JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Q3 2026 13F filing
Updated 22 days ago228 disclosed positions worth $987.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $47.4M | 142.2K | 4.80% | Added(+0.1%) |
| 2 | N NVIDIA CORPORATION | $42.2M | 184.7K | 4.27% | Trimmed(-1.2%) |
| 3 | M MICROSOFT CORP | $35M | 68.3K | 3.55% | Added(+0.9%) |
| 4 | A APPLIED MATLS INC | $31.1M | 60.9K | 3.15% | Trimmed(-0.4%) |
| 5 | A ADVANCED MICRO DEVICES INC | $28.6M | 46.8K | 2.90% | Trimmed(-0.4%) |
| 6 | C CATERPILLAR INC | $26.6M | 32.8K | 2.69% | Added(+0.1%) |
| 7 | J JOHNSON & JOHNSON | $23.7M | 89.6K | 2.40% | Added(+0.8%) |
| 8 | L ELI LILLY & CO | $23.1M | 20.0K | 2.34% | Trimmed(-0.1%) |
| 9 | U UNITED PARCEL SVCS INC | $19.2M | 205.0K | 1.94% | Added(+0.9%) |
| 10 | J JPMORGAN CHASE & CO | $19.1M | 57.6K | 1.93% | Added(+0.9%) |
| 11 | V VULCAN MATLS CO | $18.9M | 77.3K | 1.92% | Added(+0.2%) |
| 12 | G ALPHABET INC | $17.9M | 52.5K | 1.81% | Added(+0.8%) |
| 13 | A BROADCOM INC | $17.6M | 50.1K | 1.78% | Added(+0.8%) |
| 14 | A AMAZON COM INC | $17.2M | 69.2K | 1.75% | Added(+1.9%) |
| 15 | A ABBVIE INC | $16.1M | 61.4K | 1.63% | Added(+1.0%) |
| 16 | P PALO ALTO NETWORKS INC | $14.9M | 37.6K | 1.51% | Added(+0.2%) |
| 17 | B BANK OF AMER CORP | $14.8M | 271.0K | 1.49% | Added(+0.4%) |
| 18 | W WASTE MGMT INC DEL | $13.8M | 67.8K | 1.40% | Added(+0.8%) |
| 19 | C CHEVRON CORPORATION | $13.4M | 65.6K | 1.36% | Added(+2.5%) |
| 20 | S CHARLES SCHWAB CORP (THE) | $13M | 133.2K | 1.32% | Added(+1.0%) |
| 21 | V VISA INC | $12.9M | 35.9K | 1.31% | Added(+1.7%) |
| 22 | G CORNING INC | $12.6M | 82.2K | 1.28% | Added(+1.4%) |
| 23 | A AMGEN INC | $12.5M | 29.7K | 1.27% | Added(+3.6%) |
| 24 | G GOLDMAN SACHS GROUP INC | $12.4M | 13.8K | 1.26% | Added(+1.4%) |
| 25 | I INTEL CORP | $12.4M | 103.4K | 1.26% | Added(+0.0%) |
| 26 | K COCA COLA CO | $12.3M | 142.4K | 1.24% | Added(+2.2%) |
| 27 | B BLACKSTONE INC | $11.6M | 103.4K | 1.17% | Added(+1.2%) |
| 28 | M META PLATFORMS INC | $11.6M | 16.0K | 1.17% | Added(+2.4%) |
| 29 | Q QUALCOMM INC | $11.5M | 62.6K | 1.17% | Added(+0.1%) |
| 30 | S SOUTHERN CO | $11.3M | 136.4K | 1.14% | Added(+1.6%) |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $11.3M | 22.6K | 1.14% | Added(+0.5%) |
| 32 | H HOME DEPOT INC | $11M | 38.5K | 1.11% | Added(+1.9%) |
| 33 | S SOUTHERN COPPER CORP | $10.7M | 52.9K | 1.09% | Added(+3.0%) |
| 34 | L LOCKHEED MARTIN CORP | $10M | 19.7K | 1.02% | Added(+2.0%) |
| 35 | C COSTCO WHOLESALE CORPORATION | $9.9M | 10.9K | 1.00% | Added(+1.7%) |
| 36 | E ISHARES TR | $9.8M | 68.8K | 0.99% | Added(+0.3%) |
| 37 | X EXXONMOBIL HOLDINGS CORP | $9.8M | 60.1K | 0.99% | — |
| 38 | T TESLA INC | $9.4M | 26.4K | 0.95% | Added(+5.8%) |
| 39 | M MCDONALDS CORP | $8.8M | 38.1K | 0.89% | Added(+4.7%) |
| 40 | W WALMART INC | $8.3M | 80.2K | 0.84% | Added(+2.0%) |
| 41 | A AUTOMATIC DATA PROCESSING IN | $7.7M | 29.9K | 0.78% | Trimmed(-0.9%) |
| 42 | P PROCTER & GAMBLE CO | $7.7M | 52.9K | 0.78% | Added(+2.4%) |
| 43 | T TRUIST FINL CORP | $7.4M | 159.0K | 0.75% | Added(+6.7%) |
| 44 | B BHP BILLITON LIMITED | $7.2M | 84.8K | 0.73% | Added(+3.3%) |
| 45 | S SIMON PPTY GROUP INC NEW | $7M | 35.0K | 0.71% | Added(+6.8%) |
| 46 | E ISHARES TR | $7M | 9.1K | 0.71% | Trimmed(-0.2%) |
| 47 | B BLACKROCK INC | $6.7M | 6.4K | 0.68% | Added(+1.5%) |
| 48 | C CISCO SYS INC | $6.7M | 62.5K | 0.68% | Added(+1.8%) |
| 49 | C CROWDSTRIKE HLDGS INC | $6.6M | 25.0K | 0.67% | Added(+314.5%) |
| 50 | D DUKE ENERGY CORP NEW | $6.4M | 56.4K | 0.65% | Added(+3.5%) |