DOSSIER · 13F-HR · Q2 2026
STEPHEN J. GARRY & ASSOCIATES, LLC
$137M in tracked AUM across 55 positions as of Q2 2026.
SJ
CIK 0002056402 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The filing for Stephen J. Garry & Associates, LLC reveals a dramatic transformation in the firm's portfolio management strategy between Q3 2025 and Q4 2025. The total portfolio value surged by 688.3%, increasing from $16.00 million to $126.09 million. This exponential growth suggests a significant inflow of new capital, a consolidation of assets under management (AUM), or a strategic pivot from a concentrated, high-conviction strategy to a diversified asset allocation...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.