Filed: 10/14/2025ACC: 0002006637-25-000006
📋 What this filing means
JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 209 equity positions with a total reported market value of $789.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
209
Positions
$789.50M
Total AUM (reported)
5.44M
Total Shares
Allocation by class
COM$642.95M81.4%
CL A$19.95M2.5%
COM NEW$18.40M2.3%
CALL$16.35M2.1%
COM CL A$12.95M1.6%
CAP STK CL C$12.51M1.6%
CL B NEW$9.98M1.3%
Portfolio Concentration
Top 3$102.98M13.0%
4–10$123.06M15.6%
11–25$189.99M24.1%
Rest$373.46M47.3%
Top 3 weight
13.0%
Top 10 weight
28.6%
Voting Authority Distribution
Total shares with voting rights: 5.02M
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
5.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole209
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings209
Rows:
NVIDIA CORPORATION
SOLEShares190.31K
TypeSH
Market value$35.51M
4.50%
Sole
0.00
Shared
0.00
None
189.25K
APPLE INC
SOLEShares134.41K
TypeSH
Market value$34.23M
4.34%
Sole
0.00
Shared
0.00
None
116.03K
MICROSOFT CORP
SOLEShares64.19K
TypeSH
Market value$33.25M
4.21%
Sole
0.00
Shared
0.00
None
63.97K
VULCAN MATLS CO
SOLEShares78.56K
TypeSH
Market value$24.17M
3.06%
Sole
0.00
Shared
0.00
None
78.56K
JPMORGAN CHASE & CO.
SOLEShares55.64K
TypeSH
Market value$17.55M
2.22%
Sole
0.00
Shared
0.00
None
55.04K
BLACKSTONE INC
SOLEShares96.68K
TypeSH
Market value$16.52M
2.09%
Sole
0.00
Shared
0.00
None
95.83K
UNITED PARCEL SERVICE INC
SOLEShares195.71K
TypePRN
Market value$16.35M
2.07%
Sole
0.00
Shared
0.00
None
500.00
JOHNSON & JOHNSON
SOLEShares87.55K
TypeSH
Market value$16.23M
2.06%
Sole
0.00
Shared
0.00
None
47.80K
CATERPILLAR INC
SOLEShares33.95K
TypeSH
Market value$16.20M
2.05%
Sole
0.00
Shared
0.00
None
33.74K
BROADCOM INC
SOLEShares48.63K
TypeSH
Market value$16.04M
2.03%
Sole
0.00
Shared
0.00
None
48.11K
ELI LILLY & CO
SOLEShares20.90K
TypeSH
Market value$15.95M
2.02%
Sole
0.00
Shared
0.00
None
20.90K
WASTE MGMT INC DEL
SOLEShares66.64K
TypeSH
Market value$14.72M
1.86%
Sole
0.00
Shared
0.00
None
66.30K
HOME DEPOT INC
SOLEShares35.21K
TypeSH
Market value$14.27M
1.81%
Sole
0.00
Shared
0.00
None
34.77K
AMAZON COM INC
SOLEShares63.37K
TypeSH
Market value$13.91M
1.76%
Sole
0.00
Shared
0.00
None
62.76K
BANK AMERICA CORP
SOLEShares266.98K
TypeSH
Market value$13.77M
1.74%
Sole
0.00
Shared
0.00
None
264.93K
ABBVIE INC
SOLEShares58.83K
TypeSH
Market value$13.62M
1.73%
Sole
0.00
Shared
0.00
None
56.54K
APPLIED MATLS INC
SOLEShares61.37K
TypeSH
Market value$12.57M
1.59%
Sole
0.00
Shared
0.00
None
60.80K
ALPHABET INC
SOLEShares51.35K
TypeSH
Market value$12.51M
1.58%
Sole
0.00
Shared
0.00
None
50.65K
VISA INC
SOLEShares36.23K
TypeSH
Market value$12.37M
1.57%
Sole
0.00
Shared
0.00
None
36.19K
SCHWAB CHARLES CORP
SOLEShares129.52K
TypeSH
Market value$12.37M
1.57%
Sole
0.00
Shared
0.00
None
128.44K
SOUTHERN CO
SOLEShares129.34K
TypeSH
Market value$12.26M
1.55%
Sole
0.00
Shared
0.00
None
127.81K
META PLATFORMS INC
SOLEShares14.56K
TypeSH
Market value$10.70M
1.35%
Sole
0.00
Shared
0.00
None
14.38K
MCDONALDS CORP
SOLEShares34.48K
TypeSH
Market value$10.48M
1.33%
Sole
0.00
Shared
0.00
None
34.20K
GOLDMAN SACHS GROUP INC
SOLEShares13.03K
TypeSH
Market value$10.38M
1.31%
Sole
0.00
Shared
0.00
None
12.78K
TESLA INC
SOLEShares22.81K
TypeSH
Market value$10.14M
1.28%
Sole
0.00
Shared
0.00
None
22.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 190.31K | SH | $35.51M 4.50% | 0.00 | 0.00 | 189.25K |
APPLE INCSOLE | COM | 134.41K | SH | $34.23M 4.34% | 0.00 | 0.00 | 116.03K |
MICROSOFT CORPSOLE | COM | 64.19K | SH | $33.25M 4.21% | 0.00 | 0.00 | 63.97K |
VULCAN MATLS COSOLE | COM | 78.56K | SH | $24.17M 3.06% | 0.00 | 0.00 | 78.56K |
JPMORGAN CHASE & CO.SOLE | COM | 55.64K | SH | $17.55M 2.22% | 0.00 | 0.00 | 55.04K |
BLACKSTONE INCSOLE | COM | 96.68K | SH | $16.52M 2.09% | 0.00 | 0.00 | 95.83K |
UNITED PARCEL SERVICE INCSOLE | CALL | 195.71K | PRN | $16.35M 2.07% | 0.00 | 0.00 | 500.00 |
JOHNSON & JOHNSONSOLE | COM | 87.55K | SH | $16.23M 2.06% | 0.00 | 0.00 | 47.80K |
CATERPILLAR INCSOLE | COM | 33.95K | SH | $16.20M 2.05% | 0.00 | 0.00 | 33.74K |
BROADCOM INCSOLE | COM | 48.63K | SH | $16.04M 2.03% | 0.00 | 0.00 | 48.11K |
ELI LILLY & COSOLE | COM | 20.90K | SH | $15.95M 2.02% | 0.00 | 0.00 | 20.90K |
WASTE MGMT INC DELSOLE | COM | 66.64K | SH | $14.72M 1.86% | 0.00 | 0.00 | 66.30K |
HOME DEPOT INCSOLE | COM | 35.21K | SH | $14.27M 1.81% | 0.00 | 0.00 | 34.77K |
AMAZON COM INCSOLE | COM | 63.37K | SH | $13.91M 1.76% | 0.00 | 0.00 | 62.76K |
BANK AMERICA CORPSOLE | COM | 266.98K | SH | $13.77M 1.74% | 0.00 | 0.00 | 264.93K |
ABBVIE INCSOLE | COM | 58.83K | SH | $13.62M 1.73% | 0.00 | 0.00 | 56.54K |
APPLIED MATLS INCSOLE | COM | 61.37K | SH | $12.57M 1.59% | 0.00 | 0.00 | 60.80K |
ALPHABET INCSOLE | CAP STK CL C | 51.35K | SH | $12.51M 1.58% | 0.00 | 0.00 | 50.65K |
VISA INCSOLE | COM CL A | 36.23K | SH | $12.37M 1.57% | 0.00 | 0.00 | 36.19K |
SCHWAB CHARLES CORPSOLE | COM | 129.52K | SH | $12.37M 1.57% | 0.00 | 0.00 | 128.44K |
SOUTHERN COSOLE | COM | 129.34K | SH | $12.26M 1.55% | 0.00 | 0.00 | 127.81K |
META PLATFORMS INCSOLE | CL A | 14.56K | SH | $10.70M 1.35% | 0.00 | 0.00 | 14.38K |
MCDONALDS CORPSOLE | COM | 34.48K | SH | $10.48M 1.33% | 0.00 | 0.00 | 34.20K |
GOLDMAN SACHS GROUP INCSOLE | COM | 13.03K | SH | $10.38M 1.31% | 0.00 | 0.00 | 12.78K |
TESLA INCSOLE | COM | 22.81K | SH | $10.14M 1.28% | 0.00 | 0.00 | 22.50K |
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