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Portfolio (Quarterly) Guide ↗

GARRISON POINT ADVISORS, LLC

· CIK 0001767107
13F Portfolio $219M AUM 168 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 22 Added 49 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 VOO VANGUARD INDEX FDS 430 $270K 0.12% SOLD
2 ABT ABBOTT LABS Healthcare 1,954 $245K 0.11% SOLD
3 BX BLACKSTONE INC Financial Services 1,577 $243K 0.11% SOLD
4 DIA SPDR DOW JONES INDL AVERAGE Financial Services 421 $202K 0.09% SOLD
Sector Allocation
Technology 31.3%
Financial Services 12.8%
Healthcare 12.3%
Industrials 11.5%
Communication Services 9.9%
Consumer Defensive 8.4%
Consumer Cyclical 6.3%
Utilities 3.4%
Energy 3.2%
Real Estate 0.7%