Jamison Private Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Jamison Private Wealth Management, Inc.

Investment Activity

Jamison Private Wealth Management, Inc. has $822.22 million in total holdings as of March 31, 2026.
Jamison Private Wealth Management, Inc. owns shares of 214 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 2.32% of the portfolio was purchased this quarter.
About 1.53% of the portfolio was sold this quarter.
This quarter, Jamison Private Wealth Management, Inc. has purchased 210 new stocks and bought additional shares in 127 stocks.
Jamison Private Wealth Management, Inc. sold shares of 49 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $33,954,647
NVIDIA: $32,221,672
Microsoft: $23,867,543
Caterpillar: $23,360,333
Johnson & Johnson: $21,574,893

Largest New Holdings this Quarter

922908769 - Vanguard Total Stock Market ETF: $771,547 Holding
316773100 - Fifth Third Bancorp: $538,611 Holding
21873S108 - COREWEAVE INC: $368,603 Holding
91879Q109 - Vail Resorts: $354,654 Holding
128030202 - Cal-Maine Foods: $317,782 Holding

Largest Purchases this Quarter

Boeing: 15,764 shares (about $3.14M)
Vanguard Total Stock Market ETF: 2,405 shares (about $771.55K)
KKR & Co. Inc.: 8,181 shares (about $756.74K)
Vanguard S&P 500 ETF: 978 shares (about $584.53K)
Fifth Third Bancorp: 11,593 shares (about $538.61K)

Largest Sales this Quarter

Southern Copper: 19,931 shares (about $3.43M)
Eli Lilly and Company: 801 shares (about $736.74K)
Caterpillar: 796 shares (about $563.92K)
NVIDIA: 2,894 shares (about $504.71K)
Visa: 783 shares (about $236.65K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$33,954,647	$116,743 â–¼	-0.3%	133,791	4.1%	Computer and Technology
NVDA NVIDIA	$32,221,672	$504,714 â–¼	-1.5%	184,757	3.9%	Computer and Technology
MSFT Microsoft	$23,867,543	$146,956 â–²	0.6%	64,478	2.9%	Computer and Technology
CAT Caterpillar	$23,360,333	$563,924 â–¼	-2.4%	32,974	2.8%	Industrials
JNJ Johnson & Johnson	$21,574,893	$131,021 â–²	0.6%	88,262	2.6%	Medical
AMAT Applied Materials	$21,042,930	$3,760 â–²	0.0%	61,566	2.6%	Computer and Technology
VMC Vulcan Materials	$21,003,303	$180,262 â–¼	-0.9%	77,133	2.6%	Construction
UPS United Parcel Service	$19,667,164	$129,074 â–²	0.7%	199,911	2.4%	Transportation
LLY Eli Lilly and Company	$18,307,103	$736,736 â–¼	-3.9%	19,904	2.2%	Medical
JPM JPMorgan Chase & Co.	$16,552,949	$151,786 â–²	0.9%	56,272	2.0%	Finance
WM Waste Management	$15,324,832	$41,132 â–²	0.3%	66,691	1.9%	Business Services
AVGO Broadcom	$15,287,558	$269,582 â–²	1.8%	49,393	1.9%	Computer and Technology
GOOG Alphabet	$14,775,068	$9,466 â–¼	-0.1%	51,506	1.8%	Computer and Technology
AMZN Amazon.com	$13,837,043	$415,082 â–²	3.1%	66,438	1.7%	Retail/Wholesale
BAC Bank of America	$13,068,120	$62,059 â–²	0.5%	268,064	1.6%	Finance
ABBV AbbVie	$12,923,871	$103,090 â–²	0.8%	59,423	1.6%	Medical
SO Southern	$12,806,186	$218,232 â–²	1.7%	132,679	1.6%	Utilities
SCHW Charles Schwab	$12,319,111	$116,910 â–²	1.0%	131,083	1.5%	Finance
CVX Chevron	$12,089,770	$218,279 â–²	1.8%	58,433	1.5%	Energy
HD Home Depot	$11,943,137	$146,029 â–²	1.2%	36,313	1.5%	Retail/Wholesale
LMT Lockheed Martin	$11,571,419	$43,517 â–²	0.4%	19,145	1.4%	Aerospace
BX Blackstone	$11,547,598	$316,224 â–²	2.8%	100,422	1.4%	Finance
GS The Goldman Sachs Group	$11,346,365	$141,280 â–²	1.3%	13,412	1.4%	Finance
MCD McDonald's	$11,156,007	$142,340 â–²	1.3%	35,896	1.4%	Retail/Wholesale
GLW Corning	$11,014,235	$135,562 â–²	1.2%	81,005	1.3%	Computer and Technology
V Visa	$10,668,321	$236,651 â–¼	-2.2%	35,298	1.3%	Business Services
COST Costco Wholesale	$10,486,019	$121,571 â–²	1.2%	10,523	1.3%	Retail/Wholesale
KO CocaCola	$10,485,919	$95,671 â–²	0.9%	137,882	1.3%	Consumer Staples
BRK.B Berkshire Hathaway	$9,956,339	$268,831 â–²	2.8%	20,777	1.2%	Finance
AMGN Amgen	$9,886,980	$164,666 â–²	1.7%	28,100	1.2%	Medical
AMD Advanced Micro Devices	$9,498,148	$95,816 â–²	1.0%	46,690	1.2%	Computer and Technology
XOM ExxonMobil	$9,449,355	$153,036 â–²	1.6%	55,695	1.1%	Energy
WALMART INC	$9,222,552	$145,656 â–²	1.6%	74,208	1.1%	COM
TSLA Tesla	$8,846,907	$197,771 â–²	2.3%	23,798	1.1%	Auto/Tires/Trucks
META Meta Platforms	$8,681,863	$276,904 â–²	3.3%	15,175	1.1%	Computer and Technology
SCCO Southern Copper	$8,662,850	$3,429,317 â–¼	-28.4%	50,348	1.1%	Basic Materials
QCOM Qualcomm	$7,926,990	$312,680 â–²	4.1%	61,554	1.0%	Computer and Technology
PG Procter & Gamble	$7,386,340	$578 â–²	0.0%	51,137	0.9%	Consumer Staples
DUK Duke Energy	$7,010,279	$168,389 â–²	2.5%	53,538	0.9%	Utilities
TFC Truist Financial	$6,747,850	$8,964 â–¼	-0.1%	146,788	0.8%	Finance
SLV iShares Silver Trust	$6,547,846	$41,293 â–²	0.6%	96,094	0.8%	ETF
ADP Automatic Data Processing	$6,252,785	$13,410 â–¼	-0.2%	30,774	0.8%	Computer and Technology
DLR Digital Realty Trust	$6,016,105	$137,860 â–²	2.3%	33,384	0.7%	Finance
BHP BHP Group	$5,934,309	$35,497 â–²	0.6%	81,583	0.7%	Basic Materials
IVV iShares Core S&P 500 ETF	$5,932,712	$164,598 â–²	2.9%	9,083	0.7%	ETF
BLACKROCK INC	$5,882,088	$149,072 â–²	2.6%	6,116	0.7%	COM
PANW Palo Alto Networks	$5,826,190	$313,907 â–²	5.7%	36,341	0.7%	Computer and Technology
NSC Norfolk Southern	$5,666,188	$25,256 â–¼	-0.4%	19,743	0.7%	Transportation
SPG Simon Property Group	$5,666,021	$86,736 â–²	1.6%	30,376	0.7%	Finance
CAH Cardinal Health	$5,484,668	$36,979 â–²	0.7%	25,956	0.7%	Medical
PAYX Paychex	$4,824,777	$137,166 â–²	2.9%	52,375	0.6%	Computer and Technology
CSCO Cisco Systems	$4,730,442	$73,943 â–²	1.6%	60,967	0.6%	Computer and Technology
RTX RTX	$4,660,782	$102,626 â–²	2.3%	24,161	0.6%	Aerospace
BA Boeing	$4,583,398	$3,137,465 â–²	217.0%	23,029	0.6%	Aerospace
FDX FedEx	$4,569,748	$22,797 â–¼	-0.5%	12,829	0.6%	Transportation
INTC Intel	$4,566,852	$62,885 â–¼	-1.4%	103,486	0.6%	Computer and Technology
GILD Gilead Sciences	$4,458,534	$36,793 â–²	0.8%	31,991	0.5%	Medical
NFLX Netflix	$4,405,497	$384,600 â–²	9.6%	45,819	0.5%	Consumer Discretionary
MRK Merck & Co., Inc.	$4,267,130	$111,631 â–²	2.7%	35,473	0.5%	Medical
KKR KKR & Co. Inc.	$4,037,242	$756,740 â–²	23.1%	43,646	0.5%	Finance
GE GE Aerospace	$3,643,224	$42,000 â–²	1.2%	12,838	0.4%	Aerospace
GPC Genuine Parts	$3,507,233	$8,143 â–¼	-0.2%	33,165	0.4%	Retail/Wholesale
GD General Dynamics	$3,497,142	$92,319 â–²	2.7%	10,190	0.4%	Aerospace
TJX TJX Companies	$3,456,408	$62,124 â–²	1.8%	21,643	0.4%	Retail/Wholesale
EXC Exelon	$3,368,867	$109,266 â–²	3.4%	68,724	0.4%	Utilities
BN Brookfield	$3,141,961	$4,210 â–²	0.1%	76,131	0.4%	Finance
MELI MercadoLibre	$2,918,587	$117,573 â–²	4.2%	1,688	0.4%	Retail/Wholesale
ASML ASML	$2,763,177	$89,816 â–²	3.4%	2,092	0.3%	Computer and Technology
DIS Walt Disney	$2,706,648	$108,813 â–¼	-3.9%	28,083	0.3%	Consumer Discretionary
IUSG iShares Core S&P U.S. Growth ETF	$2,702,105	$33,658 â–²	1.3%	17,421	0.3%	Manufacturing
PFE Pfizer	$2,632,351	$121,305 â–¼	-4.4%	93,745	0.3%	Medical
AEP American Electric Power	$2,614,402	$38,276 â–²	1.5%	19,945	0.3%	Utilities
HSY Hershey	$2,607,662	$53,425 â–²	2.1%	12,544	0.3%	Consumer Staples
NVS Novartis	$2,577,046		0.0%	16,871	0.3%	Medical
MAR Marriott International	$2,536,168	$53,314 â–²	2.1%	7,754	0.3%	Consumer Discretionary
PEP PepsiCo	$2,492,474	$75,628 â–²	3.1%	16,050	0.3%	Consumer Staples
ODFL Old Dominion Freight Line	$2,451,132	$20,320 â–²	0.8%	12,545	0.3%	Transportation
BMY Bristol Myers Squibb	$2,436,138	$173,581 â–²	7.7%	40,167	0.3%	Medical
ISRG Intuitive Surgical	$2,355,199	$38,723 â–²	1.7%	5,109	0.3%	Medical
MO Altria Group	$2,354,884		0.0%	35,686	0.3%	Consumer Staples
ENB Enbridge	$2,277,563	$73,793 â–²	3.3%	42,068	0.3%	Energy
COP ConocoPhillips	$2,275,561	$11,220 â–¼	-0.5%	17,239	0.3%	Energy
CRWD CrowdStrike	$2,267,893	$109,705 â–²	5.1%	5,809	0.3%	Computer and Technology
CEG Constellation Energy	$2,127,524	$558 â–²	0.0%	7,619	0.3%	Energy
BIP Brookfield Infrastructure Partners	$2,060,772		0.0%	57,053	0.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,027,264	$60,664 â–²	3.1%	16,308	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$2,011,205	$137,064 â–²	7.3%	13,749	0.2%	CL A
BZH Beazer Homes USA	$2,010,542	$481,847 â–²	31.5%	104,498	0.2%	Construction
GOOGL Alphabet	$1,965,613	$43,712 â–²	2.3%	6,835	0.2%	Computer and Technology
O Realty Income	$1,894,275	$30,284 â–²	1.6%	30,962	0.2%	Finance
CRM Salesforce	$1,872,560	$76,724 â–²	4.3%	10,031	0.2%	Computer and Technology
LAM RESEARCH CORP	$1,860,881	$21,365 â–²	1.2%	8,710	0.2%	COM NEW
GLD SPDR Gold Shares	$1,851,108	$430 â–²	0.0%	4,302	0.2%	Finance
DHR Danaher	$1,841,746	$4,740 â–²	0.3%	9,714	0.2%	Medical
GE VERNOVA INC	$1,797,710	$64,609 â–²	3.7%	2,059	0.2%	COM
MS Morgan Stanley	$1,671,407	$17,937 â–²	1.1%	10,157	0.2%	Finance
CCJ Cameco	$1,633,713	$1,521 â–²	0.1%	15,042	0.2%	Basic Materials
ABT Abbott Laboratories	$1,608,843	$18,891 â–¼	-1.2%	15,670	0.2%	Medical
IXUS iShares Core MSCI Total International Stock ETF	$1,546,061	$66,971 â–²	4.5%	17,845	0.2%	Manufacturing
EPD Enterprise Products Partners	$1,514,905	$21,569 â–²	1.4%	40,034	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Jamison Private Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Jamison Private Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Jamison Private Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Jamison Private Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJamison Private Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools