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The Analysis of GARRISON POINT ADVISORS, LLC's Holdings & P&L

Currently, GARRISON POINT ADVISORS, LLC holds 168 types of securities in its portfolio with a total value $219.2M. In the most recent quarter, they have increased their positions in CGCB (+52.8K shares, valued at $1.4M), IEFA (+5.8K shares, valued at $529.0K), N/A (+5.8K shares, valued at $439.3K); decreased their positions in AAPL (-1.8K shares, valued at $461.6K), NVDA (-2.2K shares, valued at $384.6K), GLW (-1.7K shares, valued at $231.8K); initiated new positions in CGCB (+52.8K shares, valued at $1.4M), N/A (+5.8K shares, valued at $439.3K), VCSH (+4.1K shares, valued at $322.7K).

1M P&L

+7.8M+3.61%

3M P&L

-4.6M-2.02%

HY P&L

+3.8M+1.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A67.0M

32.0%

2Software - Infrastructure23.4M

11.2%

3Consumer Electronics14.4M

6.9%

Top Industries by Stock Count

1N/A58 stocks

37.7%

2Drug Manufacturers - General7 stocks

4.5%

3Specialty Industrial Machinery6 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC51.3K shares-3.42%2026-03-312026-05-13

MSFT MICROSOFT CORP30.5K shares-0.58%2026-03-312026-05-13

IVV ISHARES TR16.8K shares2.75%2026-03-312026-05-13

NVDA NVIDIA CORPORATION45.5K shares-4.62%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T8.3K shares0.14%2026-03-312026-05-13

ALPHABET INC ALPHABET INC18.4K shares-1.87%2026-03-312026-05-13

ORCL ORACLE CORP35.3K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC8.1K shares-2.52%2026-03-312026-05-13

Sponsored

IJR ISHARES TR35.2K shares2.68%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON17.0K shares-1.28%2026-03-312026-05-13

PG PROCTER & GAMBLE CO28.1K shares0.00%2026-03-312026-05-13

AMZN AMAZON COM INC18.1K shares-0.06%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR151.7K shares7.45%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION3.7K shares-2.08%2026-03-312026-05-13

ALPHABET INC ALPHABET INC10.8K shares-2.43%2026-03-312026-05-13

V VISA INC9.8K shares-0.48%2026-03-312026-05-13

Sponsored

CAT CATERPILLAR INC4.1K shares-7.40%2026-03-312026-05-13

HD HOME DEPOT INC8.6K shares0.00%2026-03-312026-05-13

IXUS ISHARES TR31.2K shares4.58%2026-03-312026-05-13

NEE NEXTERA ENERGY INC28.0K shares-0.88%2026-03-312026-05-13

JSTC TIDAL TRUST I121.6K shares4.99%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR43.9K shares-0.05%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO7.4K shares-1.50%2026-03-312026-05-13

MA MASTERCARD INCORPORATED4.3K shares-0.23%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION10.1K shares0.03%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.2K shares0.00%2026-03-312026-05-13

AMGN AMGEN INC5.7K shares-0.87%2026-03-312026-05-13

VO VANGUARD INDEX FDS6.7K shares3.69%2026-03-312026-05-13

DHR DANAHER CORP DEL9.9K shares-0.10%2026-03-312026-05-13

AWK AMERICAN WTR WKS CO INC NEW13.2K shares-0.53%2026-03-312026-05-13

GLW CORNING INC13.0K shares-11.61%2026-03-312026-05-13

WM WASTE MGMT INC DEL7.6K shares-1.94%2026-03-312026-05-13

Sponsored

IHI ISHARES TR32.4K shares-0.31%2026-03-312026-05-13

IBB ISHARES TR10.1K shares-0.98%2026-03-312026-05-13

HON HONEYWELL INTL INC7.5K shares-0.07%2026-03-312026-05-13

UNP UNION PAC CORP6.9K shares-0.72%2026-03-312026-05-13

KO COCA COLA CO21.8K shares-1.67%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC13.2K shares-7.68%2026-03-312026-05-13

IEMG ISHARES INC22.5K shares10.87%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS6.3K shares1.78%2026-03-312026-05-13

Sponsored

CMI CUMMINS INC2.7K shares-4.06%2026-03-312026-05-13

IYC ISHARES TR14.3K shares0.00%2026-03-312026-05-13

CGCB CAPITAL GRP FIXED INCM ETF T52.8K sharesnew addition2026-03-312026-05-13

WFC WELLS FARGO & CO17.1K shares0.00%2026-03-312026-05-13

MCK MCKESSON CORP1.6K shares0.00%2026-03-312026-05-13

RTX RTX CORPORATION7.0K shares0.00%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS18.0K shares2.40%2026-03-312026-05-13

DLN WISDOMTREE TR14.7K shares0.00%2026-03-312026-05-13

Sponsored

PEP PEPSICO INC8.2K shares-9.64%2026-03-312026-05-13

CSCO CISCO SYS INC16.1K shares-0.93%2026-03-312026-05-13

AGG ISHARES TR12.5K shares3.10%2026-03-312026-05-13

NVO NOVO-NORDISK A S33.3K shares-8.27%2026-03-312026-05-13

VGT VANGUARD WORLD FD1.7K shares-0.30%2026-03-312026-05-13

IJH ISHARES TR17.2K shares0.06%2026-03-312026-05-13

GUNR FLEXSHARES TR19.8K shares0.71%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC4.1K shares-2.36%2026-03-312026-05-13

Sponsored

WMT WALMART INC8.6K shares0.01%2026-03-312026-05-13

IYG ISHARES TR12.7K shares0.00%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION18.6K shares-1.70%2026-03-312026-05-13

GDX VANECK ETF TRUST11.1K shares0.82%2026-03-312026-05-13

IWP ISHARES TR7.9K shares0.00%2026-03-312026-05-13

AMT AMERICAN TOWER CORP5.8K shares-1.77%2026-03-312026-05-13

XHB SPDR SERIES TRUST10.0K shares0.00%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC5.9K shares0.00%2026-03-312026-05-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO15.4K shares-0.04%2026-03-312026-05-13

INTC INTEL CORP21.1K shares0.00%2026-03-312026-05-13

UHS UNIVERSAL HLTH SVCS INC5.2K shares0.00%2026-03-312026-05-13

PSX PHILLIPS 665.0K shares0.00%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST26.8K shares35.76%2026-03-312026-05-13

MCD MCDONALDS CORP2.9K shares0.00%2026-03-312026-05-13

QCOM QUALCOMM INC6.8K shares-2.16%2026-03-312026-05-13

BAC BANK AMERICA CORP18.0K shares-2.47%2026-03-312026-05-13

Sponsored

XYZ BLOCK INC14.1K shares-3.35%2026-03-312026-05-13

SDY SPDR SERIES TRUST5.6K shares-1.49%2026-03-312026-05-13

IDU ISHARES TR6.9K shares-0.51%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP1.3K shares0.00%2026-03-312026-05-13

IWO ISHARES TR2.5K shares0.00%2026-03-312026-05-13

OKE ONEOK INC NEW8.5K shares0.00%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC5.8K shares0.00%2026-03-312026-05-13

IEFA ISHARES TR8.4K shares229.14%2026-03-312026-05-13

Sponsored

IYF ISHARES TR6.4K shares0.00%2026-03-312026-05-13

SHY ISHARES TR8.7K shares1.87%2026-03-312026-05-13

HYG ISHARES TR8.7K shares30.52%2026-03-312026-05-13

FEZ SPDR INDEX SHS FDS11.0K shares0.00%2026-03-312026-05-13

XOM EXXON MOBIL CORP3.9K shares-1.15%2026-03-312026-05-13

ABBV ABBVIE INC3.1K shares0.00%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC2.5K shares0.00%2026-03-312026-05-13

CVS CVS HEALTH CORP9.2K shares0.00%2026-03-312026-05-13

Sponsored

YUM YUM BRANDS INC4.1K shares-3.73%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR1.1K shares0.00%2026-03-312026-05-13

SHOP SHOPIFY INC5.3K shares-8.55%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP6.6K shares-2.57%2026-03-312026-05-13

BN BROOKFIELD CORP15.3K shares0.00%2026-03-312026-05-13

IWM ISHARES TR2.5K shares0.00%2026-03-312026-05-13

EMR EMERSON ELEC CO4.7K shares0.00%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC11.9K shares-1.60%2026-03-312026-05-13

Sponsored

XYL XYLEM INC5.0K shares0.00%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F4.3K shares1.19%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY2.0K shares0.00%2026-03-312026-05-13

IVW ISHARES TR5.0K shares-0.20%2026-03-312026-05-13

DGX QUEST DIAGNOSTICS INC2.9K shares0.00%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR6.3K shares-13.69%2026-03-312026-05-13

EEMV ISHARES INC8.3K shares13.81%2026-03-312026-05-13

IYT ISHARES TR7.1K shares0.00%2026-03-312026-05-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.6K shares-9.13%2026-03-312026-05-13

FTV FORTIVE CORP9.3K shares-2.62%2026-03-312026-05-13

INFL LISTED FDS TR9.5K shares0.00%2026-03-312026-05-13

VLTO VERALTO CORP5.4K shares-0.18%2026-03-312026-05-13

IGSB ISHARES TR8.6K shares0.00%2026-03-312026-05-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC5.8K sharesnew addition2026-03-312026-05-13

COP CONOCOPHILLIPS3.3K shares0.09%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST10.7K shares0.00%2026-03-312026-05-13

Sponsored

IYW ISHARES TR2.3K shares0.00%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC3.5K shares0.00%2026-03-312026-05-13

IWC ISHARES TR2.5K shares-3.47%2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares-9.62%2026-03-312026-05-13

DIS DISNEY WALT CO3.9K shares-24.58%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP4.9K shares-4.79%2026-03-312026-05-13

NFLX NETFLIX INC.3.9K shares81.40%2026-03-312026-05-13

IHF ISHARES TR8.9K shares-1.12%2026-03-312026-05-13

Sponsored

IYH ISHARES TR6.0K shares0.02%2026-03-312026-05-13

ICLN ISHARES TR20.2K shares1.51%2026-03-312026-05-13

SBUX STARBUCKS CORP4.0K shares-2.42%2026-03-312026-05-13

A AGILENT TECHNOLOGIES INC3.1K shares0.00%2026-03-312026-05-13

AVRE AMERICAN CENTY ETF TR7.9K shares0.06%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.2K shares0.00%2026-03-312026-05-13

FDN FIRST TR EXCHANGE-TRADED FD1.5K shares-6.33%2026-03-312026-05-13

IYK ISHARES TR4.9K shares0.00%2026-03-312026-05-13

Sponsored

XLE SELECT SECTOR SPDR TR5.5K shares5.73%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC974 shares0.00%2026-03-312026-05-13

LOW LOWES COS INC1.4K shares0.00%2026-03-312026-05-13

FDX FEDEX CORP930 shares-3.13%2026-03-312026-05-13

T AT&T INC11.3K shares0.04%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS4.1K sharesnew addition2026-03-312026-05-13

LLY ELI LILLY & CO350 shares-16.67%2026-03-312026-05-13

BROADCOM INC BROADCOM INC1.0K shares0.00%2026-03-312026-05-13

Sponsored

MDLZ MONDELEZ INTL INC5.4K shares0.00%2026-03-312026-05-13

SCZ ISHARES TR3.9K shares6.85%2026-03-312026-05-13

IAGG ISHARES TR6.0K shares0.00%2026-03-312026-05-13

ITOT ISHARES TR2.1K shares0.00%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO970 shares0.00%2026-03-312026-05-13

NKE NIKE INC5.5K shares0.04%2026-03-312026-05-13

IJK ISHARES TR2.8K shares0.00%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.0K shares0.10%2026-03-312026-05-13

Sponsored

ESPO VANECK ETF TRUST3.0K shares0.00%2026-03-312026-05-13

MO ALTRIA GROUP INC4.1K shares0.00%2026-03-312026-05-13

DFSV DIMENSIONAL ETF TRUST7.6K sharesnew addition2026-03-312026-05-13

IYR ISHARES TR2.8K shares0.18%2026-03-312026-05-13

Z ZILLOW GROUP INC6.4K shares0.00%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC3.7K shares0.00%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR1.6K shares-0.31%2026-03-312026-05-13

DOV DOVER CORP1.2K shares0.00%2026-03-312026-05-13

Sponsored

NOC NORTHROP GRUMMAN CORP366 shares0.00%2026-03-312026-05-13

AON PLC AON PLC753 shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO2.8K shares-29.15%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC451 shares0.00%2026-03-312026-05-13

MCO MOODYS CORP500 shares0.00%2026-03-312026-05-13

CLX CLOROX CO DEL2.1K shares0.00%2026-03-312026-05-13

BA BOEING CO1.1K shares0.00%2026-03-312026-05-13

VCR VANGUARD WORLD FD591 shares0.00%2026-03-312026-05-13

Sponsored

ACAD ACADIA PHARMACEUTICALS INC9.5K shares0.00%2026-03-312026-05-13

MTB M & T BK CORP1.0K shares0.00%2026-03-312026-05-13

BHF BRIGHTHOUSE FINL INC3.5K shares0.00%2026-03-312026-05-13

RACE FERRARI N V610 shares0.00%2026-03-312026-05-13

GLD SPDR GOLD TR471 sharesnew addition2026-03-312026-05-13

STT STATE STR CORP1.6K shares0.00%2026-03-312026-05-13

RIVN RIVIAN AUTOMOTIVE INC10.7K sharesnew addition2026-03-312026-05-13

NCA NUVEEN CALIFORNIA MUNI VLU F10.0K shares0.00%2026-03-312026-05-13

Sponsored

AAPL

APPLE INC

-3.42%

Shares51.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.58%

Shares30.5K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

2.75%

Shares16.8K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-4.62%

Shares45.5K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

0.14%

Shares8.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.87%

Shares18.4K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

0.00%

Shares35.3K

Event2026-03-31

Filed2026-05-13