Garrison Point Advisors, LLC Top Holdings and 13F Report (2026)

About Garrison Point Advisors, LLC

Investment Activity

Garrison Point Advisors, LLC has $219.19 million in total holdings as of March 31, 2026.
Garrison Point Advisors, LLC owns shares of 168 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 2.39% of the portfolio was purchased this quarter.
About 1.94% of the portfolio was sold this quarter.
This quarter, Garrison Point Advisors, LLC has purchased 166 new stocks and bought additional shares in 33 stocks.
Garrison Point Advisors, LLC sold shares of 61 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $13,018,340
Microsoft: $11,298,304
iShares Core S&P 500 ETF: $10,990,525
NVIDIA: $7,942,354
SPDR S&P 500 ETF Trust: $5,390,889

Largest New Holdings this Quarter

14020Y508 - CAPITAL GRP FIXED INCM ETF T: $1,385,506 Holding
83443Q103 - SOLSTICE ADVANCED MATLS INC: $439,291 Holding
92206C409 - Vanguard Short-Term Corporate Bond ETF: $322,708 Holding
25434V815 - Dimensional US Small Cap Value ETF: $267,267 Holding
78463V107 - SPDR Gold Shares: $202,667 Holding

Largest Purchases this Quarter

CAPITAL GRP FIXED INCM ETF T: 52,761 shares (about $1.39M)
iShares Core MSCI EAFE ETF: 5,843 shares (about $528.97K)
SOLSTICE ADVANCED MATLS INC: 5,768 shares (about $439.29K)
Vanguard Short-Term Corporate Bond ETF: 4,071 shares (about $322.71K)
iShares Core S&P 500 ETF: 450 shares (about $293.95K)

Largest Sales this Quarter

Apple: 1,819 shares (about $461.64K)
NVIDIA: 2,205 shares (about $384.55K)
Corning: 1,705 shares (about $231.83K)
Caterpillar: 327 shares (about $231.67K)
PepsiCo: 874 shares (about $135.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$13,018,340	$461,641 â–¼	-3.4%	51,296	5.9%	Computer and Technology
MSFT Microsoft	$11,298,304	$66,260 â–¼	-0.6%	30,522	5.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$10,990,525	$293,952 â–²	2.7%	16,825	5.0%	ETF
NVDA NVIDIA	$7,942,354	$384,552 â–¼	-4.6%	45,541	3.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,390,889	$7,804 â–²	0.1%	8,289	2.5%	Finance
GOOGL Alphabet	$5,280,874	$100,648 â–¼	-1.9%	18,364	2.4%	Computer and Technology
ORCL Oracle	$5,196,955		0.0%	35,327	2.4%	Computer and Technology
META Meta Platforms	$4,639,402	$120,147 â–¼	-2.5%	8,109	2.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$4,377,865	$114,366 â–²	2.7%	35,217	2.0%	ETF
JNJ Johnson & Johnson	$4,149,613	$53,777 â–¼	-1.3%	16,976	1.9%	Medical
PG Procter & Gamble	$4,061,219		0.0%	28,117	1.9%	Consumer Staples
AMZN Amazon.com	$3,776,143	$2,083 â–¼	-0.1%	18,131	1.7%	Retail/Wholesale
SCHF Schwab International Equity ETF	$3,755,114	$260,370 â–²	7.5%	151,722	1.7%	ETF
COST Costco Wholesale	$3,697,784	$78,719 â–¼	-2.1%	3,711	1.7%	Retail/Wholesale
GOOG Alphabet	$3,109,562	$77,452 â–¼	-2.4%	10,840	1.4%	Computer and Technology
V Visa	$2,968,904	$14,205 â–¼	-0.5%	9,823	1.4%	Business Services
CAT Caterpillar	$2,898,310	$231,666 â–¼	-7.4%	4,091	1.3%	Industrials
HD Home Depot	$2,822,863		0.0%	8,583	1.3%	Retail/Wholesale
IXUS iShares Core MSCI Total International Stock ETF	$2,701,175	$118,264 â–²	4.6%	31,177	1.2%	Manufacturing
NEE NextEra Energy	$2,602,219	$23,220 â–¼	-0.9%	28,017	1.2%	Utilities
JSTC Adasina Social Justice All Cap Global ETF	$2,369,826	$112,574 â–²	5.0%	121,592	1.1%	ETF
XLB Materials Select Sector SPDR Fund	$2,192,284	$999 â–¼	0.0%	43,872	1.0%	ETF
JPM JPMorgan Chase & Co.	$2,177,078	$33,240 â–¼	-1.5%	7,401	1.0%	Finance
MA Mastercard	$2,145,540	$4,997 â–¼	-0.2%	4,294	1.0%	Business Services
CVX Chevron	$2,083,983	$621 â–²	0.0%	10,072	1.0%	Energy
BRK.B Berkshire Hathaway	$2,035,162		0.0%	4,247	0.9%	Finance
AMGN Amgen	$1,998,508	$17,593 â–¼	-0.9%	5,680	0.9%	Medical
VO Vanguard Mid-Cap ETF	$1,936,455	$68,923 â–²	3.7%	6,743	0.9%	ETF
DHR Danaher	$1,874,006	$1,896 â–¼	-0.1%	9,884	0.9%	Medical
AWK American Water Works	$1,791,489	$9,526 â–¼	-0.5%	13,164	0.8%	Utilities
GLW Corning	$1,765,027	$231,829 â–¼	-11.6%	12,981	0.8%	Computer and Technology
WM Waste Management	$1,741,808	$34,468 â–¼	-1.9%	7,580	0.8%	Business Services
IHI iShares U.S. Medical Devices ETF	$1,727,900	$5,335 â–¼	-0.3%	32,388	0.8%	ETF
IBB iShares Biotechnology ETF	$1,705,892	$16,885 â–¼	-1.0%	10,103	0.8%	Finance
HON Honeywell International	$1,696,581	$1,130 â–¼	-0.1%	7,506	0.8%	Multi-Sector Conglomerates
UNP Union Pacific	$1,666,557	$12,131 â–¼	-0.7%	6,869	0.8%	Transportation
KO CocaCola	$1,660,780	$28,139 â–¼	-1.7%	21,838	0.8%	Consumer Staples
MRK Merck & Co., Inc.	$1,589,725	$132,196 â–¼	-7.7%	13,216	0.7%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$1,569,026	$153,799 â–²	10.9%	22,495	0.7%	ETF
IBM International Business Machines	$1,524,633	$26,663 â–²	1.8%	6,290	0.7%	Computer and Technology
CMI Cummins	$1,460,724	$61,872 â–¼	-4.1%	2,715	0.7%	Auto/Tires/Trucks
IYC iShares U.S. Consumer Discretionary ETF	$1,390,124		0.0%	14,343	0.6%	ETF
CAPITAL GRP FIXED INCM ETF T	$1,385,506	$1,385,506 â–²	New Holding	52,761	0.6%	CORE BOND ETF
WFC Wells Fargo & Company	$1,364,038		0.0%	17,134	0.6%	Finance
MCK McKesson	$1,358,615		0.0%	1,570	0.6%	Medical
RTX RTX	$1,341,812		0.0%	6,956	0.6%	Aerospace
BND Vanguard Total Bond Market ETF	$1,324,484	$31,002 â–²	2.4%	17,986	0.6%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,313,151		0.0%	14,700	0.6%	Finance
PEP PepsiCo	$1,271,515	$135,724 â–¼	-9.6%	8,188	0.6%	Consumer Staples
CSCO Cisco Systems	$1,246,561	$11,639 â–¼	-0.9%	16,066	0.6%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$1,237,103	$37,226 â–²	3.1%	12,462	0.6%	Finance
NVO Novo Nordisk A/S	$1,222,599	$110,250 â–¼	-8.3%	33,268	0.6%	Medical
VGT Vanguard Information Technology ETF	$1,170,076	$3,489 â–¼	-0.3%	1,677	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,163,204	$675 â–²	0.1%	17,225	0.5%	ETF
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$1,089,796	$7,722 â–²	0.7%	19,757	0.5%	ETF
ITW Illinois Tool Works	$1,075,258	$26,029 â–¼	-2.4%	4,131	0.5%	Industrials
WALMART INC	$1,067,303	$124 â–²	0.0%	8,588	0.5%	COM
IYG iShares U.S. Financial Services ETF	$1,053,725		0.0%	12,720	0.5%	ETF
CARR Carrier Global	$1,044,832	$18,019 â–¼	-1.7%	18,555	0.5%	Construction
GDX VanEck Gold Miners ETF	$1,017,729	$8,259 â–²	0.8%	11,090	0.5%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$1,006,767		0.0%	7,858	0.5%	ETF
AMT American Tower	$994,233	$17,948 â–¼	-1.8%	5,761	0.5%	Finance
XHB SPDR S&P Homebuilders ETF	$982,758		0.0%	9,955	0.4%	ETF
DELL Dell Technologies	$969,844		0.0%	5,909	0.4%	Computer and Technology
BMY Bristol Myers Squibb	$932,983	$364 â–¼	0.0%	15,383	0.4%	Medical
INTC Intel	$931,587		0.0%	21,110	0.4%	Computer and Technology
UHS Universal Health Services	$922,590		0.0%	5,155	0.4%	Medical
PSX Phillips 66	$907,256		0.0%	4,980	0.4%	Energy
DFAE Dimensional Emerging Core Equity Market ETF	$906,831	$238,846 â–²	35.8%	26,782	0.4%	ETF
MCD McDonald's	$904,710		0.0%	2,911	0.4%	Retail/Wholesale
QCOM Qualcomm	$876,992	$19,317 â–¼	-2.2%	6,810	0.4%	Computer and Technology
BAC Bank of America	$876,928	$22,230 â–¼	-2.5%	17,988	0.4%	Finance
BLOCK INC	$851,427	$29,488 â–¼	-3.3%	14,148	0.4%	CL A
SDY SPDR S&P Dividend ETF	$811,292	$12,259 â–¼	-1.5%	5,559	0.4%	ETF
IDU iShares U.S. Utilities ETF	$799,185	$4,064 â–¼	-0.5%	6,883	0.4%	ETF
LMT Lockheed Martin	$777,850		0.0%	1,287	0.4%	Aerospace
IWO iShares Russell 2000 Growth ETF	$777,307		0.0%	2,477	0.4%	ETF
OKE ONEOK	$766,688		0.0%	8,482	0.3%	Energy
AEP American Electric Power	$766,032		0.0%	5,844	0.3%	Utilities
IEFA iShares Core MSCI EAFE ETF	$759,818	$528,967 â–²	229.1%	8,393	0.3%	ETF
IYF iShares U.S. Financials ETF	$750,183		0.0%	6,376	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$720,010	$13,211 â–²	1.9%	8,720	0.3%	Manufacturing
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$690,386	$161,419 â–²	30.5%	8,678	0.3%	ETF
FEZ SPDR EURO STOXX 50 ETF	$680,645		0.0%	10,964	0.3%	ETF
XOM ExxonMobil	$669,644	$7,804 â–¼	-1.2%	3,947	0.3%	Energy
ABBV AbbVie	$666,824		0.0%	3,066	0.3%	Medical
UNH UnitedHealth Group	$665,922		0.0%	2,461	0.3%	Medical
CVS CVS Health	$660,744		0.0%	9,200	0.3%	Medical
YUM Yum! Brands	$642,132	$24,877 â–¼	-3.7%	4,130	0.3%	Retail/Wholesale
QQQ Invesco QQQ	$641,824		0.0%	1,112	0.3%	Finance
SHOPIFY INC	$634,024	$59,310 â–¼	-8.6%	5,345	0.3%	CL A SUB VTG SHS
SCHW Charles Schwab	$624,027	$16,446 â–¼	-2.6%	6,640	0.3%	Finance
BN Brookfield	$620,688		0.0%	15,337	0.3%	Finance
IWM iShares Russell 2000 ETF	$619,256		0.0%	2,497	0.3%	Finance
EMR Emerson Electric	$614,353		0.0%	4,689	0.3%	Industrials
VZ Verizon Communications	$597,564	$9,688 â–¼	-1.6%	11,904	0.3%	Computer and Technology
XYL Xylem	$591,525		0.0%	4,950	0.3%	Business Services
VT Vanguard Total World Stock ETF	$587,860	$6,916 â–²	1.2%	4,250	0.3%	ETF
ELV Elevance Health	$585,500		0.0%	2,000	0.3%	Medical
IVW iShares S&P 500 Growth ETF	$568,378	$1,131 â–¼	-0.2%	5,025	0.3%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Garrison Point Advisors, LLC Top Holdings and 13F Report (2026)

About Garrison Point Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Garrison Point Advisors, LLC Top Holdings and 13F Report (2026)

About Garrison Point Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGarrison Point Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools