StockDriftsStockDriftsTop 50 Garrison Point Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.76% | 49.1K | $14.2M | -4.29%(-2.20K) | $132.62(+130.26%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.46% | 18.0K | $13.5M | +6.89%(+1.16K) | $421.79(+84.67%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.54% | 30.0K | $11.2M | -1.70%(-519) | $282.68(+71.95%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.57% | 44.0K | $8.8M | -3.34%(-1.52K) | $5.33(+4137.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.55% | 17.6K | $6.3M | -4.06%(-746) | $60.47(+470.08%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.51% | 8.3K | $6.2M | +0.02%(+2) | $558.43(+38.84%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 2.16% | 203.8K | $5.3M | +286.28%(+151.04K) | $26.24(-1.42%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.14% | 35.5K | $5.3M | +0.89%(+315) | $96.36(+55.62%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 2.1% | 35.3K | $5.2M | +0.00%(+0) | $168.45(-13.04%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.82% | 161.8K | $4.5M | +6.63%(+10.06K) | $20.50(+39.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.91% | +59.78% | +9.14% | +54.86% |
| Top 20 Holdings Unweighted | +15.83% | +55.41% | +8.37% | +49.49% |
Garrison Point Advisors LLC reports $246.56M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.8%), IVV (5.5%) and MSFT (4.5%). The top 20 holdings account for 47.83% of reported assets. Its disclosed equity book has returned +59.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Garrison Point Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767107). View Garrison Point Advisors LLC’s 13F filings on SEC