§ 13F · FUND PROFILE
Jessup Wealth Management, Inc.
AUM · $335M (13F)Positions · 81Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 142K | $34M | 10.1% | −7% |
| 2 | NVDA | NVIDIA CORPORATION | 131K | $26M | 7.8% | −3% |
| 3 | AAPL | APPLE INC | 89K | $26M | 7.7% | ±0% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 35K | $20M | 6.1% | −25% |
| 5 | GOOGL | ALPHABET INC | 45K | $16M | 4.8% | −15% |
| 6 | UNH | UNITEDHEALTH GROUP INC | 33K | $14M | 4.2% | +19% |
| 7 | MU | MICRON TECHNOLOGY INC | 12K | $13M | 4.0% | −28% |
| 8 | MSFT | MICROSOFT CORP | 36K | $13M | 4.0% | +20% |
| 9 | JNK | SPDR SERIES TRUST | 138K | $13M | 4.0% | +2% |
| 10 | IEF | ISHARES TR | 119K | $11M | 3.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JESSUP SIGNAL
AC read
Jessup Wealth Management, Inc is a Other fund managing $335 million in assets. The fund runs a portfolio of 81 positions.
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