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Portfolio (Quarterly) Guide ↗

Garton & Associates Financial Advisors LLC

· CIK 0002109857
13F Portfolio $44M AUM 24 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 14 Added 6 Reduced 102 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 14,535.0 $5.5M 12.42% +147.0 +1.0% $377.74 -2.5%
2 QQQM INVESCO NASDAQ 100 ETF 12,502.0 $3.8M 8.57% +2K +20.8% $302.97 -3.0%
3 ABBV ABBVIE INC Healthcare 10,238.0 $2.6M 5.83% +7K +238.1% $251.65 +5.3%
4 AMCOR PLC F 49,005.0 $2.1M 4.80% +18K +59.5% $43.35
5 DUK DUKE ENERGY CORP NEW Utilities 16,757.0 $2.1M 4.80% +737.0 +4.6% $126.58 -5.3%
6 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 50,907.0 $2.1M 4.73% +1K +2.6% $41.10 +3.3%
7 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 17,630.0 $1.7M 3.92% +1K +7.0% $98.20 +7.2%
8 GNTX GENTEX CORP Consumer Cyclical 56,273.0 $1.4M 3.22% +2K +3.7% $25.27 -6.5%
9 KO THE COCA-COLA CO Consumer Defensive 16,683.0 $1.4M 3.07% +2K +11.2% $81.27 +12.1%
10 PFE PFIZER INC Healthcare 17,732.0 $427K 0.97% +779.0 +4.6% $24.08 +16.6%
11 T AT&T INC Communication Services 20,304.0 $420K 0.95% +749.0 +3.8% $20.70 +22.3%
12 EPD ENTERPRISE PRODS PART LP 11,208.0 $412K 0.93% +4K +61.5% $36.76
13 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 12,461.0 $395K 0.89% +3K +34.0% $31.71 +10.7%
14 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 16,108.0 $378K 0.85% +4K +38.3% $23.44 -0.6%

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 37.2%
Consumer Cyclical 18.6%
Utilities 10.4%
Consumer Defensive 9.1%
Healthcare 9.0%
Communication Services 8.9%
Financial Services 4.2%
Energy 2.5%