§ 13F · FUND PROFILE
JAMISON PRIVATE WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $697M (13F)Positions · 197Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 134K | $34M | 4.1% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 185K | $32M | 3.9% | −2% |
| 3 | MSFT | MICROSOFT CORP | 64K | $24M | 2.9% | +1% |
| 4 | CAT | CATERPILLAR INC | 33K | $23M | 2.8% | −2% |
| 5 | JNJ | JOHNSON & JOHNSON | 88K | $22M | 2.6% | +1% |
| 6 | AMAT | APPLIED MATLS INC | 62K | $21M | 2.6% | ±0% |
| 7 | VMC | VULCAN MATLS CO | 77K | $21M | 2.6% | −1% |
| 8 | UPS | UNITED PARCEL SVCS INC | 200K | $20M | 2.4% | +1% |
| 9 | LLY | ELI LILLY & CO | 20K | $18M | 2.2% | −4% |
| 10 | JPM | JPMORGAN CHASE & CO | 56K | $17M | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JAMISON SIGNAL
AC read
JAMISON PRIVATE WEALTH MANAGEMENT, INC. is a Other fund managing $697 million in assets. The fund runs a portfolio of 197 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed