Autumn Glory Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$272.3M
Q ending 2026-03-31
Prior quarter
$285.4M
Q ending 2025-12-31
Change
-4.6% QoQ · +35.1% YoY
Positions
204
reported holdings
Largest positions
Top 100 of 204 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $28.1M | 47K |
| Vanguard Index Fds | VTI | Shares | $10.9M | 34K |
| Oneok Inc New | OKE | Shares | $8.3M | 92K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $8.1M | 12K |
| Vanguard Index Fds | VTV | Shares | $7.7M | 39K |
| Ishares Tr | DGRO | Shares | $7.7M | 109K |
| Blackrock Etf Trust Ii | BINC | Shares | $6.1M | 117K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.6M | 72K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $4.3M | 37K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
| Williams Cos Inc | WMB | Shares | $4.0M | 55K |
| Janus Detroit Str Tr | JAAA | Shares | $3.8M | 76K |
| J P Morgan Exchange Traded F | JPST | Shares | $3.8M | 74K |
| Verizon Communications Inc | VZ | Shares | $3.6M | 71K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $3.5M | 8K |
| Chevron Corporation | CVX | Shares | $3.4M | 16K |
| Ishares Tr | IGSB | Shares | $3.2M | 61K |
| Exxon Mobil Corp | XOM | Shares | $3.1M | 18K |
| Ishares Tr | IWD | Shares | $3.0M | 14K |
| Jpmorgan Chase & Co | JPM | Shares | $3.0M | 10K |
| Vanguard Index Fds | VUG | Shares | $3.0M | 7K |
| Oge Energy Corp | OGE | Shares | $3.0M | 62K |
| Pimco Etf Tr | PYLD | Shares | $2.6M | 100K |
| Vanguard World Fd | VHT | Shares | $2.6M | 10K |
| Ishares Tr | IEF | Shares | $2.6M | 27K |
| J P Morgan Exchange Traded F | JCPB | Shares | $2.5M | 54K |
| Abbvie Inc | ABBV | Shares | $2.5M | 11K |
| Vanguard Scottsdale Fds | VGSH | Shares | $2.4M | 41K |
| White Mtns Ins Group Ltd | Shares | $2.4M | 1K | |
| Graham Hldgs Co | GHC | Shares | $2.3M | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.2M | 5K |
| Johnson & Johnson | JNJ | Shares | $2.2M | 9K |
| Bp Plc | BP | Shares | $2.2M | 46K |
| Ishares Tr | IWF | Shares | $2.1M | 5K |
| Spdr Gold Tr | GLD | Shares | $2.0M | 5K |
| Spdr Series Trust | SPHY | Shares | $1.9M | 84K |
| Amazon Com Inc | AMZN | Shares | $1.9M | 9K |
| Janus Detroit Str Tr | JMBS | Shares | $1.9M | 41K |
| Pfizer Inc | PFE | Shares | $1.8M | 64K |
| Energy Transfer L P | ET | Shares | $1.8M | 92K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.8M | 31K |
| Apple Inc | AAPL | Shares | $1.7M | 7K |
| Vanguard World Fd | VGT | Shares | $1.7M | 2K |
| Invesco Qqq Tr | QQQ | Shares | $1.7M | 3K |
| Devon Energy Corp New | DVN | Shares | $1.7M | 33K |
| Proshares Tr | NOBL | Shares | $1.7M | 16K |
| Coca Cola Co | KO | Shares | $1.6M | 21K |
| Nvidia Corporation | NVDA | Shares | $1.5M | 9K |
| Alliance Resource Partners L | ARLP | Shares | $1.4M | 52K |
| Ishares Tr | IVV | Shares | $1.4M | 2K |
| Vanguard Index Fds | VB | Shares | $1.4M | 5K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 24K |
| Select Sector Spdr Tr | XLF | Shares | $1.3M | 26K |
| Southern Co | SO | Shares | $1.3M | 13K |
| Cisco Sys Inc | CSCO | Shares | $1.3M | 17K |
| Western Midstream Partners L | WES | Shares | $1.3M | 31K |
| Applied Matls Inc | AMAT | Shares | $1.3M | 4K |
| Snap On Inc | SNA | Shares | $1.2M | 3K |
| Morgan Stanley | MS | Shares | $1.1M | 7K |
| Merck & Co Inc | MRK | Shares | $1.1M | 9K |
| Vanguard Index Fds | VOT | Shares | $1.1M | 4K |
| Texas Instrs Inc | TXN | Shares | $1.1M | 6K |
| Argan Inc | AGX | Shares | $1.1M | 2K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| Select Sector Spdr Tr | XLE | Shares | $1.1M | 18K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.0M | 5K |
| Pacer Fds Tr | QDPL | Shares | $1.0M | 26K |
| Vaneck Etf Trust | GDX | Shares | $1.0M | 11K |
| Select Sector Spdr Tr | XLK | Shares | $1.0M | 8K |
| United Parcel Svcs Inc | UPS | Shares | $988K | 10K |
| Vanguard Index Fds | VO | Shares | $943K | 3K |
| Dorchester Minerals L P | DMLP | Shares | $921K | 34K |
| Phillips 66 | PSX | Shares | $901K | 5K |
| Zim Integrated Shipping Serv | Shares | $896K | 34K | |
| Lazard Inc | LAZ | Shares | $896K | 21K |
| At&T Inc | T | Shares | $881K | 30K |
| Ishares Tr | IWM | Shares | $879K | 4K |
| Corning Inc | GLW | Shares | $873K | 6K |
| Pepsico Inc | PEP | Shares | $814K | 5K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $789K | 14K |
| Kinder Morgan Inc Del | KMI | Shares | $789K | 24K |
| Pacer Fds Tr | COWZ | Shares | $779K | 12K |
| Global X Fds | PAVE | Shares | $776K | 15K |
| 3M Co | MMM | Shares | $746K | 5K |
| Vanguard Index Fds | VOE | Shares | $737K | 4K |
| Seaboard Corp Del | SEB | Shares | $735K | 130 |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Listed Fds Tr | INFL | Shares | $709K | 14K |
| Enbridge Inc | ENB | Shares | $703K | 13K |
| Ishares Tr | IBDT | Shares | $698K | 28K |
| Vanguard Specialized Funds | VIG | Shares | $696K | 3K |
| Mcdonalds Corp | MCD | Shares | $694K | 2K |
| Dimensional Etf Trust | DFAC | Shares | $683K | 18K |
| Ishares Tr | IBDU | Shares | $670K | 29K |
| Ishares Tr | IBDS | Shares | $669K | 28K |
| Ishares Tr | IBDR | Shares | $669K | 28K |
| Simon Ppty Group Inc New | SPG | Shares | $669K | 4K |
| Hercules Capital Inc | HTGC | Shares | $665K | 45K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.