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.
Jessup Wealth Management, Inc (CIK 1963536) reported $274.0M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($31.9M, 11.64%), NVDA ($23.7M, 8.65%), AAPL ($22.5M, 8.22%), GOOGL ($15.3M, 5.57%), JNK ($12.9M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $31.9M | 11.64% | 153,074 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $23.7M | 8.65% | 135,969 | Added |
| 3 | AAPL | APPLE INC | $22.5M | 8.22% | 88,705 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $15.3M | 5.57% | 53,042 | Trimmed |
| 5 | JNK | SPDR SERIES TRUST | $12.9M | 4.71% | 134,783 | Added |
| 6 | IEF | ISHARES TR | $11.2M | 4.08% | 117,202 | Added |
| 7 | MSFT | MICROSOFT CORP | $11.1M | 4.06% | 30,046 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $10.9M | 3.99% | 10,974 | Added |
| 9 | TMUS | T-MOBILE US INC | $10.7M | 3.92% | 51,181 | Added |
| 10 | TSLA | TESLA INC | $9.7M | 3.55% | 26,182 | Added |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $9.6M | 3.51% | 47,236 | Added |
| 12 | VXF | VANGUARD INDEX FDS | $8.6M | 3.16% | 42,005 | Added |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $7.9M | 2.89% | 63,067 | Trimmed |
| 14 | UNH | UNITEDHEALTH GROUP INC | $7.6M | 2.77% | 28,094 | Added |
| 15 | MRK | MERCK & CO INC | $7.6M | 2.76% | 62,944 | Added |
| 16 | CQQQ | INVESCO EXCH TRADED FD TR II | $6.2M | 2.27% | 134,934 | Added |
| 17 | CSX | CSX CORP | $5.7M | 2.08% | 138,742 | Added |
| 18 | MU | MICRON TECHNOLOGY INC | $5.5M | 2.01% | 16,339 | Trimmed |
| 19 | XLK | SELECT SECTOR SPDR TR | $5.4M | 1.97% | 40,525 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $5.1M | 1.88% | 17,470 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $4.4M | 1.60% | 30,395 | Trimmed |
| 22 | IWM | ISHARES TR | $2.5M | 0.90% | 9,928 | Trimmed |
| 23 | NUE | NUCOR CORP | $1.9M | 0.68% | 11,072 | Hold |
| 24 | JNJ | JOHNSON & JOHNSON | $1.9M | 0.68% | 7,589 | Added |
| 25 | CINF | CINCINNATI FINL CORP | $1.8M | 0.66% | 11,507 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31