GARRISON POINT ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001767107
13F-HR · 108 reported holdings · 2026-03-31
Reported long-US-equity value
$0.19B
Top-10 concentration
45.5%
GARRISON POINT ADVISORS, LLC — $195M AUM allocation strategy
GARRISON POINT ADVISORS, LLC files SEC Form 13F and reports $195M of long US equity value across 108 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.2%, followed by Communication Services 6.7% and Consumer Staples 4.0%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GARRISON POINT ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$195M
total across 108 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +11.2K sh · +$989K+$SCHW +10.3K sh · +$304K+$VOO +3.64K sh · +$53K
Biggest trims (shares)
−$NVDA −2.21K sh · −$962K−$AAPL −1.82K sh · −$1.42M−$GLW −1.71K sh · +$479K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$ABT ($245K last qtr)$BX ($243K last qtr)$DIA ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services6.7%—
- Technology Hardware, Storage & Peripherals6.7%—
- Systems Software5.8%—
- Semiconductors4.1%—
- Application Software2.7%—
- Investment Banking & Brokerage2.2%—
- Pharmaceuticals2.1%—
- Personal Care Products2.1%—
- Other holdings67.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 51.3K | $13M | -1.82K | 6.7% |
| $MSFT | Microsoft Corporation | 30.5K | $11.3M | -179 | 5.8% |
| $NVDA | NVIDIA Corporation | 45.5K | $7.94M | -2.21K | 4.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 18.4K | $5.28M | -350 | 2.7% |
| $ORCL | Oracle Corporation | 35.3K | $5.2M | +0 | 2.7% |
| $META | Meta Platforms Inc | 8.11K | $4.64M | -210 | 2.4% |
| $SCHW | Charles Schwab Corporation | 158K | $4.38M | +10.3K | 2.3% |
…and 101 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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