StockDriftsStockDriftsTop 50 Jessup Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 10.12% | 142.3K | $33.9M | -7.01%(-10.73K) | $124.55(+110.79%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.85% | 131.4K | $26.3M | -3.33%(-4.52K) | $54.67(+313.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.67% | 88.8K | $25.7M | +0.14%(+120) | $140.82(+116.85%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 6.11% | 35.3K | $20.5M | -25.36%(-11.98K) | $126.20(+305.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.82% | 45.2K | $16.1M | -14.82%(-7.86K) | $142.83(+141.35%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 4.15% | 33.5K | $13.9M | +20.49%(+5.70K) | $344.09(+15.23%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.02% | 11.7K | $13.5M | -28.47%(-4.65K) | $75.93(+1236.42%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.01% | 36.1K | $13.5M | +20.09%(+6.04K) | $382.86(+26.96%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 3.96% | 137.8K | $13.3M | +2.26%(+3.05K) | $92.45(+3.81%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.35% | 118.7K | $11.2M | +1.24%(+1.45K) | $94.95(-2.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.42% | +87.98% | — | — | +113.53% |
| Top 20 Holdings Unweighted | +23.70% | +89.28% | — | — | +112.52% |
Jessup Wealth Management INC reports $335.25M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (10.1%), NVDA (7.8%) and AAPL (7.7%). The top 20 holdings account for 81.39% of reported assets. Its disclosed equity book has returned +87.98% on a three-year cumulative basis. 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.
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Holdings on this page are parsed from Jessup Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963536). View Jessup Wealth Management INC’s 13F filings on SEC