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GARRISON POINT ADVISORS, LLC
RIA/Wealth
GARRISON POINT ADVISORS, LLC is a RIA/Wealth based in Walnut Creek, CA led by Julie Therese Meissner, reporting $537.0M in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
CEOJulie Therese Meissner
- Portfolio Value
- $238.3M
- Positions
- 170
- Top Holding
- MSFT at 6.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GARRISON POINT ADVISORS, LLC's portfolio (37.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $16.6M | 6.96% | -$507.1K Sold | 0.00% 32.0K shares | |
Consumer Electronics Technology | $13.2M | 5.54% | +$25.5K Bought | 0.00% 51.9K shares | |
ETF ETF | $10.6M | 4.47% | +$238.9K Bought | — 15.9K shares | |
Insurance - Diversified Financial Services | $10.6M | 4.43% | — | 0.00% 14.0 shares | |
Software - Infrastructure Technology | $10.0M | 4.19% | +$4.8K Bought | 0.00% 35.5K shares | |
Semiconductors Technology | $9.5M | 3.97% | -$917.4K Sold | 0.00% 50.7K shares | |
Internet Content & Information Communication Services | $6.5M | 2.71% | +$3.1M Bought | 0.00% 8.8K shares | |
Internet Content & Information Communication Services | $4.7M | 1.98% | -$153.2K Sold | 0.00% 19.4K shares | |
Household & Personal Products Consumer Defensive | $4.4M | 1.86% | -$36.9K Sold | 0.00% 28.9K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 1.75% | -$63.7K Sold | 0.00% 19.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GARRISON POINT ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-33.6% | |
-23.31% |
Analytics
Portfolio insights and performance metrics for GARRISON POINT ADVISORS, LLC
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