Arkolith/Funds/Garner Asset Management Corp

Garner Asset Management Corp

CIK 1714093
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Garner Asset Management Corp holds a diversified book of 169 stocks worth $308.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Hagerty Inc-A and trimmed Nvidia Corp. Their largest long position is Invesco QQQ Trust Series 1 at 7% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
295
bought for the first time
Added to
79
already held, bought more
Trimmed
68
sold some, still holds it
Sold out
5
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.9%
+17.0%/yr · since Nov '24
Their reported book
+35.0%
held from quarter-end
S&P 500
+31.7%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Garner Asset Management Corp (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +35.0%, a 3.1-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Garner Asset Management Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

72% mapped to company sectors

ETF / fund or unclassified
28%
Information Technology
26%
Financials
12%
Industrials
9%
Consumer Discretionary
8%
Materials
6%
Utilities
4%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Garner Asset Management Corp

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$523.2B
ROYAL BANK OF CANADA80 / 80$144.6B
UBS Group AG80 / 80$138.0B
WELLS FARGO & COMPANY/MN80 / 80$132.8B
CWM, LLC80 / 80$5.9B
MAI Capital Management80 / 80$5.1B
Farther Finance Advisors, LLC80 / 80$1.8B
BANK OF AMERICA CORP /DE/79 / 80$334.9B

Ranked by how many of Garner Asset Management Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

169 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$21.3M29.0K
6.9%
+0.6%
Added · +159 sh
2Berkshire Hathaway Inc Del
CL B NEW
$12.3M24.6K
4.0%
+4.7%
Added · +1K sh
3Vanguard Index FDS
TOTAL STK MKT
$12.3M33.2K
4.0%
+7.3%
Added · +2K sh
4Apple Inc
COM
$11.3M39.1K
3.7%
+0.5%
Added · +181 sh
5Nvidia Corporation
COM
$9.4M46.9K
3.0%
−0.4%
Reduced · −194 sh
6Corning Inc
COM
$8.6M34.0K
2.8%
−8.5%
Reduced · −3K sh
7Invesco Exchange Traded FD T
S&P500 EQL WGT
$7.9M37.0K
2.6%
+34%
Added · +9K sh
8Applied Matls Inc
COM
$7.6M10.5K
2.5%
−4.1%
Reduced · −454 sh
9Dell Technologies Inc
CL C
$7.5M17.3K
2.4%
−5.8%
Reduced · −1K sh
10Alphabet Inc
CAP STK CL C
$6.9M19.5K
2.2%
+0.2%
Added · +45 sh
11RMR Group Inc
CL A
$6.8M332.5K
2.2%
−7.1%
Reduced · −25K sh
12Amazon Com Inc
COM
$5.6M23.4K
1.8%
+0.6%
Added · +131 sh
13Ishares TR
TIPS BD ETF
$5.4M47.1K
1.7%
+28%
Added · +10K sh
14Broadcom Inc
COM
$5.1M13.6K
1.7%
−5.7%
Reduced · −813 sh
15Chevron Corporation
COM
$4.8M28.6K
1.5%
+4.1%
Added · +1K sh
16Autonation Inc
COM
$4.7M24.8K
1.5%
+26%
Added · +5K sh
17Micron Technology Inc
COM
$4.3M3.7K
1.4%
−7.5%
Reduced · −301 sh
18Kayne Anderson Energy Infrst
COM
$4.3M310.0K
1.4%
+1.3%
Added · +4K sh
19Travelers Companies Inc
COM
$4.0M12.1K
1.3%
+3.2%
Added · +371 sh
20Verizon Communications Inc
COM
$3.9M91.5K
1.3%
+1.4%
Added · +1K sh
21Walmart Inc
COM
$3.9M34.5K
1.3%
−1.1%
Reduced · −388 sh
22Advanced Micro Devices Inc
COM
$3.7M6.4K
1.2%
−6.8%
Reduced · −470 sh
23Vaneck ETF Trust
BDC INCOME ETF
$3.6M280.0K
1.2%
+79%
Added · +123K sh
24Oneok Inc New
COM
$3.6M40.9K
1.2%
−1.7%
Reduced · −699 sh
25AT&T Inc
COM
$3.5M166.3K
1.1%
+20%
Added · +28K sh
26Microsoft Corp
COM
$3.4M9.2K
1.1%
+2.2%
Added · +196 sh
27Palo Alto Networks Inc
COM
$3.3M9.5K
1.1%
−3.8%
Reduced · −376 sh
28Costco Wholesale Corporation
COM
$3.2M3.4K
1.0%
−5.9%
Reduced · −214 sh
29SPDR Series Trust
ST BLOO HIGH ETF
$3.0M30.8K
1.0%
+2.9%
Added · +867 sh
30ConocoPhillips
COM
$2.9M28.3K
1.0%
−0.3%
Reduced · −81 sh
31Morgan Stanley
COM NEW
$2.9M13.8K
0.9%
+6.0%
Added · +776 sh
32Cme Group Inc
COM
$2.8M12.5K
0.9%
+9.9%
Added · +1K sh
33Global X FDS
S&P 500 COVERED
$2.6M63.2K
0.8%
+14%
Added · +8K sh
34International Business Machs
COM
$2.5M9.0K
0.8%
−4.6%
Reduced · −438 sh
35Invesco Exch Traded FD TR II
SR LN ETF
$2.5M120.7K
0.8%
+19%
Added · +19K sh
36BlackRock Inc
COM
$2.4M2.4K
0.8%
+11%
Added · +250 sh
37Dominion Energy Inc
COM
$2.3M34.5K
0.7%
+3.9%
Added · +1K sh
38Waste Mgmt Inc Del
COM
$2.2M10.1K
0.7%
−1.8%
Reduced · −185 sh
39Texas Instrs Inc
COM
$2.2M7.5K
0.7%
−3.7%
Reduced · −288 sh
40Alphabet Inc
CAP STK CL A
$2.2M6.2K
0.7%
+3.3%
Added · +199 sh
41International Paper Co
COM
$2.2M56.7K
0.7%
−4.0%
Reduced · −2K sh
42Home Depot Inc
COM
$2.1M6.1K
0.7%
+66%
Added · +2K sh
43Hagerty Inc
CL A COM
$2.1M172.8K
0.7%
New
New position
44General Dynamics Corp
COM
$1.9M5.5K
0.6%
+34%
Added · +1K sh
45Ishares TR
NATIONAL MUN ETF
$1.9M18.0K
0.6%
+22%
Added · +3K sh
46WW Grainger Inc
COM
$1.8M1.3K
0.6%
−2.3%
Reduced · −31 sh
47Westwood Hldgs Group Inc
COM
$1.8M94.4K
0.6%
−15%
Reduced · −17K sh
48Caterpillar Inc
COM
$1.8M1.7K
0.6%
−0.3%
Reduced · −6 sh
49Brunswick Corp
COM
$1.8M21.0K
0.6%
−0.4%
Reduced · −79 sh
50Qualcomm Inc
COM
$1.7M9.7K
0.6%
−3.3%
Reduced · −333 sh
Showing 50 of 169 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Garner Asset Management Corp owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1714093/holdings"
Ask your agent
Use Arkolith to show Garner Asset Management Corp's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026169$308.4M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026156$255.0M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026425$260.6M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025155$248.2M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025148$216.3M13F-HR
Q1 2025Mar 31, 2025May 6, 2025155$227.9M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025150$221.4M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024154$225.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.