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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 54 of 54  ·  1,077 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1061 INTERNET GOLDGOLD ORDF 1 $1.0 SOLD
1062 ACTION ENERGY INC F 83 SOLD
1063 ALTABA INC XXXESC PEND POSS FUTR DISTR 300 SOLD
1064 BP PRUDHOE BAY RTY T ROYALTY TRUST 703 SOLD
1065 CLARUS THERAPEUTICS HXXXBANKRUPTCY EFF 030123 25,354 SOLD
1066 FOXO TECHNOLOGIES INC CLASS A 181 SOLD
1067 GREEN ENDEAVORS INC XXXREGISTRATION REVOKED BY THE SEC EFF 092619 1 SOLD
1068 INFINITO GOLD LTD F 200 SOLD
1069 META MATLS INC EQUITY CLASS EQUITY 300 SOLD
1070 OMNIAB INC (USD125 XXX 9 SOLD
1071 OMNIAB INC (USD15 XXX 9 SOLD
1072 PIONEER MUNICIPAL HIGXXXPENDING POSSIBLE DISTRIBEFF 082725 3,803 SOLD
1073 PRIMIX CORP 5,000 SOLD
1074 SESEN BIO I N C 12,500 SOLD
1075 SPYGLASS RES CORP F 84 SOLD
1076 VISION ENERGY CORP XXXREGISTRATION REVOKED BY THE SEC EFF 041725 130 SOLD
1077 WALGREENS BOOTS ALLIANCE 276 SOLD
Page 54 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%