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AI & tech investing

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

CIK 2006637

13F filing for Q2 2026・No. 2,600

Holdings
US$990.37M
Quarter change
+US$168.14M
Entries
224
Net bought (estimate)
+US$36.52M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 15
  • Sold out 4
  • Cut 43
  • Added 147
  • Corporate actions 0
  • Unchanged 17

Largest holdings

222 stocks worth US$965.16M, options and bonds left out.

StockThis quarterValueWeight
AMATAPPLIED MATLS INCCOMCutUS$44.2M4.58%
AAPLAppleCOMAddedUS$41.13M4.26%
NVDANvidiaCOMAddedUS$37.41M3.88%
CATCATERPILLAR INCCOMCutUS$34.89M3.62%
AMDAMDCOMAddedUS$27.29M2.83%
MSFTMicrosoftCOMAddedUS$25.24M2.62%
LLYELI LILLY & COCOMAddedUS$24.01M2.49%
VMCVULCAN MATLS COCOMAddedUS$22.76M2.36%
JNJJOHNSON & JOHNSONCOMAddedUS$22.56M2.34%
GLWCORNING INCCOMAddedUS$20.7M2.14%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.