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Portfolio (Quarterly) Guide ↗

GARRISON POINT ADVISORS, LLC

· CIK 0001767107
13F Portfolio $219M AUM 168 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 22 Added 49 Reduced 4 Exited
Page 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CMI CUMMINS INC Industrials 2,715.0 $1.5M 0.67% -115.0 -4.1% $538.02 +24.8%
42 IYC ISHARES TR 14,343.0 $1.4M 0.63% $96.92 +6.8%
43 CGCB CAPITAL GRP FIXED INCM ETF T 52,761.0 $1.4M 0.63% NEW $26.26 -0.1%
44 WFC WELLS FARGO & CO Financial Services 17,134.0 $1.4M 0.62% $79.61 -4.4%
45 MCK MCKESSON CORP Healthcare 1,570.0 $1.4M 0.62% $865.36 -12.1%
46 RTX RTX CORPORATION Industrials 6,956.0 $1.3M 0.61% $192.90 -7.0%
47 BND VANGUARD BD INDEX FDS 17,986.0 $1.3M 0.60% +421.0 +2.4% $73.64 -0.3%
48 DLN WISDOMTREE TR 14,700.0 $1.3M 0.60% $89.33 +7.6%
49 PEP PEPSICO INC Consumer Defensive 8,188.0 $1.3M 0.58% -874.0 -9.6% $155.29 -5.9%
50 CSCO CISCO SYS INC Technology 16,066.0 $1.2M 0.57% -150.0 -0.9% $77.59 +53.7%
51 AGG ISHARES TR 12,462.0 $1.2M 0.56% +375.0 +3.1% $99.27 -0.3%
52 NVO NOVO-NORDISK A S Healthcare 33,268.0 $1.2M 0.56% -3K -8.3% $36.75 +24.2%
53 VGT VANGUARD WORLD FD 1,677.0 $1.2M 0.53% $697.72 -82.9%
54 IJH ISHARES TR 17,225.0 $1.2M 0.53% $67.53 +10.5%
55 GUNR FLEXSHARES TR 19,757.0 $1.1M 0.50% +140.0 +0.7% $55.16 -1.7%
56 ITW ILLINOIS TOOL WKS INC Industrials 4,131.0 $1.1M 0.49% -100.0 -2.4% $260.29 -4.3%
57 WMT WALMART INC Consumer Defensive 8,588.0 $1.1M 0.49% $124.28 -5.1%
58 IYG ISHARES TR 12,720.0 $1.1M 0.48% $82.84 +4.4%
59 CARR CARRIER GLOBAL CORPORATION Industrials 18,555.0 $1.0M 0.48% -320.0 -1.7% $56.31 +14.1%
60 GDX VANECK ETF TRUST 11,090.0 $1.0M 0.46% +90.0 +0.8% $91.77 -4.5%
Page 3 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 12.8%
Healthcare 12.3%
Industrials 11.5%
Communication Services 9.9%
Consumer Defensive 8.4%
Consumer Cyclical 6.3%
Utilities 3.4%
Energy 3.2%
Real Estate 0.7%