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Garton & Associates Financial Advisors - Q3 2026 13F Filings

GA

Garton & Associates Financial Advisors LLC

CIK: 0002109857
Address: Kentucky Louisville 2319 Lime Kiln Lane, Suite A
$41.01 M
Portfolio Value
25
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/30/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. RELX Relx PLC
+$1.83 M
2. POR Portland General Electric Company
+$1.69 M
3. EWBC East West Bancorp
+$1.41 M
4. OTIS Otis Worldwide Corporation
+$1.06 M
5. HAS Hasbro
+$896,719.38

Top Sells

Q3 2026
1. ABBV Abbvie
−$2.58 M
2. DUK Duke Energy Corporation
−$2.12 M
3. TMUS T-Mobile Us
−$2.01 M
4. GNTX Gentex Corporation
−$1.42 M
5. UBER Uber Technologies
−$1.39 M

Asset Allocation

Stocks/ETFs
-5.01%
$39.98 M 97.50%
Options
$0 0.00%
Debt
$0 0.00%
Other
-51.73%
$1.03 M 2.50%

Sector Allocation (Stocks)

Garton & Associates Financial Advisors Q3 2026 Filing Summary

Garton & Associates Financial Advisors LLC filed its 13F report for Q3 2026 on October 30, 2026. The portfolio totaled 41.01 M reflecting a -7.25% change from the prior quarter, spanning 25 assets. The top 10 holdings comprised 75.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 6 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Garton & Associates Financial Advisors’s Q3 2026 Filing

Garton & Associates Financial Advisors submitted their Form 13F-HR for the Q3 2026 period on 10/30/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Garton & Associates Financial Advisors reported a managed portfolio value of 41.01 M, consisting of 25 individual positions.

This page displays the raw filing documents. To see which stocks Garton & Associates Financial Advisors bought or sold during Q3 2026, please visit Garton & Associates Financial Advisors's Portfolio Analysis page.