Autumn Glory Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity portfolio as of the close of business on September 30, 2026. The filing lists the firm’s address as 8235 Douglas Avenue in Dallas, Texas, and identifies Courtney Lawson as the Chief Compliance Officer responsible for the report.
The filing details a portfolio consisting of 5 institutional money managers. The top five positions listed in the information table include Corient, Wallace Capital Management, Inc., Dimensional Fund Advisors, Global Value Investment Corp, and Saratoga Research & Investment Management.
The portfolio is diversified across a wide range of sectors, with significant holdings in large-cap technology and healthcare companies. Apple Inc. is listed with 6,454 shares, while Microsoft Corp. holds 6,121 shares. Other notable holdings include Alphabet Inc. Class A with 17,420 shares and Amazon.com Inc. with 8,635 shares. In the healthcare sector, Eli Lilly & Co. is listed with 2,182 shares, and AbbVie Inc. holds 10,534 shares.
The filing also includes a substantial allocation to exchange-traded funds (ETFs) and fixed income instruments. The iShares Core S&P 500 ETF is listed with 20,891 shares, and the iShares Core Dividend Growth ETF holds 131,217 shares. In the bond category, the iShares 7-10 Year Treasury Bond ETF is listed with 27,227 shares, and the iShares 1-5 Year Investment Grade Corporate Bond ETF holds 93,126 shares.
