Garrison Point Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.6M, Apple Inc. with a value of $11.9M, Berkshire Hathaway Inc with a value of $11.2M, Ishares Core S&P 500 ETF with a value of $8.68M, and Nvidia Corp with a value of $6.69M.

Examining the 13F form we can see an decrease of $4.6M in the current position value, from $209M to 205M.

Garrison Point Advisors, LLC is based out at Walnut Creek, CA

Below you can find more details about Garrison Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
ETFs: $50.8 Million
Technology: $45.7 Million
Financial Services: $25.8 Million
Healthcare: $20.5 Million
Industrials: $15.8 Million
Consumer Defensive: $15.4 Million
Consumer Cyclical: $10.4 Million
Communication Services: $9.45 Million
Other: $10.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $205 Million
  • Prior Value $209 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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