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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 52 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 TNK TEEKAY TANKERS LTD FCLASS CLASS A Energy 79.0 $4K 0.00% NEW $53.42 +42.2%
1022 IPAY AMPLIFY DIGITAL PAYMENTSETF 81.0 $4K 0.00% NEW $51.79 -12.2%
1023 CASTOR MARITIME INC F 2,000.0 $4K 0.00% NEW $2.07
1024 BLUE OWL CAP CORP 324.0 $4K 0.00% NEW $12.43
1025 TYG TORTOISE ENERGY INFRASTR Financial Services 98.0 $4K 0.00% NEW $40.81 +12.9%
1026 AMERICAN CENTURY LARGE CAP EQUITY INV 83.0 $4K 0.00% NEW $47.80
1027 DTE DTE ENERGY CO Utilities 30.0 $4K 0.00% NEW $128.93 +11.0%
1028 AVD AMERICAN VANGUARD CORP Basic Materials 1,000.0 $4K 0.00% NEW $3.82 -25.1%
1029 DIGITALBRIDGE GROUP INC CLASS CLASS A 245.0 $4K 0.00% NEW $15.34
1030 NSYS NORTECH SYS INC Technology 500.0 $4K 0.00% NEW $7.43 +65.8%
1031 SYY SYSCO CORP Consumer Defensive 50.0 $4K 0.00% NEW $73.70 +2.0%
1032 DELL DELL TECHNOLOGIES INC CLASS CLASS C Technology 29.0 $4K 0.00% NEW $126.24 +86.4%
1033 SONY SONY GROUP CORP FTRADES WITH DUE BILLS Technology 143.0 $4K 0.00% NEW $25.53 -10.9%
1034 JANUS HENDERSON OVERSEAS I 63.0 $4K 0.00% NEW $57.78
1035 KWEB KRANESHARES CSI CHINA INTERNET ETF 105.0 $4K 0.00% NEW $34.15 -17.7%
1036 INTERNTNL CONS AIRLS A FSPONSORED ADR 1 ADR REPS 2 ORD SHS 325.0 $4K 0.00% NEW $11.02
1037 PROP PRAIRIE OPERATING CO Financial Services 2,100.0 $4K 0.00% NEW $1.69 -50.7%
1038 FHLMC 5534MBSCMO DUE 0215342744A 6,000.0 $4K 0.00% NEW $0.59
1039 HIMX HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS Technology 431.0 $4K 0.00% NEW $8.19 +135.7%
1040 SHO SUNSTONE HOTEL INVS INC REIT Real Estate 394.0 $4K 0.00% NEW $8.94 +15.1%
Page 52 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%