Chief Compliance Officer

0001911621-23-000002.txt : 20230131 0001911621-23-000002.hdr.sgml : 20230131 20230131102128 ACCESSION NUMBER: 0001911621-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Autumn Glory Partners, LLC CENTRAL INDEX KEY: 0001911621 IRS NUMBER: 452633391 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22254 FILM NUMBER: 23570647 BUSINESS ADDRESS: STREET 1: 8235 DOUGLAS AVE STREET 2: STE 720 CITY: DALLAS STATE: TX ZIP: 72552 BUSINESS PHONE: (214) 378-1212 MAIL ADDRESS: STREET 1: 8235 DOUGLAS AVE CITY: DALLAS STATE: TX ZIP: 75225 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001911621 XXXXXXXX 12-31-2022 12-31-2022 Autumn Glory Partners, LLC

8235 DOUGLAS AVE DALLAS TX 75225

13F HOLDINGS REPORT 028-22254 000288250 801-110630 N Courtney Lawson Chief Compliance Officer (214) 378-1212 Courtney Lawson Dallas TX 01-31-2023 3 244 187149203 false 1 000119174 801-70100 Wallace Capital Management, Inc. 2 000104643 801-14050 Capital Advisors, Inc. 3 000110506 801-57695 Saratoga Research & Investment Management INFORMATION TABLE 2 autumnglory_4q2022.inftbl.xml 3M CO COM 88579Y101 BBG001S5T7X2 47248 394 SH SOLE 3 0 0 394 3M CO COM 88579Y101 BBG001S5T7X2 1110579 9261 SH SOLE 0 0 9261 ABBOTT LABS COM 002824100 BBG001S5N9M6 382094 3480 SH SOLE 0 0 3480 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4540918 28098 SH SOLE 0 0 28098 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 590685 3655 SH SOLE 2 0 0 3655 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 454162 1702 SH SOLE 0 0 1702 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 416270 1560 SH SOLE 2 0 0 1560 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 988909 3706 SH SOLE 3 0 0 3706 ADOBE SYSTEMS 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397970 6590 SH SOLE 2 0 0 6590 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 2747829 8293 SH SOLE 0 0 8293 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1413440 8332 SH SOLE 0 0 8332 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4480688 11716 SH SOLE 0 0 11716 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 613800 1605 SH SOLE 2 0 0 1605 SPDR SER TR S&P METALS MNG 78464A755 BBG001SMH2W0 725184 14559 SH SOLE 0 0 14559 STARBUCKS CORP COM 855244109 BBG001S72KH6 1429968 14415 SH SOLE 3 0 0 14415 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 984216 5957 SH SOLE 0 0 5957 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 270135 1635 SH SOLE 2 0 0 1635 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 330414 600 SH SOLE 0 0 600 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 330414 600 SH SOLE 2 0 0 600 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 113539 2255 SH SOLE 1 0 0 2255 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 1768040 35115 SH SOLE 3 0 0 35115 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 363527 7220 SH SOLE 2 0 0 7220 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 484518 9623 SH SOLE 0 0 9623 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 363173 685 SH SOLE 2 0 0 685 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 363173 685 SH SOLE 0 0 685 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 597893 9211 SH SOLE 0 0 9211 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 5289040 15054 SH SOLE 0 0 15054 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 630353 3297 SH SOLE 0 0 3297 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 2559787 18236 SH SOLE 0 0 18236 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 421839 2778 SH SOLE 0 0 2778 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 BBG001SHVR41 232144 1212 SH SOLE 0 0 1212 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 2409571 9714 SH SOLE 0 0 9714 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 824459 2581 SH SOLE 0 0 2581 VANGUARD WORLD FDS UTILITIES ETF 92204A876 BBG001SHVTP4 1030818 6722 SH SOLE 0 0 6722 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 755613 19178 SH SOLE 0 0 19178 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 185180 4700 SH SOLE 2 0 0 4700 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 231024 800 SH SOLE 0 0 800 VISA INC COM CL A 92826C839 BBG001SRCFY3 182829 880 SH SOLE 2 0 0 880 VISA INC COM CL A 92826C839 BBG001SRCFY3 210461 1013 SH SOLE 0 0 1013 VISA INC COM CL A 92826C839 BBG001SRCFY3 1013661 4879 SH SOLE 3 0 0 4879 WALMART INC COM 931142103 BBG001S5XH92 705405 4975 SH SOLE 3 0 0 4975 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 200806 1280 SH SOLE 0 0 1280 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 200806 1280 SH SOLE 2 0 0 1280 WATSCO INC COM 942622200 BBG001S82CQ2 622502 2496 SH SOLE 0 0 2496 WATSCO INC COM 942622200 BBG001S82CQ2 243165 975 SH SOLE 2 0 0 975 WHITE MTNS INS GROUP LTD COM G9618E107 BBG001SBLRT8 1407258 995 SH SOLE 0 0 995 WHITE MTNS INS GROUP LTD COM G9618E107 BBG001SBLRT8 1407258 995 SH SOLE 1 0 0 995 WILLIAMS COS INC COM 969457100 BBG001S5XH10 564893 17170 SH SOLE 2 0 0 17170 WILLIAMS COS INC COM 969457100 BBG001S5XH10 3788077 115139 SH SOLE 0 0 115139