JAMISON PRIVATE WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held in its portfolio 208 assets valued at $823,046,492 (i.e. $823.05M).
The most valuable assets in the portfolio included: APPLE INC ($36.50M), NVIDIA CORPORATION ($35.00M), and MICROSOFT CORP ($30.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 208 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 134251 | 36497458 | COM |
| NVIDIA CORPORATION | 187651 | 34996969 | COM |
| MICROSOFT CORP | 64081 | 30990899 | COM |
| ELI LILLY & CO | 20705 | 22251599 | COM |
| VULCAN MATLS CO | 77795 | 22188682 | COM |
| CATERPILLAR INC | 33770 | 19345727 | COM |
| JOHNSON & JOHNSON | 87726 | 18154923 | COM |
| JPMORGAN CHASE & CO. | 55756 | 17965490 | COM |
| BROADCOM INC | 48522 | 16793302 | COM |
| ALPHABET INC | 51539 | 16173009 | CAP STK CL C |
| APPLIED MATLS INC | 61555 | 15818999 | COM |
| BLACKSTONE INC | 97672 | 15055083 | COM |
| AMAZON COM INC | 64445 | 14875196 | COM |
| BANK AMERICA CORP | 266791 | 14673494 | COM |
| WASTE MGMT INC DEL | 66512 | 14613409 | COM |
| ABBVIE INC | 58949 | 13469354 | COM |
| SCHWAB CHARLES CORP | 129839 | 12972234 | COM |
| VISA INC | 36081 | 12653911 | COM CL A |
| HOME DEPOT INC | 35869 | 12342430 | COM |
| GOLDMAN SACHS GROUP INC | 13245 | 11642037 | COM |
| SOUTHERN CO | 130418 | 11372511 | COM |
| MCDONALDS CORP | 35438 | 10830960 | COM |
| TESLA INC | 23266 | 10463187 | COM |
| BERKSHIRE HATHAWAY INC DEL | 20216 | 10161573 | CL B NEW |
| QUALCOMM INC | 59126 | 10113607 | COM |
| SOUTHERN COPPER CORP | 70279 | 10083036 | COM |
| ADVANCED MICRO DEVICES INC | 46219 | 9898262 | COM |
| META PLATFORMS INC | 14691 | 9697844 | CL A |
| COCA COLA CO | 136624 | 9551418 | COM |
| LOCKHEED MARTIN CORP | 19073 | 9225270 | COM |
| AMGEN INC | 27632 | 9044209 | COM |
| COSTCO WHSL CORP NEW | 10401 | 8969388 | COM |
| CHEVRON CORP NEW | 57378 | 8745036 | COM |
| WALMART INC | 73036 | 8136976 | COM |
| AUTOMATIC DATA PROCESSING IN | 30840 | 7933006 | COM |
| PROCTER AND GAMBLE CO | 51133 | 7327895 | COM |
| TRUIST FINL CORP | 146983 | 7233041 | COM |
| CORNING INC | 80008 | 7005554 | COM |
| EXXON MOBIL CORP | 54793 | 6593856 | COM |
| BLACKROCK INC | 5961 | 6379638 | COM |
| PALO ALTO NETWORKS INC | 34383 | 6333349 | COM |
| ISHARES SILVER TR | 95488 | 6151337 | ISHARES |
| DUKE ENERGY CORP NEW | 52252 | 6124377 | COM NEW |
| ISHARES TR | 8831 | 6048749 | CORE S&P500 ETF |
| NORFOLK SOUTHN CORP | 19831 | 5725572 | COM |
| PAYCHEX INC | 50886 | 5708448 | COM |
| SIMON PPTY GROUP INC NEW | 29911 | 5536849 | COM |
| CARDINAL HEALTH INC | 25781 | 5297939 | COM |
| DIGITAL RLTY TR INC | 32619 | 5046570 | COM |
| BHP GROUP LTD | 81095 | 4895681 | SPONSORED ADS |
| CISCO SYS INC | 60014 | 4622917 | COM |
| KKR & CO INC | 35465 | 4521141 | COM |
| RTX CORPORATION | 23629 | 4333529 | COM |
| GENUINE PARTS CO | 33242 | 4087401 | COM |
| NETFLIX INC | 41819 | 3920951 | COM |
| GE AEROSPACE | 12690 | 3908849 | COM NEW |
| GILEAD SCIENCES INC | 31727 | 3894075 | COM |
| INTEL CORP | 104911 | 3871224 | COM |
| FEDEX CORP | 12893 | 3724225 | COM |
| MERCK & CO INC | 34545 | 3636256 | COM |
| BROOKFIELD CORP | 76029 | 3587830 | CL A LTD VT SH |
| GENERAL DYNAMICS CORP | 9921 | 3340068 | COM |
| DISNEY WALT CO | 29212 | 3323503 | COM |
| TJX COS INC NEW | 21254 | 3264793 | COM |
| MERCADOLIBRE INC | 1620 | 3263102 | COM |
| EXELON CORP | 66495 | 2898532 | COM |
| ISHARES TR | 17204 | 2889292 | CORE S&P US GWT |
| INTUITIVE SURGICAL INC | 5025 | 2845960 | COM NEW |
| CONSTELLATION ENERGY CORP | 7617 | 2690775 | COM |
| CROWDSTRIKE HLDGS INC | 5528 | 2591307 | CL A |
| ASTRAZENECA PLC | 27838 | 2559155 | SPONSORED ADR |
| SALESFORCE INC | 9620 | 2548447 | COM |
| PFIZER INC | 98065 | 2441825 | COM |
| MARRIOTT INTL INC NEW | 7591 | 2354817 | CL A |
| NOVARTIS AG | 16871 | 2326005 | SPONSORED ADR |
| PALANTIR TECHNOLOGIES INC | 12812 | 2277334 | CL A |
| AMERICAN ELEC PWR CO INC | 19653 | 2266241 | COM |
| HERSHEY CO | 12287 | 2235973 | COM |
| PEPSICO INC | 15563 | 2233556 | COM |
| DANAHER CORPORATION | 9689 | 2217914 | COM |
| SERVICENOW INC | 14413 | 2207928 | COM |
| ASML HOLDING N V | 2024 | 2165397 | N Y REGISTRY SHS |
| ALPHABET INC | 6683 | 2091858 | CAP STK CL A |
| ALTRIA GROUP INC | 35686 | 2057625 | COM |
| BRISTOL-MYERS SQUIBB CO | 37305 | 2012257 | COM |
| ABBOTT LABS | 15854 | 1986389 | COM |
| BROOKFIELD INFRAST PARTNERS | 57053 | 1982038 | LP INT UNIT |
| OLD DOMINION FREIGHT LINE IN | 12441 | 1950757 | COM |
| ENBRIDGE INC | 40705 | 1946921 | COM |
| ISHARES TR | 15820 | 1901169 | CORE S&P SCP ETF |
| MORGAN STANLEY | 10048 | 1783844 | COM NEW |
| REALTY INCOME CORP | 30467 | 1717460 | COM |
| SPDR GOLD TR | 4301 | 1704531 | GOLD SHS |
| TRACTOR SUPPLY CO | 32467 | 1623671 | COM |
| CONOCOPHILLIPS | 17324 | 1621729 | COM |
| BEAZER HOMES USA INC | 79454 | 1610533 | COM NEW |
| BOEING CO | 7265 | 1577377 | COM |
| IMPINJ INC | 8854 | 1540685 | COM |
| AMERICAN EXPRESS CO | 4126 | 1526477 | COM |
| MONDELEZ INTL INC | 27695 | 1490797 | CL A |
| UNITEDHEALTH GROUP INC | 4504 | 1486680 | COM |
| LAM RESEARCH CORP | 8610 | 1473911 | COM NEW |
| ISHARES TR | 17072 | 1444979 | CORE MSCI TOTAL |
| CAMECO CORP | 15028 | 1374912 | COM |
| SPROTT ASSET MANAGEMENT LP | 57590 | 1362004 | PHYSICAL SILVER |
| PHILIP MORRIS INTL INC | 8259 | 1324777 | COM |
| GE VERNOVA INC | 1985 | 1297541 | COM |
| CITIGROUP INC | 10998 | 1283355 | COM NEW |
| SANOFI SA | 26278 | 1273433 | SPONSORED ADR |
| ENTERPRISE PRODS PARTNERS L | 39464 | 1265226 | COM |
| STARBUCKS CORP | 14762 | 1243101 | COM |
| ADOBE INC | 3313 | 1159517 | COM |
| VERIZON COMMUNICATIONS INC | 27151 | 1105871 | COM |
| CUMMINS INC | 2084 | 1063740 | COM |
| SHERWIN WILLIAMS CO | 3210 | 1040069 | COM |
| ISHARES TR | 2078 | 983368 | RUS 1000 GRW ETF |
| TOLL BROTHERS INC | 7126 | 963585 | COM |
| EQUITY RESIDENTIAL | 14853 | 936340 | SH BEN INT |
| DIAMONDBACK ENERGY INC | 6109 | 918323 | COM |
| SPDR S&P 500 ETF TR | 1325 | 903589 | TR UNIT |
| ISHARES GOLD TR | 10954 | 889137 | ISHARES NEW |
| GSK PLC | 17612 | 863674 | SPONSORED ADR |
| ISHARES TR | 8814 | 788501 | CORE MSCI EAFE |
| STRYKER CORPORATION | 2241 | 787576 | COM |
| NOVO-NORDISK A S | 14956 | 760962 | ADR |
| KEYCORP | 36746 | 758444 | COM |
| CANADIAN NAT RES LTD | 22209 | 751775 | COM |
| PAYPAL HLDGS INC | 12802 | 747370 | COM |
| ATMOS ENERGY CORP | 4146 | 694917 | COM |
| DOLLAR GEN CORP NEW | 5172 | 686732 | COM |
| VANGUARD SPECIALIZED FUNDS | 3112 | 683891 | DIV APP ETF |
| CONSOLIDATED EDISON INC | 6859 | 681170 | COM |
| ZSCALER INC | 3022 | 679709 | COM |
| NIKE INC | 10666 | 679549 | CL B |
| AFLAC INC | 6126 | 675546 | COM |
| VEEVA SYS INC | 2966 | 662101 | CL A COM |
| FASTENAL CO | 16087 | 645560 | COM |
| WHEATON PRECIOUS METALS CORP | 5375 | 631671 | COM |
| MEDTRONIC PLC | 6565 | 630629 | SHS |
| ETFS GOLD TR | 15302 | 628607 | PHYSCL GOLD SHS |
| PROLOGIS INC. | 4837 | 617515 | COM |
| ISHARES TR | 5971 | 612299 | CORE S&P US VLU |
| GENERAL MLS INC | 13043 | 606507 | COM |
| SYSCO CORP | 7903 | 582342 | COM |
| BECTON DICKINSON & CO | 2979 | 578141 | COM |
| OCCIDENTAL PETE CORP | 13934 | 572985 | COM |
| LOWES COS INC | 2293 | 552930 | COM |
| COMERICA INC | 6202 | 539175 | COM |
| ISHARES TR | 8101 | 534661 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 8383 | 529608 | US QUALTY FCTR |
| HOST HOTELS & RESORTS INC | 29724 | 527008 | COM |
| INTERNATIONAL BUSINESS MACHS | 1756 | 520224 | COM |
| ISHARES TR | 5206 | 501182 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 793 | 497501 | S&P 500 ETF SHS |
| BANK OZK LITTLE ROCK ARK | 10523 | 484269 | COM |
| PUBLIC STORAGE OPER CO | 1866 | 484246 | COM |
| LYONDELLBASELL INDUSTRIES N | 10743 | 465196 | SHS - A - |
| BANK MONTREAL QUE | 3558 | 461793 | COM |
| VANGUARD INDEX FDS | 1507 | 455390 | SML CP GRW ETF |
| SCHWAB STRATEGIC TR | 17273 | 453068 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 13487 | 439963 | US LCAP GR ETF |
| ORACLE CORP | 2251 | 438810 | COM |
| ISHARES TR | 3096 | 436963 | SELECT DIVID ETF |
| FREEPORT-MCMORAN INC | 8475 | 430462 | CL B |
| BLOCK INC | 6519 | 424322 | CL A |
| CHIPOTLE MEXICAN GRILL INC | 11280 | 417360 | COM |
| CLOUDFLARE INC | 2012 | 396666 | CL A COM |
| ILLINOIS TOOL WKS INC | 1587 | 390987 | COM |
| KIMBERLY-CLARK CORP | 3842 | 387592 | COM |
| ISHARES TR | 1828 | 384536 | RUS 1000 VAL ETF |
| VANGUARD WORLD FD | 509 | 383848 | INF TECH ETF |
| UBER TECHNOLOGIES INC | 4472 | 365408 | COM |
| ISHARES INC | 5395 | 362664 | CORE MSCI EMKT |
| AUBURN NATL BANCORP | 12510 | 337156 | COM |
| ALBEMARLE CORP | 2366 | 334578 | COM |
| DIAGEO PLC | 3781 | 326219 | SPON ADR NEW |
| VANGUARD INDEX FDS | 666 | 324859 | GROWTH ETF |
| SHOPIFY INC | 2008 | 323228 | CL A SUB VTG SHS |
| UNITED BANKSHARES INC WEST V | 8000 | 307200 | COM |
| INTERNATIONAL PAPER CO | 7773 | 306192 | COM |
| COLGATE PALMOLIVE CO | 3633 | 287092 | COM |
| SOUTHSIDE BANCSHARES INC | 9412 | 286035 | COM |
| LENNOX INTL INC | 553 | 268322 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 877 | 266512 | SPONSORED ADS |
| SCHWAB STRATEGIC TR | 8984 | 255867 | US SML CAP ETF |
| SHELL PLC | 3446 | 253207 | SPON ADS |
| BANK NOVA SCOTIA HALIFAX | 3352 | 247009 | COM |
| PNC FINL SVCS GROUP INC | 1151 | 240327 | COM |
| ISHARES TR | 974 | 239660 | RUSSELL 2000 ETF |
| ENTERGY CORP NEW | 2591 | 239497 | COM |
| SCHWAB STRATEGIC TR | 8724 | 239294 | US DIVIDEND EQ |
| VERALTO CORP | 2373 | 236778 | COM SHS |
| SYNOVUS FINL CORP | 4594 | 229909 | COM NEW |
| 3M CO | 1417 | 226893 | COM |
| HONDA MOTOR LTD | 7665 | 225965 | ADR ECH CNV IN 3 |
| TEXAS INSTRS INC | 1294 | 224498 | COM |
| PHILLIPS 66 | 1712 | 220897 | COM |
| RYMAN HOSPITALITY PPTYS INC | 2274 | 215205 | COM |
| SNOWFLAKE INC | 958 | 210147 | COM SHS |
| KRAFT HEINZ CO | 8615 | 208916 | COM |
| FORTIVE CORP | 3753 | 207204 | COM |
| LABCORP HOLDINGS INC | 825 | 206976 | COM SHS |
| DUPONT DE NEMOURS INC | 5133 | 206361 | COM |
| CULLEN FROST BANKERS INC | 1623 | 205498 | COM |
| MACYS INC | 9238 | 203703 | COM |
| FERRARI N V | 545 | 201411 | COM |
| ARBOR REALTY TRUST INC | 14008 | 108699 | COM |
| BORR DRILLING LTD | 11622 | 46837 | SHS |
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