GARRISON POINT ADVISORS, LLC

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Institutional

CIK 0001767107

$246.6M

Reported AUM

176

Positions

Q2 2026

Period

2026-07-31

Filed

Editorial summary

Summary for GARRISON POINT ADVISORS, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	AAPL	APPLE INC	$310.42	-6.90%	65.41%	124.96%	$14.2M	5.76%	—	HELD
2	IVV	ISHARES TR	$750.46	0.71%	20.75%	76.27%	$13.5M	5.46%	—	HELD
3	MSFT	MICROSOFT CORP	$465.00	3.08%	-10.62%	60.10%	$11.2M	4.54%	—	HELD
4	NVDA	NVIDIA CORPORATION	$201.19	3.15%	12.42%	774.16%	$8.8M	3.57%	—	HELD
5	GOOGL	ALPHABET INC	$355.99	6.69%	85.11%	143.37%	$6.3M	2.55%	—	HELD
6	SPY	STATE STR SPDR S&P 500 ETF T	$746.85	0.70%	20.62%	75.74%	$6.2M	2.51%	—	HELD
7	CGCB	CAPITAL GRP FIXED INCM ETF T	$25.75	-0.66%	1.33%	16.73%	$5.3M	2.16%	—	HELD
8	IJR	ISHARES TR	$145.46	-0.03%	35.90%	40.20%	$5.3M	2.14%	—	HELD
9	ORCL	ORACLE CORP	$129.88	1.82%	-47.22%	53.10%	$5.2M	2.10%	—	HELD
10	SCHF	SCHWAB STRATEGIC TR	$27.43	-0.58%	31.63%	60.69%	$4.5M	1.82%	—	HELD
11	META	META PLATFORMS INC	$556.34	3.21%	-27.89%	43.33%	$4.4M	1.80%	—	HELD
12	CAT	CATERPILLAR INC	$815.28	0.76%	90.45%	318.17%	$4.3M	1.73%	—	HELD
13	JNJ	JOHNSON & JOHNSON	$256.32	0.20%	58.23%	70.72%	$4.2M	1.71%	—	HELD
14	AMZN	AMAZON COM INC	$271.42	15.25%	9.66%	35.70%	$4.2M	1.71%	—	HELD
15	PG	PROCTER & GAMBLE CO	$144.52	0.39%	-1.63%	14.96%	$4.0M	1.64%	—	HELD
16	GOOG	ALPHABET INC	$356.65	6.88%	76.17%	131.42%	$3.5M	1.42%	—	HELD
17	COST	COSTCO WHOLESALE CORPORATION	$951.89	-0.24%	0.66%	120.84%	$3.4M	1.39%	—	HELD
18	V	VISA INC	$366.16	-0.03%	8.84%	65.83%	$3.3M	1.34%	—	HELD
19	IXUS	ISHARES TR	$94.54	-0.15%	27.97%	50.12%	$3.1M	1.27%	—	HELD
20	HD	HOME DEPOT INC	$331.99	-0.41%	-8.42%	15.74%	$3.0M	1.21%	—	HELD
21	JSTC	TIDAL TRUST I	$22.57	0.07%	17.55%	33.24%	$2.8M	1.12%	—	HELD
22	INTC	INTEL CORP	$90.20	-1.02%	367.12%	81.15%	$2.7M	1.11%	—	HELD
23	DELL	DELL TECHNOLOGIES INC	$405.06	0.06%	222.00%	802.13%	$2.5M	1.03%	—	HELD
24	JPM	JPMORGAN CHASE & CO	$351.86	0.29%	23.57%	148.58%	$2.4M	0.98%	—	HELD
25	NEE	NEXTERA ENERGY INC	$86.93	-1.14%	28.52%	18.85%	$2.4M	0.98%	—	HELD
26	VO	VANGUARD INDEX FDS	$80.94	-0.06%	16.07%	40.55%	$2.3M	0.93%	—	HELD
27	GLW	CORNING INC	$138.26	2.25%	120.30%	282.48%	$2.2M	0.91%	—	HELD
28	XLB	SELECT SECTOR SPDR TR	$50.43	-2.34%	21.27%	33.20%	$2.2M	0.89%	—	HELD
29	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$2.1M	0.86%	—	HELD
30	MA	MASTERCARD INCORPORATED	$573.38	-0.69%	3.76%	71.76%	$2.1M	0.85%	—	HELD
31	IEMG	ISHARES INC	$77.61	0.73%	—	—	$2.0M	0.81%	—	HELD
32	AMGN	AMGEN INC	$385.16	-0.64%	—	—	$2.0M	0.80%	—	HELD
33	IBB	ISHARES TR	$186.41	-1.87%	—	—	$1.9M	0.77%	—	HELD
34	CMI	CUMMINS INC	$634.20	0.19%	—	—	$1.9M	0.77%	—	HELD
35	UNP	UNION PAC CORP	$292.12	0.92%	—	—	$1.8M	0.75%	—	HELD
36	CSCO	CISCO SYS INC	$115.99	2.14%	—	—	$1.8M	0.74%	—	HELD
37	IBM	INTERNATIONAL BUSINESS MACHS	$223.79	0.92%	—	—	$1.8M	0.71%	—	HELD
38	KO	COCA COLA CO	$87.58	-1.02%	—	—	$1.7M	0.70%	—	HELD
39	DHR	DANAHER CORP DEL	$195.07	-0.56%	—	—	$1.7M	0.69%	—	HELD
40	AWK	AMERICAN WTR WKS CO INC NEW	$134.23	-1.89%	—	—	$1.7M	0.67%	—	HELD
41	CVX	CHEVRON CORPORATION	$196.85	2.36%	—	—	$1.6M	0.66%	—	HELD
42	NVO	NOVO-NORDISK A S	$47.12	-8.69%	—	—	$1.6M	0.65%	—	HELD
43	WM	WASTE MGMT INC DEL	$226.54	0.09%	—	—	$1.6M	0.64%	—	HELD
44	VGT	VANGUARD WORLD FD	$113.15	-0.38%	—	—	$1.6M	0.64%	—	HELD
45	MRK	MERCK & CO INC	$130.22	0.33%	—	—	$1.6M	0.63%	—	HELD
46	IEFA	ISHARES TR	$98.26	-0.63%	—	—	$1.5M	0.61%	—	HELD
47	IHI	ISHARES TR	$52.51	-0.44%	—	—	$1.5M	0.60%	—	HELD
48	DFAE	DIMENSIONAL ETF TRUST	$37.52	0.46%	—	—	$1.5M	0.60%	—	HELD
49	WMT2	WELLS FARGO & CO	—	—	—	—	$1.4M	0.57%	—	HELD
50	DLN	WISDOMTREE TR	$98.57	0.27%	—	—	$1.4M	0.57%	—	HELD
51	IYC	ISHARES TR	$101.14	1.51%	—	—	$1.4M	0.57%	—	HELD
52	CARR	CARRIER GLOBAL CORPORATION	$61.81	0.68%	—	—	$1.4M	0.55%	—	HELD
53	BND	VANGUARD BD INDEX FDS	$72.23	-0.26%	—	—	$1.3M	0.54%	—	HELD
54	IJH	ISHARES TR	$75.29	-0.08%	—	—	$1.3M	0.53%	—	HELD
55	QCOM	QUALCOMM INC	$147.61	-2.63%	—	—	$1.3M	0.51%	—	HELD
56	RTX	RTX CORPORATION	$215.15	0.36%	—	—	$1.3M	0.51%	—	HELD
57	MCK	MCKESSON CORP	$857.27	-0.95%	—	—	$1.2M	0.48%	—	HELD
58	AGG	ISHARES TR	$97.39	-0.24%	—	—	$1.2M	0.48%	—	HELD
59	IYG	ISHARES TR	$95.52	0.06%	—	—	$1.1M	0.46%	—	HELD
60	IWP	ISHARES TR	$137.03	-0.33%	—	—	$1.1M	0.46%	—	HELD
61	PEP	PEPSICO INC	$139.56	-0.46%	—	—	$1.1M	0.45%	—	HELD
62	XHB	SPDR SERIES TRUST	$103.69	-0.79%	—	—	$1.1M	0.44%	—	HELD
63	ITW	ILLINOIS TOOL WKS INC	$287.01	1.16%	—	—	$1.1M	0.44%	—	HELD
64	XYZ	BLOCK INC	$81.26	-1.61%	—	—	$1.0M	0.42%	—	HELD
65	HYG	ISHARES TR	$79.48	0.01%	—	—	$1.0M	0.41%	—	HELD
66	BAC	BANK OF AMER CORP	$61.97	0.39%	—	—	$1.0M	0.41%	—	HELD
67	IWO	ISHARES TR	$370.67	-0.75%	—	—	$976K	0.40%	—	HELD
68	GUNR	FLEXSHARES TR	$52.34	-1.34%	—	—	$974K	0.40%	—	HELD
69	WMT	WALMART INC	$111.21	0.09%	—	—	$964K	0.39%	—	HELD
70	CVS	CVS HEALTH CORP	$104.43	-0.75%	—	—	$952K	0.39%	—	HELD
71	UNH	UNITEDHEALTH GROUP INC	$414.22	-1.72%	—	—	$909K	0.37%	—	HELD
72	SDY	SPDR SERIES TRUST	$155.00	-0.28%	—	—	$885K	0.36%	—	HELD
73	BMY	BRISTOL-MYERS SQUIBB CO	$65.31	0.69%	—	—	$876K	0.36%	—	HELD
74	GDX	VANECK ETF TRUST	$74.10	-3.49%	—	—	$831K	0.34%	—	HELD
75	DFIS	DIMENSIONAL ETF TRUST	$35.87	-0.53%	—	—	$828K	0.34%	—	HELD
76	AMT	AMERICAN TOWER CORP	$173.36	-0.63%	—	—	$824K	0.33%	—	HELD
77	HON	HONEYWELL INTL INC	$243.05	0.47%	—	—	$823K	0.33%	—	HELD
78	QQQ	INVESCO QQQ TR	$688.22	0.68%	—	—	$821K	0.33%	—	HELD
79	PSX	PHILLIPS 66	$211.68	0.51%	—	—	$816K	0.33%	—	HELD
80	HONA	HONEYWELL AEROSPACE INC	$206.74	1.18%	—	—	$810K	0.33%	—	HELD
81	IYF	ISHARES TR	$134.65	-0.09%	—	—	$791K	0.32%	—	HELD
82	ELV	ELEVANCE HEALTH INC FORMERLY	$375.84	-0.15%	—	—	$773K	0.31%	—	HELD
83	AEP	AMERICAN ELEC PWR CO INC	$127.85	0.05%	—	—	$773K	0.31%	—	HELD
84	UHS	UNIVERSAL HLTH SVCS INC	$168.44	3.15%	—	—	$766K	0.31%	—	HELD
85	IDU	ISHARES TR	$112.39	-0.63%	—	—	$765K	0.31%	—	HELD
86	ABBV	ABBVIE INC	$250.88	-2.54%	—	—	$759K	0.31%	—	HELD
87	IWM	ISHARES TR	$291.24	-0.46%	—	—	$750K	0.30%	—	HELD
88	OKE	ONEOK INC NEW	$90.81	1.95%	—	—	$737K	0.30%	—	HELD
89	MCD	MCDONALDS CORP	$270.67	0.83%	—	—	$723K	0.29%	—	HELD
90	SHY	ISHARES TR	$82.00	-0.01%	—	—	$713K	0.29%	—	HELD
91	FEZ	SPDR INDEX SHS FDS	$69.77	0.10%	—	—	$712K	0.29%	—	HELD
92	IVW	ISHARES TR	$135.21	1.41%	—	—	$692K	0.28%	—	HELD
93	EEMV	ISHARES INC	$71.26	-0.57%	—	—	$691K	0.28%	—	HELD
94	VT	VANGUARD INTL EQUITY INDEX F	$155.86	0.26%	—	—	$691K	0.28%	—	HELD
95	EMR	EMERSON ELEC CO	$149.82	0.79%	—	—	$671K	0.27%	—	HELD
96	BN	BROOKFIELD CORP	$42.53	1.20%	—	—	$653K	0.26%	—	HELD
97	LMT	LOCKHEED MARTIN CORP	$583.00	1.55%	—	—	$623K	0.25%	—	HELD
98	YUM	YUM BRANDS INC	$153.28	-2.37%	—	—	$617K	0.25%	—	HELD
99	SHOP	SHOPIFY INC	$117.15	-4.29%	—	—	$610K	0.25%	—	HELD
100	DGX	QUEST DIAGNOSTICS INC	$233.01	-0.55%	—	—	$605K	0.25%	—	HELD
101	IYT	ISHARES TR	—	—	—	—	$598K	0.24%	—	HELD
102	IYW	ISHARES TR	—	—	—	—	$578K	0.23%	—	HELD
103	SCHW	SCHWAB CHARLES CORP	—	—	—	—	$573K	0.23%	—	HELD
104	SOLS	SOLSTICE ADVANCED MATLS INC	—	—	—	—	$564K	0.23%	—	HELD
105	FTV	FORTIVE CORP	—	—	—	—	$562K	0.23%	—	HELD
106	XOM	EXXON MOBIL CORP	—	—	—	—	$540K	0.22%	—	HELD
107	DFSV	DIMENSIONAL ETF TRUST	—	—	—	—	$526K	0.21%	—	HELD
108	IWC	ISHARES TR	—	—	—	—	$500K	0.20%	—	HELD
109	VZ	VERIZON COMMUNICATIONS INC	—	—	—	—	$500K	0.20%	—	HELD
110	C	CITIGROUP INC	—	—	—	—	$495K	0.20%	—	HELD
111	IHF	ISHARES TR	—	—	—	—	$490K	0.20%	—	HELD
112	KEYS	KEYSIGHT TECHNOLOGIES INC	—	—	—	—	$490K	0.20%	—	HELD
113	IAU	ISHARES GOLD TR	—	—	—	—	$476K	0.19%	—	HELD
114	INFL	LISTED FDS TR	—	—	—	—	$468K	0.19%	—	HELD
115	GE	GE AEROSPACE	—	—	—	—	$460K	0.19%	—	HELD
116	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$453K	0.18%	—	HELD
117	IGSB	ISHARES TR	—	—	—	—	$450K	0.18%	—	HELD
118	XYL	XYLEM INC	—	—	—	—	$446K	0.18%	—	HELD
119	VLTO	VERALTO CORP	—	—	—	—	$442K	0.18%	—	HELD
120	DFSU	DIMENSIONAL ETF TRUST	—	—	—	—	$437K	0.18%	—	HELD
121	A	AGILENT TECHNOLOGIES INC	—	—	—	—	$417K	0.17%	—	HELD
122	LLY	ELI LILLY & CO	—	—	—	—	$414K	0.17%	—	HELD
123	ICLN	ISHARES TR	—	—	—	—	$413K	0.17%	—	HELD
124	SBUX	STARBUCKS CORP	—	—	—	—	$413K	0.17%	—	HELD
125	DFAC	DIMENSIONAL ETF TRUST	—	—	—	—	$383K	0.16%	—	HELD
126	AVGO	BROADCOM INC	—	—	—	—	$383K	0.16%	—	HELD
127	IYH	ISHARES TR	—	—	—	—	$382K	0.16%	—	HELD
128	FDN	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$378K	0.15%	—	HELD
129	AVRE	AMERICAN CENTY ETF TR	—	—	—	—	$374K	0.15%	—	HELD
130	IYK	ISHARES TR	—	—	—	—	$354K	0.14%	—	HELD
131	COP	CONOCOPHILLIPS	—	—	—	—	$338K	0.14%	—	HELD
132	AXP	AMERICAN EXPRESS CO	—	—	—	—	$328K	0.13%	—	HELD
133	IJK	ISHARES TR	—	—	—	—	$325K	0.13%	—	HELD
134	DFAU	DIMENSIONAL ETF TRUST	—	—	—	—	$325K	0.13%	—	HELD
135	ITOT	ISHARES TR	—	—	—	—	$324K	0.13%	—	HELD
136	SCZ	ISHARES TR	—	—	—	—	$323K	0.13%	—	HELD
137	VCSH	VANGUARD SCOTTSDALE FDS	—	—	—	—	$322K	0.13%	—	HELD
138	OTIS	OTIS WORLDWIDE CORP	—	—	—	—	$314K	0.13%	—	HELD
139	LOW	LOWES COS INC	—	—	—	—	$311K	0.13%	—	HELD
140	MDLZ	MONDELEZ INTL INC	—	—	—	—	$302K	0.12%	—	HELD
141	MO	ALTRIA GROUP INC	—	—	—	—	$293K	0.12%	—	HELD
142	XLI	SELECT SECTOR SPDR TR	—	—	—	—	$293K	0.12%	—	HELD
143	FDX	FEDEX CORP	—	—	—	—	$291K	0.12%	—	HELD
144	DIS	DISNEY WALT CO	—	—	—	—	$289K	0.12%	—	HELD
145	IYR	ISHARES TR	—	—	—	—	$288K	0.12%	—	HELD
146	LHX	L3HARRIS TECHNOLOGIES INC	—	—	—	—	$283K	0.11%	—	HELD
147	NFLX	NETFLIX INC.	—	—	—	—	$278K	0.11%	—	HELD
148	IAGG	ISHARES TR	—	—	—	—	$277K	0.11%	—	HELD
149	DOV	DOVER CORP	—	—	—	—	$276K	0.11%	—	HELD
150	BA	BOEING CO	—	—	—	—	$273K	0.11%	—	HELD
151	ESPO	VANECK ETF TRUST	—	—	—	—	$272K	0.11%	—	HELD
152	XLE	SELECT SECTOR SPDR TR	—	—	—	—	$271K	0.11%	—	HELD
153	STT	STATE STR CORP	—	—	—	—	$271K	0.11%	—	HELD
154	UBER	UBER TECHNOLOGIES INC	—	—	—	—	$265K	0.11%	—	HELD
155	CL	COLGATE PALMOLIVE CO	—	—	—	—	$258K	0.10%	—	HELD
156	GILD	GILEAD SCIENCES INC	—	—	—	—	$252K	0.10%	—	HELD
157	AON	AON PLC	—	—	—	—	$250K	0.10%	—	HELD
158	ROG	ROGERS CORP	—	—	—	—	$246K	0.10%	—	HELD
159	GEV	GE VERNOVA INC	—	—	—	—	$244K	0.10%	—	HELD
160	ACAD	ACADIA PHARMACEUTICALS INC	—	—	—	—	$240K	0.10%	—	HELD
161	MNST	MONSTER BEVERAGE CORP NEW	—	—	—	—	$240K	0.10%	—	HELD
162	MTB	M & T BK CORP	—	—	—	—	$238K	0.10%	—	HELD
163	VCR	VANGUARD WORLD FD	—	—	—	—	$234K	0.10%	—	HELD
164	T	AT&T INC	—	—	—	—	$233K	0.09%	—	HELD
165	RACE	FERRARI N V	—	—	—	—	$227K	0.09%	—	HELD
166	MCO	MOODYS CORP	—	—	—	—	$226K	0.09%	—	HELD
167	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$226K	0.09%	—	HELD
168	BHF	BRIGHTHOUSE FINL INC	—	—	—	—	$218K	0.09%	—	HELD
169	MS	MORGAN STANLEY	—	—	—	—	$217K	0.09%	—	HELD
170	DIA	STATE STR SPDR DOW JONES IND	—	—	—	—	$216K	0.09%	—	HELD
171	RIVN	RIVIAN AUTOMOTIVE INC	—	—	—	—	$213K	0.09%	—	HELD
172	CGSD	CAPITAL GRP FIXED INCM ETF T	—	—	—	—	$203K	0.08%	—	HELD
173	Z	ZILLOW GROUP INC	—	—	—	—	$202K	0.08%	—	HELD
174	CLX	CLOROX CO DEL	—	—	—	—	$200K	0.08%	—	HELD
175	CCEP	COCA-COLA EUROPACIFIC PARTNE	—	—	—	—	$200K	0.08%	—	HELD
176	NCA	NUVEEN CALIFORNIA MUNI VLU F	—	—	—	—	$93K	0.04%	—	HELD

Source: SEC EDGAR · accession 0001172661-26-002964. 13F discloses long positions only — shorts, foreign equities, and options are excluded.