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Portfolio (Quarterly) Guide ↗

GARRISON POINT ADVISORS, LLC

· CIK 0001767107
13F Portfolio $226M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New
Page 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP AMERICAN EXPRESS CO Financial Services 970.0 $359K 0.16% NEW $369.95 -15.5%
122 NKE NIKE INC Consumer Cyclical 5,545.0 $353K 0.16% NEW $63.71 -27.8%
123 AVGO BROADCOM INC Technology 1,015.0 $351K 0.16% NEW $346.10 +21.9%
124 SBUX STARBUCKS CORP Consumer Cyclical 4,140.0 $349K 0.15% NEW $84.21 +21.2%
125 AVRE AMERICAN CENTY ETF TR 7,942.0 $346K 0.15% NEW $43.53 +10.0%
126 LOW LOWES COS INC Consumer Cyclical 1,410.0 $340K 0.15% NEW $241.16 -10.1%
127 ICLN ISHARES TR 19,925.0 $327K 0.14% NEW $16.43 +40.9%
128 IYK ISHARES TR 4,878.0 $326K 0.14% NEW $66.92 +8.5%
129 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,560.0 $317K 0.14% NEW $203.19 +71.1%
130 ESPO VANECK ETF TRUST 3,030.0 $314K 0.14% NEW $103.60 -14.3%
131 CL COLGATE PALMOLIVE CO Consumer Defensive 3,966.0 $313K 0.14% NEW $79.02 +15.5%
132 ITOT ISHARES TR 2,107.0 $313K 0.14% NEW $148.72 +10.3%
133 COP CONOCOPHILLIPS Energy 3,247.0 $304K 0.14% NEW $93.62 +23.0%
134 IAGG ISHARES TR 6,050.0 $303K 0.13% NEW $50.01 +0.4%
135 UBER UBER TECHNOLOGIES INC Technology 3,667.0 $300K 0.13% NEW $81.71 -13.4%
136 MDLZ MONDELEZ INTL INC Consumer Defensive 5,415.0 $291K 0.13% NEW $53.83 +15.6%
137 LHX L3HARRIS TECHNOLOGIES INC Industrials 974.0 $286K 0.13% NEW $293.57 +5.3%
138 SCZ ISHARES TR 3,652.0 $283K 0.12% NEW $77.53 +11.0%
139 T AT&T INC Communication Services 11,246.0 $279K 0.12% NEW $24.84 +0.2%
140 FDX FEDEX CORP Industrials 960.0 $277K 0.12% NEW $288.86 +42.6%
Page 7 of 9  ·  166 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 34.3%
Financial Services 13.5%
Healthcare 12.2%
Communication Services 10.4%
Industrials 10.3%
Consumer Defensive 7.5%
Consumer Cyclical 6.2%
Utilities 2.9%
Energy 2.2%
Real Estate 0.6%