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Julie Meissner

Garrison Point Advisors, Llc

Assets Managed
$219.19M
Holdings
168
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-2.95%(2Q avg: -4.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Garrison Point Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Garrison Point Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 219.19M in assets, with a quarterly growth rate of -2.95% and a 2-quarter average growth rate of -4.1%. The portfolio is managed by Julie Meissner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -3.42%
5.94%
$13.018M
51,296 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.58%
5.16%
$11.298M
30,522 shares@ $370.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.75%
5.02%
$10.991M
16,825 shares@ $653.23 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.61%
3.63%
$7.942M
45,541 shares@ $174.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.15%
2.46%
$5.391M
8,289 shares@ $650.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.87%
2.41%
$5.281M
18,364 shares@ $287.57 avg price
ORCL
Oracle Corp
Recent Activity
2.38%
$5.197M
35,327 shares@ $147.12 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -2.52%
2.12%
$4.639M
8,109 shares@ $572.13 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.69%
2%
$4.378M
35,217 shares@ $124.32 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.27%
1.9%
$4.15M
16,976 shares@ $244.44 avg price

1-10 of 168