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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INFL LISTED FDS TR 9,379.0 $468K 0.19% -80.0 -0.8% $49.88 +11.1%
62 XYL XYLEM INC Industrials 3,770.0 $446K 0.18% -1K -23.8% $118.21 -10.6%
63 VLTO VERALTO CORP Industrials 4,979.0 $442K 0.18% -431.0 -8.0% $88.68 +8.6%
64 LLY ELI LILLY & CO Healthcare 345.0 $414K 0.17% -5.0 -1.4% $1199.43 -4.3%
65 DFAC DIMENSIONAL ETF TRUST 8,645.0 $383K 0.16% -2K -19.6% $44.36 +3.1%
66 IYH ISHARES TR 5,705.0 $382K 0.15% -301.0 -5.0% $67.01 +8.0%
67 FDN FIRST TR EXCHANGE-TRADED FD 1,429.0 $378K 0.15% -50.0 -3.4% $264.72 +9.9%
68 AVRE AMERICAN CENTY ETF TR 7,887.0 $374K 0.15% -60.0 -0.8% $47.38 -0.4%
69 ITOT ISHARES TR 1,973.0 $324K 0.13% -134.0 -6.4% $164.31 +2.6%
70 OTIS OTIS WORLDWIDE CORP Industrials 4,385.0 $314K 0.13% -490.0 -10.1% $71.60 -0.5%
71 MDLZ MONDELEZ INTL INC Consumer Defensive 5,215.0 $302K 0.12% -200.0 -3.7% $57.84 +5.9%
72 XLI SELECT SECTOR SPDR TR 1,584.0 $293K 0.12% -20.0 -1.2% $185.23 -5.4%
73 DIS DISNEY WALT CO Communication Services 3,006.0 $289K 0.12% -919.0 -23.4% $96.25 +9.4%
74 IAGG ISHARES TR 5,471.0 $277K 0.11% -579.0 -9.6% $50.60 -1.7%
75 XLE SELECT SECTOR SPDR TR 5,112.0 $271K 0.11% -420.0 -7.6% $53.11 +20.6%
Page 4 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%