JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Q4 2025 13F Holdings

  • Location
    milton, GA
  • Num holdings

    210

  • Value ($000)

    $823,046

  • Date Filed
    01/15/2026
  • Form type
    13F-HR
  • CIK
    0002006637
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$36.5M
4 %

134,251

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$35M
4 %

187,651

M
MSFT

MICROSOFT CORP

COM
594918104
$30.99M
4 %

64,081

L
LLY

ELI LILLY & CO

COM
532457108
$22.25M
3 %

20,705

V
VMC

VULCAN MATLS CO

COM
929160109
$22.19M
3 %

77,795

U
UPS

UNITED PARCEL SERVICE INC

CALL
911312106
$19.7M
2 %

198,599

C
CAT

CATERPILLAR INC

COM
149123101
$19.35M
2 %

33,770

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$18.15M
2 %

87,726

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$17.97M
2 %

55,756

A
AVGO

BROADCOM INC

COM
11135F101
$16.79M
2 %

48,522

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