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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 40 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PYPL PAYPAL HLDGS INC Financial Services 210.0 $12K 0.01% NEW $58.45 -24.1%
782 IAU ISHARES GOLD ETF Financial Services 150.0 $12K 0.01% NEW $81.17 +5.2%
783 INVESCO INTERNATIONAL SMALLMID COM Y 347.0 $12K 0.01% NEW $34.99
784 USAC USA COMPRESSION PARTN LP Energy 526.0 $12K 0.01% NEW $23.02 +28.9%
785 HYG ISHARES IBOXX HIGH YIELDBOND ETF 150.0 $12K 0.01% NEW $80.63 -0.9%
786 IP INTERNTNL PAPER CO Consumer Cyclical 307.0 $12K 0.01% NEW $39.39 -20.0%
787 QLTA ISHARES AAA A RATED COR BOND ETF 250.0 $12K 0.01% NEW $48.09 -1.8%
788 GLNG GOLAR LNG LIMITED F Energy 320.0 $12K 0.01% NEW $37.18 +40.7%
789 ASH ASHLAND INC Basic Materials 200.0 $12K 0.01% NEW $58.67 -4.1%
790 KIE STATE SRT SPDR S&P INSURNC ETF 195.0 $12K 0.01% NEW $60.15 -3.8%
791 ALL ALLSTATE CORP Financial Services 55.0 $12K 0.01% NEW $209.13 +2.5%
792 HYD VANECK HIGH YIELD MUNI ETF 225.0 $12K 0.01% NEW $51.12 -0.9%
793 FEDERATED HERMES MDT ALL CAP CORE IS 217.0 $11K 0.01% NEW $52.70
794 EXPAND ENERGY CORP 103.0 $11K 0.01% NEW $110.29
795 NUVEEN MULTI CAP VALUE I 178.0 $11K 0.01% NEW $63.58
796 ESTC ELASTIC N V F Technology 150.0 $11K 0.01% NEW $75.44 -28.6%
797 NEUBERGER BERMAN FOCUS I 337.0 $11K 0.01% NEW $33.56
798 JANUS HENDERSON GROWTH AND INCOME I 156.0 $11K 0.01% NEW $72.40
799 IQVIA HLDGS INC 50.0 $11K 0.01% NEW $225.42
800 VANGUARD HEALTH CARE INV 55.0 $11K 0.01% NEW $204.69
Page 40 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%