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Portfolio (Quarterly) Guide ↗

STEPHEN J. GARRY & ASSOCIATES, LLC

· CIK 0002056402
13F Portfolio $124M AUM 51 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 13 Added 18 Reduced 3 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLV ISHARES SILVER TR Financial Services 15,580.0 $1.1M 0.85% +6K +69.6% $68.14 +1.9%
22 BAI BLACKROCK ETF TRUST 32,055.0 $1.1M 0.85% +1K +3.4% $32.95 +44.2%
23 BERKSHIRE HATHAWAY INC DEL 2,066.0 $990K 0.80% -1K -40.0% $479.20
24 VANGUARD MUN BD FDS 9,775.0 $977K 0.79% -671.0 -6.4% $99.94
25 USMV ISHARES TR 9,545.0 $885K 0.71% -510.0 -5.1% $92.74 +3.6%
26 XBI SPDR SERIES TRUST 6,745.0 $862K 0.69% +4K +191.4% $127.73 +4.0%
27 IVW ISHARES TR 6,690.0 $757K 0.61% -600.0 -8.2% $113.11 +20.8%
28 ED CONSOLIDATED EDISON INC Utilities 5,452.0 $617K 0.50% $113.18 -5.1%
29 NVDA NVIDIA CORPORATION Technology 3,471.0 $605K 0.49% $174.40 +25.9%
30 VAW VANGUARD WORLD FD 2,685.0 $605K 0.49% $225.33 +0.6%
31 PAVE GLOBAL X FDS 11,890.0 $604K 0.49% -200.0 -1.6% $50.81 +7.3%
32 IWF ISHARES TR 1,415.0 $603K 0.48% $426.40 -70.8%
33 IJK ISHARES TR 5,560.0 $559K 0.45% -300.0 -5.1% $100.62 +10.2%
34 VB VANGUARD INDEX FDS 2,041.0 $535K 0.43% $261.92 +9.4%
35 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,116.0 $534K 0.43% $52.76 +14.2%
36 AMZN AMAZON COM INC Consumer Cyclical 2,393.0 $498K 0.40% $208.27 +28.9%
37 NLR VANECK ETF TRUST 3,365.0 $448K 0.36% +380.0 +12.7% $133.19 -2.4%
38 GOOGL ALPHABET INC Communication Services 1,407.0 $404K 0.33% $287.48 +34.8%
39 MSFT MICROSOFT CORP Technology 966.0 $358K 0.29% $370.11 +13.2%
40 EFG ISHARES TR 2,890.0 $322K 0.26% +50.0 +1.8% $111.37 +9.0%
Page 2 of 3  ·  51 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
Financial Services 84.3%
Technology 8.3%
Utilities 2.3%
Consumer Cyclical 1.8%
Communication Services 1.5%
Energy 1.1%
Industrials 0.8%