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Portfolio (Quarterly) Guide ↗

Garton & Associates Financial Advisors LLC

· CIK 0002109857
13F Portfolio $122M AUM 149 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 29 Added 62 Reduced 1077 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FIDELITY BLUE CHIP GROWTH 21,077.0 $5.2M 4.28% +1K +7.2% $248.03
2 FIDELITY CAPITAL & INCOME 389,390.0 $4.2M 3.45% +67K +20.7% $10.84
3 MSFT MICROSOFT CORP Technology 10,479.0 $3.9M 3.17% +980.0 +10.3% $370.17 +14.4%
4 FULLERTHALER BEHAVIORAL SM-CP EQ INST 71,826.0 $3.6M 2.96% +509.0 +0.7% $50.44
5 T ROWE PRICE CAPITAL APPRECIATION I 88,046.0 $3.0M 2.49% +3K +3.3% $34.60
6 AMERICAN FUNDS AMERICAN BALANCED F2 78,925.0 $2.9M 2.38% +7K +10.2% $36.92
7 QQQM INVESCO NASDAQ 100 ETF 10,352.0 $2.5M 2.01% +585.0 +6.0% $237.62 +21.6%
8 TCAF T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 49,629.0 $1.8M 1.45% +3K +7.1% $35.59 +11.9%
9 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 16,470.0 $1.6M 1.27% +235.0 +1.4% $94.24 +4.7%
10 UNP UNION PAC CORP Industrials 6,390.0 $1.6M 1.27% +2K +42.6% $242.62 +13.4%
11 SCHWAB PRIME ADVANTAGE MONEY ULTRA 1,258,832.0 $1.3M 1.03% +1.2M +1526.5% $1.00
12 KO THE COCA-COLA CO Consumer Defensive 14,996.0 $1.1M 0.93% +3K +29.7% $76.05 +6.8%
13 IBM IBM CORP Technology 4,430.0 $1.1M 0.88% +2K +113.1% $242.39 -8.1%
14 MDT MEDTRONIC PLC F Healthcare 11,056.0 $958K 0.78% +6K +132.8% $86.65 -10.8%
15 HOOD RIVER SMALL-CAP GROWTH INSTL 10,116.0 $943K 0.77% +545.0 +5.7% $93.25
16 SCHWAB TREASURY OBLIG MONEY INV 852,615.0 $853K 0.70% +60K +7.6% $1.00
17 FIDELITY OTC 27,253.0 $637K 0.52% +3K +13.5% $23.36
18 SCHWAB FUNDAMENTAL US LARGE COMPANY IDX 12,779.0 $421K 0.34% +404.0 +3.3% $32.94
19 PRU PRUDENTIAL FINL INC Financial Services 3,539.0 $346K 0.28% +3K +1445.4% $97.69 +5.4%
20 COLUMBIA DIVIDEND INCOME INST2 8,157.0 $311K 0.25% +164.0 +2.0% $38.07
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Consumer Cyclical 17.1%
Financial Services 13.2%
Consumer Defensive 8.3%
Healthcare 7.3%
Utilities 7.1%
Energy 5.3%
Communication Services 5.2%
Industrials 3.4%
Real Estate 0.7%