Fund HoldingsSTEPHEN J. GARRY & ASSOCIATES, LLC

Total Portfolio Value
$137.09M
Total Bought
$20.04M
Total Sold
$10.98M
Net Transaction
+$9.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS51,781299,155+247,37422,61725,76918.80%+3,152
SELECT SECTOR SPDR TR
ST STR INDL ETF
014,314+14,31402,6511.93%+2,651
ISHARES TR
FUTU AI TECH ETF
034,114+34,11402,5981.90%+2,598
BLACKROCK ETF TRUST
ISHA I IN TE ETF
030,780+30,78001,6231.18%+1,623
SPDR SERIES TRUST
ST STR SP BIOT
09,215+9,21501,4581.06%+1,458
VANGUARD INDEX FDS15,92015,542-3789,51310,6747.79%+1,161
VANGUARD INDEX FDS15,42315,303-1204,6625,5964.08%+935
VANGUARD INDEX FDS32,11533,146+1,0316,3017,2245.27%+923
ISHARES TR
MSCI USA MIN ETF
09,545+9,54509210.67%+921
ISHARES TR10,47710,527+503,2884,1473.03%+859
VANGUARD ADMIRAL FDS INC37,19037,208+184,6505,4443.97%+794
TEMA ETF TRUST021,583+21,58306560.48%+656
STATE STR SPDR S&P 500 ETF T(SPY)8,7218,462-2595,6726,3194.61%+648
VANGUARD BD INDEX FDS139,779146,210+6,43110,29310,7337.83%+440
VANECK ETF TRUST
URANI NUCLE ETF
03,300+3,30003830.28%+383
VANGUARD BD INDEX FDS107,091112,412+5,3218,2658,6226.29%+357
ISHARES TR6,9226,496-4264,5214,8653.55%+343
INVESCO QQQ TR1,8701,87001,0791,3771.00%+298
ISHARES TR7,8928,042+1501,7261,9501.42%+223
TESLA INC(TSLA)0501+50102110.15%+211
JPMORGAN CHASE & CO(JPM)0629+62902060.15%+206
ISHARES TR02,640+2,64002040.15%+204
ISHARES TR6,6906,69007579200.67%+163
VANGUARD INDEX FDS3,96415,686+11,7221,1381,2640.92%+125
APPLE INC(AAPL)5,1214,922-1991,3001,4241.04%+125
ISHARES TR23,37624,793+1,4171,9302,0361.49%+106
ISHARES TR1,4155,660+4,2456037030.51%+99
ALPHABET INC(GOOG)1,4071,40704045030.37%+98
GLOBAL X FDS
US INFR DEV ETF
11,89011,89006047010.51%+96
VANGUARD INDEX FDS2,0412,021-205356130.45%+78
ISHARES TR5,5605,410-1505596360.46%+76
AMAZON COM INC(AMZN)2,3932,39304985700.42%+72
NVIDIA CORPORATION(NVDA)3,4713,337-1346056680.49%+62
ISHARES TR2,5462,54603163780.28%+61
GOLDMAN SACHS GROUP INC(GS)301302+12553050.22%+50
ISHARES TR2,8902,89003223600.26%+38
STATE STR SPDR DOW JONES IND(DIA)60860802823180.23%+36
MARATHON PETE CORP(MPC)1,1851,18502893030.22%+14
VANGUARD WORLD FD
MATERIALS ETF
2,6852,68506056140.45%+9
MICROSOFT CORP(MSFT)966981+153583660.27%+8
ISHARES TR4,7604,76002532570.19%+4
ISHARES TR2,1871,937-2502802840.21%+3
ISHARES TR
CORE 1 5 YR USD
5,6405,64002732720.20%-1
INVESCO EXCH TRADED FD TR II2,7952,697-982042020.15%-2
BOEING CO(BA)1,061961-1002112080.15%-3
ISHARES TR12,96112,671-2901,3761,3640.99%-12
CONSOLIDATED EDISON INC(ED)5,4525,45206176030.44%-14
ISHARES TR2,4672,317-1502632470.18%-16
VANGUARD WORLD FD
FINANCIALS ETF
2,2251,860-3652692450.18%-24
VANGUARD MUN BD FDS9,7759,325-4509779420.69%-35
GRAYSCALE BITCOIN TRUST ETF(GBTC)10,11610,11605344600.34%-73
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
26,71725,697-1,0202,1182,0311.48%-87
BERKSHIRE HATHAWAY INC DEL2,0661,541-5259907710.56%-219
ISHARES SILVER TR(SLV)15,58014,425-1,1551,0627710.56%-290
VANECK ETF TRUST
URANI NUCLE ETF
3,3650-3,3654480-448
SPDR SERIES TRUST
ST STR SP BIOT
6,7450-6,7458620-862
ISHARES TR
MSCI USA MIN ETF
9,5450-9,5458850-885
BLACKROCK ETF TRUST
ISHA I IN TE ETF
32,0550-32,0551,0560-1,056
ISHARES TR
FUTU AI TECH ETF
34,8290-34,8291,6210-1,621
SELECT SECTOR SPDR TR
ST STR INDL ETF
12,2790-12,2791,9860-1,986
ISHARES GOLD TR(IAU)160,108160,529+42114,11512,1228.84%-1,994
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