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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
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MRK MERCK & CO INC Healthcare 4,264 $513K 0.42% SOLD
42 FEDERATED HERMES MDT MID CAP GROWTH IS 8,141 $500K 0.41% SOLD
43 PG PROCTER & GAMBLE CO Consumer Defensive 3,460 $500K 0.41% SOLD
44 DODGE & COX GLOBAL STOCK I 31,656 $495K 0.41% SOLD
45 DODGE & COX STOCK I 28,488 $459K 0.38% SOLD
46 JANUS HENDERSON ENTERPRISE I 3,249 $437K 0.36% SOLD
47 BARON FOCUSED GROWTH INSTITUTIONAL 7,446 $428K 0.35% SOLD
48 SCHWAB FUNDAMENTAL US LARGE COMPANY IDX 12,779 $421K 0.34% SOLD
49 INVESCO ROCHESTER MUNICIPAL OPPS Y 64,662 $421K 0.34% SOLD
50 PIMCO LOW DURATION INCOME INSTL 49,298 $404K 0.33% SOLD
51 OHI OMEGA HEALTHCARE INVS INREIT Real Estate 8,950 $392K 0.32% SOLD
52 VIRTUS KAR MID-CAP GROWTH I 10,110 $366K 0.30% SOLD
53 V VISA INC CLASS CLASS A Financial Services 1,201 $363K 0.30% SOLD
54 PRU PRUDENTIAL FINL INC Financial Services 3,539 $346K 0.28% SOLD
55 ARTISAN GLOBAL OPPORTUNITIES INSTL 10,330 $343K 0.28% SOLD
56 HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS Financial Services 4,156 $343K 0.28% SOLD
57 VZ VERIZON COMMUNICATIONS I Communication Services 6,732 $338K 0.28% SOLD
58 JNJ JOHNSON & JOHNSON Healthcare 1,375 $336K 0.28% SOLD
59 PARNASSUS VALUE EQUITY INSTITUTIONAL 5,967 $328K 0.27% SOLD
60 EVENTIDE GILEAD I 6,037 $320K 0.26% SOLD
Page 3 of 6  ·  102 positions
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%