STEPHEN J. GARRY & ASSOCIATES, LLC

**STEPHEN J. GARRY & ASSOCIATES, LLC** manages $126M across 51 positions, demonstrating a diversified approach with notable allocations to broad market indices and commodities. The portfolio is significantly weighted toward growth equities, highlighted by a $26.7M holding in VUG and a $10.3M position in VOO. Further diversification is evident through substantial allocations to gold-backed assets ($12.9M in IAU*) and fixed income ($9.7M in BND). This structure suggests a core strategy balancing growth exposure with defensive asset classes.

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