Filed: 7/16/2026ACC: 0002006637-26-000003
📋 What this filing means
JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $990.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
224
Positions
$990.37M
Total AUM (reported)
5.74M
Total Shares
Allocation by class
COM$793.09M80.1%
COM NEW$25.60M2.6%
CALL$25.21M2.5%
CL A$20.48M2.1%
CAP STK CL C$18.39M1.9%
COM CL A$13.63M1.4%
CL B NEW$11.28M1.1%
Portfolio Concentration
Top 3$122.73M12.4%
4–10$178.59M18.0%
11–25$229.92M23.2%
Rest$459.13M46.4%
Top 3 weight
12.4%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 5.74M
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
5.74M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole224
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings224
Rows:
APPLIED MATLS INC
SOLEShares61.13K
TypeSH
Market value$44.20M
4.46%
Sole
0.00
Shared
0.00
None
61.13K
APPLE INC
SOLEShares142.13K
TypeSH
Market value$41.13M
4.15%
Sole
0.00
Shared
0.00
None
142.13K
NVIDIA CORPORATION
SOLEShares186.96K
TypeSH
Market value$37.41M
3.78%
Sole
0.00
Shared
0.00
None
186.96K
CATERPILLAR INC
SOLEShares32.77K
TypeSH
Market value$34.89M
3.52%
Sole
0.00
Shared
0.00
None
32.77K
ADVANCED MICRO DEVICES INC
SOLEShares46.98K
TypeSH
Market value$27.29M
2.76%
Sole
0.00
Shared
0.00
None
46.98K
MICROSOFT CORP
SOLEShares67.66K
TypeSH
Market value$25.24M
2.55%
Sole
0.00
Shared
0.00
None
67.66K
ELI LILLY & CO
SOLEShares20.01K
TypeSH
Market value$24.01M
2.42%
Sole
0.00
Shared
0.00
None
20.01K
VULCAN MATLS CO
SOLEShares77.16K
TypeSH
Market value$22.76M
2.30%
Sole
0.00
Shared
0.00
None
77.16K
JOHNSON & JOHNSON
SOLEShares88.83K
TypeSH
Market value$22.56M
2.28%
Sole
0.00
Shared
0.00
None
88.83K
UNITED PARCEL SVCS INC
SOLEShares203.15K
TypePRN
Market value$21.84M
2.21%
Sole
0.00
Shared
0.00
None
203.15K
CORNING INC
SOLEShares81.02K
TypeSH
Market value$20.70M
2.09%
Sole
0.00
Shared
0.00
None
81.02K
BROADCOM INC
SOLEShares49.71K
TypeSH
Market value$18.78M
1.90%
Sole
0.00
Shared
0.00
None
49.71K
JPMORGAN CHASE & CO
SOLEShares57.14K
TypeSH
Market value$18.70M
1.89%
Sole
0.00
Shared
0.00
None
57.14K
ALPHABET INC
SOLEShares52.06K
TypeSH
Market value$18.39M
1.86%
Sole
0.00
Shared
0.00
None
52.06K
AMAZON COM INC
SOLEShares67.96K
TypeSH
Market value$16.20M
1.64%
Sole
0.00
Shared
0.00
None
67.96K
BANK OF AMER CORP
SOLEShares270.05K
TypeSH
Market value$15.39M
1.55%
Sole
0.00
Shared
0.00
None
270.05K
ABBVIE INC
SOLEShares60.80K
TypeSH
Market value$15.30M
1.54%
Sole
0.00
Shared
0.00
None
60.80K
WASTE MGMT INC DEL
SOLEShares67.27K
TypeSH
Market value$14.99M
1.51%
Sole
0.00
Shared
0.00
None
67.27K
INTEL CORP
SOLEShares103.42K
TypeSH
Market value$14.44M
1.46%
Sole
0.00
Shared
0.00
None
103.42K
GOLDMAN SACHS GROUP INC
SOLEShares13.62K
TypeSH
Market value$13.78M
1.39%
Sole
0.00
Shared
0.00
None
13.62K
HOME DEPOT INC
SOLEShares37.79K
TypeSH
Market value$13.33M
1.35%
Sole
0.00
Shared
0.00
None
37.79K
SOUTHERN CO
SOLEShares134.21K
TypeSH
Market value$12.85M
1.30%
Sole
0.00
Shared
0.00
None
134.21K
PALO ALTO NETWORKS INC
SOLEShares37.51K
TypeSH
Market value$12.79M
1.29%
Sole
0.00
Shared
0.00
None
37.51K
SCHWAB CHARLES CORP
SOLEShares131.82K
TypeSH
Market value$12.16M
1.23%
Sole
0.00
Shared
0.00
None
131.82K
VISA INC
SOLEShares35.34K
TypeSH
Market value$12.12M
1.22%
Sole
0.00
Shared
0.00
None
35.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED MATLS INCSOLE | COM | 61.13K | SH | $44.20M 4.46% | 0.00 | 0.00 | 61.13K |
APPLE INCSOLE | COM | 142.13K | SH | $41.13M 4.15% | 0.00 | 0.00 | 142.13K |
NVIDIA CORPORATIONSOLE | COM | 186.96K | SH | $37.41M 3.78% | 0.00 | 0.00 | 186.96K |
CATERPILLAR INCSOLE | COM | 32.77K | SH | $34.89M 3.52% | 0.00 | 0.00 | 32.77K |
ADVANCED MICRO DEVICES INCSOLE | COM | 46.98K | SH | $27.29M 2.76% | 0.00 | 0.00 | 46.98K |
MICROSOFT CORPSOLE | COM | 67.66K | SH | $25.24M 2.55% | 0.00 | 0.00 | 67.66K |
ELI LILLY & COSOLE | COM | 20.01K | SH | $24.01M 2.42% | 0.00 | 0.00 | 20.01K |
VULCAN MATLS COSOLE | COM | 77.16K | SH | $22.76M 2.30% | 0.00 | 0.00 | 77.16K |
JOHNSON & JOHNSONSOLE | COM | 88.83K | SH | $22.56M 2.28% | 0.00 | 0.00 | 88.83K |
UNITED PARCEL SVCS INCSOLE | CALL | 203.15K | PRN | $21.84M 2.21% | 0.00 | 0.00 | 203.15K |
CORNING INCSOLE | COM | 81.02K | SH | $20.70M 2.09% | 0.00 | 0.00 | 81.02K |
BROADCOM INCSOLE | COM | 49.71K | SH | $18.78M 1.90% | 0.00 | 0.00 | 49.71K |
JPMORGAN CHASE & COSOLE | COM | 57.14K | SH | $18.70M 1.89% | 0.00 | 0.00 | 57.14K |
ALPHABET INCSOLE | CAP STK CL C | 52.06K | SH | $18.39M 1.86% | 0.00 | 0.00 | 52.06K |
AMAZON COM INCSOLE | COM | 67.96K | SH | $16.20M 1.64% | 0.00 | 0.00 | 67.96K |
BANK OF AMER CORPSOLE | COM | 270.05K | SH | $15.39M 1.55% | 0.00 | 0.00 | 270.05K |
ABBVIE INCSOLE | COM | 60.80K | SH | $15.30M 1.54% | 0.00 | 0.00 | 60.80K |
WASTE MGMT INC DELSOLE | COM | 67.27K | SH | $14.99M 1.51% | 0.00 | 0.00 | 67.27K |
INTEL CORPSOLE | COM | 103.42K | SH | $14.44M 1.46% | 0.00 | 0.00 | 103.42K |
GOLDMAN SACHS GROUP INCSOLE | COM | 13.62K | SH | $13.78M 1.39% | 0.00 | 0.00 | 13.62K |
HOME DEPOT INCSOLE | COM | 37.79K | SH | $13.33M 1.35% | 0.00 | 0.00 | 37.79K |
SOUTHERN COSOLE | COM | 134.21K | SH | $12.85M 1.30% | 0.00 | 0.00 | 134.21K |
PALO ALTO NETWORKS INCSOLE | COM | 37.51K | SH | $12.79M 1.29% | 0.00 | 0.00 | 37.51K |
SCHWAB CHARLES CORPSOLE | COM | 131.82K | SH | $12.16M 1.23% | 0.00 | 0.00 | 131.82K |
VISA INCSOLE | COM CL A | 35.34K | SH | $12.12M 1.22% | 0.00 | 0.00 | 35.34K |
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