account_balance

Investment manager · 13F filer · SEC CIK 1767107

Garrison Point Advisors, LLC

Reported value$261Mas of Sep 30, 2026
Positions176 7 new, 7 sold out
Top 10 weight35.2%AAPL alone is 6%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 6.2% HeldMSFT Microsoft Corp 5.7% Trimmed −4%
IVV iShares Tr 5.6% Added +6%
NVDA NVIDIA Corp 3.7% Trimmed −3%
CGCB Capital GRP Fixed Incm ETF T 3.4% Added +75%
SPY SPDR S&P 500 ETF Trust 2.5% Added +3%GOOGL Alphabet Inc. 2.3% HeldMETA Meta Platforms, Inc. 2.0% Trimmed −10%
IJR iShares Tr 1.9% Added +3%
SCHF Schwab Strategic Tr 1.9% Added +10%
VO Vanguard Index FDS 1.7% Added +100%
AMZN Amazon.com Inc 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • VTEC $843K
  • DFSI $559K
  • MRNA $453K
  • BBEU $221K
arrow_upwardAdded
  • DFSU +263%
  • VO +100%
  • DFSV +89%
  • IGSB +83%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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