Garton & Associates Financial Advisors LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The report lists the firm's managing partner, Donald Garton, as the authorized signatory for the filing.
The firm reported ownership of 40 individual securities, which include a mix of large-cap U.S. companies, international entities, and exchange-traded funds. Among the notable positions, Portland General Electric Co is the largest holding, with 37,825 shares. Relx PLC Sponsored ADR follows with 55,208 shares, and T. Rowe Price Capital Appreciation Equity ETF holds 52,575 shares.
The portfolio also includes significant stakes in Hasbro Inc (22,752 shares), Vanguard International High Dividend Yield Index Fund ETF Shares (17,937 shares), and Exelon Corp (16,771 shares). Other disclosed holdings include positions in AT&T Inc, Amazon.com Inc, Apple Inc, Broadcom Inc, and The Coca-Cola Co.
The filing indicates that all positions are held in a sole voting capacity with no shared investment power.
