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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 54 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AMTM AMENTUM HLDGS INC EQUITY Industrials 107.0 $3K 0.00% NEW $29.00 -22.7%
1062 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 80.0 $3K 0.00% NEW $38.73 -11.8%
1063 FEDERAL NTNL MORT 3542MBSCMO DUE 1225421327A 5,000.0 $3K 0.00% NEW $0.62
1064 HPQ HP INC Technology 138.0 $3K 0.00% NEW $22.24 -4.2%
1065 SIX FLAGS ENTMT CORP CLASS EQUITY 200.0 $3K 0.00% NEW $15.34
1066 NORTHEAST INVESTORS TRUST 794.0 $3K 0.00% NEW $3.83
1067 FHLMC 533MBSCMO DUE 0515332613A 3,000.0 $3K 0.00% NEW $1.01
1068 MILLROSE PPTYS INC CLASS A 100.0 $3K 0.00% NEW $29.87
1069 VWO VANGUARD FTSE EMERGING MARKETS ETF 55.0 $3K 0.00% NEW $53.76 +8.9%
1070 CMP COMPASS MINERALS INTL IN Basic Materials 150.0 $3K 0.00% NEW $19.64 +47.0%
1071 GABELLI PET PARENTS' 209.0 $3K 0.00% NEW $13.95
1072 HYDB ISHARES HIGH YIELD SYS BND ETF 60.0 $3K 0.00% NEW $47.35 -1.5%
1073 CTSH COGNIZANT TECHNOLOGY SOLCLASS CLASS A Technology 34.0 $3K 0.00% NEW $83.00 -39.3%
1074 SPYM STATE STREET SPDR PORTFLS&P 500 ETF 35.0 $3K 0.00% NEW $80.23 +8.6%
1075 DWS SMALL CAP CORE INST 54.0 $3K 0.00% NEW $51.83
1076 HOMELAND URANIUM CORP F 10,000.0 $3K 0.00% NEW $0.28
1077 CIVITAS RES INC 102.0 $3K 0.00% NEW $27.05
1078 VYX NCR VOYIX CORP Technology 266.0 $3K 0.00% NEW $10.20 -36.5%
1079 JCPB JPMORGAN CORE PLUS BOND ETF 57.0 $3K 0.00% NEW $47.35 -1.7%
1080 MTN VAIL RESORTS INC Consumer Cyclical 20.0 $3K 0.00% NEW $132.80 -5.4%
Page 54 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%