Filed: 7/22/2025ACC: 0002006637-25-000003
📋 What this filing means
JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 197 equity positions with a total reported market value of $696.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
197
Positions
$696.51M
Total AUM (reported)
5.14M
Total Shares
Allocation by class
COM$566.23M81.3%
CL B$19.60M2.8%
CL A$18.73M2.7%
COM NEW$16.09M2.3%
COM CL A$13.54M1.9%
CL B NEW$9.58M1.4%
CAP STK CL C$8.91M1.3%
Portfolio Concentration
Top 3$86.76M12.5%
4–10$114.99M16.5%
11–25$168.21M24.1%
Rest$326.54M46.9%
Top 3 weight
12.5%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 5.14M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole197
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings197
Rows:
MICROSOFT CORP
SOLEShares64.33K
TypeSH
Market value$32.00M
4.59%
Sole
0.00
Shared
0.00
None
64.33K
NVIDIA CORPORATION
SOLEShares194.76K
TypeSH
Market value$30.77M
4.42%
Sole
0.00
Shared
0.00
None
194.76K
APPLE INC
SOLEShares116.95K
TypeSH
Market value$23.99M
3.44%
Sole
0.00
Shared
0.00
None
116.95K
VULCAN MATLS CO
SOLEShares80.71K
TypeSH
Market value$21.05M
3.02%
Sole
0.00
Shared
0.00
None
80.71K
UNITED PARCEL SERVICE INC
SOLEShares185.22K
TypeSH
Market value$18.70M
2.68%
Sole
0.00
Shared
0.00
None
185.22K
ELI LILLY & CO
SOLEShares20.88K
TypeSH
Market value$16.28M
2.34%
Sole
0.00
Shared
0.00
None
20.88K
JPMORGAN CHASE & CO.
SOLEShares54.50K
TypeSH
Market value$15.80M
2.27%
Sole
0.00
Shared
0.00
None
54.50K
WASTE MGMT INC DEL
SOLEShares66.31K
TypeSH
Market value$15.17M
2.18%
Sole
0.00
Shared
0.00
None
66.31K
BLACKSTONE INC
SOLEShares95.52K
TypeSH
Market value$14.29M
2.05%
Sole
0.00
Shared
0.00
None
95.52K
AMAZON COM INC
SOLEShares62.47K
TypeSH
Market value$13.71M
1.97%
Sole
0.00
Shared
0.00
None
62.47K
BROADCOM INC
SOLEShares48.40K
TypeSH
Market value$13.34M
1.92%
Sole
0.00
Shared
0.00
None
48.40K
CATERPILLAR INC
SOLEShares33.85K
TypeSH
Market value$13.14M
1.89%
Sole
0.00
Shared
0.00
None
33.85K
VISA INC
SOLEShares36.61K
TypeSH
Market value$13.00M
1.87%
Sole
0.00
Shared
0.00
None
36.61K
HOME DEPOT INC
SOLEShares34.35K
TypeSH
Market value$12.60M
1.81%
Sole
0.00
Shared
0.00
None
34.35K
BANK AMERICA CORP
SOLEShares266.12K
TypeSH
Market value$12.59M
1.81%
Sole
0.00
Shared
0.00
None
266.12K
SOUTHERN CO
SOLEShares127.04K
TypeSH
Market value$11.67M
1.67%
Sole
0.00
Shared
0.00
None
127.04K
SCHWAB CHARLES CORP
SOLEShares127.65K
TypeSH
Market value$11.65M
1.67%
Sole
0.00
Shared
0.00
None
127.65K
APPLIED MATLS INC
SOLEShares60.94K
TypeSH
Market value$11.16M
1.60%
Sole
0.00
Shared
0.00
None
60.94K
META PLATFORMS INC
SOLEShares14.24K
TypeSH
Market value$10.51M
1.51%
Sole
0.00
Shared
0.00
None
14.24K
ABBVIE INC
SOLEShares55.94K
TypeSH
Market value$10.38M
1.49%
Sole
0.00
Shared
0.00
None
55.94K
COSTCO WHSL CORP NEW
SOLEShares10.16K
TypeSH
Market value$10.06M
1.44%
Sole
0.00
Shared
0.00
None
10.16K
MCDONALDS CORP
SOLEShares34.08K
TypeSH
Market value$9.96M
1.43%
Sole
0.00
Shared
0.00
None
34.08K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.73K
TypeSH
Market value$9.58M
1.38%
Sole
0.00
Shared
0.00
None
19.73K
COCA COLA CO
SOLEShares131.67K
TypeSH
Market value$9.32M
1.34%
Sole
0.00
Shared
0.00
None
131.67K
QUALCOMM INC
SOLEShares58.12K
TypeSH
Market value$9.26M
1.33%
Sole
0.00
Shared
0.00
None
58.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 64.33K | SH | $32.00M 4.59% | 0.00 | 0.00 | 64.33K |
NVIDIA CORPORATIONSOLE | COM | 194.76K | SH | $30.77M 4.42% | 0.00 | 0.00 | 194.76K |
APPLE INCSOLE | COM | 116.95K | SH | $23.99M 3.44% | 0.00 | 0.00 | 116.95K |
VULCAN MATLS COSOLE | COM | 80.71K | SH | $21.05M 3.02% | 0.00 | 0.00 | 80.71K |
UNITED PARCEL SERVICE INCSOLE | CL B | 185.22K | SH | $18.70M 2.68% | 0.00 | 0.00 | 185.22K |
ELI LILLY & COSOLE | COM | 20.88K | SH | $16.28M 2.34% | 0.00 | 0.00 | 20.88K |
JPMORGAN CHASE & CO.SOLE | COM | 54.50K | SH | $15.80M 2.27% | 0.00 | 0.00 | 54.50K |
WASTE MGMT INC DELSOLE | COM | 66.31K | SH | $15.17M 2.18% | 0.00 | 0.00 | 66.31K |
BLACKSTONE INCSOLE | COM | 95.52K | SH | $14.29M 2.05% | 0.00 | 0.00 | 95.52K |
AMAZON COM INCSOLE | COM | 62.47K | SH | $13.71M 1.97% | 0.00 | 0.00 | 62.47K |
BROADCOM INCSOLE | COM | 48.40K | SH | $13.34M 1.92% | 0.00 | 0.00 | 48.40K |
CATERPILLAR INCSOLE | COM | 33.85K | SH | $13.14M 1.89% | 0.00 | 0.00 | 33.85K |
VISA INCSOLE | COM CL A | 36.61K | SH | $13.00M 1.87% | 0.00 | 0.00 | 36.61K |
HOME DEPOT INCSOLE | COM | 34.35K | SH | $12.60M 1.81% | 0.00 | 0.00 | 34.35K |
BANK AMERICA CORPSOLE | COM | 266.12K | SH | $12.59M 1.81% | 0.00 | 0.00 | 266.12K |
SOUTHERN COSOLE | COM | 127.04K | SH | $11.67M 1.67% | 0.00 | 0.00 | 127.04K |
SCHWAB CHARLES CORPSOLE | COM | 127.65K | SH | $11.65M 1.67% | 0.00 | 0.00 | 127.65K |
APPLIED MATLS INCSOLE | COM | 60.94K | SH | $11.16M 1.60% | 0.00 | 0.00 | 60.94K |
META PLATFORMS INCSOLE | CL A | 14.24K | SH | $10.51M 1.51% | 0.00 | 0.00 | 14.24K |
ABBVIE INCSOLE | COM | 55.94K | SH | $10.38M 1.49% | 0.00 | 0.00 | 55.94K |
COSTCO WHSL CORP NEWSOLE | COM | 10.16K | SH | $10.06M 1.44% | 0.00 | 0.00 | 10.16K |
MCDONALDS CORPSOLE | COM | 34.08K | SH | $9.96M 1.43% | 0.00 | 0.00 | 34.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.73K | SH | $9.58M 1.38% | 0.00 | 0.00 | 19.73K |
COCA COLA COSOLE | COM | 131.67K | SH | $9.32M 1.34% | 0.00 | 0.00 | 131.67K |
QUALCOMM INCSOLE | COM | 58.12K | SH | $9.26M 1.33% | 0.00 | 0.00 | 58.12K |
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