Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. (CIK 2006637) reported $822.2M across 213 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($34.0M, 4.13%), NVDA ($32.2M, 3.92%), MSFT ($23.9M, 2.90%), CAT ($23.4M, 2.84%), JNJ ($21.6M, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $34.0M | 4.13% | 133,791 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $32.2M | 3.92% | 184,757 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $23.9M | 2.90% | 64,478 | Added |
| 4 | CAT | CATERPILLAR INC | $23.4M | 2.84% | 32,974 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $21.6M | 2.62% | 88,262 | Added |
| 6 | AMAT | APPLIED MATLS INC | $21.0M | 2.56% | 61,566 | Added |
| 7 | VMC | VULCAN MATLS CO | $21.0M | 2.55% | 77,133 | Trimmed |
| 8 | UPS | UNITED PARCEL SVCS INC | $19.7M | 2.39% | 199,911 | Added |
| 9 | LLY | ELI LILLY & CO | $18.3M | 2.23% | 19,904 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $16.6M | 2.01% | 56,272 | Added |
| 11 | AVGO | BROADCOM INC | $15.3M | 1.86% | 49,393 | Added |
| 12 | WM | WASTE MGMT INC DEL | $15.3M | 1.86% | 66,691 | Added |
| 13 | GOOG | ALPHABET INC | $14.8M | 1.80% | 51,506 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $13.8M | 1.68% | 66,438 | Added |
| 15 | BAC | BANK AMERICA CORP | $13.1M | 1.59% | 268,064 | Added |
| 16 | ABBV | ABBVIE INC | $12.9M | 1.57% | 59,423 | Added |
| 17 | SO | SOUTHERN CO | $12.8M | 1.56% | 132,679 | Added |
| 18 | SCHW | SCHWAB CHARLES CORP | $12.3M | 1.50% | 131,083 | Added |
| 19 | CVX | CHEVRON CORPORATION | $12.1M | 1.47% | 58,433 | Added |
| 20 | HD | HOME DEPOT INC | $11.9M | 1.45% | 36,313 | Added |
| 21 | LMT | LOCKHEED MARTIN CORP | $11.6M | 1.41% | 19,145 | Added |
| 22 | BX | BLACKSTONE INC | $11.5M | 1.40% | 100,422 | Added |
| 23 | GS | GOLDMAN SACHS GROUP INC | $11.3M | 1.38% | 13,412 | Added |
| 24 | MCD | MCDONALDS CORP | $11.2M | 1.36% | 35,896 | Added |
| 25 | GLW | CORNING INC | $11.0M | 1.34% | 81,005 | Added |
Source: SEC Form 13F filings · as of 2026-03-31