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CIK: 0001767107
Total reported value
$246.6M
$246.6M
162 檔
20.7%
As reported in its official Q1 2025 Form 13F filing, Garrison Point Advisors, LLC's tracked investment portfolio stood at $246.6M with 162 total positions.
In Q1 2025, Garrison Point Advisors, LLC displayed an active expansion posture, initiating 162 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | -0.61% | -0.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.76% | -0.18% | -2.63% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.42% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.21% | +0.45% | +2.95% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | -0.05% | -3.47% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.42% | -0.21% | — | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.40% | -0.27% | +0.74% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.00% | -0.30% | -2.74% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.84% | -0.01% | +0.49% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | -0.01% | -4.20% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.68% | +0.14% | +2.34% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.14% | +1.61% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.08% | +2.04% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.18% | -1.42% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.07% | -2.04% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.32% | -6.28% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.22% | +0.09% | — | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | -0.13% | -2.86% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.10% | -0.17% | -1.30% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.05% | +5.55% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 0.99% | -0.21% | -1.77% | |
| 22 | AWK | American Water Works Co Inc | Stock-Utilities | 0.98% | -0.15% | -3.89% | |
| 23 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.98% | -0.19% | -1.41% | |
| 24 | JSTC | Adasina Social Justice Glb | ETF-Other | 0.96% | +0.04% | — | |
| 25 | XLB | Ss Materials Select Sector | ETF-Other | 0.95% | -0.11% | -0.39% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | -0.11% | -4.72% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.01% | -3.34% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.92% | -0.15% | -3.31% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.91% | +0.11% | +15.39% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | — | +2.65% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.13% | +3.02% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.87% | -0.01% | -2.99% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.86% | +0.04% | +0.95% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.29% | +0.59% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | -0.77% | EXIT | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.41% | -2.25% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | -0.06% | +3.11% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.10% | -4.89% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.01% | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | +0.05% | +9.32% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.68% | -0.01% | +5.96% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.67% | -0.12% | -1.02% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.07% | -0.57% | |
| 44 | CARR | Carrier Global CORP | Stock-Industrials | 0.67% | +0.07% | -0.69% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.08% | +2.21% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | -0.05% | +2.98% | |
| 47 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.61% | -0.06% | -6.44% | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.57% | -0.05% | -5.12% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.09% | +2.45% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | +0.11% | +2.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 7 | ORCL | Oracle CORP | — | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | HD | Home Depot Inc | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 18 | MA | Mastercard Inc - A | — | NEW | New buy |
| 19 | DHR | Danaher CORP | — | NEW | New buy |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 21 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 22 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 23 | IHI | Ishares U.s. Medical Devices | — | NEW | New buy |
| 24 | JSTC | Adasina Social Justice Glb | — | NEW | New buy |
| 25 | XLB | Ss Materials Select Sector | — | NEW | New buy |
| 26 | AMGN | Amgen Inc | — | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 28 | WM | Waste Management Inc | — | NEW | New buy |
| 29 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 30 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | UNP | Union Pacific CORP | — | NEW | New buy |
| 33 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 34 | CVX | Chevron CORP | — | NEW | New buy |
| 35 | HON | Honeywell International Inc | — | NEW | New buy |
| 36 | CAT | Caterpillar Inc | — | NEW | New buy |
| 37 | KO | Coca-cola Co/the | — | NEW | New buy |
| 38 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 39 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 40 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 41 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 42 | AMT | American Tower CORP | — | NEW | New buy |
| 43 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 44 | CARR | Carrier Global CORP | — | NEW | New buy |
| 45 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 46 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 47 | IYC | Ishares US Consumer Discreti | — | NEW | New buy |
| 48 | ITW | Illinois Tool Works | — | NEW | New buy |
| 49 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 50 | QCOM | Qualcomm Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Garrison Point Advisors, LLC reported a total U.S. public equity portfolio value of $246.6M across 162 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-A) accounted for 20.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $12.6M
During Q1 2025, Garrison Point Advisors, LLC's top holdings by market value included MSFT (6.1%)、AAPL (5.8%)、BRK-A (5.4%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q1 2025, Garrison Point Advisors, LLC made 162 total portfolio adjustments, initiating 162 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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