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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 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORP NEW Energy 8,520.0 $1.8M 1.44% -675.0 -7.3% $206.90 -5.2%
22 AB LARGE CAP GROWTH ADVISOR 16,661.0 $1.7M 1.39% -2K -12.1% $102.02
23 EXC EXELON CORP Utilities 33,284.0 $1.6M 1.33% -7K -17.5% $49.02 -10.3%
24 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 16,470.0 $1.6M 1.27% +235.0 +1.4% $94.24 +4.7%
25 UNP UNION PAC CORP Industrials 6,390.0 $1.6M 1.27% +2K +42.6% $242.62 +13.4%
26 AZN ASTRAZENECA PLC F Healthcare 7,212.0 $1.4M 1.16% NEW $197.22 -6.4%
27 HAS HASBRO INC Consumer Cyclical 14,895.0 $1.4M 1.14% -9K -38.5% $93.60 +0.1%
28 QQQ INVESCO QQQ TR Financial Services 2,219.0 $1.3M 1.05% -88.0 -3.8% $577.18 +21.5%
29 SCHWAB PRIME ADVANTAGE MONEY ULTRA 1,258,832.0 $1.3M 1.03% +1.2M +1526.5% $1.00
30 AMCOR PLC F 30,730.0 $1.2M 1.00% NEW $39.75
31 GNTX GENTEX CORP Consumer Cyclical 54,273.0 $1.2M 0.97% NEW $21.85 +3.8%
32 BLACKROCK UNCONSTRAINED EQUITY INSTL 79,040.0 $1.2M 0.97% -29K -27.1% $14.95
33 KO THE COCA-COLA CO Consumer Defensive 14,996.0 $1.1M 0.93% +3K +29.7% $76.05 +6.8%
34 RBCAA REPUBLIC BANCORP INC KY CLASS A Financial Services 16,053.0 $1.1M 0.93% $70.55 +9.2%
35 ACN ACCENTURE PLC IRELAND FCLASS CLASS A Technology 5,522.0 $1.1M 0.90% NEW $198.29 -10.8%
36 PNC PNC FINL SERVICES Financial Services 5,212.0 $1.1M 0.89% -17K -76.4% $208.09 +2.7%
37 IBM IBM CORP Technology 4,430.0 $1.1M 0.88% +2K +113.1% $242.39 -8.1%
38 WMT WALMART INC Consumer Defensive 8,300.0 $1.0M 0.84% -2K -15.5% $124.27 +7.3%
39 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 6,592.0 $976K 0.80% -204.0 -3.0% $148.10 +5.3%
40 MDT MEDTRONIC PLC F Healthcare 11,056.0 $958K 0.78% +6K +132.8% $86.65 -10.8%
Page 2 of 7  ·  123 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%