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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 TMUS T-MOBILE US INC Communication Services 11,972.0 $2.0M 4.54% NEW $167.73 +9.1%
2 UBER UBER TECHNOLOGIES INC Technology 19,331.0 $1.4M 3.15% NEW $72.16 +9.2%
3 CMCSA COMCAST CORP NEW CLASS A Communication Services 21,968.0 $539K 1.22% NEW $24.55 +9.4%

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%