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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 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MO ALTRIA GROUP INC Consumer Defensive 4,078.0 $293K 0.12% $71.95 -4.3%
142 XLI SELECT SECTOR SPDR TR 1,584.0 $293K 0.12% -20.0 -1.2% $185.23 -5.4%
143 FDX FEDEX CORP Industrials 930.0 $291K 0.12% $313.13 +3.0%
144 DIS DISNEY WALT CO Communication Services 3,006.0 $289K 0.12% -919.0 -23.4% $96.25 +9.4%
145 IYR ISHARES TR 2,821.0 $288K 0.12% $102.25 -0.1%
146 LHX L3HARRIS TECHNOLOGIES INC Industrials 974.0 $283K 0.12% $290.59 -11.7%
147 NFLX NETFLIX INC. Communication Services 3,900.0 $278K 0.11% $71.40 +9.6%
148 IAGG ISHARES TR 5,471.0 $277K 0.11% -579.0 -9.6% $50.60 -1.7%
149 DOV DOVER CORP Industrials 1,231.0 $276K 0.11% $224.28 -14.0%
150 BA BOEING CO Industrials 1,260.0 $273K 0.11% +180.0 +16.7% $216.47 -1.9%
151 ESPO VANECK ETF TRUST 3,030.0 $272K 0.11% $89.75 +9.1%
152 XLE SELECT SECTOR SPDR TR 5,112.0 $271K 0.11% -420.0 -7.6% $53.11 +20.6%
153 STT STATE STR CORP Financial Services 1,600.0 $271K 0.11% $169.60 +14.5%
154 UBER UBER TECHNOLOGIES INC Technology 3,667.0 $265K 0.11% $72.16 +5.0%
155 CL COLGATE PALMOLIVE CO Consumer Defensive 2,810.0 $258K 0.10% $91.68 -3.2%
156 GILD GILEAD SCIENCES INC Healthcare 1,994.0 $252K 0.10% $126.31 +19.5%
157 AON AON PLC Financial Services 753.0 $250K 0.10% $331.69 -2.6%
158 ROG ROGERS CORP Technology 1,500.0 $246K 0.10% NEW $163.73 -21.9%
159 GEV GE VERNOVA INC Utilities 208.0 $244K 0.10% NEW $1174.86 -19.8%
160 ACAD ACADIA PHARMACEUTICALS INC Healthcare 9,501.0 $240K 0.10% $25.30 +10.8%
Page 8 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%