Autumn Glory Partners, LLC

CIK

1911621

Location

DALLAS, TX

Portfolio Value

Small $143,030,846

Diversification

Diversified

Filing Date

Global Rank

#4,948 / 8,605 ▼ 421 · as of Mar 2026

Top Industry

Oil & Gas Midstream 13.7%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.9%

SPY

+76.5%

Annualised alpha

-4.9%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

132 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 positions · $143,030,846 total · 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	Exxon Mobil 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%