Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Jessup Wealth Management, Inc (CIK 1963536) reported $335.3M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($33.9M, 10.12%), NVDA ($26.3M, 7.85%), AAPL ($25.7M, 7.67%), AMD ($20.5M, 6.11%), GOOGL ($16.1M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $33.9M | 10.12% | 142,342 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $26.3M | 7.85% | 131,447 | Trimmed |
| 3 | AAPL | APPLE INC | $25.7M | 7.67% | 88,825 | Added |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $20.5M | 6.11% | 35,255 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $16.1M | 4.82% | 45,182 | Trimmed |
| 6 | UNH | UNITEDHEALTH GROUP INC | $13.9M | 4.15% | 33,489 | Added |
| 7 | MU | MICRON TECHNOLOGY INC | $13.5M | 4.02% | 11,687 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $13.5M | 4.01% | 36,083 | Added |
| 9 | JNK | SPDR SERIES TRUST | $13.3M | 3.96% | 137,830 | Added |
| 10 | IEF | ISHARES TR | $11.2M | 3.35% | 118,652 | Added |
| 11 | VXF | VANGUARD INDEX FDS | $10.7M | 3.20% | 43,511 | Added |
| 12 | TSLA | TESLA INC | $10.6M | 3.16% | 25,163 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $10.1M | 3.01% | 10,786 | Trimmed |
| 14 | BABA | ALIBABA GROUP HLDG LTD | $9.0M | 2.68% | 93,450 | Added |
| 15 | TMUS | T-MOBILE US INC | $8.7M | 2.58% | 51,657 | Added |
| 16 | IGV | ISHARES TR | $8.3M | 2.46% | 91,105 | Added |
| 17 | CQQQ | INVESCO EXCH TRADED FD TR II | $8.2M | 2.46% | 144,529 | Added |
| 18 | CSX | CSX CORP | $6.8M | 2.03% | 143,021 | Added |
| 19 | NVO | NOVO-NORDISK A S | $6.6M | 1.96% | 136,973 | New |
| 20 | XLK | SELECT SECTOR SPDR TR | $6.0M | 1.79% | 31,423 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.67% | 17,060 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $4.7M | 1.39% | 31,799 | Added |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $3.6M | 1.07% | 4,716 | Added |
| 24 | IWM | ISHARES TR | $3.0M | 0.90% | 10,071 | Added |
| 25 | CINF | CINCINNATI FINL CORP | $2.1M | 0.64% | 11,507 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30