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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 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HOOD RIVER SMALL-CAP GROWTH INSTL 10,116.0 $943K 0.77% +545.0 +5.7% $93.25
42 T ROWE PRICE BLUE CHIP GROWTH I 4,637.0 $873K 0.71% -1K -20.0% $188.22
43 SCHWAB TREASURY OBLIG MONEY INV 852,615.0 $853K 0.70% +60K +7.6% $1.00
44 ENB ENBRIDGE INC F Energy 15,493.0 $839K 0.69% -7K -30.4% $54.14 +4.1%
45 FIDELITY SELECT SEMICONDUCTORS 17,471.0 $810K 0.66% $46.35
46 FIDELITY GROWTH COMPANY FUND 16,146.0 $751K 0.61% -242.0 -1.5% $46.53
47 PIMCO INCOME INSTL 65,019.0 $701K 0.57% -5K -6.8% $10.78
48 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 2,025.0 $684K 0.56% -65.0 -3.1% $337.95 +17.2%
49 ABBV ABBVIE INC Healthcare 3,028.0 $659K 0.54% -6K -66.8% $217.49 -1.7%
50 FIDELITY OTC 27,253.0 $637K 0.52% +3K +13.5% $23.36
51 CALVERT US LARGE CAP CORE RSPNB IDX I 11,661.0 $621K 0.51% -491.0 -4.0% $53.28
52 GPC GENUINE PARTS CO Consumer Cyclical 5,843.0 $618K 0.51% NEW $105.75 -11.9%
53 TSLA TESLA INC Consumer Cyclical 1,588.0 $590K 0.48% -107.0 -6.3% $371.75 +10.3%
54 FULLERTHALER BEHAVRL UNCNSTD EQ 9,034.0 $589K 0.48% NEW $65.17
55 T AT&T INC Communication Services 19,555.0 $567K 0.46% -379.0 -1.9% $28.99 -15.7%
56 JPM JPMORGAN CHASE & CO Financial Services 1,886.0 $555K 0.45% -6K -74.7% $294.20 +2.2%
57 NVDA NVIDIA CORP Technology 3,024.0 $527K 0.43% -1K -27.9% $174.39 +27.5%
58 MRK MERCK & CO INC Healthcare 4,264.0 $513K 0.42% -244.0 -5.4% $120.29 -6.4%
59 FEDERATED HERMES MDT MID CAP GROWTH IS 8,141.0 $500K 0.41% -41.0 -0.5% $61.44
60 PG PROCTER & GAMBLE CO Consumer Defensive 3,460.0 $500K 0.41% -584.0 -14.4% $144.45 -1.4%
Page 3 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%