StockDriftsStockDriftsTop 50 Jamison Private Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.13% | 133.8K | $34.0M | -0.34%(-460) | $182.27(+63.97%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.92% | 184.8K | $32.2M | -1.54%(-2.89K) | $45.39(+397.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.9% | 64.5K | $23.9M | +0.62%(+397) | $330.96(+22.43%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.84% | 33.0K | $23.4M | -2.36%(-796) | $265.34(+240.05%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.62% | 88.3K | $21.6M | +0.61%(+536) | $162.89(+41.46%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.56% | 61.6K | $21.0M | +0.02%(+11) | $144.89(+201.33%) | 2026-03-31 | |
| VMC | VULCAN MATLS CO | 2.55% | 77.1K | $21.0M | -0.85%(-662) | $213.73(+28.45%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.23% | 19.9K | $18.3M | -3.87%(-801) | $506.20(+100.66%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.01% | 56.3K | $16.6M | +0.93%(+516) | $156.46(+91.90%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 1.86% | 66.7K | $15.3M | +0.27%(+179) | $163.92(+32.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.26% | +57.16% |
| Top 20 Holdings Unweighted | +18.96% | +68.34% |
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