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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 48 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SLYV ST STRET SPDR S&P 600 S C VL ETF IV 69.0 $6K 0.00% NEW $91.49 +11.4%
942 ANNALY CAP MGMT INC REIT 282.0 $6K 0.00% NEW $22.36
943 VIRTUS CONVERTIBLE AND I 456.0 $6K 0.00% NEW $13.78
944 COLUMBIA ACORN INST2 433.0 $6K 0.00% NEW $14.49
945 EQNR EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS Energy 265.0 $6K 0.00% NEW $23.64 +72.5%
946 RCS PIMCO STRATEGIC INCOME C Financial Services 1,122.0 $6K 0.00% NEW $5.57 -4.3%
947 GHY PGIM GLOBAL HIGH YIELD Financial Services 500.0 $6K 0.00% NEW $12.34 -3.7%
948 DK DELEK US HLDGS INC NEW Energy 207.0 $6K 0.00% NEW $29.71 +53.3%
949 FHLMC 5535MBSCMO DUE 0615352996A 6,000.0 $6K 0.00% NEW $1.02
950 NHS NEUBERGER HI YLD STRATEG Financial Services 822.0 $6K 0.00% NEW $7.44 -16.0%
951 AWR AMERICAN STS WTR CO Utilities 84.0 $6K 0.00% NEW $72.63 +4.6%
952 TNET TRINET GROUP INC Industrials 102.0 $6K 0.00% NEW $59.25 -28.0%
953 CHI CALAMOS CONVERTIBLE OPPO Financial Services 575.0 $6K 0.00% NEW $10.48 +11.5%
954 EIX EDISON INTL Utilities 100.0 $6K 0.00% NEW $60.02 +17.8%
955 MAR MARRIOTT INTL INC NEW CLASS CLASS A Consumer Cyclical 19.0 $6K 0.00% NEW $314.79 +13.9%
956 SOLV SOLVENTUM CORP Healthcare 75.0 $6K 0.00% NEW $79.24 -5.7%
957 KEY KEYCORP NEW Financial Services 286.0 $6K 0.00% NEW $20.65 +1.3%
958 AMERICAN FUNDS CAPITAL WORLD GR&INC F2 83.0 $6K 0.00% NEW $71.08
959 BGS B & G FOODS INC NEW Consumer Defensive 1,360.0 $6K 0.00% NEW $4.30 -4.9%
960 CLF CLEVELANDCLIFFS INC NEW Basic Materials 440.0 $6K 0.00% NEW $13.28 -23.6%
Page 48 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%