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Home > Institutional Investor > Autumn Glory Partners, Llc > Profile

Instuitional Investor - Autumn Glory Partners, Llc

Fund Profile
Filing Period:
Fund Name: Autumn Glory Partners, Llc
Portfolio Value $201,493,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 18,841 $9,682,510 4.81%
2.
Oneok Inc W
 OKE 79,216 $7,859,839 3.9%
3.
Berkshire Hathaway Inc
 BRK.A 12,724 $6,653,836 3.3%
4.
Ishares Tr
 106,973 $6,608,811 3.28%
5.
Spdr S & P 500 Etf Trust
 SPY 11,014 $6,161,135 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)