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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 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 8,188.0 $1.1M 0.45% $135.40 +1.6%
62 XHB SPDR SERIES TRUST 9,470.0 $1.1M 0.44% -485.0 -4.9% $115.56 -10.7%
63 ITW ILLINOIS TOOL WKS INC Industrials 4,017.0 $1.1M 0.44% -114.0 -2.8% $270.47 -0.1%
64 BLOCK INC 13,618.0 $1.0M 0.42% -530.0 -3.8% $76.00
65 HYG ISHARES TR 12,539.0 $1.0M 0.41% +4K +44.5% $79.97 -1.0%
66 BAC BANK OF AMER CORP Financial Services 17,588.0 $1.0M 0.41% -400.0 -2.2% $56.98 +10.0%
67 IWO ISHARES TR 2,477.0 $976K 0.40% $393.96 -4.2%
68 GUNR FLEXSHARES TR 19,772.0 $974K 0.40% $49.28 +15.2%
69 WMT WALMART INC Consumer Defensive 8,514.0 $964K 0.39% -74.0 -0.9% $113.26 -5.4%
70 CVS CVS HEALTH CORP Healthcare 9,200.0 $952K 0.39% $103.45 -6.5%
71 UNH UNITEDHEALTH GROUP INC Healthcare 2,187.0 $909K 0.37% -274.0 -11.1% $415.63 -4.4%
72 SDY SPDR SERIES TRUST 5,813.0 $885K 0.36% +254.0 +4.6% $152.18 +2.4%
73 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,198.0 $876K 0.35% -185.0 -1.2% $57.62 +16.0%
74 GDX VANECK ETF TRUST 11,015.0 $831K 0.34% -75.0 -0.7% $75.45 +31.6%
75 DFIS DIMENSIONAL ETF TRUST 23,637.0 $828K 0.34% NEW $35.03 +7.5%
76 AMT AMERICAN TOWER CORP Real Estate 5,036.0 $824K 0.33% -725.0 -12.6% $163.57 +7.5%
77 HONEYWELL INTL INC 3,674.0 $823K 0.33% NEW $223.87
78 QQQ INVESCO QQQ TR Financial Services 1,115.0 $821K 0.33% $736.40 -2.4%
79 PSX PHILLIPS 66 Energy 4,828.0 $816K 0.33% -152.0 -3.0% $169.05 +50.9%
80 HONEYWELL AEROSPACE INC 3,666.0 $810K 0.33% NEW $221.08
Page 4 of 9  ·  176 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%