Jamison Private Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Jamison Private Wealth Management, Inc. disclosed 228 stock positions valued at approximately $987.53M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 228
- Portfolio Value
- $987.53M
Holdings by Sector
Jamison Private Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.80% | 142,248 | +119 | +0.08% | $47,371,428 |
| NVIDIA CORPORATION | NVDA | Technology | 4.27% | 184,721 | -2,242 | -1.20% | $42,186,523 |
| MICROSOFT CORP | MSFT | Technology | 3.55% | 68,288 | +627 | +0.93% | $35,025,111 |
| APPLIED MATLS INC | AMAT | Technology | 3.15% | 60,903 | -229 | -0.37% | $31,144,711 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.90% | 46,770 | -208 | -0.44% | $28,611,894 |
| CATERPILLAR INC | CAT | Industrials | 2.69% | 32,797 | +32 | +0.10% | $26,591,899 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.40% | 89,551 | +721 | +0.81% | $23,707,689 |
| ELI LILLY & CO | LLY | Healthcare | 2.34% | 19,984 | -30 | -0.15% | $23,123,177 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 1.94% | 204,960 | +5,049 | +2.53% | $19,151,418 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.93% | 57,630 | +489 | +0.86% | $19,065,918 |
| VULCAN MATLS CO | VMC | Basic Materials | 1.92% | 77,332 | +174 | +0.23% | $18,917,609 |
| ALPHABET INC | GOOG | Communication Services | 1.81% | 52,451 | +390 | +0.75% | $17,872,222 |
| BROADCOM INC | AVGO | Technology | 1.78% | 50,126 | +419 | +0.84% | $17,603,670 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.75% | 69,232 | +1,274 | +1.87% | $17,249,154 |
| ABBVIE INC | ABBV | Healthcare | 1.63% | 61,433 | +629 | +1.03% | $16,070,176 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.51% | 37,577 | +69 | +0.18% | $14,929,848 |
| BANK OF AMER CORP | BAC | Financial Services | 1.49% | 271,025 | +975 | +0.36% | $14,751,904 |
| WASTE MGMT INC DEL | WM | Industrials | 1.40% | 67,816 | +548 | +0.81% | $13,829,046 |
| CHEVRON CORPORATION | CVX | Energy | 1.36% | 65,571 | +1,614 | +2.52% | $13,390,356 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.32% | 133,192 | +1,369 | +1.04% | $13,018,187 |
| VISA INC | V | Financial Services | 1.31% | 35,936 | +600 | +1.70% | $12,912,898 |
| CORNING INC | GLW | Technology | 1.28% | 82,163 | +1,141 | +1.41% | $12,633,318 |
| AMGEN INC | AMGN | Healthcare | 1.27% | 29,742 | +1,023 | +3.56% | $12,536,382 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.26% | 13,813 | +191 | +1.40% | $12,436,166 |
| INTEL CORP | INTC | Technology | 1.26% | 103,432 | +11 | +0.01% | $12,435,660 |
| COCA COLA CO | KO | Consumer Defensive | 1.24% | 142,387 | +3,051 | +2.19% | $12,256,676 |
| BLACKSTONE INC | BX | Financial Services | 1.17% | 103,400 | +1,197 | +1.17% | $11,590,079 |
| META PLATFORMS INC | META | Communication Services | 1.17% | 15,965 | +367 | +2.35% | $11,577,300 |
| QUALCOMM INC | QCOM | Technology | 1.17% | 62,614 | +88 | +0.14% | $11,523,496 |
| SOUTHERN CO | SO | Utilities | 1.14% | 136,394 | +2,186 | +1.63% | $11,305,729 |
Showing 30 of 228 holdings in the latest reporting period.