Jamison Private Wealth Management, Inc. 13F Holdings · Q2 2026
Jamison Private Wealth Management, Inc. reported 224 securities worth $990.37M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMAT (4.46%), AAPL (4.15%), NVDA (3.78%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $44.2M | 4.46% | 61,132 | Trimmed |
| 2 | AAPL | APPLE INC | $41.1M | 4.15% | 142,129 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $37.4M | 3.78% | 186,963 | Added |
| 4 | CAT | CATERPILLAR INC | $34.9M | 3.52% | 32,765 | Trimmed |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $27.3M | 2.76% | 46,978 | Added |
| 6 | MSFT | MICROSOFT CORP | $25.2M | 2.55% | 67,661 | Added |
| 7 | LLY | ELI LILLY & CO | $24.0M | 2.42% | 20,014 | Added |
| 8 | VMC | VULCAN MATLS CO | $22.8M | 2.30% | 77,158 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $22.6M | 2.28% | 88,830 | Added |
| 10 | UPS | UNITED PARCEL SVCS INC | $21.8M | 2.21% | 0 | Added |
| 11 | GLW | CORNING INC | $20.7M | 2.09% | 81,022 | Added |
| 12 | AVGO | BROADCOM INC | $18.8M | 1.90% | 49,707 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $18.7M | 1.89% | 57,141 | Added |
| 14 | GOOG | ALPHABET INC | $18.4M | 1.86% | 52,061 | Added |
| 15 | AMZN | AMAZON COM INC | $16.2M | 1.64% | 67,958 | Added |
| 16 | BAC | BANK OF AMER CORP | $15.4M | 1.55% | 270,050 | Added |
| 17 | ABBV | ABBVIE INC | $15.3M | 1.54% | 60,804 | Added |
| 18 | WM | WASTE MGMT INC DEL | $15.0M | 1.51% | 67,268 | Added |
| 19 | INTC | INTEL CORP | $14.4M | 1.46% | 103,421 | Trimmed |
| 20 | GS | GOLDMAN SACHS GROUP INC | $13.8M | 1.39% | 13,622 | Added |
| 21 | HD | HOME DEPOT INC | $13.3M | 1.35% | 37,792 | Added |
| 22 | SO | SOUTHERN CO | $12.8M | 1.30% | 134,208 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC | $12.8M | 1.29% | 37,508 | Added |
| 24 | SCHW | SCHWAB CHARLES CORP | $12.2M | 1.23% | 131,823 | Added |
| 25 | V | VISA INC | $12.1M | 1.22% | 35,336 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR