Long-term investor
Garton & Associates Financial Advisors LLC @gartonassociatesfinancia
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109857).
Record
- Tracked since 2025-12-31 (270 days), 302 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +922.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 12.5% · long · since 2025-12-31
- AVGO · 12.4% · long · since 2025-12-31
- 46138G649 · 8.6% · long · since 2025-12-31
- AMZN · 8.4% · long · since 2025-12-31
- ABBV · 5.8% · long · since 2025-12-31
- G0250X149 · 4.8% · long · since 2026-03-31
- DUK · 4.8% · long · since 2025-12-31
- 87283Q867 · 4.7% · long · since 2025-12-31
- TMUS · 4.5% · long · since 2025-12-31
- 921946794 · 3.9% · long · since 2025-12-31
- PEP · 3.8% · long · since 2025-12-31
- GNTX · 3.2% · long · since 2026-03-31