Autumn Glory Partners, LLC

CIK

1911621

Location

DALLAS, TX

Portfolio Value

Small $143,030,846

Diversification

Diversified

Filing Date

Global Rank

#4,951 / 8,622 ▼ 424 · as of Mar 2026

Top Industry

Oil & Gas Midstream 13.7%

3Y Alpha vs SPY

-4.5%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+52.0%

SPY

+67.9%

Annualised alpha

-3.9%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

132 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

+3.2 pts

Top 5

26.5%

+3.6 pts

Top 10

38.1%

+3.3 pts

HHI

249

Diversified+51

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	22.6%	$32,383,015	18
Technology	12.0%	$17,108,372	18
Financial Services	11.2%	$15,952,200	21
Basic Materials	11.0%	$15,795,721	7
Unclassified	10.7%	$15,302,559	4
Industrials	9.5%	$13,604,648	22
Healthcare	7.6%	$10,857,933	13
Communication Services	3.9%	$5,600,525	5
Consumer Cyclical	3.9%	$5,563,872	10
Utilities	3.3%	$4,727,459	4
Consumer Defensive	3.1%	$4,411,975	7
Real Estate	1.2%	$1,722,567	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DMLP	Dorchester Minerals, L.P.	+12,000	34,000	$921,400
PFE	Pfizer Inc	+11,301	64,186	$1,802,342
HTGC	Hercules Capital, Inc.	+10,000	45,000	$664,650
WES	Western Midstream Partners, LP	+10,000	31,000	$1,276,270
SBRA	Sabra Health Care REIT, Inc.	+10,000	24,900	$478,827
OKE	Oneok Inc /New/	+9,951	92,340	$8,346,612
VZ	Verizon Communications Inc	+7,559	71,304	$3,579,460
SO	Southern Co	+5,310	13,495	$1,302,537
ET	Energy Transfer LP	+5,077	92,467	$1,784,613
UPS	United Parcel Service Inc	+5,041	10,041	$987,833
O	Realty Income Corp	+3,314	9,399	$575,030
ENB	Enbridge Inc	+3,302	12,987	$703,116
KO	Coca Cola Co	+2,981	21,100	$1,604,653
CSCO	Cisco Systems, Inc.	+2,516	16,545	$1,283,726
ABBV	AbbVie Inc.	+1,090	11,339	$2,466,118
AMZN	Amazon Com Inc	+1,061	8,944	$1,862,765
PRU	Prudential Financial Inc	+1,027	5,527	$539,932
PGR	Progressive Corp/Oh/	+1,027	2,027	$401,832
BX	Blackstone Inc.	+986	2,341	$269,191
MS	Morgan Stanley	+975	6,756	$1,111,833
TXN	Texas Instruments Inc	+731	5,665	$1,099,801
VLTO	Veralto Corp	+684	4,083	$361,018
SE	Sea Ltd	+645	2,420	$200,400
BN	BROOKFIELD Corp /ON/	+500	7,835	$317,082
PANW	Palo Alto Networks Inc	+490	3,236	$518,795
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UL	Unilever PLC	−47,345	10,990	$626,099
MDT	Medtronic plc	−31,936	6,932	$600,657
GSBD	Goldman Sachs BDC, Inc.	−21,000	40,943	$363,573
GOOGL	Alphabet Inc.	−20,225	1,581	$454,632
JNJ	Johnson & Johnson	−14,993	8,889	$2,172,826
GLW	Corning Inc /Ny	−12,254	6,419	$872,790
ORCL	Oracle Corp	−12,086	2,413	$354,976
RTX	RTX Corp	−10,462	2,464	$475,304
PG	PROCTER & GAMBLE Co	−8,120	1,937	$279,780
WMT	Walmart Inc.	−7,858	3,761	$467,416
HON	Honeywell International Inc	−7,335	2,376	$537,047
MSFT	Microsoft Corp	−7,216	11,049	$4,090,006
BRK-B	Berkshire Hathaway Inc	−7,085	4,546	$2,178,442
AAPL	Apple Inc.	−5,308	6,873	$1,744,297
NVDA	Nvidia Corp	−4,858	8,570	$1,494,608
V	Visa Inc.	−3,298	1,943	$587,251
ACN	Accenture plc	−2,995	1,977	$392,018
HD	Home Depot, Inc.	−2,692	4,238	$1,393,835
PEP	Pepsico Inc	−2,578	5,239	$813,563
WMB	Williams Companies, Inc.	−2,351	55,484	$4,038,124
DVN	Devon Energy Corp/De	−1,510	33,365	$1,678,925
ZIM	ZIM Integrated Shipping Services Ltd.	−1,500	34,000	$895,900
FCX	Freeport-Mcmoran Inc	−1,467	5,008	$294,369
BAC	Bank Of America Corp /De/	−1,271	11,287	$550,240
LAZ	Lazard, Inc.	−1,002	21,084	$895,648
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
AGX	Argan Inc	2,001	$1,089,844
AEM	Agnico Eagle Mines Ltd	3,000	$608,940
BMY	Bristol Myers Squibb Co	7,410	$449,416
WSO	Watsco Inc	950	$345,599
ECL	Ecolab Inc.	1,286	$342,101
VLO	Valero Energy Corp/Tx	1,061	$262,151
IMKTA	Ingles Markets Inc	2,675	$240,455
CASY	Caseys General Stores Inc	320	$232,914
IBKR	Interactive Brokers Group, Inc.	3,025	$202,886
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	26,799	$3,048,922
NVO	Novo Nordisk A S	53,634	$2,728,897
ASML	Asml Holding NV	2,243	$2,399,695
GD	General Dynamics Corp	5,426	$1,826,717
SBUX	Starbucks Corp	20,956	$1,764,704
LLY	ELI LILLY & Co	1,367	$1,469,087
CHRW	C. H. Robinson Worldwide, Inc.	9,096	$1,462,272
DEO	Diageo PLC	9,908	$854,763
CL	Colgate Palmolive Co	8,967	$708,572
ADBE	Adobe Inc.	1,920	$671,980
NKE	NIKE, Inc.	7,211	$459,412
SNOW	Snowflake Inc.	1,354	$297,013
DASH	DoorDash, Inc.	1,297	$293,744
QCOM	Qualcomm Inc/De	1,518	$259,653
GIS	General Mills Inc	4,595	$213,667
ABNB	Airbnb, Inc.	1,530	$207,651
INTU	Intuit Inc.	304	$201,375
BSM	Black Stone Minerals, L.P.	13,000	$172,770
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

132 tracked positions · $143,030,846 total · filing declares 329 positions · $272,291,479 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 132 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNV	FRANCO NEVADA Corp Basic Materials	Held	54,000	0	$13,340,700	+19.2%	9.33%
OKE	Oneok Inc /New/ Energy	Added	92,340	+9,951	$8,346,612	+37.8%	5.84%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,399	-634	$8,063,565	−9.3%	5.64%
MSFT	Microsoft Corp Technology	Reduced	11,049	-7,216	$4,090,006	−53.7%	2.86%
WMB	Williams Companies, Inc. Energy	Reduced	55,484	-2,351	$4,038,124	+16.2%	2.82%
VZ	Verizon Communications Inc Communication Services	Added	71,304	+7,559	$3,579,460	+37.9%	2.50%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	7,588	0	$3,514,685	−3.6%	2.46%
CVX	Chevron Corp Energy	Added	16,417	+96	$3,396,676	+36.6%	2.37%
XOM	ExxonMobil Holdings Corp Energy	Added	18,413	+6	$3,123,948	+41.0%	2.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,292	+416	$3,027,493	−4.9%	2.12%
OGE	Oge Energy Corp. Utilities	Reduced	61,964	-137	$2,971,792	+12.1%	2.08%
ABBV	AbbVie Inc. Healthcare	Added	11,339	+1,090	$2,466,118	+5.3%	1.72%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	1,080	0	$2,372,716	+5.7%	1.66%
GHC	Graham Holdings Co Industrials	Held	2,171	0	$2,295,311	−3.8%	1.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,546	-7,085	$2,178,442	−62.7%	1.52%
JNJ	Johnson & Johnson Healthcare	Reduced	8,889	-14,993	$2,172,826	−56.0%	1.52%
BP	Bp PLC Energy	Held	46,121	0	$2,167,687	+35.3%	1.52%
GLD	Spdr Gold Trust	Reduced	4,705	-302	$2,024,514	+2.0%	1.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,944	+1,061	$1,862,765	+2.4%	1.30%
PFE	Pfizer Inc Healthcare	Added	64,186	+11,301	$1,802,342	+36.9%	1.26%
ET	Energy Transfer LP Energy	Added	92,467	+5,077	$1,784,613	+23.8%	1.25%
AAPL	Apple Inc. Technology	Reduced	6,873	-5,308	$1,744,297	−47.3%	1.22%
QQQ	Invesco Qqq Trust, Series 1	Added	2,945	+41	$1,699,795	−4.7%	1.19%
DVN	Devon Energy Corp/De Energy	Reduced	33,365	-1,510	$1,678,925	+31.4%	1.17%
KO	Coca Cola Co Consumer Defensive	Added	21,100	+2,981	$1,604,653	+26.7%	1.12%
NVDA	Nvidia Corp Technology	Reduced	8,570	-4,858	$1,494,608	−40.3%	1.04%
ARLP	Alliance Resource Partners LP Energy	Held	52,000	0	$1,437,800	+19.0%	1.01%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,238	-2,692	$1,393,835	−41.5%	0.97%
SO	Southern Co Utilities	Added	13,495	+5,310	$1,302,537	+82.5%	0.91%
CSCO	Cisco Systems, Inc. Technology	Added	16,545	+2,516	$1,283,726	+18.8%	0.90%
WES	Western Midstream Partners, LP Energy	Added	31,000	+10,000	$1,276,270	+53.9%	0.89%
AMAT	Applied Materials Inc /De Technology	Added	3,724	+49	$1,272,824	+34.8%	0.89%
SNA	Snap-on Inc Industrials	Added	3,393	+3	$1,232,404	+5.5%	0.86%
MS	Morgan Stanley Financial Services	Added	6,756	+975	$1,111,833	+8.3%	0.78%
MRK	Merck & Co., Inc. Healthcare	Added	9,222	+122	$1,109,314	+15.8%	0.78%
TXN	Texas Instruments Inc Technology	Added	5,665	+731	$1,099,801	+28.5%	0.77%
AGX	Argan Inc Industrials	NEW	2,001	NEW	$1,089,844	NEW	0.76%
AVGO	Broadcom Inc. Technology	Reduced	3,513	-573	$1,087,308	−23.1%	0.76%
UPS	United Parcel Service Inc Industrials	Added	10,041	+5,041	$987,833	+99.2%	0.69%
DMLP	Dorchester Minerals, L.P. Energy	Added	34,000	+12,000	$921,400	+87.3%	0.64%
PSX	Phillips 66 Energy	Held	4,943	0	$900,515	+41.2%	0.63%
ZIM	ZIM Integrated Shipping Services Ltd. Industrials	Reduced	34,000	-1,500	$895,900	+18.9%	0.63%
LAZ	Lazard, Inc. Financial Services	Reduced	21,084	-1,002	$895,648	−16.5%	0.63%
T	At&T Inc. Communication Services	Held	30,397	0	$881,209	+16.7%	0.62%
GLW	Corning Inc /Ny Technology	Reduced	6,419	-12,254	$872,790	−46.6%	0.61%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,239	-2,578	$813,563	−27.5%	0.57%
KMI	Kinder Morgan, Inc. Energy	Added	23,537	+114	$789,195	+22.6%	0.55%
MMM	3M Co Industrials	Added	5,136	+31	$745,900	−8.7%	0.52%
SEB	Seaboard Corp /De/ Industrials	Held	130	0	$735,022	+27.2%	0.51%
ENB	Enbridge Inc Energy	Added	12,987	+3,302	$703,116	+51.8%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.