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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 23 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CSX CSX CORP Industrials 1,050.0 $38K 0.02% NEW $36.25 +26.6%
442 VICTORY INTEGRITY SMALLCAP VALUE Y 1,167.0 $38K 0.02% NEW $32.54
443 DIAMOND HILL SELECT I 1,514.0 $38K 0.02% NEW $25.00
444 YUM YUM BRANDS INC Consumer Cyclical 250.0 $38K 0.02% NEW $151.28 +0.9%
445 CALVERT SHORT DURATION INCOME I 2,359.0 $38K 0.02% NEW $15.97
446 OKE ONEOK INC NEW Energy 510.0 $37K 0.02% NEW $73.50 +26.0%
447 FRANKLIN HIGH YIELD TAX FREE INC ADV 4,196.0 $37K 0.02% NEW $8.92
448 MFM MFS MUNICIPAL INCOME CF Financial Services 6,871.0 $37K 0.02% NEW $5.43 -1.9%
449 APAM ARTISAN PARTNERS ASSET MCLASS A Financial Services 910.0 $37K 0.02% NEW $40.74 -8.9%
450 IUSV ISHARES CORE S&P US VALUE ETF 360.0 $37K 0.02% NEW $102.54 +6.7%
451 RYDEX FINANCIAL SERVICES A 386.0 $37K 0.02% NEW $94.95
452 PAAA PGIM AAA CLO ETF 714.0 $37K 0.02% NEW $51.28 +0.3%
453 BBN BLACKROCK TAXABL MUNI BN Financial Services 2,236.0 $36K 0.02% NEW $16.32 -4.5%
454 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 373.0 $36K 0.02% NEW $97.79 +25.1%
455 JPMORGAN US GARP EQUITY I 376.0 $36K 0.02% NEW $96.45
456 BUFFALO HIGHYIELD 3,429.0 $36K 0.02% NEW $10.54
457 DODGE & COX INTERNATIONAL STOCK I 2,190.0 $36K 0.02% NEW $16.46
458 FWRD FORWARD AIR CORP NEW Industrials 1,430.0 $36K 0.02% NEW $25.00 -66.6%
459 SDY STATE STREET SPDR S&P DIV ETF 255.0 $35K 0.02% NEW $139.16 +6.9%
460 WHR WHIRLPOOL CORP Consumer Cyclical 490.0 $35K 0.02% NEW $72.17 -42.5%
Page 23 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%