§ 13F · FUND PROFILE
JAMISON PRIVATE WEALTH MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $696.5T (13F)Positions · 197Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$823.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 134K | $36.5T | 4.4% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 188K | $35.0T | 4.3% | NEW |
| 3 | MSFT | MICROSOFT CORP | 64K | $31.0T | 3.8% | NEW |
| 4 | LLY | ELI LILLY & CO | 21K | $22.3T | 2.7% | NEW |
| 5 | VMC | VULCAN MATLS CO | 78K | $22.2T | 2.7% | NEW |
| 6 | UPS | UNITED PARCEL SERVICE INC | 199K | $19.7T | 2.4% | NEW |
| 7 | CAT | CATERPILLAR INC | 34K | $19.3T | 2.4% | NEW |
| 8 | JNJ | JOHNSON & JOHNSON | 88K | $18.2T | 2.2% | NEW |
| 9 | JPM | JPMORGAN CHASE & CO. | 56K | $18.0T | 2.2% | NEW |
| 10 | AVGO | BROADCOM INC | 49K | $16.8T | 2.0% | NEW |
§ 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 $696505.9 trillion in assets. The fund runs a portfolio of 197 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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