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Livermore
Livermore
ZHEN

Autumn Glory Partners, LLC

SEC CIK
0001911621
Latest filing
Aug 3, 2026

The latest 13F from Autumn Glory Partners, LLC covers Q2 2026 (filed Aug 3, 2026): 212 long positions worth $352.9M. The top 10 holdings make up 31.3% of the portfolio, and the largest is Vanguard S&P 500 ETF at 9.9%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
26
Est. +$32.6M
Added
80
Est. +$48.9M
Reduced
37
Est. −$10.7M
Sold out
18
Est. −$9.93M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    9.9%$34.9M
  2. Vanguard Morningstar Total Stock Market ETF922908769
    3.6%$12.6M
  3. SPYSPDR S&P 500 ETF Trust
    2.9%$10.1MHistory
  4. iShares Core Dividend Growth ETF46434V621
    2.5%$8.69M
  5. Vanguard Morningstar Value ETF922908744
    2.4%$8.63M

Biggest buys

New and added positions, by estimated amount bought

  1. GOOGLAlphabet Inc.
    +$6.10MAddedHistory
  2. ASMLASML Holding NV
    +$4.82MNewHistory
  3. NVONovo Nordisk A S
    +$4.79MNewHistory
  4. BRK.BBerkshire Hathaway Inc
    +$4.07MAddedHistory
  5. NVDANVIDIA Corp
    +$3.96MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GOOGLAlphabet Inc.
    +1.72 pp0.2% → 1.9%History
  2. ASMLASML Holding NV
    +1.37 pp0.0% → 1.4%History
  3. NVONovo Nordisk A S
    +1.36 pp0.0% → 1.4%History
  4. NVDANVIDIA Corp
    +1.06 pp0.5% → 1.6%History
  5. ULUnilever PLC
    +1.05 pp0.2% → 1.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Scottsdale FDS92206C102
    −$2.38MSold out
  2. AGXArgan Inc
    −$1.09MSold outHistory
  3. J P Morgan Exchange Traded F46641Q332
    −$1.06MReduced
  4. GLWCorning Inc
    −$918.0KReducedHistory
  5. Vanguard Information Technology ETF92204A702
    −$746.4KReducedConverted for a 8-for-1 split

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Scottsdale FDS92206C102
    −0.88 pp0.9% → 0.0%
  2. VZVerizon Communications Inc
    −0.54 pp1.3% → 0.8%History
  3. GLDSPDR Gold Trust
    −0.46 pp0.7% → 0.3%History
  4. J P Morgan Exchange Traded F46641Q332
    −0.45 pp0.6% → 0.2%
  5. AGXArgan Inc
    −0.40 pp0.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$352.9M
+$81.1M (+29.8%) vs. prior quarter
Positions
212
+8 vs. prior quarter
Top 10 concentration
31.3%
Top 10 as share of value
Turnover
6.6%
Q2 2026, one quarter
Average holding period
12.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $352.9M (Q2 2026)

Q4 2021: $239.6MQ1 2022: $172.3MQ2 2022: $135.3MQ3 2022: $148.4MQ4 2022: $187.1MQ1 2023: $117.0MQ2 2023: $136.5MQ3 2023: $163.7MQ4 2023: $175.5MQ1 2024: $204.4MQ2 2024: $195.9MQ3 2024: $260.0MQ4 2024: $203.7MQ1 2025: $198.9MQ2 2025: $213.8MQ3 2025: $243.5MQ4 2025: $285.4MQ1 2026: $271.8MQ2 2026: $352.9M
Q4 2021Q2 2026
13F filings of Autumn Glory Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 3, 2026212$352.9MVanguard S&P 500 ETFVanguard Morningstar Total Stock Market ETFSPYvs. Q1 2026SEC
Q1 2026May 4, 2026204$271.8MVanguard S&P 500 ETFVanguard Morningstar Total Stock Market ETFOKEvs. Q4 2025SEC
Q4 2025Jan 27, 2026208$285.4MVanguard S&P 500 ETFSPYMSFTvs. Q3 2025SEC
Q3 2025Oct 22, 2025193$243.5MVanguard S&P 500 ETFMSFTSPYvs. Q2 2025SEC
Q2 2025Jul 22, 2025187$213.8MVanguard S&P 500 ETFMSFTSPYvs. Q1 2025SEC
Q1 2025Apr 21, 2025174$198.9MVanguard S&P 500 ETFOKEBRK.Bvs. Q4 2024SEC
Q4 2024Jan 30, 2025172$203.7MVanguard S&P 500 ETFOKESPYvs. Q3 2024SEC
Q3 2024Oct 24, 2024197$260.0MSPYVanguard S&P 500 ETFBRK.Bvs. Q2 2024SEC
Q2 2024Aug 1, 2024170$195.9MVanguard S&P 500 ETFMSFTSPYvs. Q1 2024SEC
Q1 2024Apr 30, 2024170$204.4MVanguard S&P 500 ETFMSFTSPYvs. Q4 2023SEC
Q4 2023Jan 24, 2024164$175.5MVanguard S&P 500 ETFMSFTSPYvs. Q3 2023SEC
Q3 2023Nov 1, 2023154$163.7MVanguard S&P 500 ETFiShares Core Dividend Growth ETFMSFTvs. Q2 2023SEC
Q2 2023Aug 2, 2023134$136.5MSPYMSFTVanguard S&P 500 ETFvs. Q1 2023SEC
Q1 2023Apr 27, 2023128$117.0MiShares Core Dividend Growth ETFVanguard S&P 500 ETFOKEvs. Q4 2022SEC
Q4 2022Jan 31, 2023161$187.1MOKEiShares Core Dividend Growth ETFVanguard S&P 500 ETFvs. Q3 2022SEC
Q3 2022Oct 27, 2022151$148.4MVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETFiShares Core Dividend Growth ETFvs. Q2 2022SEC
Q2 2022Aug 8, 2022156$135.3MVanguard Morningstar Total Stock Market ETFiShares Core Dividend Growth ETFVanguard S&P 500 ETFvs. Q1 2022SEC
Q1 2022May 4, 2022145$172.3MOKEBRK.BVanguard Morningstar Total Stock Market ETFvs. Q4 2021SEC
Q4 2021Feb 16, 2022218$239.6MAAPLMSFTOKE–SEC