Data as of Q4 2025 (Dec 31, 2025)

GARRISON BRADFORD & ASSOCIATES INC

•CIK: 1056488•Filing: Q4 2025

**GARRISON BRADFORD & ASSOCIATES INC** manages $92M across a concentrated portfolio of 33 positions. The fund exhibits significant conviction in defensive and established growth names, notably allocating $9.8M to UNH and $9.7M to BX. Top holdings also include COST ($9.3M), PWR ($7.7M), and MSFT ($7.6M), signaling a focus on resilient, market-leading enterprises. This structure suggests a disciplined, high-conviction approach within the current macro environment.

Total AUM
$92.1M
QoQ Performance
-1.6%
Positions
33
Top 10 Concentration
72.3%
Latest Filing
Q4 2025

Top Holdings Allocation

UNH
BX
COST
PWR
MSFT
TMO
ODFL
UNH10.7%
BX10.6%
COST10.1%
PWR8.4%
MSFT8.3%
TMO6.0%
ODFL5.5%
AMZN4.8%

📈 Biggest Buys

GPIQ
GOLDMAN SACHS NASDAQ 100 PRM ETF
NEW
1.5% of portfolio
USFR
WISDOM TREE FLT RT TREASURY
+70.7%
2.3% of portfolio
GOOGL
ALPHABET CL A
+26.8%
4.1% of portfolio
KWEB
KRANE SHRS CSI CHINA INTERNET
+172.7%
0.6% of portfolio
CG
CARLYLE GROUP
+21.2%
1.5% of portfolio

📉 Biggest Sells

8CW
CROWN CASTLE INC
-68.8%
1.0% of portfolio
PWR
QUANTA SERVICES
-14.7%
8.4% of portfolio
MSFT
MICROSOFT CORP
-12.7%
8.3% of portfolio
UNH
UNITEDHEALTH GR
-8.4%
10.7% of portfolio
COST
COSTCO WHLSALE
-3.3%
10.1% of portfolio

Sector Breakdown

Other47.7%
Consumer18.2%
Healthcare17.0%
Technology12.4%
Financial4.7%

Changes from Q3 2025

NEW3 new positions
↑6 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

UNH10.7%
UNITEDHEALTH GR
$9.8M
BX10.6%
BLACKSTONE INC
$9.7M
COST10.1%
COSTCO WHLSALE
$9.3M
PWR8.4%
QUANTA SERVICES
$7.7M
MSFT8.3%
MICROSOFT CORP
$7.6M

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