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Portfolio (Quarterly) Guide ↗

STEPHEN J. GARRY & ASSOCIATES, LLC

· CIK 0002056402
13F Portfolio $137M AUM 55 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 11 Added 21 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TEMA ETF TRUST 21,583.0 $656K 0.48% NEW $30.38
2 TSLA TESLA INC Consumer Cyclical 501.0 $211K 0.15% NEW $420.60 -17.1%
3 JPM JPMORGAN CHASE & CO Financial Services 629.0 $206K 0.15% NEW $327.33 +9.3%
4 IJH ISHARES TR 2,640.0 $204K 0.15% NEW $77.11 -1.8%

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
Financial Services 81.8%
Technology 9.2%
Consumer Cyclical 2.9%
Utilities 2.3%
Communication Services 1.9%
Energy 1.1%
Industrials 0.8%