JAMISON PRIVATE WEALTH MANAGEMENT, INC.

PrivateCIK: 2006637
Location

MILTON, GA

224
Positions
$990.37M
Total AUM (reported)
5.74M
Total Shares

Allocation by class

TOTAL AUM$990.37M224 positions
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 312.4%4–1018.0%11–2523.2%Rest46.4%TOP 1030.4%0%100%
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

SOLE
COM
Shares61.13K
TypeSH
Market value$44.20M
4.46%
Sole
0.00
Shared
0.00
None
61.13K

APPLE INC

SOLE
COM
Shares142.13K
TypeSH
Market value$41.13M
4.15%
Sole
0.00
Shared
0.00
None
142.13K

NVIDIA CORPORATION

SOLE
COM
Shares186.96K
TypeSH
Market value$37.41M
3.78%
Sole
0.00
Shared
0.00
None
186.96K

CATERPILLAR INC

SOLE
COM
Shares32.77K
TypeSH
Market value$34.89M
3.52%
Sole
0.00
Shared
0.00
None
32.77K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares46.98K
TypeSH
Market value$27.29M
2.76%
Sole
0.00
Shared
0.00
None
46.98K

MICROSOFT CORP

SOLE
COM
Shares67.66K
TypeSH
Market value$25.24M
2.55%
Sole
0.00
Shared
0.00
None
67.66K

ELI LILLY & CO

SOLE
COM
Shares20.01K
TypeSH
Market value$24.01M
2.42%
Sole
0.00
Shared
0.00
None
20.01K

VULCAN MATLS CO

SOLE
COM
Shares77.16K
TypeSH
Market value$22.76M
2.30%
Sole
0.00
Shared
0.00
None
77.16K

JOHNSON & JOHNSON

SOLE
COM
Shares88.83K
TypeSH
Market value$22.56M
2.28%
Sole
0.00
Shared
0.00
None
88.83K

UNITED PARCEL SVCS INC

SOLE
CALL
Shares203.15K
TypePRN
Market value$21.84M
2.21%
Sole
0.00
Shared
0.00
None
203.15K

CORNING INC

SOLE
COM
Shares81.02K
TypeSH
Market value$20.70M
2.09%
Sole
0.00
Shared
0.00
None
81.02K

BROADCOM INC

SOLE
COM
Shares49.71K
TypeSH
Market value$18.78M
1.90%
Sole
0.00
Shared
0.00
None
49.71K

JPMORGAN CHASE & CO

SOLE
COM
Shares57.14K
TypeSH
Market value$18.70M
1.89%
Sole
0.00
Shared
0.00
None
57.14K

ALPHABET INC

SOLE
CAP STK CL C
Shares52.06K
TypeSH
Market value$18.39M
1.86%
Sole
0.00
Shared
0.00
None
52.06K

AMAZON COM INC

SOLE
COM
Shares67.96K
TypeSH
Market value$16.20M
1.64%
Sole
0.00
Shared
0.00
None
67.96K

BANK OF AMER CORP

SOLE
COM
Shares270.05K
TypeSH
Market value$15.39M
1.55%
Sole
0.00
Shared
0.00
None
270.05K

ABBVIE INC

SOLE
COM
Shares60.80K
TypeSH
Market value$15.30M
1.54%
Sole
0.00
Shared
0.00
None
60.80K

WASTE MGMT INC DEL

SOLE
COM
Shares67.27K
TypeSH
Market value$14.99M
1.51%
Sole
0.00
Shared
0.00
None
67.27K

INTEL CORP

SOLE
COM
Shares103.42K
TypeSH
Market value$14.44M
1.46%
Sole
0.00
Shared
0.00
None
103.42K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares13.62K
TypeSH
Market value$13.78M
1.39%
Sole
0.00
Shared
0.00
None
13.62K

HOME DEPOT INC

SOLE
COM
Shares37.79K
TypeSH
Market value$13.33M
1.35%
Sole
0.00
Shared
0.00
None
37.79K

SOUTHERN CO

SOLE
COM
Shares134.21K
TypeSH
Market value$12.85M
1.30%
Sole
0.00
Shared
0.00
None
134.21K

PALO ALTO NETWORKS INC

SOLE
COM
Shares37.51K
TypeSH
Market value$12.79M
1.29%
Sole
0.00
Shared
0.00
None
37.51K

SCHWAB CHARLES CORP

SOLE
COM
Shares131.82K
TypeSH
Market value$12.16M
1.23%
Sole
0.00
Shared
0.00
None
131.82K

VISA INC

SOLE
COM CL A
Shares35.34K
TypeSH
Market value$12.12M
1.22%
Sole
0.00
Shared
0.00
None
35.34K
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