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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT MICROSOFT CORP Technology 981.0 $366K 0.27% +15.0 +1.6% $372.96 +37.7%
42 EFG ISHARES TR 2,890.0 $360K 0.26% $124.42 +0.5%
43 DIA STATE STR SPDR DOW JONES IND Financial Services 608.0 $318K 0.23% $522.39 +2.4%
44 GS GOLDMAN SACHS GROUP INC Financial Services 302.0 $305K 0.22% $1011.46 +2.2%
45 MPC MARATHON PETE CORP Energy 1,185.0 $303K 0.22% $255.67 +44.3%
46 IWP ISHARES TR 1,937.0 $284K 0.21% -250.0 -11.4% $146.41 -3.8%
47 ISTB ISHARES TR 5,640.0 $272K 0.20% $48.25 -0.5%
48 NYF ISHARES TR 4,760.0 $257K 0.19% $53.91 -2.4%
49 SUB ISHARES TR 2,317.0 $247K 0.18% -150.0 -6.1% $106.47 -0.2%
50 VFH VANGUARD WORLD FD 1,860.0 $245K 0.18% -365.0 -16.4% $131.60 +7.9%
51 TSLA TESLA INC Consumer Cyclical 501.0 $211K 0.15% NEW $420.60 -17.1%
52 BA BOEING CO Industrials 961.0 $208K 0.15% -100.0 -9.4% $216.54 -3.1%
53 JPM JPMORGAN CHASE & CO Financial Services 629.0 $206K 0.15% NEW $327.33 +9.3%
54 IJH ISHARES TR 2,640.0 $204K 0.15% NEW $77.11 -1.8%
55 SPLV INVESCO EXCH TRADED FD TR II 2,697.0 $202K 0.15% -98.0 -3.5% $74.90 +0.2%
Page 3 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%