Jessup Wealth Management, Inc holds a focused book of 77 stocks worth $273.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Generac Holdings Inc and trimmed Apple Inc. Their largest long position is Amazon.com Inc at 12% of the equity book. They also disclosed $81K in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Jessup Wealth Management, Inc's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $31.9M | 153.1K | 11.6% | ▲+1.1% Added · +2K sh | |
| 2 | Nvidia Corporation COM | $23.7M | 136.0K | 8.7% | ▲+8.1% Added · +10K sh | |
| 3 | Apple Inc COM | $22.5M | 88.7K | 8.2% | ▼−6.7% Reduced · −6K sh | |
| 4 | Alphabet Inc CAP STK CL A | $15.3M | 53.0K | 5.6% | ▼−0.6% Reduced · −309 sh | |
| 5 | SPDR Series Trust STATE STREET SPD | $12.9M | 134.8K | 4.7% | ▲+1.4% Added · +2K sh | |
| 6 | Ishares TR 7-10 YR TRSY BD | $11.2M | 117.2K | 4.1% | ▲+2.4% Added · +3K sh | |
| 7 | Microsoft Corp COM | $11.1M | 30.0K | 4.1% | ▲+262% Added · +22K sh | |
| 8 | Costco Wholesale Corporation COM | $10.9M | 11.0K | 4.0% | ▲+184% Added · +7K sh | |
| 9 | T-Mobile US Inc COM | $10.7M | 51.2K | 3.9% | ▲+247% Added · +36K sh | |
| 10 | Tesla Inc COM | $9.7M | 26.2K | 3.6% | ▲+2.3% Added · +581 sh | |
| 11 | Advanced Micro Devices Inc COM | $9.6M | 47.2K | 3.5% | ▲+8.9% Added · +4K sh | |
| 12 | Vanguard Index FDS EXTEND MKT ETF | $8.6M | 42.0K | 3.2% | ▲+1.0% Added · +418 sh | |
| 13 | Alibaba Group Hldg Ltd SPONSORED ADS | $7.9M | 63.1K | 2.9% | ▼−16% Reduced · −12K sh | |
| 14 | Merck & Co Inc COM | $7.6M | 62.9K | 2.8% | ▲+1.7% Added · +1K sh | |
| 15 | Unitedhealth Group Inc COM | $7.5M | 27.8K | 2.7% | ▲+3.7% Added · +994 sh | |
| 16 | Invesco Exch Traded FD TR II CHINA TECHNLGY | $6.2M | 134.9K | 2.3% | ▲+0.5% Added · +697 sh | |
| 17 | CSX Corp COM | $5.7M | 138.7K | 2.1% | ▲58× Added · +136K sh | |
| 18 | Micron Technology Inc COM | $5.5M | 16.3K | 2.0% | ▼−6.8% Reduced · −1K sh | |
| 19 | Select Sector SPDR TR STATE STREET TEC | $5.4M | 40.5K | 2.0% | ▲+3.0% Added · +1K sh | |
| 20 | JPMorgan Chase & Co COM | $5.1M | 17.5K | 1.9% | ▼−0.3% Reduced · −47 sh | |
| 21 | Procter & Gamble Co COM | $4.4M | 30.4K | 1.6% | ▼−1.0% Reduced · −310 sh | |
| 22 | Ishares TR RUSSELL 2000 ETF | $2.5M | 9.9K | 0.9% | ▼−9.2% Reduced · −1K sh | |
| 23 | Nucor Corp COM | $1.9M | 11.1K | 0.7% | —Held | |
| 24 | Johnson & Johnson COM | $1.9M | 7.6K | 0.7% | ▲+0.2% Added · +15 sh | |
| 25 | Cincinnati Finl Corp COM | $1.8M | 11.5K | 0.7% | —Held | |
| 26 | Crowdstrike Hldgs Inc CL A | $1.7M | 4.5K | 0.6% | ▲+0.1% Added · +7 sh | |
| 27 | Innovator Etfs Trust US EQTY PWR BUF | $1.7M | 36.2K | 0.6% | ▲+1.1% Added · +388 sh | |
| 28 | Goldman Sachs Group Inc COM | $1.6M | 1.9K | 0.6% | ▼−9.9% Reduced · −212 sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 3.0K | 0.5% | ▲+0.1% Added · +4 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 2.1K | 0.5% | ▲+0.1% Added · +2 sh | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 2.1K | 0.5% | ▼−0.1% Reduced · −2 sh | |
| 32 | Visa Inc COM CL A | $1.2M | 4.0K | 0.4% | ▼−11% Reduced · −502 sh | |
| 33 | SPDR Series Trust STATE STREET SPD | $1.1M | 8.6K | 0.4% | ▼−0.2% Reduced · −18 sh | |
| 34 | Innovator Etfs Trust US EQTY PWR BUF | $993K | 22.2K | 0.4% | ▲+20% Added · +4K sh | |
| 35 | Ea Series Trust ALPHA ARCH 1-3 | $893K | 7.7K | 0.3% | —Held | |
| 36 | Applied Matls Inc COM | $850K | 2.5K | 0.3% | ▼−4.6% Reduced · −119 sh | |
| 37 | Invesco Exch TRD SLF Idx FD INVESCO BULLETSH | $830K | 31.9K | 0.3% | ▲+5.7% Added · +2K sh | |
| 38 | Eli Lilly & Co COM | $819K | 890 | 0.3% | ▼−29% Reduced · −364 sh | |
| 39 | Innovator Etfs Trust US EQTY PWR BUF | $805K | 19.7K | 0.3% | —Held | |
| 40 | KKR & Co Inc COM | $787K | 8.5K | 0.3% | ▼−89% Reduced · −71K sh | |
| 41 | Pimco ETF TR MULTISECTOR BD | $735K | 28.1K | 0.3% | ▲+3.6% Added · +971 sh | |
| 42 | Sherwin Williams Co COM | $729K | 2.3K | 0.3% | ▼−2.1% Reduced · −48 sh | |
| 43 | Marriott Intl Inc New CL A | $645K | 2.0K | 0.2% | ▼−6.1% Reduced · −128 sh | |
| 44 | United Parcel Svcs Inc CL B | $637K | 6.5K | 0.2% | ▲+20% Added · +1K sh | |
| 45 | Innovator Etfs Trust US EQTY PWR BUF | $635K | 13.8K | 0.2% | ▼−11% Reduced · −2K sh | |
| 46 | Boeing Co COM | $625K | 3.1K | 0.2% | ▲+12% Added · +334 sh | |
| 47 | Invesco Exchange Traded FD T S&P500 EQL WGT | $589K | 3.1K | 0.2% | —Held | |
| 48 | Sandisk Corp COM | $583K | 917 | 0.2% | —Held | |
| 49 | Ishares TR TRUST ISHARE 0-1 | $577K | 5.2K | 0.2% | ▲+6.7% Added · +330 sh | |
| 50 | Ark ETF TR BLOCKCHAIN & FIN | $505K | 13.3K | 0.2% | ▲+25% Added · +3K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | UNITEDHEALTH GROUP INCUNH | $81K | 300 |
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.
As-of date vs the date the SEC received each filing
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.