StockDriftsStockDriftsTop 50 Jamison Private Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.8% | 142.2K | $47.4M | +0.08%(+119) | $187.41(+82.99%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.27% | 184.7K | $42.2M | -1.20%(-2.24K) | $47.01(+361.81%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.55% | 68.3K | $35.0M | +0.93%(+627) | $333.62(+59.92%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 3.15% | 60.9K | $31.1M | -0.37%(-229) | $144.89(+185.11%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.9% | 46.8K | $28.6M | -0.44%(-208) | $118.75(+353.09%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 2.69% | 32.8K | $26.6M | +0.10%(+32) | $266.00(+172.85%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.4% | 89.6K | $23.7M | +0.81%(+721) | $164.20(+54.56%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.34% | 20.0K | $23.1M | -0.15%(-30) | $509.15(+143.61%) | 2026-09-30 | |
| UPS | UNITED PARCEL SVCS INC | 1.94% | 205.0K | $19.2M | new | $158.15(-38.38%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.93% | 57.6K | $19.1M | +0.86%(+489) | $160.17(+108.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.29% | +65.54% | — | — | +65.54% |
| Top 20 Holdings Unweighted | +19.63% | +71.20% | — | — | +71.20% |
Jamison Private Wealth Management INC reports $987.53M in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.8%), NVDA (4.3%) and MSFT (3.5%). The top 20 holdings account for 45.94% of reported assets. Its disclosed equity book has returned +65.54% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jamison Private Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2006637). View Jamison Private Wealth Management INC’s 13F filings on SEC