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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 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYF ISHARES TR 6,202.0 $791K 0.32% -174.0 -2.7% $127.51 +8.2%
82 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,000.0 $773K 0.31% $386.73 +5.4%
83 AEP AMERICAN ELEC PWR CO INC Utilities 5,647.0 $773K 0.31% -197.0 -3.4% $136.81 -9.0%
84 UHS UNIVERSAL HLTH SVCS INC Healthcare 5,155.0 $766K 0.31% $148.69 +14.1%
85 IDU ISHARES TR 6,675.0 $765K 0.31% -208.0 -3.0% $114.61 -4.4%
86 ABBV ABBVIE INC Healthcare 3,016.0 $759K 0.31% -50.0 -1.6% $251.64 +1.9%
87 IWM ISHARES TR 2,497.0 $750K 0.30% $300.45 -1.5%
88 OKE ONEOK INC NEW Energy 8,482.0 $737K 0.30% $86.94 +9.8%
89 MCD MCDONALDS CORP Consumer Cyclical 2,675.0 $723K 0.29% -236.0 -8.1% $270.31 -5.4%
90 SHY ISHARES TR 8,681.0 $713K 0.29% $82.11 -0.5%
91 FEZ SPDR INDEX SHS FDS 10,372.0 $712K 0.29% -592.0 -5.4% $68.68 +2.9%
92 IVW ISHARES TR 5,028.0 $692K 0.28% $137.53 +2.2%
93 EEMV ISHARES INC 9,185.0 $691K 0.28% +905.0 +10.9% $75.28 +2.1%
94 VT VANGUARD INTL EQUITY INDEX F 4,400.0 $691K 0.28% +150.0 +3.5% $156.95 +3.0%
95 EMR EMERSON ELEC CO Industrials 4,689.0 $671K 0.27% $143.15 +6.8%
96 BN BROOKFIELD CORP Financial Services 15,337.0 $653K 0.27% $42.59 -5.4%
97 LMT LOCKHEED MARTIN CORP Industrials 1,222.0 $623K 0.25% -65.0 -5.0% $509.46 +3.1%
98 YUM YUM BRANDS INC Consumer Cyclical 3,860.0 $617K 0.25% -270.0 -6.5% $159.86 -5.7%
99 SHOP SHOPIFY INC Technology 5,345.0 $610K 0.25% $114.18 +27.1%
100 DGX QUEST DIAGNOSTICS INC Healthcare 2,856.0 $605K 0.25% $211.95 +11.9%
Page 5 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%