Data as of Q4 2025 (Dec 31, 2025)

Autumn Glory Partners, LLC

โ€ขCIK: 1911621โ€ขFiling: Q4 2025

**Autumn Glory Partners, LLC** manages $285M across a diversified portfolio of 208 positions. The fund exhibits a strong core exposure to major indices, evidenced by significant allocations to VOO ($21.2M) and SPY ($8.9M). Notable holdings also include technology leaders like MSFT ($8.8M) and GOOGL ($6.8M), alongside sector-specific plays such as VTV ($7.5M) and OKE ($6.1M). This structure suggests a systematic, large-cap growth and value tilt within the U.S. equity market.

Total AUM
$285.4M
QoQ Performance
+17.2%
Positions
167
Top 10 Concentration
30.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VOO7.4%
SPY3.1%
MSFT3.1%
DGRO2.7%
VTI2.6%
VTV2.6%
GOOGL2.4%
VUG2.3%

๐Ÿ“ˆ Biggest Buys

VOO
VANGUARD INDEX FDS
+50.3%
7.4% of portfolio
VUG
VANGUARD INDEX FDS
+1414.9%
2.3% of portfolio
VTV
VANGUARD INDEX FDS
+124.2%
2.6% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+363.7%
1.7% of portfolio
UL
UNILEVER PLC
NEW
1.3% of portfolio

๐Ÿ“‰ Biggest Sells

FMS
FRESENIUS MEDICAL CARE AG
-78.3%
0.1% of portfolio
GLW
CORNING INC
-28.6%
0.6% of portfolio
LLY
ELI LILLY & CO
-18.5%
0.5% of portfolio
GSBD
GOLDMAN SACHS BDC INC
-36.1%
0.2% of portfolio
RGLD
ROYAL GOLD INC
-43.3%
0.1% of portfolio

Sector Breakdown

Other57.3%
Technology11.3%
ETF11.1%
Financial5.7%
Healthcare5.5%
Consumer3.1%
Industrial2.3%
Communication1.3%

๐Ÿšช Exited Positionssold since Q3 2025

UL
UNILEVER PLC
SOLD
$3.8M
ZTS
ZOETIS INC
SOLD
$744.3K
WPM
WHEATON PRECIOUS METALS CORP
SOLD
$603.9K
TAP
MOLSON COORS BEVERAGE CO
SOLD
$482.8K
BSM
BLACK STONE MINERALS L P
SOLD
$388.9K
+12 more exited positions

Changes from Q3 2025

NEW24 new positions
โ†‘93 increased
โ†“20 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023