StockDriftsStockDriftsTop 50 Jessup Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 34.52% | 493.0K | $164.2M | +454.97%(+404.13K) | $280.49(+22.26%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 7.5% | 143.2K | $35.7M | +0.58%(+825) | $125.24(+109.56%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 6.6% | 137.5K | $31.4M | +4.57%(+6.01K) | $61.65(+252.15%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.14% | 32.2K | $19.7M | -8.67%(-3.06K) | $126.20(+326.35%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.96% | 36.7K | $18.8M | +1.64%(+590) | $383.83(+39.00%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.28% | 45.3K | $15.6M | +0.32%(+144) | $143.35(+140.09%) | 2026-09-30 | |
| JNK | SPDR SERIES TRUST | 2.73% | 140.1K | $13.0M | +1.62%(+2.24K) | $92.48(-0.24%) | 2026-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.63% | 34.0K | $12.5M | +1.63%(+546) | $344.85(+17.99%) | 2026-09-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.52% | 158.2K | $12.0M | new | $75.70(-0.05%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.38% | 10.6K | $11.3M | -9.26%(-1.08K) | $75.93(+1091.70%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.60% | +93.46% | — | — | +119.40% |
| Top 20 Holdings Unweighted | +24.43% | +92.64% | — | — | +113.06% |
Jessup Wealth Management INC reports $475.54M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (34.5%), AMZN (7.5%) and NVDA (6.6%). The top 20 holdings account for 86.31% of reported assets. Its disclosed equity book has returned +93.46% 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 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