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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 20 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WELLS FARGO BANK, 3826CD FDIC INS DUE 100126US 50,000.0 $50K 0.03% NEW $1.00
382 BAIRD SHORTTERM BOND INST 5,223.0 $50K 0.03% NEW $9.57
383 GEORGE PUTNAM BALANCED Y 1,817.0 $49K 0.03% NEW $27.11
384 QQQH NEOS NASDAQ 100 HDGD EQTINCM ETF 902.0 $49K 0.03% NEW $54.29 +2.9%
385 LOW LOWES COS INC Consumer Cyclical 203.0 $49K 0.03% NEW $241.22 -9.9%
386 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 855.0 $49K 0.03% NEW $57.24 -2.0%
387 US TREASURY BILL26U S T BILL DUE 021026 49,000.0 $49K 0.03% NEW $1.00
388 MGC VANGUARD MEGA CAP ETF 193.0 $48K 0.03% NEW $251.18 +8.8%
389 BMY BRISTOL MYERS SQUIBB CO Healthcare 891.0 $48K 0.03% NEW $53.93 +10.4%
390 TOUCHSTONE FOCUSED INSTL 552.0 $47K 0.03% NEW $84.47
391 VANGUARD WINDSOR II INV 973.0 $46K 0.03% NEW $47.00
392 INSW INTERNTNL SEAWAYS IN F Energy 940.0 $46K 0.03% NEW $48.55 +75.3%
393 MPC MARATHON PETE CORP Energy 281.0 $46K 0.03% NEW $162.36 +53.0%
394 O REALTY INCOME CORP REIT Real Estate 807.0 $46K 0.03% NEW $56.39 +10.3%
395 BOYLE CNTY KY ED 52549PRIV EDUC DUE 060149XTRO 45,000.0 $45K 0.03% NEW $1.01
396 BANK OF AMERICA, 4126CD FDIC INS DUE 051326US 45,000.0 $45K 0.03% NEW $1.00
397 JANUS HENDERSON BALANCED I 931.0 $45K 0.03% NEW $48.29
398 FRANKLIN INCOME ADV 18,033.0 $45K 0.03% NEW $2.47
399 AVUV AVANTIS US SMALL CAP VALUE ETF 436.0 $44K 0.03% NEW $101.96 +16.9%
400 LORD ABBETT SHORT DURATION INCOME I 11,377.0 $44K 0.03% NEW $3.89
Page 20 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%