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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 35 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 NI NISOURCE INC Utilities 425.0 $18K 0.01% NEW $41.76 +14.2%
682 OAKMARK ADVISOR 102.0 $18K 0.01% NEW $172.07
683 NUVEEN LARGE CAP VALUE IDX R6 627.0 $18K 0.01% NEW $27.99
684 IEFA ISHARES CORE MSCI EAFE ETF 196.0 $18K 0.01% NEW $89.46 +8.8%
685 KHC KRAFT HEINZ CO Consumer Defensive 721.0 $17K 0.01% NEW $24.27 -3.0%
686 DAL DELTA AIR LINES INC DEL Industrials 252.0 $17K 0.01% NEW $69.28 +9.2%
687 MSFO YIELDMAX MSFT OPTN INC STRG ETF 1,130.0 $17K 0.01% NEW $15.45 -21.6%
688 MFS INTL DIVERSIFICATION I 626.0 $17K 0.01% NEW $27.77
689 SNPS SYNOPSYS INC Technology 37.0 $17K 0.01% NEW $469.73 +6.2%
690 BARON ASSET INSTL 181.0 $17K 0.01% NEW $95.98
691 BYD BOYD GAMING CORP Consumer Cyclical 204.0 $17K 0.01% NEW $85.08 -6.4%
692 LOB LIVE OAK BANCSHARES INC Financial Services 503.0 $17K 0.01% NEW $34.35 +8.9%
693 INVESCO DIVIDEND INCOME Y 643.0 $17K 0.01% NEW $26.66
694 ROKT ST STRT SPDR S&P KNSH FNL FRN ETF IV 201.0 $17K 0.01% NEW $84.99 +41.6%
695 SFL SFL CORP LTD F Industrials 2,183.0 $17K 0.01% NEW $7.81 +62.9%
696 NVDY YIELDMAX NVDA OPTN INC STRGY ETF 1,140.0 $17K 0.01% NEW $14.61 -4.4%
697 MFS VALUE I 329.0 $17K 0.01% NEW $50.35
698 FRANKLIN DYNATECH ADV 84.0 $17K 0.01% NEW $197.14
699 DWS LATIN AMERICA EQUITY S 458.0 $17K 0.01% NEW $36.05
700 VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS Communication Services 1,249.0 $16K 0.01% NEW $13.20 +15.4%
Page 35 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%