STEPHEN J. GARRY & ASSOCIATES, LLC
STEPHEN J. GARRY & ASSOCIATES, LLC reported 55 positions worth $137.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VUG (18.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $25.8M | 18.80% | 299,155 | — | — | |
| ▸ 2 | IAU | SH | $12.1M | 8.84% | 160,529 | — | — | |
| ▸ 3 | BND | SH | $10.7M | 7.83% | 146,210 | — | — | |
| ▸ 4 | VOO | SH | $10.7M | 7.79% | 15,542 | — | — | |
| ▸ 5 | BIV | SH | $8.6M | 6.29% | 112,412 | — | — | |
| ▸ 6 | VTV | SH | $7.2M | 5.27% | 33,146 | — | — | |
| ▸ 7 | SPY | SH | $6.3M | 4.61% | 8,462 | — | — | |
| ▸ 8 | VBK | SH | $5.6M | 4.08% | 15,303 | — | — | |
| ▸ 9 | IVOG | SH | $5.4M | 3.97% | 37,208 | — | — | |
| ▸ 10 | IVV | SH | $4.9M | 3.55% | 6,496 | — | — |
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Frequently Asked Questions
What stocks does STEPHEN J. GARRY & ASSOCIATES, LLC hold as of Q2 2026?
STEPHEN J. GARRY & ASSOCIATES, LLC reported 55 positions worth $137.1M in its Q2 2026 13F filing. Largest positions: VUG (18.8%), IAU (8.8%), BND (7.8%), VOO (7.8%) and BIV (6.3%).
What did STEPHEN J. GARRY & ASSOCIATES, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STEPHEN J. GARRY & ASSOCIATES, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.