Filed: 1/15/2026ACC: 0002006637-26-000001
📋 What this filing means
JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $823.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
210
Positions
$823.05M
Total AUM (reported)
5.51M
Total Shares
Allocation by class
COM$663.90M80.7%
CALL$20.23M2.5%
COM NEW$19.26M2.3%
CL A$18.84M2.3%
CAP STK CL C$16.17M2.0%
COM CL A$12.65M1.5%
CL B NEW$10.16M1.2%
Portfolio Concentration
Top 3$102.49M12.5%
4–10$136.40M16.6%
11–25$197.12M23.9%
Rest$387.05M47.0%
Top 3 weight
12.5%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 5.51M
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
5.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole210
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings210
Rows:
APPLE INC
SOLEShares134.25K
TypeSH
Market value$36.50M
4.43%
Sole
0.00
Shared
0.00
None
134.25K
NVIDIA CORPORATION
SOLEShares187.65K
TypeSH
Market value$35.00M
4.25%
Sole
0.00
Shared
0.00
None
187.65K
MICROSOFT CORP
SOLEShares64.08K
TypeSH
Market value$30.99M
3.77%
Sole
0.00
Shared
0.00
None
64.08K
ELI LILLY & CO
SOLEShares20.70K
TypeSH
Market value$22.25M
2.70%
Sole
0.00
Shared
0.00
None
20.70K
VULCAN MATLS CO
SOLEShares77.80K
TypeSH
Market value$22.19M
2.70%
Sole
0.00
Shared
0.00
None
77.80K
UNITED PARCEL SERVICE INC
SOLEShares198.60K
TypePRN
Market value$19.70M
2.39%
Sole
0.00
Shared
0.00
None
198.60K
CATERPILLAR INC
SOLEShares33.77K
TypeSH
Market value$19.35M
2.35%
Sole
0.00
Shared
0.00
None
33.77K
JOHNSON & JOHNSON
SOLEShares87.73K
TypeSH
Market value$18.15M
2.21%
Sole
0.00
Shared
0.00
None
87.73K
JPMORGAN CHASE & CO.
SOLEShares55.76K
TypeSH
Market value$17.97M
2.18%
Sole
0.00
Shared
0.00
None
55.76K
BROADCOM INC
SOLEShares48.52K
TypeSH
Market value$16.79M
2.04%
Sole
0.00
Shared
0.00
None
48.52K
ALPHABET INC
SOLEShares51.54K
TypeSH
Market value$16.17M
1.97%
Sole
0.00
Shared
0.00
None
51.54K
APPLIED MATLS INC
SOLEShares61.55K
TypeSH
Market value$15.82M
1.92%
Sole
0.00
Shared
0.00
None
61.55K
BLACKSTONE INC
SOLEShares97.67K
TypeSH
Market value$15.06M
1.83%
Sole
0.00
Shared
0.00
None
97.67K
AMAZON COM INC
SOLEShares64.44K
TypeSH
Market value$14.88M
1.81%
Sole
0.00
Shared
0.00
None
64.44K
BANK AMERICA CORP
SOLEShares266.79K
TypeSH
Market value$14.67M
1.78%
Sole
0.00
Shared
0.00
None
266.79K
WASTE MGMT INC DEL
SOLEShares66.51K
TypeSH
Market value$14.61M
1.78%
Sole
0.00
Shared
0.00
None
66.51K
ABBVIE INC
SOLEShares58.95K
TypeSH
Market value$13.47M
1.64%
Sole
0.00
Shared
0.00
None
58.95K
SCHWAB CHARLES CORP
SOLEShares129.84K
TypeSH
Market value$12.97M
1.58%
Sole
0.00
Shared
0.00
None
129.84K
VISA INC
SOLEShares36.08K
TypeSH
Market value$12.65M
1.54%
Sole
0.00
Shared
0.00
None
36.08K
HOME DEPOT INC
SOLEShares35.87K
TypeSH
Market value$12.34M
1.50%
Sole
0.00
Shared
0.00
None
35.87K
GOLDMAN SACHS GROUP INC
SOLEShares13.24K
TypeSH
Market value$11.64M
1.41%
Sole
0.00
Shared
0.00
None
13.24K
SOUTHERN CO
SOLEShares130.42K
TypeSH
Market value$11.37M
1.38%
Sole
0.00
Shared
0.00
None
130.42K
MCDONALDS CORP
SOLEShares35.44K
TypeSH
Market value$10.83M
1.32%
Sole
0.00
Shared
0.00
None
35.44K
TESLA INC
SOLEShares23.27K
TypeSH
Market value$10.46M
1.27%
Sole
0.00
Shared
0.00
None
23.27K
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.22K
TypeSH
Market value$10.16M
1.23%
Sole
0.00
Shared
0.00
None
20.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 134.25K | SH | $36.50M 4.43% | 0.00 | 0.00 | 134.25K |
NVIDIA CORPORATIONSOLE | COM | 187.65K | SH | $35.00M 4.25% | 0.00 | 0.00 | 187.65K |
MICROSOFT CORPSOLE | COM | 64.08K | SH | $30.99M 3.77% | 0.00 | 0.00 | 64.08K |
ELI LILLY & COSOLE | COM | 20.70K | SH | $22.25M 2.70% | 0.00 | 0.00 | 20.70K |
VULCAN MATLS COSOLE | COM | 77.80K | SH | $22.19M 2.70% | 0.00 | 0.00 | 77.80K |
UNITED PARCEL SERVICE INCSOLE | CALL | 198.60K | PRN | $19.70M 2.39% | 0.00 | 0.00 | 198.60K |
CATERPILLAR INCSOLE | COM | 33.77K | SH | $19.35M 2.35% | 0.00 | 0.00 | 33.77K |
JOHNSON & JOHNSONSOLE | COM | 87.73K | SH | $18.15M 2.21% | 0.00 | 0.00 | 87.73K |
JPMORGAN CHASE & CO.SOLE | COM | 55.76K | SH | $17.97M 2.18% | 0.00 | 0.00 | 55.76K |
BROADCOM INCSOLE | COM | 48.52K | SH | $16.79M 2.04% | 0.00 | 0.00 | 48.52K |
ALPHABET INCSOLE | CAP STK CL C | 51.54K | SH | $16.17M 1.97% | 0.00 | 0.00 | 51.54K |
APPLIED MATLS INCSOLE | COM | 61.55K | SH | $15.82M 1.92% | 0.00 | 0.00 | 61.55K |
BLACKSTONE INCSOLE | COM | 97.67K | SH | $15.06M 1.83% | 0.00 | 0.00 | 97.67K |
AMAZON COM INCSOLE | COM | 64.44K | SH | $14.88M 1.81% | 0.00 | 0.00 | 64.44K |
BANK AMERICA CORPSOLE | COM | 266.79K | SH | $14.67M 1.78% | 0.00 | 0.00 | 266.79K |
WASTE MGMT INC DELSOLE | COM | 66.51K | SH | $14.61M 1.78% | 0.00 | 0.00 | 66.51K |
ABBVIE INCSOLE | COM | 58.95K | SH | $13.47M 1.64% | 0.00 | 0.00 | 58.95K |
SCHWAB CHARLES CORPSOLE | COM | 129.84K | SH | $12.97M 1.58% | 0.00 | 0.00 | 129.84K |
VISA INCSOLE | COM CL A | 36.08K | SH | $12.65M 1.54% | 0.00 | 0.00 | 36.08K |
HOME DEPOT INCSOLE | COM | 35.87K | SH | $12.34M 1.50% | 0.00 | 0.00 | 35.87K |
GOLDMAN SACHS GROUP INCSOLE | COM | 13.24K | SH | $11.64M 1.41% | 0.00 | 0.00 | 13.24K |
SOUTHERN COSOLE | COM | 130.42K | SH | $11.37M 1.38% | 0.00 | 0.00 | 130.42K |
MCDONALDS CORPSOLE | COM | 35.44K | SH | $10.83M 1.32% | 0.00 | 0.00 | 35.44K |
TESLA INCSOLE | COM | 23.27K | SH | $10.46M 1.27% | 0.00 | 0.00 | 23.27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.22K | SH | $10.16M 1.23% | 0.00 | 0.00 | 20.22K |
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