JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Est. AUM

$822.2M

13F long equity, this entity only

Positions

214

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$34.0M	133791	4.13%	SOLE
2	NVIDIA CORPORATION	COM	$32.2M	184757	3.92%	SOLE
3	MICROSOFT CORP	COM	$23.9M	64478	2.90%	SOLE
4	CATERPILLAR INC	COM	$23.4M	32974	2.84%	SOLE
5	JOHNSON & JOHNSON	COM	$21.6M	88262	2.62%	SOLE
6	APPLIED MATLS INC	COM	$21.0M	61566	2.56%	SOLE
7	VULCAN MATLS CO	COM	$21.0M	77133	2.55%	SOLE
8	UNITED PARCEL SVCS INC	CALL	$19.7M	199911	2.39%	SOLE
9	ELI LILLY & CO	COM	$18.3M	19904	2.23%	SOLE
10	JPMORGAN CHASE & CO	COM	$16.6M	56272	2.01%	SOLE
11	WASTE MGMT INC DEL	COM	$15.3M	66691	1.86%	SOLE
12	BROADCOM INC	COM	$15.3M	49393	1.86%	SOLE
13	ALPHABET INC	CAP STK CL C	$14.8M	51506	1.80%	SOLE
14	AMAZON COM INC	COM	$13.8M	66438	1.68%	SOLE
15	BANK AMERICA CORP	COM	$13.1M	268064	1.59%	SOLE
16	ABBVIE INC	COM	$12.9M	59423	1.57%	SOLE
17	SOUTHERN CO	COM	$12.8M	132679	1.56%	SOLE
18	SCHWAB CHARLES CORP	COM	$12.3M	131083	1.50%	SOLE
19	CHEVRON CORPORATION	COM	$12.1M	58433	1.47%	SOLE
20	HOME DEPOT INC	COM	$11.9M	36313	1.45%	SOLE
21	LOCKHEED MARTIN CORP	COM	$11.6M	19145	1.41%	SOLE
22	BLACKSTONE INC	COM	$11.5M	100422	1.40%	SOLE
23	GOLDMAN SACHS GROUP INC	COM	$11.3M	13412	1.38%	SOLE
24	MCDONALDS CORP	COM	$11.2M	35896	1.36%	SOLE
25	CORNING INC	COM	$11.0M	81005	1.34%	SOLE
26	VISA INC	COM CL A	$10.7M	35298	1.30%	SOLE
27	COCA COLA CO	COM	$10.5M	137882	1.28%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$10.5M	10523	1.28%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.0M	20777	1.21%	SOLE
30	AMGEN INC	COM	$9.9M	28100	1.20%	SOLE
31	ADVANCED MICRO DEVICES INC	COM	$9.5M	46690	1.16%	SOLE
32	EXXON MOBIL CORP	COM	$9.4M	55695	1.15%	SOLE
33	WALMART INC	COM	$9.2M	74208	1.12%	SOLE
34	TESLA INC	COM	$8.8M	23798	1.08%	SOLE
35	META PLATFORMS INC	CL A	$8.7M	15175	1.06%	SOLE
36	SOUTHERN COPPER CORP	COM	$8.7M	50348	1.05%	SOLE
37	QUALCOMM INC	COM	$7.9M	61554	0.96%	SOLE
38	PROCTER & GAMBLE CO	COM	$7.4M	51137	0.90%	SOLE
39	DUKE ENERGY CORP NEW	COM NEW	$7.0M	53538	0.85%	SOLE
40	TRUIST FINL CORP	COM	$6.7M	146788	0.82%	SOLE
41	ISHARES SILVER TR	ISHARES	$6.5M	96094	0.80%	SOLE
42	AUTOMATIC DATA PROCESSING IN	COM	$6.3M	30774	0.76%	SOLE
43	DIGITAL RLTY TR INC	COM	$6.0M	33384	0.73%	SOLE
44	BHP BILLITON LIMITED	SPONSORED ADS	$5.9M	81583	0.72%	SOLE
45	ISHARES TR	CORE S&P500 ETF	$5.9M	9083	0.72%	SOLE
46	BLACKROCK INC	COM	$5.9M	6116	0.72%	SOLE
47	PALO ALTO NETWORKS INC	COM	$5.8M	36341	0.71%	SOLE
48	SIMON PPTY GROUP INC NEW	COM	$5.7M	30376	0.69%	SOLE
49	NORFOLK SOUTHN CORP	COM	$5.7M	19743	0.69%	SOLE
50	CARDINAL HEALTH INC	COM	$5.5M	25956	0.67%	SOLE

1–50 of 214

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.