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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
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,410.0 $398K 0.18% -150.0 -9.6% $282.37 +23.1%
42 DIS DISNEY WALT CO Communication Services 3,925.0 $378K 0.17% -1K -24.6% $96.38 +8.1%
43 OTIS OTIS WORLDWIDE CORP Industrials 4,875.0 $376K 0.17% -245.0 -4.8% $77.08 -6.9%
44 IHF ISHARES TR 8,860.0 $371K 0.17% -100.0 -1.1% $41.85 +20.5%
45 SBUX STARBUCKS CORP Consumer Cyclical 4,040.0 $362K 0.17% -100.0 -2.4% $89.59 +14.0%
46 FDN FIRST TR EXCHANGE-TRADED FD 1,479.0 $346K 0.16% -100.0 -6.3% $234.03 +17.3%
47 FDX FEDEX CORP Industrials 930.0 $331K 0.15% -30.0 -3.1% $356.18 +15.6%
48 LLY ELI LILLY & CO Healthcare 350.0 $322K 0.15% -70.0 -16.7% $919.77 +17.8%
49 CL COLGATE PALMOLIVE CO Consumer Defensive 2,810.0 $239K 0.11% -1K -29.1% $85.23 +7.1%
Page 3 of 3  ·  49 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 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%