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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 3 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FANG DIAMONDBACK ENERGY INC Energy 5,646.0 $849K 0.47% NEW $150.33 +36.8%
42 HOOD RIVER SMALLCAP GROWTH INSTL 9,571.0 $847K 0.47% NEW $88.49
43 KO THE COCACOLA CO Consumer Defensive 11,564.0 $808K 0.45% NEW $69.91 +16.1%
44 SCHWAB TREASURY OBLIG MONEY INV 792,301.0 $792K 0.44% NEW $1.00
45 FIDELITY GROWTH COMPANY FUND 16,388.0 $784K 0.44% NEW $47.82
46 NVDA NVIDIA CORP Technology 4,197.0 $783K 0.44% NEW $186.49 +19.2%
47 PIMCO INCOME INSTL 69,757.0 $767K 0.43% NEW $10.99
48 TSLA TESLA INC Consumer Cyclical 1,695.0 $762K 0.43% NEW $449.72 -8.8%
49 FIDELITY SELECT SEMICONDUCTORS 17,471.0 $755K 0.42% NEW $43.24
50 META META PLATFORMS INC CLASS A Communication Services 1,037.0 $684K 0.38% NEW $659.91 -7.4%
51 CALVERT US LARGE CAP CORE RSPNB IDX I 12,152.0 $681K 0.38% NEW $56.02
52 US TREASUR NT 40226UST NOTE DUE 021526 644,000.0 $644K 0.36% NEW $1.00
53 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 2,090.0 $635K 0.36% NEW $303.89 +30.3%
54 HD HOME DEPOT INC Consumer Cyclical 1,830.0 $630K 0.35% NEW $344.05 -12.9%
55 PFE PFIZER INC Healthcare 24,896.0 $620K 0.35% NEW $24.90 +1.7%
56 IBM IBM CORP Technology 2,079.0 $616K 0.34% NEW $296.15 -24.8%
57 US TREASU NT 46250226UST NOTE DUE 022826 605,000.0 $606K 0.34% NEW $1.00
58 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 7,272.0 $596K 0.33% NEW $82.02 -25.0%
59 US TREASU NT 41251026UST NOTE DUE 103126 581,000.0 $583K 0.33% NEW $1.00
60 FIDELITY OTC 24,020.0 $583K 0.33% NEW $24.28
Page 3 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%