§ 13F · FUND PROFILE
Jessup Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $269M (13F)Positions · 80Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$872K 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 MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 153K | $32M | 11.6% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 136K | $24M | 8.7% | +8% |
| 3 | AAPL | APPLE INC | 89K | $23M | 8.2% | −7% |
| 4 | GOOGL | ALPHABET INC | 53K | $15M | 5.6% | −1% |
| 5 | JNK | SPDR SERIES TRUST | 135K | $13M | 4.7% | +1% |
| 6 | IEF | ISHARES TR | 117K | $11M | 4.1% | +2% |
| 7 | MSFT | MICROSOFT CORP | 30K | $11M | 4.1% | +262% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 11K | $11M | 4.0% | +184% |
| 9 | TMUS | T-MOBILE US INC | 51K | $11M | 3.9% | +247% |
| 10 | TSLA | TESLA INC | 26K | $10M | 3.6% | +2% |
§ 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 $269 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed