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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 58 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 UA UNDER ARMOUR INC CLASS CLASS C Consumer Cyclical 175.0 $840.0 NEW $4.80 +3.4%
1142 FDIG FIDELITY CRYPT IND AND DGTL PYMN ETF 20.0 $784.0 NEW $39.20 +8.5%
1143 FHLMC 632MBSCMO DUE 1215322543R 17,000.0 $714.0 NEW $0.04
1144 GPN GLOBAL PMTS INC Industrials 9.0 $711.0 NEW $79.00 -11.3%
1145 WHEELS UP EXPERIENCE INCCLASS A 1,000.0 $656.0 NEW $0.66
1146 NAM TAI PROPERTY I ORDF 153.0 $656.0 NEW $4.29
1147 DNA GINKGO BIOWORKS HLDG CLASS CLASS A Healthcare 75.0 $623.0 NEW $8.31 -10.2%
1148 CWALT INC 62536MBSCMO DUE 0125360573CB 5,000.0 $531.0 NEW $0.11
1149 DLTH DULUTH HLDGS INC CLASS B Consumer Cyclical 250.0 $520.0 NEW $2.08 +53.8%
1150 NLOP NET LEASE OFFICE PPTYS Real Estate 18.0 $464.0 NEW $25.78 -55.9%
1151 FEDERAL NTNL MORTGA 628MBSCMO DUE 0718289836A 11,000.0 $462.0 NEW $0.04
1152 MICC THE MAGNUM ICE CREAM C F Consumer Defensive 29.0 $460.0 NEW $15.86 +0.9%
1153 CIM CHIMERA INVT CORP EQUITYCLASS EQUITY Real Estate 33.0 $410.0 NEW $12.42 +6.0%
1154 FEDERAL NTNL MORTGA 632MBSCMO DUE 0925320258F 16,000.0 $370.0 NEW $0.02
1155 GNMA 434MBSCMO DUE 0520340442C 2,000.0 $356.0 NEW $0.18
1156 RWJ INVESCO S&P SMALLCAP 600REV ETF 6.0 $292.0 NEW $48.67 +11.0%
1157 OGN ORGANON & CO Healthcare 25.0 $179.0 NEW $7.16 +87.6%
1158 TRULIEVE CANNABIS CORP F 20.0 $174.0 NEW $8.70
1159 CREDIT SUISSE FIR 5535MBSCMO DUE 092535058 2,000.0 $155.0 NEW $0.08
1160 CWALT INC ALTERNAT 637ABSSPCL DUE 0126370641CB 2,000.0 $154.0 NEW $0.08
Page 58 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%