Jamison Private Wealth Management, Inc. holds a diversified book of 222 reported positions worth $965.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option book. They also disclosed $25.2M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +32% (+15.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Jamison Private Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Jamison Private Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+5 sectors below the cut, 8% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Jamison Private Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 58 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 42 / 80 | $533.8M |
| Draper Asset Management, LLC | 10 / 80 | $177.3M |
| Harold Davidson & Associates Inc. | 35 / 80 | $201.8M |
| Independent Investors Inc | 33 / 80 | $451.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Jamison Private Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $44.2M | 61.1K | 4.6% | ▼−0.7% Reduced · −434 sh | |
| 2 | Apple Inc COM | $41.1M | 142.1K | 4.3% | ▲+6.2% Added · +8K sh | |
| 3 | Nvidia Corporation COM | $37.4M | 187.0K | 3.9% | ▲+1.2% Added · +2K sh | |
| 4 | Caterpillar Inc COM | $34.9M | 32.8K | 3.6% | ▼−0.6% Reduced · −209 sh | |
| 5 | Advanced Micro Devices Inc COM | $27.3M | 47.0K | 2.8% | ▲+0.6% Added · +288 sh | |
| 6 | Microsoft Corp COM | $25.2M | 67.7K | 2.6% | ▲+4.9% Added · +3K sh | |
| 7 | Eli Lilly & Co COM | $24.0M | 20.0K | 2.5% | ▲+0.6% Added · +110 sh | |
| 8 | Vulcan Matls Co COM | $22.8M | 77.2K | 2.4% | ▲~0% Added · +25 sh | |
| 9 | Johnson & Johnson COM | $22.6M | 88.8K | 2.3% | ▲+0.6% Added · +568 sh | |
| 10 | Corning Inc COM | $20.7M | 81.0K | 2.1% | ▲~0% Added · +17 sh | |
| 11 | Broadcom Inc COM | $18.8M | 49.7K | 1.9% | ▲+0.6% Added · +314 sh | |
| 12 | JPMorgan Chase & Co COM | $18.7M | 57.1K | 1.9% | ▲+1.5% Added · +869 sh | |
| 13 | Alphabet Inc CAP STK CL C | $18.4M | 52.1K | 1.9% | ▲+1.1% Added · +555 sh | |
| 14 | Amazon Com Inc COM | $16.2M | 68.0K | 1.7% | ▲+2.3% Added · +2K sh | |
| 15 | Bank Of Amer Corp COM | $15.4M | 270.1K | 1.6% | ▲+0.7% Added · +2K sh | |
| 16 | Abbvie Inc COM | $15.3M | 60.8K | 1.6% | ▲+2.3% Added · +1K sh | |
| 17 | Waste Mgmt Inc Del COM | $15.0M | 67.3K | 1.6% | ▲+0.9% Added · +577 sh | |
| 18 | Intel Corp COM | $14.4M | 103.4K | 1.5% | ▼−0.1% Reduced · −65 sh | |
| 19 | Goldman Sachs Group Inc COM | $13.8M | 13.6K | 1.4% | ▲+1.6% Added · +210 sh | |
| 20 | Home Depot Inc COM | $13.3M | 37.8K | 1.4% | ▲+4.1% Added · +1K sh | |
| 21 | Southern Co COM | $12.8M | 134.2K | 1.3% | ▲+1.1% Added · +2K sh | |
| 22 | Palo Alto Networks Inc COM | $12.8M | 37.5K | 1.3% | ▲+3.2% Added · +1K sh | |
| 23 | Schwab Charles Corp COM | $12.2M | 131.8K | 1.3% | ▲+0.6% Added · +740 sh | |
| 24 | Visa Inc COM CL A | $12.1M | 35.3K | 1.3% | ▲+0.1% Added · +38 sh | |
| 25 | Blackstone Inc COM | $12.0M | 102.2K | 1.2% | ▲+1.8% Added · +2K sh | |
| 26 | Qualcomm Inc COM | $11.6M | 62.5K | 1.2% | ▲+1.6% Added · +972 sh | |
| 27 | Coca Cola Co COM | $11.3M | 139.3K | 1.2% | ▲+1.1% Added · +1K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $11.3M | 22.5K | 1.2% | ▲+8.5% Added · +2K sh | |
| 29 | Chevron Corporation COM | $10.6M | 64.0K | 1.1% | ▲+9.4% Added · +6K sh | |
| 30 | Tesla Inc COM | $10.5M | 24.9K | 1.1% | ▲+4.7% Added · +1K sh | |
| 31 | Amgen Inc COM | $10.4M | 28.7K | 1.1% | ▲+2.2% Added · +619 sh | |
| 32 | Costco Wholesale Corporation COM | $10.0M | 10.7K | 1.0% | ▲+1.8% Added · +193 sh | |
| 33 | McDonalds Corp COM | $9.8M | 36.4K | 1.0% | ▲+1.5% Added · +525 sh | |
| 34 | Lockheed Martin Corp COM | $9.8M | 19.3K | 1.0% | ▲+0.9% Added · +171 sh | |
| 35 | Ishares TR S&P 500 GRWT ETF | $9.4M | 68.6K | 1.0% | ▲New New position | |
| 36 | Southern Copper Corp COM | $9.0M | 51.4K | 0.9% | ▲+2.0% Added · +1K sh | |
| 37 | Walmart Inc COM | $8.9M | 78.6K | 0.9% | ▲+5.9% Added · +4K sh | |
| 38 | Meta Platforms Inc CL A | $8.8M | 15.6K | 0.9% | ▲+2.8% Added · +423 sh | |
| 39 | Exxon Mobil Corp COM | $7.8M | 57.0K | 0.8% | ▲+2.4% Added · +1K sh | |
| 40 | Procter & Gamble Co COM | $7.6M | 51.6K | 0.8% | ▲+1.0% Added · +498 sh | |
| 41 | Truist Finl Corp COM | $7.4M | 149.0K | 0.8% | ▲+1.5% Added · +2K sh | |
| 42 | Simon Ppty Group Inc New COM | $7.3M | 32.8K | 0.8% | ▲+7.9% Added · +2K sh | |
| 43 | Cisco Sys Inc COM | $7.2M | 61.5K | 0.7% | ▲+0.8% Added · +507 sh | |
| 44 | Duke Energy Corp New COM NEW | $6.9M | 54.5K | 0.7% | ▲+1.7% Added · +932 sh | |
| 45 | Ishares TR CORE S&P500 ETF | $6.9M | 9.2K | 0.7% | ▲+0.8% Added · +74 sh | |
| 46 | BHP Billiton Limited SPONSORED ADS | $6.8M | 82.2K | 0.7% | ▲+0.7% Added · +582 sh | |
| 47 | Automatic Data Processing In COM | $6.8M | 30.2K | 0.7% | ▼−1.9% Reduced · −586 sh | |
| 48 | Cardinal Health Inc COM | $6.2M | 26.2K | 0.6% | ▲+1.1% Added · +279 sh | |
| 49 | Digital Rlty TR Inc COM | $6.1M | 34.1K | 0.6% | ▲+2.3% Added · +760 sh | |
| 50 | Norfolk Southn Corp COM | $6.0M | 19.2K | 0.6% | ▼−2.7% Reduced · −529 sh |
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Use Arkolith to show JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | UNITED PARCEL SERVICE-CL BUPS | $21.8M | 203K |
| CALL · bullish | NETFLIX INCNFLX | $3.4M | 47K |
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 224 | $990.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 214 | $822.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 210 | $823.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 209 | $789.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 197 | $696.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 195 | $656.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 205 | $677.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 501 | $656.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.