account_balance

Investment manager · 13F filer · SEC CIK 2006637

Jamison Private Wealth Management, Inc.

Reported value$988Mas of Sep 30, 2026
Positions228 10 new, 4 sold out
Top 10 weight30.0%AAPL alone is 5%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 4.8% HeldNVDA NVIDIA Corp 4.3% HeldMSFT Microsoft Corp 3.5% HeldAMAT Applied Materials Inc 3.2% HeldAMD Advanced Micro Devices Inc 2.9% HeldCAT Caterpillar Inc 2.7% HeldJNJ Johnson & Johnson 2.4% HeldLLY ELI Lilly & Co 2.3% HeldUPS United Parcel Service Inc 1.9% NewJPM JPMorgan Chase & Co 1.9% HeldVMC Vulcan Materials CO 1.9% HeldGOOG Alphabet Inc. 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • VZ $1.11M
  • LII $323K
  • ON $212K
  • XLV $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist