StockDriftsStockDriftsTop 50 Jamison Private Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 4.58% | 61.1K | $44.2M | -0.70%(-434) | $144.89(+268.22%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.26% | 142.1K | $41.1M | +6.23%(+8.34K) | $187.30(+63.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.88% | 187.0K | $37.4M | +1.19%(+2.21K) | $47.01(+368.97%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.62% | 32.8K | $34.9M | -0.63%(-209) | $265.34(+222.52%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.83% | 47.0K | $27.3M | +0.62%(+288) | $118.75(+292.46%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.62% | 67.7K | $25.2M | +4.94%(+3.18K) | $332.61(+51.16%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.49% | 20.0K | $24.0M | +0.55%(+110) | $509.15(+141.36%) | 2026-06-30 | |
| VMC | VULCAN MATLS CO | 2.36% | 77.2K | $22.8M | +0.03%(+25) | $213.75(+34.53%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.34% | 88.8K | $22.6M | +0.64%(+568) | $163.43(+60.71%) | 2026-06-30 | |
| GLW | CORNING INC | 2.14% | 81.0K | $20.7M | +0.02%(+17) | $36.16(+340.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +72.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +79.78% |
Jamison Private Wealth Management INC reports $990.37M in US-listed equity holdings across 222 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (4.6%), AAPL (4.3%) and NVDA (3.9%). The top 20 holdings account for 47.64% of reported assets. Its disclosed equity book has returned +72.82% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Jamison Private Wealth Management INC, compare funds side by side, and get alerts the moment positions change.
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