Jamison Private Wealth Management Q2 2026: Significant Technology Buys & Diversified Portfolio Adjustments

Portfolio Snapshot

The Jamison Private Wealth Management Inc. portfolio held a total value of $962 million as of June 30th, 2026.

Prominent Technology Purchases

Jamison Private Wealth Management demonstrated a strong focus on the technology sector during Q2 2026. The firm significantly increased its position in several key tech companies:

• AMAT (Applied Materials Inc.) saw a slight decrease of 0.7% in shares, maintaining its allocation.
• AAPL (Apple Inc.) experienced a notable increase of 6.23%, adding 8,338 shares to the existing holdings.
• NVDA (NVIDIA Corporation) added just over 1% worth of shares, boosting its allocation slightly by 1.19%, adding 2,063 shares.
• MSFT (Microsoft Corp.) increased its position by nearly 5% through the purchase of additional shares.
• AMD (Advanced Micro Devices Inc.) added a small number of shares, increasing its allocation slightly by 0.62%, adding just over 289 shares.

New Position in Ishares ETFs

A particularly noteworthy addition was the new position established in ISHARES TR (IVW). Jamison Private Wealth Management purchased 68,611 shares of this ETF during Q2 2026, representing a full 100% increase in their stake and now accounting for approximately $9.4 million or 0.98% of the total portfolio value.

Significant Gains Across Diverse Sectors

The investor also showed significant buying activity across other sectors:

• GOOGL (Alphabet Inc.) saw a substantial increase of 57.57% in shares, adding over 3,900 new holdings.
• In the Consumer Defensive sector, WMT (WalMart Inc.) added nearly 5,000 new shares, increasing its allocation by 5.89% and now representing $8.9 million or 0.92% of the portfolio.
• CALM (Cal-Maine Foods Inc.) also saw a significant increase, adding over 6,000 new shares and boosting its allocation by nearly 158%.
• IWF (ISHARES TR) added a large number of shares, increasing its position significantly through the quarter.

  Maintained Holdings and Minor Adjustments

  Besides these major additions, Jamison Private Wealth Management also maintained several significant holdings:

  • JNJ (Johnson & Johnson) allocation remained steady at 2.34%.
  • GLW (Corning Inc.) allocation also stayed constant at 2.14%.

    No Disclosed Large-Scale Sales

    Jamison Private Wealth Management did not engage in any large-scale selling activities during Q2 2026, as indicated by the absence of significant sell symbols and the lack of major decreases reported for existing top holdings. However, minor adjustments were noted:

    • CAT (Caterpillar Inc.) experienced a small decrease in shares.
    • VMC (Vulcan Materials Co.) saw an insignificant change of just 0.03%.

      Diversified Portfolio Structure

      The portfolio remains well-diversified across multiple sectors, with Technology being the largest allocation at approximately 30%. Other significant allocations include Financial Services (~12.6%), Healthcare (~11.15%), and Industrials (~10.12%). The remaining value is distributed among various other sectors including Consumer Cyclical, Utilities, Basic Materials, Energy, and Communication Services.