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Portfolio (Quarterly) Guide ↗

GARRISON POINT ADVISORS, LLC

· CIK 0001767107
13F Portfolio $247M AUM 176 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 21 Added 75 Reduced 4 Exited
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMI CUMMINS INC Industrials 2,650.0 $1.9M 0.77% -65.0 -2.4% $713.21 -21.4%
22 UNP UNION PAC CORP Industrials 6,795.0 $1.8M 0.75% -74.0 -1.1% $272.00 +6.5%
23 CSCO CISCO SYS INC Technology 15,616.0 $1.8M 0.74% -450.0 -2.8% $117.46 -7.0%
24 KO COCA COLA CO Consumer Defensive 21,360.0 $1.7M 0.70% -478.0 -2.2% $81.27 +8.4%
25 DHR DANAHER CORP DEL Healthcare 8,935.0 $1.7M 0.69% -949.0 -9.6% $190.48 +9.0%
26 AWK AMERICAN WTR WKS CO INC NEW Utilities 12,614.0 $1.7M 0.67% -550.0 -4.2% $131.58 +6.9%
27 CVX CHEVRON CORPORATION Energy 9,876.0 $1.6M 0.66% -196.0 -1.9% $165.76 +25.8%
28 WM WASTE MGMT INC DEL Industrials 7,104.0 $1.6M 0.64% -476.0 -6.3% $222.88 -1.7%
29 MRK MERCK & CO INC Healthcare 12,116.0 $1.6M 0.63% -1K -8.3% $128.50 +17.0%
30 IHI ISHARES TR 30,091.0 $1.5M 0.60% -2K -7.1% $49.41 +8.5%
31 IYC ISHARES TR 13,970.0 $1.4M 0.57% -373.0 -2.6% $101.10 -0.9%
32 CARR CARRIER GLOBAL CORPORATION Industrials 18,415.0 $1.4M 0.55% -140.0 -0.8% $73.35 -18.6%
33 IJH ISHARES TR 17,005.0 $1.3M 0.53% -220.0 -1.3% $77.11 -1.6%
34 RTX RTX CORPORATION Industrials 6,619.0 $1.3M 0.51% -337.0 -4.8% $189.73 +5.8%
35 AGG ISHARES TR 11,868.0 $1.2M 0.48% -594.0 -4.8% $98.98 -2.0%
36 IYG ISHARES TR 12,575.0 $1.1M 0.46% -145.0 -1.1% $90.47 +8.3%
37 IWP ISHARES TR 7,758.0 $1.1M 0.46% -100.0 -1.3% $146.41 -4.6%
38 XHB SPDR SERIES TRUST 9,470.0 $1.1M 0.44% -485.0 -4.9% $115.56 -10.7%
39 ITW ILLINOIS TOOL WKS INC Industrials 4,017.0 $1.1M 0.44% -114.0 -2.8% $270.47 -0.1%
40 BLOCK INC 13,618.0 $1.0M 0.42% -530.0 -3.8% $76.00
Page 2 of 4  ·  75 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
Technology 34.6%
Financial Services 13.6%
Healthcare 12.3%
Industrials 11.0%
Consumer Defensive 8.1%
Communication Services 7.7%
Consumer Cyclical 6.1%
Utilities 3.2%
Energy 2.6%
Real Estate 0.5%