Institutional Manager · CIK 0002006637
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
MILTON, GA · File #028-23486
Latest AUM
$823.0M
Positions
210
Top-10 Concentration
38.3%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025210 pos · $823.0M
- 13F HOLDINGS REPORTQ/E Sep 2025209 pos · $789.5M
- 13F HOLDINGS REPORTQ/E Jun 2025197 pos · $696.5M
- 13F HOLDINGS REPORTQ/E Mar 2025195 pos · $656.1M
- 13F HOLDINGS REPORTQ/E Dec 2024205 pos · $677.3M
- 13F HOLDINGS REPORTQ/E Sep 2024501 pos · $656.9M
- 13F HOLDINGS REPORTQ/E Jun 2024470 pos · $601.8M
- 13F HOLDINGS REPORTQ/E Mar 2024521 pos · $591.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 134,251 | $36.5M | 5.85% |
| 2 | NVIDIA CORPORATION | NVDA | 187,651 | $35.0M | 5.61% |
| 3 | MICROSOFT CORP | MSFT | 64,081 | $31.0M | 4.97% |
| 4 | ELI LILLY & CO | LLY | 20,705 | $22.3M | 3.57% |
| 5 | VULCAN MATLS CO | 929160109 | 77,795 | $22.2M | 3.56% |
| 6 | UNITED PARCEL SERVICE INC | UPS | 198,599 | $19.7M | 3.16% |
| 7 | CATERPILLAR INC | CAT | 33,770 | $19.3M | 3.10% |
| 8 | JOHNSON & JOHNSON | JNJ | 87,726 | $18.2M | 2.91% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 55,756 | $18.0M | 2.88% |
| 10 | BROADCOM INC | AVGO | 48,522 | $16.8M | 2.69% |
| 11 | ALPHABET INC | GOOG | 51,539 | $16.2M | 2.59% |
| 12 | APPLIED MATLS INC | 038222105 | 61,555 | $15.8M | 2.54% |
| 13 | BLACKSTONE INC | BX | 97,672 | $15.1M | 2.41% |
| 14 | AMAZON COM INC | AMZN | 64,445 | $14.9M | 2.38% |
| 15 | BANK AMERICA CORP | 060505104 | 266,791 | $14.7M | 2.35% |
| 16 | WASTE MGMT INC DEL | 94106L109 | 66,512 | $14.6M | 2.34% |
| 17 | ABBVIE INC | ABBV | 58,949 | $13.5M | 2.16% |
| 18 | SCHWAB CHARLES CORP | SCHW-PJ | 129,839 | $13.0M | 2.08% |
| 19 | VISA INC | V | 36,081 | $12.7M | 2.03% |
| 20 | HOME DEPOT INC | HD | 35,869 | $12.3M | 1.98% |