Institutions / Garrison Point Advisors, LLC

Garrison Point Advisors, LLC

CIK 1767107 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$225.86M
Positions
166
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$14.85M30,7016.6%
Apple Inc.โ€”$14.44M53,1156.4%
iShares Trโ€”$11.22M16,3755.0%
NVIDIA Corpโ€”$8.90M47,7463.9%
Oracle Corpโ€”$6.89M35,3273.0%
Alphabet Inc.โ€”$5.86M18,7142.6%
SPDR S&P 500 ETF Trโ€”$5.64M8,2772.5%
Meta Platforms Incโ€”$5.49M8,3192.4%
Amazon.com Incโ€”$4.19M18,1411.9%
iShares Trโ€”$4.12M34,2971.8%
PROCTER & GAMBLE Coโ€”$4.03M28,1171.8%
Johnson & Johnsonโ€”$3.56M17,1961.6%
Alphabet Inc.โ€”$3.49M11,1101.5%
Visa Incโ€”$3.46M9,8701.5%
Schwab Strategic Trโ€”$3.39M141,2021.5%
Costco Wholesale Corp /Newโ€”$3.27M3,7901.4%
Home Depot, Inc.โ€”$2.95M8,5831.3%
Caterpillar Incโ€”$2.53M4,4181.1%
iShares MSCI UAE ETFโ€”$2.52M29,8121.1%
Mastercard Incโ€”$2.46M4,3041.1%
JPMorgan Chase & Coโ€”$2.42M7,5141.1%
Tidal Trust Iโ€”$2.35M115,8161.0%
Nextera Energy Incโ€”$2.27M28,2671.0%
Danaher Corp /Deโ€”$2.26M9,8941.0%
Warren E. Buffettโ€”$2.13M4,2470.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.