Garrison Point Advisors, LLC Portfolio Holdings

Garrison Point Advisors, LLC

  • $236 Million
  • Q3 2025

Garrison Point Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.6M, Apple Inc. with a value of $13.2M, Ishares Core S&P 500 ETF with a value of $10.6M, Berkshire Hathaway Inc with a value of $10.6M, and Oracle Corp with a value of $9.98M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $216M to 236M.

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 $236 Million
ETFs: $62 Million
Technology: $60.9 Million
Financial Services: $25.9 Million
Healthcare: $19.1 Million
Industrials: $17.1 Million
Communication Services: $16.3 Million
Consumer Defensive: $14 Million
Consumer Cyclical: $10.6 Million
Other: $9.93 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 171
  • Current Value $236 Million
  • Prior Value $216 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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