Autumn Glory Partners, LLC
Top Portfolio Positions
132 positions ·
$143,030,846 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
54,000 | $13,340,700 | 9.33% | |
| OKE |
Oneok Inc /New/
Energy
|
92,340 | $8,346,612 | 5.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,399 | $8,063,565 | 5.64% | |
| MSFT |
Microsoft Corp
Technology
|
11,049 | $4,090,006 | 2.86% | |
| WMB |
Williams Companies, Inc.
Energy
|
55,484 | $4,038,124 | 2.82% | |
| VZ |
Verizon Communications Inc
Communication Services
|
71,304 | $3,579,460 | 2.50% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
7,588 | $3,514,685 | 2.46% | |
| CVX |
Chevron Corp
Energy
|
16,417 | $3,396,676 | 2.37% | |
| XOM |
Exxon Mobil Corp
Energy
|
18,413 | $3,123,948 | 2.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,292 | $3,027,493 | 2.12% |
Portfolio Trend
18 quarters · across all stocks
Holdings in DMLP
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $921,400 | 34,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $491,920 | 22,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $414,240 | 16,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $445,760 | 16,000 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $1,549,845 | 46,500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,401,975 | 46,500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,434,525 | 46,500 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,567,980 | 46,500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,273,200 | 40,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $581,000 | 20,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $599,200 | 20,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $605,800 | 20,000 | Shares | Sole | 2023-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||