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Portfolio (Quarterly) Guide ↗

Garton & Associates Financial Advisors LLC

· CIK 0002109857
13F Portfolio $44M AUM 24 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 14 Added 6 Reduced 102 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 19,062.0 $5.5M 12.47% -986.0 -4.9% $289.37 +6.9%
2 AMZN AMAZON.COM INC Consumer Cyclical 15,627.0 $3.7M 8.42% -5K -23.4% $238.34 +8.5%
3 PEP PEPSICO INC Consumer Defensive 12,351.0 $1.7M 3.78% -833.0 -6.3% $135.40 +6.0%
4 RBCAA REPUBLIC BANCORP INC KY CLASS A Financial Services 15,563.0 $1.4M 3.18% -490.0 -3.0% $90.43 +4.3%
5 EXC EXELON CORP Utilities 28,909.0 $1.3M 3.05% -4K -13.1% $46.62 -6.1%
6 HAS HASBRO INC Consumer Cyclical 12,525.0 $1.0M 2.34% -2K -15.9% $82.59 +13.3%

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 37.2%
Consumer Cyclical 18.6%
Utilities 10.4%
Consumer Defensive 9.1%
Healthcare 9.0%
Communication Services 8.9%
Financial Services 4.2%
Energy 2.5%