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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 17 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AMERICAN FUNDS CAPITAL WORLD GR&INC F3 904.0 $65K 0.04% NEW $71.42
322 CII BLACKROCK ENHANCED LARGE Financial Services 2,740.0 $64K 0.04% NEW $23.37 +6.1%
323 TPR TAPESTRY INC Consumer Cyclical 500.0 $64K 0.04% NEW $127.77 +6.3%
324 JANUS HENDERSON RESEARCH I 702.0 $63K 0.04% NEW $89.69
325 NUVEEN BOND INDEX R6 6,369.0 $62K 0.04% NEW $9.79
326 DODGE & COX INCOME I 4,839.0 $62K 0.04% NEW $12.85
327 GRMN GARMIN LTD F Technology 306.0 $62K 0.04% NEW $202.85 +18.2%
328 FIDELITY PURITAN 2,381.0 $62K 0.04% NEW $26.04
329 SHELTON NASDAQ100 INDEX INSTITUTIONAL 1,362.0 $62K 0.04% NEW $45.51
330 MORGAN STANL 6375 PFDPFD SER I 2,452.0 $61K 0.03% NEW $25.00
331 KGC KINROSS GOLD CORP F Basic Materials 2,165.0 $61K 0.03% NEW $28.16 +1.8%
332 TCW CONCENTRATED LARGE CAP GROWTH I CL 2,034.0 $61K 0.03% NEW $29.97
333 INVESCO EQV INTERNATIONAL EQUITY Y 2,881.0 $61K 0.03% NEW $21.06
334 MU MICRON TECHNOLOGY INC Technology 211.0 $60K 0.03% NEW $284.79 +167.6%
335 MIDWESTONE BANK 3926CD FDIC INS DUE 033026US 60,000.0 $60K 0.03% NEW $1.00
336 NYLI MACKAY HIGH YIELD MUNI BOND CLASS I 5,092.0 $60K 0.03% NEW $11.73
337 WBD WARNER BROS DISCOVERY INTENDER OFFER EXP 012126 Communication Services 2,045.0 $59K 0.03% NEW $28.82 -4.9%
338 VANGUARD PRIMECAP INV 329.0 $59K 0.03% NEW $178.78
339 PML PIMCO MUNICIPAL INCOME I Financial Services 7,790.0 $59K 0.03% NEW $7.54 -2.1%
340 MFS MUNICIPAL HIGH INCOME I 7,881.0 $59K 0.03% NEW $7.43
Page 17 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%