JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CIK: 0002006637SEC EDGAR →
Portfolio Value
$823.0M
Holdings
210
As of
Q4 2025
New Positions
4
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 134,251 | $36.5M | 4.43% |
| 2 | NVIDIA CORPORATION | 187,651 | $35.0M | 4.25% |
| 3 | MICROSOFT CORP | 64,081 | $31.0M | 3.77% |
| 4 | ELI LILLY & CO | 20,705 | $22.3M | 2.70% |
| 5 | VULCAN MATLS CO | 77,795 | $22.2M | 2.70% |
| 6 | UNITED PARCEL SERVICE INC | 198,599 | $19.7M | 2.39% |
| 7 | CATERPILLAR INC | 33,770 | $19.3M | 2.35% |
| 8 | JOHNSON & JOHNSON | 87,726 | $18.2M | 2.21% |
| 9 | JPMORGAN CHASE & CO. | 55,756 | $18.0M | 2.18% |
| 10 | BROADCOM INC | 48,522 | $16.8M | 2.04% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 32 | $206.0M | 25.0% |
| Financial Services | 46 | $135.9M | 16.5% |
| Industrials | 19 | $103.9M | 12.6% |
| Healthcare | 22 | $97.0M | 11.8% |
| Consumer Cyclical | 17 | $66.0M | 8.0% |
| Consumer Defensive | 15 | $45.1M | 5.5% |
| Basic Materials | 9 | $40.3M | 4.9% |
| Communication Services | 6 | $36.6M | 4.4% |
| Unknown | 16 | $31.7M | 3.8% |
| Utilities | 9 | $27.3M | 3.3% |
| Energy | 11 | $22.9M | 2.8% |
| Real Estate | 8 | $10.1M | 1.2% |