Jamison Private Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Jamison Private Wealth Management, Inc. disclosed 222 stock positions valued at approximately $965.16M as of quarter-end June 30, 2026. The largest holdings include APPLIED MATLS INC, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 222
- Portfolio Value
- $965.16M
Holdings by Sector
Jamison Private Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | AMAT | Technology | 4.58% | 61,132 | -434 | -0.70% | $44,198,614 |
| APPLE INC | AAPL | Technology | 4.26% | 142,129 | +8,338 | +6.23% | $41,126,443 |
| NVIDIA CORPORATION | NVDA | Technology | 3.88% | 186,963 | +2,206 | +1.19% | $37,409,493 |
| CATERPILLAR INC | CAT | Industrials | 3.62% | 32,765 | -209 | -0.63% | $34,890,893 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.83% | 46,978 | +288 | +0.62% | $27,289,991 |
| MICROSOFT CORP | MSFT | Technology | 2.62% | 67,661 | +3,183 | +4.94% | $25,238,915 |
| ELI LILLY & CO | LLY | Healthcare | 2.49% | 20,014 | +110 | +0.55% | $24,005,553 |
| VULCAN MATLS CO | VMC | Basic Materials | 2.36% | 77,158 | +25 | +0.03% | $22,762,307 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.34% | 88,830 | +568 | +0.64% | $22,560,111 |
| CORNING INC | GLW | Technology | 2.14% | 81,022 | +17 | +0.02% | $20,695,618 |
| BROADCOM INC | AVGO | Technology | 1.95% | 49,707 | +314 | +0.64% | $18,777,014 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.94% | 57,141 | +869 | +1.54% | $18,703,837 |
| ALPHABET INC | GOOG | Communication Services | 1.91% | 52,061 | +555 | +1.08% | $18,394,796 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.68% | 67,958 | +1,520 | +2.29% | $16,197,111 |
| BANK OF AMER CORP | BAC | Financial Services | 1.59% | 270,050 | +1,986 | +0.74% | $15,387,455 |
| ABBVIE INC | ABBV | Healthcare | 1.59% | 60,804 | +1,381 | +2.32% | $15,300,661 |
| WASTE MGMT INC DEL | WM | Industrials | 1.55% | 67,268 | +577 | +0.87% | $14,992,614 |
| INTEL CORP | INTC | Technology | 1.50% | 103,421 | -65 | -0.06% | $14,440,720 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.43% | 13,622 | +210 | +1.57% | $13,777,389 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.38% | 37,792 | +1,479 | +4.07% | $13,328,455 |
| SOUTHERN CO | SO | Utilities | 1.33% | 134,208 | +1,529 | +1.15% | $12,845,076 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.33% | 37,508 | +1,167 | +3.21% | $12,790,980 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.26% | 131,823 | +740 | +0.56% | $12,163,281 |
| VISA INC | V | Financial Services | 1.26% | 35,336 | +38 | +0.11% | $12,123,295 |
| BLACKSTONE INC | BX | Financial Services | 1.25% | 102,203 | +1,781 | +1.77% | $12,026,207 |
| QUALCOMM INC | QCOM | Technology | 1.20% | 62,526 | +972 | +1.58% | $11,554,294 |
| COCA COLA CO | KO | Consumer Defensive | 1.17% | 139,336 | +1,454 | +1.05% | $11,323,882 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.17% | 22,535 | +1,758 | +8.46% | $11,276,290 |
| CHEVRON CORPORATION | CVX | Energy | 1.10% | 63,957 | +5,524 | +9.45% | $10,601,542 |
| TESLA INC | TSLA | Consumer Cyclical | 1.09% | 24,921 | +1,123 | +4.72% | $10,481,773 |
Showing 30 of 222 holdings in the latest reporting period.
Jamison Private Wealth Management, Inc. Options Holdings in Q2 2026