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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001911621

Autumn Glory Partners, LLC

DALLAS, TX · File #028-22254

Latest AUM
$285.4M
Positions
257
Top-10 Concentration
46.0%
Filings
12

Sector Allocation

Technology
8.3%$23.8M
Healthcare
5.8%$16.6M
Energy
5.3%$15.2M
Industrials
4.8%$13.9M
Financials
4.1%$11.7M
Utilities
1.4%$3.9M
Materials
0.7%$1.9M
Real Estate
0.2%$625,217

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836333,762$21.2M12.56%
2ISHARES TR46434V621109,137$7.6M4.50%
3VANGUARD INDEX FDS92290876922,308$7.5M4.44%
4VANGUARD INDEX FDS92290874439,091$7.5M4.43%
5SPDR S&P 500 ETF TRSPY10,338$7.0M4.18%
6VANGUARD INDEX FDS92290873613,377$6.5M3.87%
7ALPHABET INCGOOG20,316$6.4M3.77%
8ONEOK INC NEWOKE82,389$6.1M3.59%
9MICROSOFT CORPMSFT8,296$4.0M2.38%
10VANGUARD TAX-MANAGED FDS92194385861,937$3.9M2.30%
11MICROSOFT CORPMSFT7,699$3.7M2.21%
12SPDR DOW JONES INDL AVERAGE78467X1097,588$3.6M2.16%
13BERKSHIRE HATHAWAY INC DELBRK-A7,025$3.5M2.10%
14JOHNSON & JOHNSONJNJ15,002$3.1M1.84%
15UNILEVER PLCUNLYF47,345$3.1M1.84%
16DISNEY WALT CO25468710626,799$3.0M1.81%
17BLACKROCK ETF TRUST IIBLK57,476$3.0M1.80%
18ISHARES TR46428759814,259$3.0M1.78%
19MEDTRONIC PLCMDT30,945$3.0M1.76%
20NOVO-NORDISK A SNONOF53,634$2.7M1.62%