
254687106 - Walt Disney: $3,452,873 Holding
532457108 - Eli Lilly and Company: $2,912,215 Holding
855244109 - Starbucks: $2,701,801 Holding

Largest Purchases this Quarter

Alphabet: 17,081 shares (about $6.10M)
ASML: 2,422 shares (about $4.82M)
Novo Nordisk A/S: 99,888 shares (about $4.79M)
Berkshire Hathaway: 8,140 shares (about $4.07M)
NVIDIA: 19,797 shares (about $3.96M)

Largest Sales this Quarter

JPMorgan Equity Premium Income ETF: 18,772 shares (about $1.06M)
Corning: 3,594 shares (about $918.02K)
SPDR Gold Shares: 1,972 shares (about $726.45K)
Dorchester Minerals: 26,000 shares (about $656.50K)
Alliance Resource Partners: 26,000 shares (about $623.48K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$34,895,495	$2,653,838 â–²	8.2%	50,808	9.9%	ETF
VTI Vanguard Total Stock Market ETF	$12,597,484	$1,110 â–²	0.0%	34,044	3.6%	ETF
SPY SPDR S&P 500 ETF Trust	$10,148,095	$888,677 â–²	9.6%	13,589	2.9%	ETF
DGRO iShares Core Dividend Growth ETF	$8,687,913	$414,118 â–²	5.0%	114,631	2.5%	ETF
VTV Vanguard Value ETF	$8,626,977	$107,875 â–²	1.3%	39,586	2.4%	ETF
OKE ONEOK	$8,028,441	$435 â–²	0.0%	92,345	2.3%	Energy
MSFT Microsoft	$7,949,055	$3,827,558 â–²	92.9%	21,310	2.3%	Technology
GOOGL Alphabet	$6,669,239	$6,104,237 â–²	1,080.4%	18,662	1.9%	Communication Services
BINC iShares Flexible Income Active ETF	$6,486,392	$340,105 â–²	5.5%	123,928	1.8%	ETF
BRK.B Berkshire Hathaway	$6,347,948	$4,073,175 â–²	179.1%	12,686	1.8%	Finance
VEA Vanguard FTSE Developed Markets ETF	$5,863,661	$706,444 â–²	13.7%	82,297	1.7%	ETF
NVDA NVIDIA	$5,675,953	$3,961,182 â–²	231.0%	28,367	1.6%	Technology
JNJ Johnson & Johnson	$5,301,479	$3,043,893 â–²	134.8%	20,874	1.5%	Healthcare
RWL Invesco S&P 500 Revenue ETF	$4,987,367	$230,351 â–²	4.8%	39,037	1.4%	ETF
ASML ASML	$4,818,424	$4,818,424 â–²	New Holding	2,422	1.4%	Technology
NVO Novo Nordisk A/S	$4,788,631	$4,788,631 â–²	New Holding	99,888	1.4%	Healthcare
UNILEVER PLC	$4,513,208	$3,852,489 â–²	583.1%	75,070	1.3%	SPON ADR NEW
JPST JPMorgan Ultra-Short Income ETF	$4,206,514	$450,478 â–²	12.0%	83,182	1.2%	ETF
WMB Williams Companies	$4,039,933	$84,748 â–¼	-2.1%	54,344	1.1%	Energy
AAPL Apple	$3,992,052	$2,003,260 â–²	100.7%	13,796	1.1%	Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$3,946,110	$17,761 â–¼	-0.4%	7,554	1.1%	ETF
JAAA Janus Henderson AAA CLO ETF	$3,831,131		0.0%	75,879	1.1%	ETF
MDT Medtronic	$3,757,074	$3,214,784 â–²	592.8%	48,026	1.1%	Healthcare
VUG Vanguard Growth ETF	$3,629,767	$3,043,068 â–²	518.7%	42,138	1.0%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$3,622,579	$450,045 â–²	14.2%	69,120	1.0%	ETF
IWD iShares Russell 1000 Value ETF	$3,456,809		0.0%	14,259	1.0%	ETF
DIS Walt Disney	$3,452,873	$3,452,873 â–²	New Holding	35,874	1.0%	Communication Services
JPM JPMorgan Chase & Co.	$3,369,115	$327 â–²	0.0%	10,293	1.0%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$3,116,073	$471,579 â–²	17.8%	117,499	0.9%	ETF
OGE OGE Energy	$3,015,453	$292 â–²	0.0%	61,970	0.9%	Utilities
LLY Eli Lilly and Company	$2,912,215	$2,912,215 â–²	New Holding	2,428	0.8%	Healthcare
CVX Chevron	$2,868,643	$147,361 â–²	5.4%	17,306	0.8%	Energy
VHT Vanguard Health Care ETF	$2,862,140		0.0%	9,572	0.8%	ETF
VZ Verizon Communications	$2,749,305	$269,706 â–¼	-8.9%	64,934	0.8%	Communication Services
ABBV AbbVie	$2,736,691	$116,765 â–¼	-4.1%	10,875	0.8%	Healthcare
V Visa	$2,722,515	$2,055,868 â–²	308.4%	7,935	0.8%	Finance
SBUX Starbucks	$2,701,801	$2,701,801 â–²	New Holding	26,439	0.8%	Consumer Discretionary
IEF iShares 7-10 Year Treasury Bond ETF	$2,574,857		0.0%	27,227	0.7%	ETF
HD Home Depot	$2,527,658	$1,033,000 â–²	69.1%	7,167	0.7%	Consumer Discretionary
JCPB JPMorgan Core Plus Bond ETF	$2,518,378		0.0%	53,651	0.7%	ETF
XOM ExxonMobil	$2,518,320	$957 â–²	0.0%	18,420	0.7%	Energy
GHC Graham	$2,478,023		0.0%	2,171	0.7%	Consumer Discretionary
AMAT Applied Materials	$2,425,665	$266,787 â–¼	-9.9%	3,355	0.7%	Technology
GD General Dynamics	$2,384,744	$2,384,744 â–²	New Holding	6,732	0.7%	Industrials
PG Procter & Gamble	$2,351,372	$2,067,330 â–²	727.8%	16,035	0.7%	Consumer Staples
AMZN Amazon.com	$2,256,127	$124,414 â–²	5.8%	9,466	0.6%	Consumer Discretionary
WTM White Mountains Insurance Group	$2,239,261		0.0%	1,080	0.6%	Finance
QQQ Invesco QQQ	$2,168,436		0.0%	2,945	0.6%	ETF
RTX RTX	$2,115,300	$1,647,805 â–²	352.5%	11,149	0.6%	Industrials
SPHY SPDR Portfolio High Yield Bond ETF	$1,958,224		0.0%	83,542	0.6%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$1,843,915		0.0%	40,985	0.5%	ETF
IWF iShares Russell 1000 Growth ETF	$1,806,549	$1,191,659 â–²	193.8%	14,549	0.5%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,775,988	$887,994 â–²	100.0%	31,624	0.5%	ETF
BP BP	$1,704,171		0.0%	46,121	0.5%	Energy
TXN Texas Instruments	$1,690,503	$1,789 â–²	0.1%	5,671	0.5%	Technology
VB Vanguard Small-Cap ETF	$1,632,604		0.0%	5,386	0.5%	ETF
VGT Vanguard Information Technology ETF	$1,607,609	$1,313,361 â–²	446.3%	13,451	0.5%	ETF
PFE Pfizer	$1,594,385	$48,786 â–²	3.2%	66,212	0.5%	Healthcare
IVV iShares Core S&P 500 ETF	$1,564,431	$67,400 â–¼	-4.1%	2,089	0.4%	ETF
KO CocaCola	$1,498,454	$216,340 â–¼	-12.6%	18,438	0.4%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$1,479,340	$572 â–²	0.0%	7,765	0.4%	ETF
DVN Devon Energy	$1,473,515	$94,871 â–²	6.9%	35,661	0.4%	Energy
VWO Vanguard FTSE Emerging Markets ETF	$1,461,271		0.0%	24,481	0.4%	ETF
MS Morgan Stanley	$1,413,229	$1,045 â–²	0.1%	6,761	0.4%	Finance
HONEYWELL INTL INC	$1,404,301	$1,404,301 â–²	New Holding	6,272	0.4%	COM
HONEYWELL AEROSPACE INC	$1,386,614	$1,386,614 â–²	New Holding	6,272	0.4%	COM
CHRW C.H. Robinson Worldwide	$1,370,550	$1,370,550 â–²	New Holding	7,277	0.4%	Industrials
PEP PepsiCo	$1,365,508	$656,148 â–²	92.5%	10,085	0.4%	Consumer Staples
SNA Snap-On	$1,365,343		0.0%	3,393	0.4%	Industrials
CSCO Cisco Systems	$1,355,959	$587,418 â–¼	-30.2%	11,544	0.4%	Technology
AVGO Broadcom	$1,338,829	$11,711 â–²	0.9%	3,544	0.4%	Technology
ISRG Intuitive Surgical	$1,329,444	$1,003,346 â–²	307.7%	3,343	0.4%	Healthcare
GOOG Alphabet	$1,324,280	$391,136 â–¼	-22.8%	3,748	0.4%	Communication Services
VOT Vanguard Mid-Cap Growth ETF	$1,317,090		0.0%	4,300	0.4%	ETF
SO Southern	$1,292,468	$861 â–²	0.1%	13,504	0.4%	Utilities
DEO Diageo	$1,222,821	$1,222,821 â–²	New Holding	15,213	0.3%	Consumer Staples
ET Energy Transfer	$1,195,791	$572,189 â–¼	-32.4%	62,541	0.3%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$1,164,065		0.0%	5,471	0.3%	ETF
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$1,163,347		0.0%	25,812	0.3%	ETF
XLF Financial Select Sector SPDR Fund	$1,124,202	$294,373 â–¼	-20.8%	20,970	0.3%	ETF
IBM International Business Machines	$1,089,408	$336,327 â–²	44.7%	3,874	0.3%	Technology
DFUS Dimensional U.S. Equity ETF	$1,086,934	$504,505 â–²	86.6%	13,265	0.3%	ETF
UPS United Parcel Service	$1,079,838	$430 â–²	0.0%	10,045	0.3%	Industrials
IWM iShares Russell 2000 ETF	$1,065,095		0.0%	3,545	0.3%	ETF
VO Vanguard Mid-Cap ETF	$1,058,045	$793,534 â–²	300.0%	13,132	0.3%	ETF
EMR Emerson Electric	$1,051,436	$678,674 â–²	182.1%	7,345	0.3%	Industrials
GLD SPDR Gold Shares	$1,006,783	$726,446 â–¼	-41.9%	2,733	0.3%	ETF
WES Western Midstream Partners	$962,720	$393,840 â–¼	-29.0%	22,000	0.3%	Energy
XLE Energy Select Sector SPDR Fund	$936,011		0.0%	17,624	0.3%	ETF
ENB Enbridge	$934,038	$230,013 â–²	32.7%	17,230	0.3%	Energy
MRK Merck & Co., Inc.	$931,754	$253,274 â–¼	-21.4%	7,251	0.3%	Healthcare
CL Colgate-Palmolive	$930,002	$930,002 â–²	New Holding	10,144	0.3%	Consumer Staples
GOLDMAN SACHS ETF TR	$907,736	$907,736 â–²	New Holding	16,335	0.3%	S&P 500 PREMIUM
PAVE Global X U.S. Infrastructure Development ETF	$899,530		0.0%	15,267	0.3%	ETF
LAZARD INC	$884,263		0.0%	21,084	0.3%	COM
SPEM SPDR Portfolio Emerging Markets ETF	$877,412	$448,933 â–²	104.8%	16,945	0.2%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$873,654		0.0%	14,215	0.2%	ETF
GDX VanEck Gold Miners ETF	$848,966		0.0%	11,252	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$848,283	$82,344 â–²	10.8%	3,585	0.2%	ETF
PSX Phillips 66	$835,615		0.0%	4,943	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Autumn Glory Partners, LLC Top Holdings and 13F Report (2026)

About Autumn Glory Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Autumn Glory Partners, LLC Top Holdings and 13F Report (2026)

About Autumn Glory Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAutumn Glory Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools