Arkolith/Funds/Jamison Private Wealth Management, Inc.

Jamison Private Wealth Management, Inc.

CIK 2006637Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Jamison Private Wealth Management, Inc. holds a diversified book of 222 stocks worth $965.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Ishares S&P 500 Growth ETF and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 5% of the equity book. They also disclosed $25.2M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
312
new positions
Added to
147
existing
Trimmed
44
reduced
Sold out
4
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
31%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Information Technology
31%
Financials
14%
Industrials
11%
Health Care
10%
Consumer Discretionary
9%
Materials
8%
Utilities
5%
ETF / fund or unclassified
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

222 positions
#SecurityValueShares% PortLast moveHistory
1Applied Matls Inc
COM
$44.2M61.1K
4.6%
−0.7%
Reduced · −434 sh
2Apple Inc
COM
$41.1M142.1K
4.3%
+6.2%
Added · +8K sh
3Nvidia Corporation
COM
$37.4M187.0K
3.9%
+1.2%
Added · +2K sh
4Caterpillar Inc
COM
$34.9M32.8K
3.6%
−0.6%
Reduced · −209 sh
5Advanced Micro Devices Inc
COM
$27.3M47.0K
2.8%
+0.6%
Added · +288 sh
6Microsoft Corp
COM
$25.2M67.7K
2.6%
+4.9%
Added · +3K sh
7Eli Lilly & Co
COM
$24.0M20.0K
2.5%
+0.6%
Added · +110 sh
8Vulcan Matls Co
COM
$22.8M77.2K
2.4%
~0%
Added · +25 sh
9Johnson & Johnson
COM
$22.6M88.8K
2.3%
+0.6%
Added · +568 sh
10Corning Inc
COM
$20.7M81.0K
2.1%
~0%
Added · +17 sh
11Broadcom Inc
COM
$18.8M49.7K
1.9%
+0.6%
Added · +314 sh
12JPMorgan Chase & Co
COM
$18.7M57.1K
1.9%
+1.5%
Added · +869 sh
13Alphabet Inc
CAP STK CL C
$18.4M52.1K
1.9%
+1.1%
Added · +555 sh
14Amazon Com Inc
COM
$16.2M68.0K
1.7%
+2.3%
Added · +2K sh
15Bank Of Amer Corp
COM
$15.4M270.1K
1.6%
+0.7%
Added · +2K sh
16Abbvie Inc
COM
$15.3M60.8K
1.6%
+2.3%
Added · +1K sh
17Waste Mgmt Inc Del
COM
$15.0M67.3K
1.6%
+0.9%
Added · +577 sh
18Intel Corp
COM
$14.4M103.4K
1.5%
−0.1%
Reduced · −65 sh
19Goldman Sachs Group Inc
COM
$13.8M13.6K
1.4%
+1.6%
Added · +210 sh
20Home Depot Inc
COM
$13.3M37.8K
1.4%
+4.1%
Added · +1K sh
21Southern Co
COM
$12.8M134.2K
1.3%
+1.1%
Added · +2K sh
22Palo Alto Networks Inc
COM
$12.8M37.5K
1.3%
+3.2%
Added · +1K sh
23Schwab Charles Corp
COM
$12.2M131.8K
1.3%
+0.6%
Added · +740 sh
24Visa Inc
COM CL A
$12.1M35.3K
1.3%
+0.1%
Added · +38 sh
25Blackstone Inc
COM
$12.0M102.2K
1.2%
+1.8%
Added · +2K sh
26Qualcomm Inc
COM
$11.6M62.5K
1.2%
+1.6%
Added · +972 sh
27Coca Cola Co
COM
$11.3M139.3K
1.2%
+1.1%
Added · +1K sh
28Berkshire Hathaway Inc Del
CL B NEW
$11.3M22.5K
1.2%
+8.5%
Added · +2K sh
29Chevron Corporation
COM
$10.6M64.0K
1.1%
+9.4%
Added · +6K sh
30Tesla Inc
COM
$10.5M24.9K
1.1%
+4.7%
Added · +1K sh
31Amgen Inc
COM
$10.4M28.7K
1.1%
+2.2%
Added · +619 sh
32Costco Wholesale Corporation
COM
$10.0M10.7K
1.0%
+1.8%
Added · +193 sh
33McDonalds Corp
COM
$9.8M36.4K
1.0%
+1.5%
Added · +525 sh
34Lockheed Martin Corp
COM
$9.8M19.3K
1.0%
+0.9%
Added · +171 sh
35Ishares TR
S&P 500 GRWT ETF
$9.4M68.6K
1.0%
New
New position
36Southern Copper Corp
COM
$9.0M51.4K
0.9%
+2.0%
Added · +1K sh
37Walmart Inc
COM
$8.9M78.6K
0.9%
+5.9%
Added · +4K sh
38Meta Platforms Inc
CL A
$8.8M15.6K
0.9%
+2.8%
Added · +423 sh
39Exxon Mobil Corp
COM
$7.8M57.0K
0.8%
+2.4%
Added · +1K sh
40Procter & Gamble Co
COM
$7.6M51.6K
0.8%
+1.0%
Added · +498 sh
41Truist Finl Corp
COM
$7.4M149.0K
0.8%
+1.5%
Added · +2K sh
42Simon Ppty Group Inc New
COM
$7.3M32.8K
0.8%
+7.9%
Added · +2K sh
43Cisco Sys Inc
COM
$7.2M61.5K
0.7%
+0.8%
Added · +507 sh
44Duke Energy Corp New
COM NEW
$6.9M54.5K
0.7%
+1.7%
Added · +932 sh
45Ishares TR
CORE S&P500 ETF
$6.9M9.2K
0.7%
+0.8%
Added · +74 sh
46BHP Billiton Limited
SPONSORED ADS
$6.8M82.2K
0.7%
+0.7%
Added · +582 sh
47Automatic Data Processing In
COM
$6.8M30.2K
0.7%
−1.9%
Reduced · −586 sh
48Cardinal Health Inc
COM
$6.2M26.2K
0.6%
+1.1%
Added · +279 sh
49Digital Rlty TR Inc
COM
$6.1M34.1K
0.6%
+2.3%
Added · +760 sh
50Norfolk Southn Corp
COM
$6.0M19.2K
0.6%
−2.7%
Reduced · −529 sh
Showing 50 of 222 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$25.2M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishUNITED PARCEL SERVICE-CL BUPS$21.8M203K
CALL · bullishNETFLIX INCNFLX$3.4M47K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026224$990.4M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026214$822.2M13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026210$823.0M13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025209$789.5M13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025197$696.5M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025195$656.1M13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025205$677.3M13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024501$656.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.