1y return+26.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $172 against $175 in the S&P 500.2
Jamison Private Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMATApplied Matls Inc | $44.2M | 4.6% | |
| AAPLApple Inc | $41.1M | 4.3% | +6.2% |
| NVDANvidia Corporation | $37.4M | 3.9% | +1.2% |
| CATCaterpillar Inc | $34.9M | 3.6% | |
| AMDAdvanced Micro Devices Inc | $27.3M | 2.8% | |
| MSFTMicrosoft Corp | $25.2M | 2.6% | +4.9% |
| LLYEli Lilly & Co | $24.0M | 2.5% | |
| VMCVulcan Matls Co | $22.8M | 2.4% | |
| JNJJohnson & Johnson | $22.6M | 2.3% | |
| GLWCorning Inc | $20.7M | 2.1% | |
| AVGOBroadcom Inc | $18.8M | 1.9% | |
| JPMJpmorgan Chase & Co | $18.7M | 1.9% | +1.5% |
| GOOGAlphabet Inc | $18.4M | 1.9% | +1.1% |
| AMZNAmazon Com Inc | $16.2M | 1.7% | +2.3% |
| BACBank Of Amer Corp | $15.4M | 1.6% | |
| ABBVAbbvie Inc | $15.3M | 1.6% | +2.3% |
| WMWaste Mgmt Inc Del | $15.0M | 1.6% | |
| INTCIntel Corp | $14.4M | 1.5% | |
| GSGoldman Sachs Group Inc | $13.8M | 1.4% | +1.6% |
| HDHome Depot Inc | $13.3M | 1.4% | +4.1% |
| SOSouthern Co | $12.8M | 1.3% | +1.2% |
| PANWPalo Alto Networks Inc | $12.8M | 1.3% | +3.2% |
| SCHWSchwab Charles Corp | $12.2M | 1.3% | |
| VVisa Inc | $12.1M | 1.3% | |
| BXBlackstone Inc | $12.0M | 1.2% | +1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | September 30, 2023 | +738.3% | $20.7M |
| AMDAdvanced Micro Devices Inc | September 30, 2023 | +465.0% | $27.3M |
| AMATApplied Matls Inc | September 30, 2023 | +422.2% | $44.2M |
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $37.4M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $18.8M |
| CATCaterpillar Inc | September 30, 2023 | +290.1% | $34.9M |
| GSGoldman Sachs Group Inc | September 30, 2023 | +212.6% | $13.8M |
| PANWPalo Alto Networks Inc | September 30, 2023 | +190.9% | $12.8M |
| GOOGAlphabet Inc | September 30, 2023 | +168.0% | $18.4M |
| SCCOSouthern Copper Corp | September 30, 2023 | +131.5% | $9.0M |
Sold off last quarter
- GISGeneral Mills Inc was $487K
- IPInternational Paper Co was $278K
- DEODiageo PLC was $268K
- Dupont De Nemours IncCUSIP 26614N102 was $231K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.2% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jamison Private Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2006637&type=13F-HR&dateb=&owner=include&count=40CIK 2006637
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2006637/000200663726000003/Filed July 16, 2026 · accession 0002006637-26-000003