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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 $203,731,986
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 16,527 $8,904,652 4.37%
2.
Oneok Inc W
 OKE 80,516 $8,083,834 3.96%
3.
Spdr S & P 500 Etf Trust
 SPY 13,404 $7,855,791 3.85%
4.
Microsoft Corp
 MSFT 16,789 $7,076,564 3.47%
5.
Ishares Tr
 106,894 $6,556,899 3.21%
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)