Garrison Point Advisors, LLC Portfolio Holdings

Garrison Point Advisors, LLC

  • $216 Million
  • Q2 2025

Garrison Point Advisors, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $216 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.4M, Apple Inc. with a value of $10.6M, Berkshire Hathaway Inc with a value of $10.2M, Ishares Core S&P 500 ETF with a value of $9.65M, and Nvidia Corp with a value of $8.78M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $205M to 216M.

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 $216 Million
ETFs: $56 Million
Technology: $54.4 Million
Financial Services: $25 Million
Healthcare: $18.2 Million
Industrials: $16.1 Million
Consumer Defensive: $14.6 Million
Communication Services: $10.9 Million
Consumer Cyclical: $10.4 Million
Other: $9.82 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $216 Million
  • Prior Value $205 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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