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Virtus KAR Small-Mid Cap Core Fund Class I shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Virtus KAR Small-Mid Cap Core Fund Class I

Tip: Access up to 7 years of quarterly data

All positions including Virtus KAR Small-Mid Cap Core Fund Class I 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 Virtus KAR Small-Mid Cap Core Fund Class I by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $196k 10k 19.35

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Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
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T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
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Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding Virtus KAR Small-Mid Cap Core Fund Class I

Garton & Associates Financial Advisors

View all funds holding Virtus KAR Small-Mid Cap Core Fund Class I