Garton & Associates Financial Advisors LLC
Top Portfolio Positions
57 positions ·
$60,638,855 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
20,048 | $5,087,981 | 8.39% | |
| AVGO |
Broadcom Inc.
Technology
|
14,388 | $4,453,229 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,398 | $4,248,290 | 7.01% | |
| MSFT |
Microsoft Corp
Technology
|
10,479 | $3,879,010 | 6.40% | |
| DUK |
Duke Energy CORP
Utilities
|
16,020 | $2,097,658 | 3.46% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
13,184 | $2,047,342 | 3.38% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
42,211 | $1,980,118 | 3.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,844 | $1,968,060 | 3.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,932 | $1,906,796 | 3.14% | |
| SON |
Sonoco Products Co
Consumer Cyclical
|
33,683 | $1,821,913 | 3.00% |
Portfolio Trend
2 quarters · across all stocks
Holdings in RBCAA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,132,539 | 16,053 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,102,391 | 15,979 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||