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Portfolio (Quarterly) Guide ↗

Garton & Associates Financial Advisors LLC

· CIK 0002109857
13F Portfolio $122M AUM 149 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 29 Added 62 Reduced 1077 Exited
Page 1 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHWAB PRIME ADVANTAGE MONEY INVESTOR 8,196,610.0 $8.2M 6.71% -688K -7.7% $1.00
2 AAPL APPLE INC Technology 20,048.0 $5.1M 4.16% -680.0 -3.3% $253.79 +17.8%
3 AVGO BROADCOM INC Technology 14,388.0 $4.5M 3.64% -2K -9.9% $309.52 +32.8%
4 AMZN AMAZONCOM INC Consumer Cyclical 20,398.0 $4.2M 3.48% -2K -9.8% $208.27 +24.5%
5 FULLERTHALER BEHAVIORAL SM-CP GRINSTL 54,191.0 $3.0M 2.43% -2K -4.0% $54.83
6 T ROWE PRICE ALL-CAP OPPORTUNITIES-I 41,494.0 $3.0M 2.42% -1K -2.6% $71.41
7 DUK DUKE ENERGY CORP NEW Utilities 16,020.0 $2.1M 1.72% -3K -16.4% $130.94 -6.2%
8 GOOGL ALPHABET INC CLASS CLASS A Communication Services 6,844.0 $2.0M 1.61% -5K -40.9% $287.56 +38.0%
9 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 2,932.0 $1.9M 1.56% -422.0 -12.6% $650.38 +12.8%
10 SON SONOCO PRODS CO Consumer Cyclical 33,683.0 $1.8M 1.49% -540.0 -1.6% $54.09 -13.2%
11 CVX CHEVRON CORP NEW Energy 8,520.0 $1.8M 1.44% -675.0 -7.3% $206.90 -5.2%
12 AB LARGE CAP GROWTH ADVISOR 16,661.0 $1.7M 1.39% -2K -12.1% $102.02
13 EXC EXELON CORP Utilities 33,284.0 $1.6M 1.33% -7K -17.5% $49.02 -10.3%
14 HAS HASBRO INC Consumer Cyclical 14,895.0 $1.4M 1.14% -9K -38.5% $93.60 +0.1%
15 QQQ INVESCO QQQ TR Financial Services 2,219.0 $1.3M 1.05% -88.0 -3.8% $577.18 +21.5%
16 BLACKROCK UNCONSTRAINED EQUITY INSTL 79,040.0 $1.2M 0.97% -29K -27.1% $14.95
17 PNC PNC FINL SERVICES Financial Services 5,212.0 $1.1M 0.89% -17K -76.4% $208.09 +2.7%
18 WMT WALMART INC Consumer Defensive 8,300.0 $1.0M 0.84% -2K -15.5% $124.27 +7.3%
19 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 6,592.0 $976K 0.80% -204.0 -3.0% $148.10 +5.3%
20 T ROWE PRICE BLUE CHIP GROWTH I 4,637.0 $873K 0.71% -1K -20.0% $188.22
Page 1 of 4  ·  62 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 32.0%
Consumer Cyclical 17.1%
Financial Services 13.2%
Consumer Defensive 8.3%
Healthcare 7.3%
Utilities 7.1%
Energy 5.3%
Communication Services 5.2%
Industrials 3.4%
Real Estate 0.7%