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 $246.6M across 176 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($14.2M, 5.76%), IVV ($13.5M, 5.46%), MSFT ($11.2M, 4.54%), NVDA ($8.8M, 3.57%), GOOGL ($6.3M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.2M | 5.76% | 49,095 | Trimmed |
| 2 | IVV | ISHARES TR | $13.5M | 5.46% | 17,985 | Added |
| 3 | MSFT | MICROSOFT CORP | $11.2M | 4.54% | 30,003 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $8.8M | 3.57% | 44,018 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $6.3M | 2.55% | 17,618 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 2.51% | 8,291 | Added |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | $5.3M | 2.16% | 203,803 | Added |
| 8 | IJR | ISHARES TR | $5.3M | 2.14% | 35,532 | Added |
| 9 | ORCL | ORACLE CORP | $5.2M | 2.10% | 35,327 | Hold |
| 10 | SCHF | SCHWAB STRATEGIC TR | $4.5M | 1.82% | 161,782 | Added |
| 11 | META | META PLATFORMS INC | $4.4M | 1.80% | 7,879 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $4.3M | 1.73% | 4,006 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.71% | 16,613 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $4.2M | 1.71% | 17,643 | Trimmed |
| 15 | PG | PROCTER & GAMBLE CO | $4.0M | 1.64% | 27,567 | Trimmed |
| 16 | GOOG | ALPHABET INC | $3.5M | 1.42% | 9,885 | Trimmed |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 1.39% | 3,670 | Trimmed |
| 18 | V | VISA INC | $3.3M | 1.34% | 9,618 | Trimmed |
| 19 | IXUS | ISHARES TR | $3.1M | 1.27% | 32,828 | Added |
| 20 | HD | HOME DEPOT INC | $3.0M | 1.21% | 8,439 | Trimmed |
| 21 | JSTC | TIDAL TRUST I | $2.8M | 1.12% | 121,195 | Trimmed |
| 22 | INTC | INTEL CORP | $2.7M | 1.11% | 19,551 | Trimmed |
| 23 | DELL | DELL TECHNOLOGIES INC | $2.5M | 1.03% | 5,909 | Hold |
| 24 | NEE | NEXTERA ENERGY INC | $2.4M | 0.98% | 27,444 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $2.4M | 0.98% | 7,371 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30