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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
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 12,671.0 $1.4M 0.99% -290.0 -2.2% $107.62 -2.2%
22 VO VANGUARD INDEX FDS 15,686.0 $1.3M 0.92% +12K +295.7% $80.57 +2.4%
23 VANGUARD MUN BD FDS 9,325.0 $942K 0.69% -450.0 -4.6% $100.97
24 USMV ISHARES TR 9,545.0 $921K 0.67% $96.46 +5.5%
25 IVW ISHARES TR 6,690.0 $920K 0.67% $137.53 +1.8%
26 SLV ISHARES SILVER TR Financial Services 14,425.0 $771K 0.56% -1K -7.4% $53.47 +12.2%
27 BERKSHIRE HATHAWAY INC DEL 1,541.0 $771K 0.56% -525.0 -25.4% $500.39
28 IWF ISHARES TR 5,660.0 $703K 0.51% +4K +300.0% $124.17 -1.1%
29 PAVE GLOBAL X FDS 11,890.0 $701K 0.51% $58.92 -6.1%
30 NVDA NVIDIA CORPORATION Technology 3,337.0 $668K 0.49% -134.0 -3.9% $200.09 +8.7%
31 TEMA ETF TRUST 21,583.0 $656K 0.48% NEW $30.38
32 IJK ISHARES TR 5,410.0 $636K 0.46% -150.0 -2.7% $117.50 -3.2%
33 VAW VANGUARD WORLD FD 2,685.0 $614K 0.45% $228.82 +4.2%
34 VB VANGUARD INDEX FDS 2,021.0 $613K 0.45% -20.0 -1.0% $303.12 -0.8%
35 ED CONSOLIDATED EDISON INC Utilities 5,452.0 $603K 0.44% $110.63 -2.8%
36 AMZN AMAZON COM INC Consumer Cyclical 2,393.0 $570K 0.42% $238.34 +11.8%
37 GOOGL ALPHABET INC Communication Services 1,407.0 $503K 0.37% $357.30 -3.0%
38 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,116.0 $460K 0.34% $45.52 +31.8%
39 NLR VANECK ETF TRUST 3,300.0 $383K 0.28% -65.0 -1.9% $115.98 +1.8%
40 IJR ISHARES TR 2,546.0 $378K 0.28% $148.31 -1.8%
Page 2 of 3  ·  55 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
Financial Services 81.8%
Technology 9.2%
Consumer Cyclical 2.9%
Utilities 2.3%
Communication Services 1.9%
Energy 1.1%
Industrials 0.8%