SEC Form 13F · Q1 2026

STEPHEN J. GARRY & ASSOCIATES, LLC

Institutional Holdings Report

13F-HRNY
$124.3M
Portfolio Value
51
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
STEPHEN J. GARRY & ASSOCIATES, LLC
CIK
2056402
Accession No.
0001951757-26-000620
Location
GARDEN CITY, NY
Form Type
13F-HR
Portfolio Value
$124.3M
Holdings Reported
51
Reporting Period
Q1 2026
Filed
April 16, 2026

About this Filing

STEPHEN J. GARRY & ASSOCIATES, LLC is an institutional investment manager based in GARDEN CITY, NY reporting approximately $124.3M in 13(f) securities across 51 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.