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Stephen J Garry & Associates - Q4 2025 13F Filings

ST

Stephen J. Garry & Associates, LLC

CIK: 0002056402
Address: New York Garden City 990 Stewart Avenue Suite 190
$126.09 M
Portfolio Value
51
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SLV Ishares Silver Trust
+$591,698
2. NLR Vaneck Uranium And Nuclear Etf
+$370,737
3. VFH Vanguard Financials Etf
+$304,357
4. XBI Spdr S&P Biotech Etf
+$282,268
5. BIV Vanguard Intermediate-Term Bond Etf
+$242,908.79

Top Sells

Q4 2025
1. VUG Vanguard Growth Etf
−$1 M
2. VOO Vanguard S&P 500 Etf
−$467,839
3. VTEI Vanguard Intermediate-Term Tax-Exempt Bond Etf
−$366,012.84
4. MUB Ishares National Muni Bond Etf
−$338,360.56
5. SPY Spdr S&P 500 Etf Trust
−$293,908.15

Asset Allocation

Stocks/ETFs
+0.69%
$126.09 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Stephen J Garry & Associates Q4 2025 Filing Summary

Stephen J. Garry & Associates, LLC filed its 13F report for Q4 2025 on January 16, 2026. The portfolio totaled 126.09 M reflecting a +0.69% change from the prior quarter, spanning 51 assets. The top 10 holdings comprised 74.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Stephen J Garry & Associates’s Q4 2025 Filing

Stephen J Garry & Associates submitted their Form 13F-HR for the Q4 2025 period on 01/16/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Stephen J Garry & Associates reported a managed portfolio value of 126.09 M, consisting of 51 individual positions.

This page displays the raw filing documents. To see which stocks Stephen J Garry & Associates bought or sold during Q4 2025, please visit Stephen J Garry & Associates's Portfolio Analysis page.