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Portfolio (Quarterly) Guide ↗

Garton & Associates Financial Advisors LLC

· CIK 0002109857
13F Portfolio $179M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1191 New
Page 47 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MORGAN STANLEY PRIV 426CD FDIC INS DUE 082026US 7,000.0 $7K 0.00% NEW $1.00
922 FHLMC 540MBSCMO DUE 0415403653J 7,000.0 $7K 0.00% NEW $1.00
923 INVESCO GLOBAL OPPORTUNITIES Y 134.0 $7K 0.00% NEW $51.99
924 SBLK STAR BULK CARRIERS COR F Industrials 359.0 $7K 0.00% NEW $19.21 +35.8%
925 PIMCO TOTAL RETURN I3 778.0 $7K 0.00% NEW $8.86
926 FIDELITY ADVISOR MID CAP II A 294.0 $7K 0.00% NEW $23.35
927 ARI APOLLO COML REAL ESTATE REIT Real Estate 708.0 $7K 0.00% NEW $9.68 +11.8%
928 PSI INVESCO SEMICONDUCTORS ETF 86.0 $7K 0.00% NEW $78.85 +89.1%
929 MANU MANCHESTER UTD PLC NEW FCLASS A Communication Services 425.0 $7K 0.00% NEW $15.92 +24.1%
930 VTRS VIATRIS INC Healthcare 538.0 $7K 0.00% NEW $12.45 +31.6%
931 BOOM DMC GLOBAL INC Energy 1,000.0 $7K 0.00% NEW $6.69 +3.7%
932 CHTR CHARTER COMMUNICATIONS ICLASS A Communication Services 32.0 $7K 0.00% NEW $208.75 -30.9%
933 FIDELITY ADVISOR BALANCED FD I 208.0 $7K 0.00% NEW $32.11
934 CCI CROWN CASTLE INC REIT REIT Real Estate 75.0 $7K 0.00% NEW $88.87 +3.5%
935 DIAMOND HILL LONGSHORT I 209.0 $7K 0.00% NEW $31.77
936 MATTHEWS ASIA DIVIDEND INSTL 372.0 $6K 0.00% NEW $17.37
937 JPMORGAN US EQUITY I 239.0 $6K 0.00% NEW $26.89
938 PNNT PENNANTPARK INVT CORP Financial Services 1,069.0 $6K 0.00% NEW $5.96 -35.3%
939 PDT JOHN HANCOCK PREMIUM DIV Financial Services 500.0 $6K 0.00% NEW $12.70 +1.7%
940 SWKS SKYWORKS SOLUTIONS INC Technology 100.0 $6K 0.00% NEW $63.41 +15.2%
Page 47 of 60  ·  1,191 positions

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 24.0%
Financial Services 21.1%
Consumer Cyclical 13.0%
Healthcare 8.9%
Communication Services 6.8%
Consumer Defensive 6.3%
Energy 6.2%
Utilities 6.0%
Industrials 4.5%
Real Estate 1.8%