Jessup Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Jessup Wealth Management, Inc disclosed 78 stock positions valued at approximately $335.25M as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 78
- Portfolio Value
- $335.25M
Holdings by Sector
Jessup Wealth Management, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 10.12% | 142,342 | -10,732 | -7.01% | $33,925,753 |
| NVIDIA CORPORATION | NVDA | Technology | 7.85% | 131,447 | -4,522 | -3.33% | $26,301,250 |
| APPLE INC | AAPL | Technology | 7.67% | 88,825 | +120 | +0.14% | $25,702,512 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 6.11% | 35,255 | -11,981 | -25.36% | $20,479,980 |
| ALPHABET INC | GOOGL | Communication Services | 4.82% | 45,182 | -7,860 | -14.82% | $16,146,787 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 4.15% | 33,489 | +5,695 | +20.49% | $13,919,141 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.02% | 11,687 | -4,652 | -28.47% | $13,489,634 |
| MICROSOFT CORP | MSFT | Technology | 4.01% | 36,083 | +6,037 | +20.09% | $13,459,592 |
| SPDR SERIES TRUST | JNK | Other | 3.96% | 137,830 | +3,047 | +2.26% | $13,282,715 |
| ISHARES TR | IEF | Other | 3.35% | 118,652 | +1,450 | +1.24% | $11,220,904 |
| VANGUARD INDEX FDS | VXF | Other | 3.20% | 43,511 | +1,506 | +3.59% | $10,712,878 |
| TESLA INC | TSLA | Consumer Cyclical | 3.16% | 25,163 | -1,019 | -3.89% | $10,583,416 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.01% | 10,786 | -188 | -1.71% | $10,089,890 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.68% | 93,450 | +30,383 | +48.18% | $8,969,356 |
| T-MOBILE US INC | TMUS | Communication Services | 2.58% | 51,657 | +476 | +0.93% | $8,664,372 |
| ISHARES TR | IGV | Other | 2.46% | 91,105 | +86,319 | +1803.57% | $8,254,115 |
| INVESCO EXCH TRADED FD TR II | CQQQ | Other | 2.46% | 144,529 | +9,595 | +7.11% | $8,242,505 |
| CSX CORP | CSX | Industrials | 2.03% | 143,021 | +4,279 | +3.08% | $6,797,792 |
| NOVO-NORDISK A S | NVO | Healthcare | 1.96% | 136,973 | +134,538 | +5525.17% | $6,566,508 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.79% | 31,423 | -9,102 | -22.46% | $5,986,696 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.67% | 17,060 | -410 | -2.35% | $5,584,345 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.39% | 31,799 | +1,404 | +4.62% | $4,663,016 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.07% | 4,716 | +250 | +5.60% | $3,598,967 |
| ISHARES TR | IWM | Other | 0.90% | 10,071 | +143 | +1.44% | $3,025,805 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.64% | 11,507 | - | - | $2,130,406 |
| NUCOR CORP | NUE | Basic Materials | 0.63% | 9,451 | -1,621 | -14.64% | $2,105,125 |
| SANDISK CORP | SNDK | Other | 0.62% | 916 | -1 | -0.11% | $2,082,737 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.59% | 3,980 | +1,000 | +33.56% | $1,991,552 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.58% | 7,619 | +30 | +0.40% | $1,934,972 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.57% | 1,894 | -33 | -1.71% | $1,915,628 |
Showing 30 of 78 holdings in the latest reporting period.