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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DODGE & COX GLOBAL STOCK I 31,656.0 $495K 0.41% -4K -10.0% $15.65
62 PFE PFIZER INC Healthcare 16,953.0 $476K 0.39% -8K -31.9% $28.08 -9.8%
63 DODGE & COX STOCK I 28,488.0 $459K 0.38% -763.0 -2.6% $16.10
64 JANUS HENDERSON ENTERPRISE I 3,249.0 $437K 0.36% -118.0 -3.5% $134.38
65 BARON FOCUSED GROWTH INSTITUTIONAL 7,446.0 $428K 0.35% $57.45
66 SCHWAB FUNDAMENTAL US LARGE COMPANY IDX 12,779.0 $421K 0.34% +404.0 +3.3% $32.94
67 INVESCO ROCHESTER MUNICIPAL OPPS Y 64,662.0 $421K 0.34% $6.51
68 PIMCO LOW DURATION INCOME INSTL 49,298.0 $404K 0.33% $8.20
69 OHI OMEGA HEALTHCARE INVS INREIT Real Estate 8,950.0 $392K 0.32% -2K -14.9% $43.82 +10.3%
70 VIRTUS KAR MID-CAP GROWTH I 10,110.0 $366K 0.30% -27K -73.1% $36.20
71 V VISA INC CLASS CLASS A Financial Services 1,201.0 $363K 0.30% -64.0 -5.1% $302.32 +10.0%
72 PRU PRUDENTIAL FINL INC Financial Services 3,539.0 $346K 0.28% +3K +1445.4% $97.69 +5.4%
73 ARTISAN GLOBAL OPPORTUNITIES INSTL 10,330.0 $343K 0.28% $33.19
74 HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS Financial Services 4,156.0 $343K 0.28% -8K -65.7% $82.49 +9.3%
75 VZ VERIZON COMMUNICATIONS I Communication Services 6,732.0 $338K 0.28% $50.20 -6.8%
76 JNJ JOHNSON & JOHNSON Healthcare 1,375.0 $336K 0.28% -672.0 -32.8% $244.40 -6.3%
77 PARNASSUS VALUE EQUITY INSTITUTIONAL 5,967.0 $328K 0.27% -800.0 -11.8% $54.97
78 EVENTIDE GILEAD I 6,037.0 $320K 0.26% -2K -21.7% $53.05
79 HD HOME DEPOT INC Consumer Cyclical 959.0 $315K 0.26% -871.0 -47.6% $328.94 -8.9%
80 COLUMBIA DIVIDEND INCOME INST2 8,157.0 $311K 0.25% +164.0 +2.0% $38.07
Page 4 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%