Garton & Associates Financial Advisors »

Fidelity Secs Fd Otc Portfolio shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Fidelity Secs Fd Otc Portfolio (FOCPX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Fidelity Secs Fd Otc Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Secs Fd Otc Portfolio held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Secs Fd Otc Portfolio by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $583k 24k 24.28

More positions owned by Garton & Associates Financial Advisors

Schwab Prime Advantage Money Investor SWVXX (SWVXX)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Fidelity Blue Chip Growth FBGRX (FBGRX)
Amazoncom Amzn (AMZN)
Pnc Finl Services PNC (PNC)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class Class A Googl (GOOGL)
Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
Fullerthaler Behavioral Smcp Grinstl FTXSX (FTXSX)
American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding Fidelity Secs Fd Otc Portfolio

Carret Asset Management
Garton & Associates Financial Advisors
Hurley Capital

View all funds holding Fidelity Secs Fd Otc Portfolio