Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GARRISON POINT ADVISORS, LLC (CIK 1767107) reported $219.2M across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($13.0M, 5.94%), MSFT ($11.3M, 5.15%), IVV ($11.0M, 5.01%), NVDA ($7.9M, 3.62%), SPY ($5.4M, 2.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.0M | 5.94% | 51,296 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $11.3M | 5.15% | 30,522 | Trimmed |
| 3 | IVV | ISHARES TR | $11.0M | 5.01% | 16,825 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $7.9M | 3.62% | 45,541 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 2.46% | 8,289 | Added |
| 6 | GOOGL | ALPHABET INC | $5.3M | 2.41% | 18,364 | Trimmed |
| 7 | ORCL | ORACLE CORP | $5.2M | 2.37% | 35,327 | Hold |
| 8 | META | META PLATFORMS INC | $4.6M | 2.12% | 8,109 | Trimmed |
| 9 | IJR | ISHARES TR | $4.4M | 2.00% | 35,217 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $4.1M | 1.89% | 16,976 | Trimmed |
| 11 | PG | PROCTER & GAMBLE CO | $4.1M | 1.85% | 28,117 | Hold |
| 12 | AMZN | AMAZON COM INC | $3.8M | 1.72% | 18,131 | Trimmed |
| 13 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 1.71% | 151,722 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $3.7M | 1.69% | 3,711 | Trimmed |
| 15 | GOOG | ALPHABET INC | $3.1M | 1.42% | 10,840 | Trimmed |
| 16 | V | VISA INC | $3.0M | 1.35% | 9,823 | Trimmed |
| 17 | CAT | CATERPILLAR INC | $2.9M | 1.32% | 4,091 | Trimmed |
| 18 | HD | HOME DEPOT INC | $2.8M | 1.29% | 8,583 | Hold |
| 19 | IXUS | ISHARES TR | $2.7M | 1.23% | 31,177 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $2.6M | 1.19% | 28,017 | Trimmed |
| 21 | JSTC | TIDAL TRUST I | $2.4M | 1.08% | 121,592 | Added |
| 22 | XLB | SELECT SECTOR SPDR TR | $2.2M | 1.00% | 43,872 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $2.2M | 0.99% | 7,401 | Trimmed |
| 24 | MA | MASTERCARD INCORPORATED | $2.1M | 0.98% | 4,294 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $2.1M | 0.95% | 10,072 | Added |
Source: SEC Form 13F filings · as of 2026-03-31