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Parnassus Mid Cap Fund shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Parnassus Mid Cap Fund (PFPMX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Parnassus Mid Cap Fund

Tip: Access up to 7 years of quarterly data

All positions including Parnassus Mid Cap Fund held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Parnassus Mid Cap Fund by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7k 148 38.45

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 Parnassus Mid Cap Fund

Coston, McIsaac & Partners
Richardson Financial Services
Garton & Associates Financial Advisors

View all funds holding Parnassus Mid Cap Fund