Top 50 Autumn Glory Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.79% | 55.4K | $38.8M | +9.07%(+4.61K) | $554.17(+26.19%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.71% | 35.6K | $13.3M | +4.68%(+1.59K) | $308.83(+20.91%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.9% | 20.3K | $10.4M | -4.54%(-968) | $343.83(+54.53%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.88% | 13.6K | $10.4M | +0.00%(+0) | $498.12(+54.51%) | 2026-09-30 | |
| DGRO | ISHARES TR | 2.75% | 131.2K | $9.9M | +14.47%(+16.59K) | $56.79(+40.77%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 2.38% | 39.6K | $8.6M | +0.00%(+0) | $170.36(+32.21%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.8% | 28.4K | $6.5M | +0.11%(+30) | $153.25(+42.22%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.79% | 18.7K | $6.4M | +0.29%(+55) | $263.20(+21.80%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 1.77% | 125.2K | $6.4M | +1.01%(+1.25K) | $52.58(-3.59%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.76% | 12.7K | $6.3M | +0.09%(+11) | $438.86(+23.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.16% | โ | โ | +37.42% |
| Top 20 Holdings Unweighted | +14.91% | +51.74% | โ | โ | +34.58% |
Autumn Glory Partners LLC reports $359.92M in US-listed equity holdings across 191 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.8%), VTI (3.7%) and MSFT (2.9%). The top 20 holdings account for 46.78% of reported assets. Its disclosed equity book has returned +56.16% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Autumn Glory Partners LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911621). View Autumn Glory Partners LLCโs 13F filings on SEC