Autumn Glory Partners, LLC holds a diversified book of 212 reported positions worth $352.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened ASML Holding NV-NY Reg SHS and trimmed Williams Cos Inc. Their largest long position is Vanguard S&P 500 ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.3 points over this window.
Growth of $10,000 cloning Autumn Glory Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Autumn Glory Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 32 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Kearns & Associates LLC | 17 / 80 | $194.0M |
| Saratoga Research & Investment Management | 25 / 80 | $1.6B |
| Trans-Canada Capital Inc. | 10 / 80 | $1.6B |
| Prosperity Advisers, LLC | 19 / 80 | $120.0M |
| 9823 Capital, L.P. | 8 / 80 | $127.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Autumn Glory Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $34.9M | 50.8K | 9.9% | ▲+8.2% Added · +4K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $12.6M | 34.0K | 3.6% | ▲~0% Added · +3 sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $10.1M | 13.6K | 2.9% | ▲+9.6% Added · +1K sh | |
| 4 | Ishares TR CORE DIV GRWTH | $8.7M | 114.6K | 2.5% | ▲+5.0% Added · +5K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $8.6M | 39.6K | 2.4% | ▲+1.3% Added · +495 sh | |
| 6 | Oneok Inc New COM | $8.0M | 92.3K | 2.3% | ▲~0% Added · +5 sh | |
| 7 | Microsoft Corp COM | $7.9M | 21.3K | 2.3% | ▲+93% Added · +10K sh | |
| 8 | Alphabet Inc CAP STK CL A | $6.7M | 18.7K | 1.9% | ▲12× Added · +17K sh | |
| 9 | BlackRock ETF Trust II ISHA FLEX IN ETF | $6.5M | 123.9K | 1.8% | ▲+5.5% Added · +6K sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $6.3M | 12.7K | 1.8% | ▲+179% Added · +8K sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.9M | 82.3K | 1.7% | ▲+14% Added · +10K sh | |
| 12 | Nvidia Corporation COM | $5.7M | 28.4K | 1.6% | ▲+231% Added · +20K sh | |
| 13 | Johnson & Johnson COM | $5.3M | 20.9K | 1.5% | ▲+135% Added · +12K sh | |
| 14 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $5.0M | 39.0K | 1.4% | ▲+4.8% Added · +2K sh | |
| 15 | ASML Hldg NV N Y REGISTRY SHS | $4.8M | 2.4K | 1.4% | ▲New New position | |
| 16 | Novo-Nordisk A S ADR | $4.8M | 99.9K | 1.4% | ▲New New position | |
| 17 | Unilever PLC SPON ADR NEW | $4.5M | 75.1K | 1.3% | ▲+583% Added · +64K sh | |
| 18 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.2M | 83.2K | 1.2% | ▲+12% Added · +9K sh | |
| 19 | Williams Cos Inc COM | $4.0M | 54.3K | 1.1% | ▼−2.0% Reduced · −1K sh | |
| 20 | Apple Inc COM | $4.0M | 13.8K | 1.1% | ▲+101% Added · +7K sh | |
| 21 | State STR SPDR Dow Jones Ind UT SER 1 | $3.9M | 7.6K | 1.1% | ▼−0.4% Reduced · −34 sh | |
| 22 | Janus Detroit STR TR HENDRSON AAA CL | $3.8M | 75.9K | 1.1% | —Held | |
| 23 | Medtronic PLC SHS | $3.8M | 48.0K | 1.1% | ▲+593% Added · +41K sh | |
| 24 | Vanguard Index FDS GROWTH ETF | $3.6M | 42.1K | 1.0% | ▲+519% Added · +35K sh | |
| 25 | Ishares TR ISHS 1-5YR INVS | $3.6M | 69.1K | 1.0% | ▲+14% Added · +9K sh | |
| 26 | Ishares TR RUS 1000 VAL ETF | $3.5M | 14.3K | 1.0% | —Held | |
| 27 | Disney Walt Co COM | $3.5M | 35.9K | 1.0% | ▲New New position | |
| 28 | JPMorgan Chase & Co COM | $3.4M | 10.3K | 1.0% | ▲~0% Added · +1 sh | |
| 29 | Pimco ETF TR MULTISECTOR BD | $3.1M | 117.5K | 0.9% | ▲+18% Added · +18K sh | |
| 30 | Oge Energy Corp COM | $3.0M | 62.0K | 0.9% | ▲~0% Added · +6 sh | |
| 31 | Eli Lilly & Co COM | $2.9M | 2.4K | 0.8% | ▲New New position | |
| 32 | Chevron Corporation COM | $2.9M | 17.3K | 0.8% | ▲+5.4% Added · +889 sh | |
| 33 | Vanguard World FD HEALTH CAR ETF | $2.9M | 9.6K | 0.8% | —Held | |
| 34 | Verizon Communications Inc COM | $2.7M | 64.9K | 0.8% | ▼−8.9% Reduced · −6K sh | |
| 35 | Abbvie Inc COM | $2.7M | 10.9K | 0.8% | ▼−4.1% Reduced · −464 sh | |
| 36 | Visa Inc COM CL A | $2.7M | 7.9K | 0.8% | ▲+308% Added · +6K sh | |
| 37 | Starbucks Corp COM | $2.7M | 26.4K | 0.8% | ▲New New position | |
| 38 | Ishares TR 7-10 YR TRSY BD | $2.6M | 27.2K | 0.7% | —Held | |
| 39 | Home Depot Inc COM | $2.5M | 7.2K | 0.7% | ▲+69% Added · +3K sh | |
| 40 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $2.5M | 53.7K | 0.7% | —Held | |
| 41 | Exxon Mobil Corp COM | $2.5M | 18.4K | 0.7% | ▲~0% Added · +7 sh | |
| 42 | Graham Hldgs Co COM CL B | $2.5M | 2.2K | 0.7% | —Held | |
| 43 | Applied Matls Inc COM | $2.4M | 3.4K | 0.7% | ▼−9.9% Reduced · −369 sh | |
| 44 | General Dynamics Corp COM | $2.4M | 6.7K | 0.7% | ▲New New position | |
| 45 | Procter & Gamble Co COM | $2.4M | 16.0K | 0.7% | ▲+728% Added · +14K sh | |
| 46 | Amazon Com Inc COM | $2.3M | 9.5K | 0.6% | ▲+5.8% Added · +522 sh | |
| 47 | White MTNS Ins Group Ltd COM | $2.2M | 1.1K | 0.6% | —Held | |
| 48 | Invesco QQQ TR UNIT SER 1 | $2.2M | 2.9K | 0.6% | —Held | |
| 49 | RTX Corporation COM | $2.1M | 11.1K | 0.6% | ▲+352% Added · +9K sh | |
| 50 | SPDR Series Trust ST PORT HIGH ETF | $2.0M | 83.5K | 0.6% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Autumn Glory Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34d | 359 | $352.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 329 | $272.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 257 | $285.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 237 | $243.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 230 | $213.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 214 | $201.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 216 | $203.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 24d | 292 | $260.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.