JAMISON PRIVATE WEALTH MANAGEMENT, INC.: 13F holdings

CIK 20066372026Q2

Positions224
Reported value$990.4m
Filed2026-07-16

Change since last quarter

Positions224 (+10 vs prior quarter)
Reported value$990.4m (+20.4%)

Top 10 holdings

SecuritySharesValueWeight
AMAT APPLIED MATLS INC61,132$44.2m4.5%
AAPL APPLE INC142,129$41.1m4.2%
NVDA NVIDIA CORPORATION186,963$37.4m3.8%
CAT CATERPILLAR INC32,765$34.9m3.5%
AMD ADVANCED MICRO DEVICES INC46,978$27.3m2.8%
MSFT MICROSOFT CORP67,661$25.2m2.5%
LLY ELI LILLY & CO20,014$24.0m2.4%
VMC VULCAN MATLS CO77,158$22.8m2.3%
JNJ JOHNSON & JOHNSON88,830$22.6m2.3%
GLW CORNING INC81,022$20.7m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2006637")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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