Autumn Glory Partners, LLC
SEC Form 13F institutional filer · CIK 0001911621
13F-HR · 102 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
52.6%
Autumn Glory Partners, LLC — $172M AUM allocation strategy
Autumn Glory Partners, LLC files SEC Form 13F and reports $172M of long US equity value across 102 reported holdings for 2026-03-31.
Its largest sector bet is Energy 10.9%, followed by Financials 9.9% and Health Care 3.8%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Autumn Glory Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$172M
total across 102 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +60K sh · +$3.07M+$IVZ +37.1K sh · +$4.24M+$VOO +13.2K sh · +$6.88M
Biggest trims (shares)
−$MDT −31.9K sh · −$3.13M−$GS −21K sh · −$223K−$GOOG −20.2K sh · −$6.37M
Exited to nil (held last quarter, gone now)
$DIS ($3.05M last qtr)$GD ($1.83M last qtr)$SBUX ($1.76M last qtr)$LLY ($1.47M last qtr)$CHRW ($1.46M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Oil & Gas Storage & Transportation7.2%—
- Asset Management & Custody Banks6.9%—
- Integrated Oil & Gas3.8%—
- Systems Software2.4%—
- Pharmaceuticals2.3%—
- Integrated Telecommunication Services2.0%—
- Diversified Banks1.8%—
- Biotechnology1.4%—
- Other holdings72.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $OKE | ONEOK Inc | 92.3K | $8.35M | +9.95K | 4.8% |
| $BLK | BlackRock Inc | 117K | $6.1M | +60K | 3.5% |
| $IVZ | Invesco Ltd | 69.4K | $5.79M | +37.1K | 3.4% |
| $MSFT | Microsoft Corporation | 11K | $4.09M | -7.22K | 2.4% |
| $WMB | Williams Companies Inc | 55.5K | $4.04M | -2.35K | 2.3% |
…and 97 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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