Fund HoldingsGarner Asset Management Corp

Total Portfolio Value
$205.83M
Total Bought
$89.65M
Total Sold
$114.35M
Net Transaction
-$24.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD INDEX FDS0133,337+133,337016,0167.78%+16,016
BERKSHIRE HATHAWAY INC DEL23,32122,813-50889,0194.38%+9,011
INVESCO QQQ TR15,73417,743+2,00967,6783.73%+7,673
APPLE INC(AAPL)038,650+38,65007,2663.53%+7,266
DIVERSIFIED HEALTHCARE TR(DHC)0454,328+454,32806,9183.36%+6,918
RMR GROUP INC227,920217,814-10,10665,5592.70%+5,553
VERIZON COMMUNICATIONS INC(VZ)130,937118,351-12,58644,6972.28%+4,693
AMAZON COM INC(AMZN)1,62226,440+24,81804,5142.19%+4,514
FARMLAND PARTNERS INC0384,330+384,33004,2992.09%+4,299
NVIDIA CORPORATION(NVDA)05,858+5,85804,1232.00%+4,123
MICROSOFT CORP(MSFT)08,577+8,57703,5401.72%+3,540
ALPHABET INC(GOOG)2,11923,374+21,25503,4381.67%+3,438
COSTCO WHSL CORP NEW(COST)5,0054,183-82233,0351.47%+3,033
INTERNATIONAL PAPER CO(IP)94,92487,152-7,77232,9731.44%+2,970
KAYNE ANDERSON ENERGY INFRST(KYN)128,015301,407+173,39212,5881.26%+2,587
CHEVRON CORP NEW(CVX)11,51116,947+5,43622,5871.26%+2,585
TRAVELERS COMPANIES INC(TRV)012,181+12,18102,5781.25%+2,578
WALMART INC(WMT)14,76414,977+21322,5441.24%+2,542
CME GROUP INC(CME)10,79911,729+93022,4141.17%+2,412
AUTONATION INC(AN)016,343+16,34302,3901.16%+2,390
INTERNATIONAL BUSINESS MACHS(IBM)13,69912,694-1,00522,3231.13%+2,321
BROADCOM INC(AVGO)01,742+1,74202,2501.09%+2,250
AT&T INC(T)0132,842+132,84202,2501.09%+2,250
APPLIED MATLS INC012,743+12,74302,2151.08%+2,215
PALO ALTO NETWORKS INC(PANW)05,674+5,67402,1021.02%+2,102
BLACKROCK INC(BLK)3,0082,440-56831,9240.93%+1,921
QUALCOMM INC(QCOM)012,964+12,96401,9200.93%+1,920
WEYERHAEUSER CO MTN BE(WY)056,687+56,68701,8650.91%+1,865
DELL TECHNOLOGIES INC(DELL)22,74221,574-1,16821,8230.89%+1,821
BRUNSWICK CORP(BC)52,00056,946+4,94621,7950.87%+1,793
WASTE MGMT INC DEL(WM)08,992+8,99201,6980.82%+1,698
CONOCOPHILLIPS(COP)12,29513,901+1,60611,5850.77%+1,584
CORNING INC(GLW)049,161+49,16101,5600.76%+1,560
TEXAS INSTRS INC(TXN)09,703+9,70301,5590.76%+1,559
EATON VANCE MUN BD FD120,764147,626+26,86211,5150.74%+1,514
ONEOK INC NEW(OKE)23,42121,395-2,02611,4630.71%+1,462
INVESCO SR INCOME TR069,282+69,28201,4600.71%+1,460
ADVANCED MICRO DEVICES INC(AMD)08,430+8,43001,4400.70%+1,440
GRAINGER W W INC(GWW)01,523+1,52301,4370.70%+1,437
SPDR S&P 500 ETF TR(SPY)3,3232,886-43711,4350.70%+1,434
ALPHABET INC(GOOG)09,462+9,46201,3800.67%+1,380
FEDEX CORP(FDX)5,8925,704-18821,3740.67%+1,372
PROSPECT CAP CORP(PSEC)163,010152,537-10,47311,3720.67%+1,371
UNITED PARCEL SERVICE INC(UPS)09,348+9,34801,3670.66%+1,367
LOCKHEED MARTIN CORP(LMT)03,129+3,12901,3350.65%+1,335
ZILLOW GROUP INC(Z)023,116+23,11601,2720.62%+1,272
SEABOARD CORP DEL(SEB)282320+3811,1450.56%+1,144
MORGAN STANLEY(MS)12,80813,151+34311,1210.54%+1,120
GENERAL DYNAMICS CORP(GD)4,0794,107+2811,0980.53%+1,097
CONSTELLATION BRANDS INC(STZ)4,9684,525-44311,0960.53%+1,094
GLOBAL X FDS
S&P 500 COVERED
28,92027,222-1,69811,0920.53%+1,091
STMICROELECTRONICS N V(STM)023,510+23,51001,0570.51%+1,057
INVESCO MUN OPPORTUNITY TR(VMO)144,468108,955-35,51311,0500.51%+1,049
DEERE & CO(DE)02,718+2,71801,0460.51%+1,046
CAL MAINE FOODS INC(CALM)21,92818,519-3,40911,0340.50%+1,033
INTUIT(INTU)1,9041,533-37119970.48%+996
OLIN CORP(OLN)019,597+19,59709860.48%+986
APOLLO SR FLOATING RATE FD I75,62971,520-4,10919850.48%+984
MOLSON COORS BEVERAGE CO(TAP)17,09016,247-84319660.47%+965
KIMBERLY-CLARK CORP(KMB)08,053+8,05309650.47%+965
SCHWAB CHARLES CORP(SCHW)015,421+15,42109560.46%+956
AUTOMATIC DATA PROCESSING IN3,5943,683+8919190.45%+918
NEXTERA ENERGY INC(NEE)025,540+25,54009140.44%+914
BOOKING HOLDINGS INC(BKNG)254241-1318990.44%+899
EATON VANCE FLTING RATE INC(EFT)70,36966,757-3,61218890.43%+888
MERCK & CO INC(MRK)07,009+7,00908860.43%+886
FIRST AMERN FINL CORP(FAF)15,25214,373-87918680.42%+867
MOSAIC CO NEW(MOS)30,91628,767-2,14918600.42%+859
EATON VANCE SR FLTNG RTE TR
COM
69,07365,364-3,70918550.42%+854
GLOBAL X FDS
RUSSE GROWT ETF
051,810+51,81008530.41%+853
BANK AMERICA CORP29,51825,924-3,59418530.41%+852
EATON CORP PLC(ETN)3,6003,090-51018430.41%+843
WHITESTONE REIT73,60767,003-6,60418420.41%+842
CORTEVA INC(CTVA)014,475+14,47507680.37%+768
TYSON FOODS INC(TSN)16,68114,200-2,48117610.37%+761
AMERICOLD REALTY TRUST INC(COLD)027,270+27,27007550.37%+755
BHP GROUP LTD012,444+12,44407460.36%+746
OLD REP INTL CORP(ORI)30,22227,221-3,00117450.36%+744
MCCORMICK & CO INC(MKC)011,137+11,13707280.35%+728
CATERPILLAR INC(CAT)2,1762,249+7317250.35%+725
NORFOLK SOUTHN CORP(NSC)02,859+2,85907220.35%+722
BOEING CO(BA)03,428+3,42807200.35%+720
WESTWOOD HLDGS GROUP INC13,34860,395+47,04707140.35%+713
COHEN & STEERS REAL ESTATE O011,650+11,65007060.34%+706
JOHNSON & JOHNSON(JNJ)04,511+4,51107020.34%+702
PENNANTPARK INVT CORP107,575102,151-5,42416860.33%+685
EXXON MOBIL CORP6,6366,585-5116810.33%+680
FIRST SOLAR INC(FSLR)04,590+4,59006580.32%+658
SOUTHERN CO(SO)09,801+9,80106530.32%+653
LOWES COS INC(LOW)02,958+2,95806530.32%+653
UNILEVER PLC(UL)012,830+12,83006500.32%+650
CISCO SYS INC(CSCO)14,48912,877-1,61216410.31%+640
REPUBLIC SVCS INC(RSG)4,5963,633-96316310.31%+630
TESLA INC(TSLA)03,296+3,29606290.31%+629
INTEL CORP(INTC)15,88114,618-1,26316200.30%+619
ISHARES TR6,2305,643-58716010.29%+600
BERKSHIRE HATHAWAY INC DEL100100015950.29%+595
SEALED AIR CORP NEW016,172+16,17205660.27%+566
STRYKER CORPORATION(SYK)01,553+1,55305240.25%+524
GLADSTONE INVT CORP(GAIN)41,69137,882-3,80915110.25%+511
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