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Garrison Bradford & Associates Inc.
Garrison Bradford & Associates, Inc. is a wealth manager and registered investment adviser headquartered in New York, NY. Founded in 1974, the firm is led by experienced finance professionals including founder William G. Garrison, CFA and CIC. With an employee count ranging from 2 to 4, Garrison Bradford serves a diverse clientele, providing portfolio management and investment advisory services to individuals, families, and institutions. The firm upholds a multi-decade heritage in discretionary asset management and maintains a reputation for hands-on, research-driven portfolio oversight.
Investment Strategy
Garrison Bradford & Associates applies a research-driven, active management strategy focused on constructing diversified portfolios of quality equities and fixed income instruments. The firm integrates fundamental analysis and a long-term orientation, emphasizing growth and value opportunities among US and global publicly traded companies, tailored to clients’ risk-return objectives. The investment process is characterized by in-house security selection, risk management, and ongoing portfolio monitoring, ensuring alignment with each client's goals and financial circumstances.
Latest 13F Filing Activity
Garrison Bradford & Associates Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $90M. The fund increased holdings in Quanta Services, Microsoft Corp., Crown Castle Inc. among other positions. Garrison Bradford & Associates Inc. reduced exposure to Unitedhealth GR, Exxon Mobil Corp., Thermo Fisher Sci among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COST | COSTCO WHLSALE | 12.19% | $11.0M | 11,122 | $107.69 | $989.94 | -$256.4K |
B BX | BLACKSTONE INC | 10.74% | $9.7M | 64,857 | $56.97 | $149.58 | +$805.0K |
M MSFT | MICROSOFT CORP | 10.07% | $9.1M | 18,281 | $207.43 | $497.41 | +$2.1M |
P PWR | QUANTA SERVICES | 9.39% | $8.5M | 22,429 | $162.30 | $378.08 | +$2.7M |
U UNH | UNITEDHEALTH GR | 9.00% | $8.1M | 26,067 | $32.27 | $311.97 | -$9.3M |
Industry Allocation
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