§ 13F · FUND PROFILE
JAMISON PRIVATE WEALTH MANAGEMENT, INC..
AUM · $990M (13F)Positions · 224Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 61K | $44M | 4.5% | −1% |
| 2 | AAPL | APPLE INC | 142K | $41M | 4.2% | +6% |
| 3 | NVDA | NVIDIA CORPORATION | 187K | $37M | 3.8% | +1% |
| 4 | CAT | CATERPILLAR INC | 33K | $35M | 3.5% | −1% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 47K | $27M | 2.8% | +1% |
| 6 | MSFT | MICROSOFT CORP | 68K | $25M | 2.5% | +5% |
| 7 | LLY | ELI LILLY & CO | 20K | $24M | 2.4% | +1% |
| 8 | VMC | VULCAN MATLS CO | 77K | $23M | 2.3% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 89K | $23M | 2.3% | +1% |
| 10 | UPS | UNITED PARCEL SVCS INC | 203K | $22M | 2.2% | +2% |
§ 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 $990 million in assets. The fund runs a broad portfolio of 224 positions.
Read the full dossier →