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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T INC Communication Services 20,304.0 $420K 0.95% +749.0 +3.8% $20.70 +22.3%
22 EPD ENTERPRISE PRODS PART LP 11,208.0 $412K 0.93% +4K +61.5% $36.76
23 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 12,461.0 $395K 0.89% +3K +34.0% $31.71 +10.7%
24 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 16,108.0 $378K 0.85% +4K +38.3% $23.44 -0.6%
Page 2 of 2  ·  24 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 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%