Stephen J. Garry & Associates, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $26.7B, Ishares Gold Trust with a value of $12.9B, Vanguard Index Fds S&P 500 ETF with a value of $10.3B, Vanguard Bd Index Fd Inc Total with a value of $9.71B, and Vanguard Bd Index Fd Inc Inter with a value of $8.08B.

Examining the 13F form we can see an increase of $864M in the current position value, from $125B to 126B.

Stephen J. Garry & Associates, LLC is based out at Garden City, NY

Below you can find more details about Stephen J. Garry & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $117 Billion
Technology: $2.57 Billion
Financial Services: $1.99 Billion
Consumer Cyclical: $784 Million
Utilities: $541 Million
Communication Services: $439 Million
Industrials: $252 Million
Healthcare: $31.5 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $126 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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