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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FIS FIDELITY NATL INFORMATIO Technology 42,211.0 $2.0M 1.62% NEW $46.91 -8.1%
2 AZN ASTRAZENECA PLC F Healthcare 7,212.0 $1.4M 1.16% NEW $197.22 -5.8%
3 AMCOR PLC F 30,730.0 $1.2M 1.00% NEW $39.75
4 GNTX GENTEX CORP Consumer Cyclical 54,273.0 $1.2M 0.97% NEW $21.85 +3.7%
5 ACN ACCENTURE PLC IRELAND FCLASS CLASS A Technology 5,522.0 $1.1M 0.90% NEW $198.29 -10.2%
6 GPC GENUINE PARTS CO Consumer Cyclical 5,843.0 $618K 0.51% NEW $105.75 -13.0%
7 FULLERTHALER BEHAVRL UNCNSTD EQ 9,034.0 $589K 0.48% NEW $65.17
8 AMERICAN FUNDS AMERICAN HIGH-INC F3 26,606.0 $260K 0.21% NEW $9.77
9 KMB KIMBERLY CLARK CORP Consumer Defensive 2,273.0 $219K 0.18% NEW $96.47 +0.1%

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%