Garrison Point Advisors, LLC Portfolio Holdings

Garrison Point Advisors, LLC

  • $209 Million
  • Q4 2024

Garrison Point Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $209 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.2M, Apple Inc. with a value of $13.8M, Berkshire Hathaway Inc with a value of $9.53M, Ishares Core S&P 500 ETF with a value of $8.83M, and Nvidia Corp with a value of $8.58M.

Examining the 13F form we can see an increase of $49.4M in the current position value, from $160M to 209M.

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 $209 Million
Technology: $53 Million
ETFs: $50.9 Million
Financial Services: $23 Million
Healthcare: $20.2 Million
Industrials: $16.1 Million
Consumer Defensive: $14.4 Million
Consumer Cyclical: $10.9 Million
Communication Services: $10.5 Million
Other: $9.64 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.84B
$194,000 0.09% of portfolio
10,576
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $209 Million
  • Prior Value $160 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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