Garrison Point Advisors, LLC Top Holdings and 13F Report (2025) About Garrison Point Advisors, LLCInvestment ActivityGarrison Point Advisors, LLC has $238.41 million in total holdings as of September 30, 2025.Garrison Point Advisors, LLC owns shares of 171 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 3.94% of the portfolio was purchased this quarter.About 2.10% of the portfolio was sold this quarter.This quarter, Garrison Point Advisors, LLC has purchased 165 new stocks and bought additional shares in 50 stocks.Garrison Point Advisors, LLC sold shares of 72 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $16,581,368Apple $13,207,721iShares Core S&P 500 ETF $10,646,802Berkshire Hathaway $10,558,800Oracle $9,977,270 Largest New Holdings this Quarter 502431109 - L3Harris Technologies $337,478 Holding025816109 - American Express $322,195 Holding717081103 - Pfizer $224,720 Holding666807102 - Northrop Grumman $223,011 Holding922042858 - Vanguard FTSE Emerging Markets ETF $220,838 Holding Largest Purchases this Quarter Meta Platforms 4,265 shares (about $3.13M)SPDR S&P 500 ETF Trust 658 shares (about $438.37K)Schwab International Equity ETF 18,655 shares (about $434.29K)AbbVie 1,803 shares (about $417.47K)VanEck Gold Miners ETF 4,545 shares (about $347.24K) Largest Sales this Quarter NVIDIA 4,917 shares (about $917.41K)Microsoft 979 shares (about $507.08K)PALANTIR TECHNOLOGIES INC 2,730 shares (about $498.01K)Alphabet 630 shares (about $153.15K)Visa 421 shares (about $143.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGarrison Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$16,581,368$507,080 ▼-3.0%32,0137.0%Computer and TechnologyAAPLApple$13,207,721$25,463 ▲0.2%51,8705.5%Computer and TechnologyIVViShares Core S&P 500 ETF$10,646,802$238,946 ▲2.3%15,9074.5%ETFBRK.ABerkshire Hathaway$10,558,8000.0%144.4%FinanceORCLOracle$9,977,270$4,781 ▲0.0%35,4764.2%Computer and TechnologyNVDANVIDIA$9,450,650$917,414 ▼-8.8%50,6524.0%Computer and TechnologyMETAMeta Platforms$6,461,810$3,132,131 ▲94.1%8,7992.7%Computer and TechnologyGOOGLAlphabet$4,727,082$153,153 ▼-3.1%19,4452.0%Computer and TechnologyPGProcter & Gamble$4,440,946$36,876 ▼-0.8%28,9031.9%Consumer StaplesAMZNAmazon.com$4,179,076$63,675 ▼-1.5%19,0331.8%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$4,154,985$258,454 ▲6.6%34,9661.7%ETFCOSTCostco Wholesale$3,646,357$50,914 ▼-1.4%3,9391.5%Retail/WholesaleVVisa$3,424,724$143,721 ▼-4.0%10,0321.4%Business ServicesHDHome Depot$3,368,344$6,888 ▼-0.2%8,3131.4%Retail/WholesaleJNJJohnson & Johnson$3,328,474$90,856 ▲2.8%17,9511.4%MedicalSPYSPDR S&P 500 ETF Trust$3,315,092$438,370 ▲15.2%4,9761.4%FinanceSCHFSchwab International Equity ETF$2,941,459$434,290 ▲17.3%126,3511.2%ETFGOOGAlphabet$2,834,9220.0%11,6401.2%Computer and TechnologyBRK.BBerkshire Hathaway$2,517,219$10,055 ▲0.4%5,0071.1%FinanceMAMastercard$2,436,782$40,954 ▼-1.7%4,2841.0%Business ServicesJPMJPMorgan Chase & Co.$2,371,403$47,945 ▼-2.0%7,5181.0%FinanceJSTCAdasina Social Justice All Cap Global ETF$2,341,107$25,453 ▲1.1%115,1551.0%ETFIXUSiShares Core MSCI Total International Stock ETF$2,289,283$81,754 ▲3.7%27,7221.0%ManufacturingCATCaterpillar$2,232,108$65,370 ▼-2.8%4,6780.9%IndustrialsNEENextEra Energy$2,125,647$7,172 ▼-0.3%28,1580.9%UtilitiesDHRDanaher$2,025,028$64,038 ▼-3.1%10,2140.8%MedicalNVONovo Nordisk A/S$2,012,5110.0%36,2680.8%MedicalXLBMaterials Select Sector SPDR Fund$1,996,913$21,330 ▼-1.1%22,2820.8%ETFIHIiShares U.S. Medical Devices ETF$1,944,790$24,092 ▼-1.2%32,3700.8%ETFVOVanguard Mid-Cap ETF$1,851,149$187,994 ▲11.3%6,3020.8%ETFAWKAmerican Water Works$1,846,216$35,493 ▼-1.9%13,2640.8%UtilitiesIBMInternational Business Machines$1,771,965$7,054 ▼-0.4%6,2800.7%Computer and TechnologyWMWaste Management$1,729,099$33,125 ▼-1.9%7,8300.7%Business ServicesUNPUnion Pacific$1,686,500$56,729 ▼-3.3%7,1350.7%TransportationAMGNAmgen$1,644,662$30,478 ▼-1.8%5,8280.7%MedicalHONHoneywell International$1,609,694$33,259 ▼-2.0%7,6470.7%Multi-Sector ConglomeratesCVXChevron$1,584,592$27,487 ▼-1.7%10,2040.7%EnergyPEPPepsiCo$1,548,070$38,059 ▼-2.4%11,0230.6%Consumer StaplesIBBiShares Biotechnology ETF$1,499,716$26,131 ▼-1.7%10,3880.6%FinanceKOCocaCola$1,476,1510.0%22,2580.6%Consumer StaplesWFCWells Fargo & Company$1,461,3180.0%17,4340.6%FinanceIYCiShares U.S. Consumer Discretionary ETF$1,458,502$4,926 ▲0.3%13,9170.6%ETFMRKMerck & Co., Inc.$1,379,697$105,246 ▼-7.1%16,4390.6%MedicalIEMGiShares Core MSCI Emerging Markets ETF$1,354,326$23,402 ▼-1.7%20,5450.6%ETFBNDVanguard Total Bond Market ETF$1,284,742$259,551 ▲25.3%17,2750.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,282,198$79,198 ▼-5.8%12,7900.5%FinanceCMICummins$1,239,656$38,013 ▼-3.0%2,9350.5%Auto/Tires/TrucksGLWCorning$1,220,278$8,203 ▼-0.7%14,8760.5%Computer and TechnologyMCKMcKesson$1,212,8880.0%1,5700.5%MedicalCARRCarrier Global$1,204,746$22,388 ▼-1.8%20,1800.5%ConstructionRTXRTX$1,195,406$32,797 ▼-2.7%7,1440.5%AerospaceQCOMQUALCOMM$1,157,8660.0%6,9600.5%Computer and TechnologyITWIllinois Tool Works$1,149,430$32,073 ▼-2.7%4,4080.5%IndustrialsAMTAmerican Tower$1,147,766$25,386 ▼-2.2%5,9680.5%FinanceCSCOCisco Systems$1,144,940$684 ▼-0.1%16,7340.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,139,766$6,852 ▲0.6%17,4650.5%ETFVGTVanguard Information Technology ETF$1,096,799$61,224 ▲5.9%1,4690.5%ETFBLOCK INC$1,094,746$16,622 ▼-1.5%15,1480.5%CL AEMREmerson Electric$1,092,205$60,999 ▼-5.3%8,3260.5%IndustrialsXHBSPDR S&P Homebuilders ETF$1,086,9480.0%9,8100.5%ETFIYGiShares U.S. Financial Services ETF$1,085,182$53,694 ▼-4.7%12,1060.5%ETFIWPiShares Russell Mid-Cap Growth ETF$1,084,595$30,761 ▲2.9%7,6160.5%ETFUHSUniversal Health Services$1,081,4880.0%5,2900.5%MedicalPALANTIR TECHNOLOGIES INC$984,156$498,007 ▼-33.6%5,3950.4%CL ABACBank of America$976,791$52 ▲0.0%18,9340.4%FinanceUNHUnitedHealth Group$915,390$27,624 ▼-2.9%2,6510.4%MedicalABBVAbbVie$911,805$417,467 ▲84.4%3,9380.4%MedicalSHOPIFY INC$890,917$24,521 ▼-2.7%5,9950.4%CL A SUB VTG SHSWMTWalmart$884,990$8,657 ▼-1.0%8,5870.4%Retail/WholesaleMCDMcDonald's$872,772$28,262 ▼-3.1%2,8720.4%Retail/WholesaleQQQInvesco QQQ$846,522$109,868 ▼-11.5%1,4100.4%FinanceGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$837,555$6,173 ▲0.7%19,1310.4%ETFIYFiShares U.S. Financials ETF$812,504$24,061 ▼-2.9%6,4160.3%ETFDELLDell Technologies$799,866$1,134 ▲0.1%5,6420.3%Computer and TechnologySDYSPDR S&P Dividend ETF$794,466$6,162 ▲0.8%5,6730.3%ETFIWOiShares Russell 2000 Growth ETF$792,7390.0%2,4770.3%ETFINTCIntel$784,1590.0%23,3730.3%Computer and TechnologyIDUiShares U.S. Utilities ETF$769,424$1,109 ▼-0.1%6,9380.3%ETFGDXVanEck Gold Miners ETF$764,764$347,238 ▲83.2%10,0100.3%ETFXYLXylem$752,250$28,025 ▼-3.6%5,1000.3%Business ServicesVTVanguard Total World Stock ETF$720,005$20,670 ▲3.0%5,2250.3%ETFYUMYum! Brands$706,800$25,840 ▼-3.5%4,6500.3%Retail/WholesaleBNBrookfield$701,2310.0%10,2250.3%FinanceCVSCVS Health$697,358$67,851 ▲10.8%9,2500.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$696,449$4,978 ▲0.7%8,3950.3%ManufacturingFEZSPDR EURO STOXX 50 ETF$690,4020.0%11,1140.3%ETFPSXPhillips 66$677,3800.0%4,9800.3%EnergyAEPAmerican Electric Power$675,900$27,225 ▼-3.9%6,0080.3%UtilitiesBMYBristol Myers Squibb$665,270$33,599 ▲5.3%14,7510.3%MedicalLMTLockheed Martin$650,970$113,321 ▲21.1%1,3040.3%AerospaceSCHWCharles Schwab$650,628$3,819 ▼-0.6%6,8150.3%FinanceELVElevance Health$646,2400.0%2,0000.3%MedicalOKEONEOK$618,9320.0%8,4820.3%EnergyDISWalt Disney$617,895$26,337 ▼-4.1%5,3960.3%Consumer DiscretionaryIWMiShares Russell 2000 ETF$604,174$5,807 ▼-1.0%2,4970.3%FinanceVERALTO CORP$593,604$32,623 ▼-5.2%5,5680.2%COM SHSPANWPalo Alto Networks$588,4620.0%2,8900.2%Computer and TechnologyPMPhilip Morris International$587,975$4,055 ▲0.7%3,6250.2%Consumer StaplesVZVerizon Communications$545,432$6,153 ▼-1.1%12,4100.2%Computer and TechnologyDGXQuest Diagnostics$544,2960.0%2,8560.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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