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 SEB
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,022 | 130 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $577,826 | 130 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $474,110 | 130 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $371,956 | 130 | Shares | Sole | 2025-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||