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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 52 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1021 SCZ ISHARES MSCI EAFE SMALL CAP ETF 13 $1K 0.00% SOLD
1022 NEBIUS GROUP N V A FCLASS A 12 $1K 0.00% SOLD
1023 AMC ENTMT HLDGS INC CLASS CLASS A 618 $964.0 0.00% SOLD
1024 SOUTH BOW CORP F 35 $961.0 0.00% SOLD
1025 BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 10 $952.0 0.00% SOLD
1026 PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 01 ORD SHS 200 $920.0 0.00% SOLD
1027 UA UNDER ARMOUR INC CLASS CLASS C Consumer Cyclical 175 $840.0 SOLD
1028 FDIG FIDELITY CRYPT IND AND DGTL PYMN ETF 20 $784.0 SOLD
1029 FHLMC 632MBSCMO DUE 1215322543R 17,000 $714.0 SOLD
1030 GPN GLOBAL PMTS INC Industrials 9 $711.0 SOLD
1031 WHEELS UP EXPERIENCE INCCLASS A 1,000 $656.0 SOLD
1032 NAM TAI PROPERTY I ORDF 153 $656.0 SOLD
1033 DNA GINKGO BIOWORKS HLDG CLASS CLASS A Healthcare 75 $623.0 SOLD
1034 CWALT INC 62536MBSCMO DUE 0125360573CB 5,000 $531.0 SOLD
1035 DLTH DULUTH HLDGS INC CLASS B Consumer Cyclical 250 $520.0 SOLD
1036 NLOP NET LEASE OFFICE PPTYS Real Estate 18 $464.0 SOLD
1037 FEDERAL NTNL MORTGA 628MBSCMO DUE 0718289836A 11,000 $462.0 SOLD
1038 MICC THE MAGNUM ICE CREAM C F Consumer Defensive 29 $460.0 SOLD
1039 CIM CHIMERA INVT CORP EQUITYCLASS EQUITY Real Estate 33 $410.0 SOLD
1040 FEDERAL NTNL MORTGA 632MBSCMO DUE 0925320258F 16,000 $370.0 SOLD
Page 52 of 54  ·  1,077 positions
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%