Filed: 7/22/2025ACC: 0001911621-25-000006
📋 What this filing means
AUTUMN GLORY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $213.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$213.83M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COM$98.69M46.2%
S&P 500 ETF SHS$10.46M4.9%
TR UNIT$7.90M3.7%
CORE DIV GRWTH$6.55M3.1%
SHS$5.77M2.7%
CL B NEW$5.15M2.4%
SPON ADR NEW$4.93M2.3%
Portfolio Concentration
Top 3$27.27M12.8%
4–10$33.68M15.8%
11–25$42.60M19.9%
Rest$110.28M51.6%
Top 3 weight
12.8%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.42M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole187
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings187
Rows:
VANGUARD INDEX FDS
SOLEShares18.41K
TypeSH
Market value$10.46M
4.89%
Sole
0.00
Shared
0.00
None
18.41K
MICROSOFT CORP
SOLEShares17.91K
TypeSH
Market value$8.91M
4.17%
Sole
0.00
Shared
0.00
None
17.91K
SPDR S&P 500 ETF TR
SOLEShares12.79K
TypeSH
Market value$7.90M
3.70%
Sole
0.00
Shared
0.00
None
12.79K
ONEOK INC NEW
SOLEShares81.06K
TypeSH
Market value$6.62M
3.09%
Sole
0.00
Shared
0.00
None
81.06K
ISHARES TR
SOLEShares102.41K
TypeSH
Market value$6.55M
3.06%
Sole
0.00
Shared
0.00
None
102.41K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.60K
TypeSH
Market value$5.15M
2.41%
Sole
0.00
Shared
0.00
None
10.60K
UNILEVER PLC
SOLEShares64.46K
TypeSH
Market value$3.94M
1.84%
Sole
0.00
Shared
0.00
None
64.46K
DISNEY WALT CO
SOLEShares31.67K
TypeSH
Market value$3.93M
1.84%
Sole
0.00
Shared
0.00
None
31.67K
WILLIAMS COS INC
SOLEShares60.32K
TypeSH
Market value$3.79M
1.77%
Sole
0.00
Shared
0.00
None
60.32K
ALPHABET INC
SOLEShares21.02K
TypeSH
Market value$3.70M
1.73%
Sole
0.00
Shared
0.00
None
21.02K
JOHNSON & JOHNSON
SOLEShares23.84K
TypeSH
Market value$3.64M
1.70%
Sole
0.00
Shared
0.00
None
23.84K
ORACLE CORP
SOLEShares16.65K
TypeSH
Market value$3.64M
1.70%
Sole
0.00
Shared
0.00
None
16.65K
SPDR DOW JONES INDL AVERAGE
SOLEShares7.61K
TypeSH
Market value$3.35M
1.57%
Sole
0.00
Shared
0.00
None
7.61K
VANGUARD INDEX FDS
SOLEShares10.64K
TypeSH
Market value$3.23M
1.51%
Sole
0.00
Shared
0.00
None
10.64K
MEDTRONIC PLC
SOLEShares32.73K
TypeSH
Market value$2.85M
1.33%
Sole
0.00
Shared
0.00
None
32.73K
OGE ENERGY CORP
SOLEShares63.87K
TypeSH
Market value$2.83M
1.33%
Sole
0.00
Shared
0.00
None
63.87K
JPMORGAN CHASE & CO.
SOLEShares9.61K
TypeSH
Market value$2.79M
1.30%
Sole
0.00
Shared
0.00
None
9.61K
ISHARES TR
SOLEShares14.23K
TypeSH
Market value$2.76M
1.29%
Sole
0.00
Shared
0.00
None
14.23K
NOVO-NORDISK A S
SOLEShares39.85K
TypeSH
Market value$2.75M
1.29%
Sole
0.00
Shared
0.00
None
39.85K
VANGUARD INDEX FDS
SOLEShares15.43K
TypeSH
Market value$2.73M
1.28%
Sole
0.00
Shared
0.00
None
15.43K
VERIZON COMMUNICATIONS INC
SOLEShares62.28K
TypeSH
Market value$2.69M
1.26%
Sole
0.00
Shared
0.00
None
62.28K
ISHARES TR
SOLEShares5.67K
TypeSH
Market value$2.41M
1.13%
Sole
0.00
Shared
0.00
None
5.67K
HOME DEPOT INC
SOLEShares6.31K
TypeSH
Market value$2.31M
1.08%
Sole
0.00
Shared
0.00
None
6.31K
APPLE INC
SOLEShares11.23K
TypeSH
Market value$2.30M
1.08%
Sole
0.00
Shared
0.00
None
11.23K
CHEVRON CORP NEW
SOLEShares16.06K
TypeSH
Market value$2.30M
1.08%
Sole
0.00
Shared
0.00
None
16.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.41K | SH | $10.46M 4.89% | 0.00 | 0.00 | 18.41K |
MICROSOFT CORPSOLE | COM | 17.91K | SH | $8.91M 4.17% | 0.00 | 0.00 | 17.91K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 12.79K | SH | $7.90M 3.70% | 0.00 | 0.00 | 12.79K |
ONEOK INC NEWSOLE | COM | 81.06K | SH | $6.62M 3.09% | 0.00 | 0.00 | 81.06K |
ISHARES TRSOLE | CORE DIV GRWTH | 102.41K | SH | $6.55M 3.06% | 0.00 | 0.00 | 102.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.60K | SH | $5.15M 2.41% | 0.00 | 0.00 | 10.60K |
UNILEVER PLCSOLE | SPON ADR NEW | 64.46K | SH | $3.94M 1.84% | 0.00 | 0.00 | 64.46K |
DISNEY WALT COSOLE | COM | 31.67K | SH | $3.93M 1.84% | 0.00 | 0.00 | 31.67K |
WILLIAMS COS INCSOLE | COM | 60.32K | SH | $3.79M 1.77% | 0.00 | 0.00 | 60.32K |
ALPHABET INCSOLE | CAP STK CL A | 21.02K | SH | $3.70M 1.73% | 0.00 | 0.00 | 21.02K |
JOHNSON & JOHNSONSOLE | COM | 23.84K | SH | $3.64M 1.70% | 0.00 | 0.00 | 23.84K |
ORACLE CORPSOLE | COM | 16.65K | SH | $3.64M 1.70% | 0.00 | 0.00 | 16.65K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 7.61K | SH | $3.35M 1.57% | 0.00 | 0.00 | 7.61K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.64K | SH | $3.23M 1.51% | 0.00 | 0.00 | 10.64K |
MEDTRONIC PLCSOLE | SHS | 32.73K | SH | $2.85M 1.33% | 0.00 | 0.00 | 32.73K |
OGE ENERGY CORPSOLE | COM | 63.87K | SH | $2.83M 1.33% | 0.00 | 0.00 | 63.87K |
JPMORGAN CHASE & CO.SOLE | COM | 9.61K | SH | $2.79M 1.30% | 0.00 | 0.00 | 9.61K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 14.23K | SH | $2.76M 1.29% | 0.00 | 0.00 | 14.23K |
NOVO-NORDISK A SSOLE | ADR | 39.85K | SH | $2.75M 1.29% | 0.00 | 0.00 | 39.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 15.43K | SH | $2.73M 1.28% | 0.00 | 0.00 | 15.43K |
VERIZON COMMUNICATIONS INCSOLE | COM | 62.28K | SH | $2.69M 1.26% | 0.00 | 0.00 | 62.28K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.67K | SH | $2.41M 1.13% | 0.00 | 0.00 | 5.67K |
HOME DEPOT INCSOLE | COM | 6.31K | SH | $2.31M 1.08% | 0.00 | 0.00 | 6.31K |
APPLE INCSOLE | COM | 11.23K | SH | $2.30M 1.08% | 0.00 | 0.00 | 11.23K |
CHEVRON CORP NEWSOLE | COM | 16.06K | SH | $2.30M 1.08% | 0.00 | 0.00 | 16.06K |
Page 1 of 8
…