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Stephen J Garry & Associates - Q2 2026 13F Filings

ST

Stephen J. Garry & Associates, LLC

CIK: 0002056402
Address: New York Garden City 990 Stewart Avenue Suite 190
$137.09 M
Portfolio Value
55
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$21.31 M
2. VO Vanguard Mid-Cap Etf
+$944,441.53
3. NASA Tema Space Innovators Etf
+$655,692
4. IWF Ishares Russell 1000 Growth Etf
+$527,101.5
5. BND Vanguard Total Bond Market Etf
+$472,100.81

Top Sells

Q2 2026
1. IVV Ishares Core S&P 500 Etf
−$319,008.22
2. BRK.B Berkshire Hathaway
−$262,704.75
3. VOO Vanguard S&P 500 Etf
−$259,614.18
4. SPY Spdr S&P 500 Etf Trust
−$193,413.44
5. VCSH Vanguard Short-Term Corporate Bond Etf
−$80,610.6

Asset Allocation

Stocks/ETFs
+10.24%
$137.09 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Stephen J Garry & Associates Q2 2026 Filing Summary

Stephen J. Garry & Associates, LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 137.09 M reflecting a +10.24% change from the prior quarter, spanning 55 assets. The top 10 holdings comprised 71.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Stephen J Garry & Associates’s Q2 2026 Filing

Stephen J Garry & Associates submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Stephen J Garry & Associates reported a managed portfolio value of 137.09 M, consisting of 55 individual positions.

This page displays the raw filing documents. To see which stocks Stephen J Garry & Associates bought or sold during Q2 2026, please visit Stephen J Garry & Associates's Portfolio Analysis page.