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Portfolio (Quarterly) Guide ↗

GARRISON BRADFORD & ASSOCIATES INC

· CIK 0001056488
13F Portfolio $88M AUM 38 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 6 Added 15 Reduced 3 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,825.0 $1.2M 1.35% NEW $653.21 +12.8%
22 CG CARLYLE GROUP Financial Services 22,643.0 $1.1M 1.24% -200.0 -0.9% $48.39 -15.1%
23 CCI CROWN CASTLE INC Real Estate 10,475.0 $852K 0.96% -285.0 -2.6% $81.31 +1.0%
24 NSC NORFOLK SOUTHERN Industrials 2,500.0 $718K 0.81% $287.00 +5.9%
25 AON AON PLC Financial Services 2,000.0 $646K 0.73% -2K -48.7% $322.78 +0.8%
26 KWEB KRANE SHRS CSI CHINA INTERNET 19,065.0 $542K 0.61% +2K +9.8% $28.43 -14.5%
27 JEPQ J P MORGAN EXCHANGE TRADED F 9,167.0 $509K 0.58% NEW $55.52 +7.5%
28 TFX TELEFLEX INC Healthcare 3,850.0 $460K 0.52% $119.61 +5.8%
29 IVVW ISHARES TR 9,545.0 $417K 0.47% NEW $43.66 +0.6%
30 EPD ENTERPRISE PROD. Energy 10,844.0 $410K 0.46% $37.84 -4.6%
31 JEPI J P MORGAN EXCHANGE TRADED F 7,055.0 $400K 0.45% NEW $56.68 -1.1%
32 HEICO CORP CL A 1,825.0 $385K 0.44% $211.09
33 QQQM INVESCO EXCH TRADED FD TR II 1,601.0 $380K 0.43% NEW $237.62 +23.2%
34 WMT WALMART Consumer Defensive 2,664.0 $331K 0.38% $124.28 -3.9%
35 ENB ENBRIDGE INC Energy 4,920.0 $266K 0.30% $54.14 +2.1%
36 DIA STATE STR SPDR DOW JONES IND Financial Services 472.0 $219K 0.25% NEW $463.19 +11.9%
37 JPM JP MORGAN CHASE Financial Services 725.0 $213K 0.24% $294.16 +13.4%
38 CVX CHEVRON CORP Energy 1,000.0 $207K 0.23% $206.90 -17.1%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 19.7%
Financial Services 17.4%
Consumer Defensive 12.8%
Consumer Cyclical 12.5%
Healthcare 12.4%
Technology 10.3%
Energy 6.6%
Real Estate 4.3%
Communication Services 4.0%