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Latest JAMISON PRIVATE WEALTH MANAGEMENT, INC. Stock Portfolio

JAMISON PRIVATE WEALTH MANAGEMENT, INC. Performance:
2025 Q3: 6.86%YTD: 11.4%2024: 15.01%
Performance for 2025 Q3 is 6.86%, and YTD is 11.4%, and 2024 is 15.01%.

About JAMISON PRIVATE WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported an equity portfolio of $789.5 Millions as of 30 Sep, 2025.

The top stock holdings of JAMISON PRIVATE WEALTH MANAGEMENT, INC. are NVDA, AAPL, MSFT. The fund has invested 4.5% of it's portfolio in NVIDIA CORPORATION and 4.3% of portfolio in APPLE INC.

The fund managers got completely rid off CLOROX CO DEL (CLX) and ONEOK INC NEW (OKE) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), DRAFTKINGS INC NEW (DKNG) and 3M CO (MMM). JAMISON PRIVATE WEALTH MANAGEMENT, INC. opened new stock positions in NOVO-NORDISK A S, CLOUDFLARE INC (NET) and FREEPORT-MCMORAN INC (FCX). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), BROOKFIELD CORP and BOEING CO (BA).

JAMISON PRIVATE WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that JAMISON PRIVATE WEALTH MANAGEMENT, INC. made a return of 6.86% in the last quarter. In trailing 12 months, it's portfolio return was 10.71%.

New Buys

Ticker$ Bought
novo-nordisk a s624,152
cloudflare inc397,207
freeport-mcmoran inc330,036
colgate palmolive co294,272
taiwan semiconductor mfg ltd244,938
schwab strategic tr244,220
ferrari n v239,700
texas instrs inc238,015
New stocks bought by JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Additions

Ticker% Inc.
spdr gold tr476
brookfield corp304
boeing co219
altria group inc108
prologis inc.86.3
public storage oper co83.09
johnson & johnson82.1
unitedhealth group inc70.23
Additions to existing portfolio by JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Reductions

Ticker% Reduced
schwab strategic tr-30.68
draftkings inc new-28.09
3m co-26.88
diageo plc-15.76
nike inc-12.2
kraft heinz co-10.49
pfizer inc-9.49
rh-9.34
JAMISON PRIVATE WEALTH MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
oneok inc new-202,198
clorox co del-226,824
JAMISON PRIVATE WEALTH MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

JAMISON PRIVATE WEALTH MANAGEMENT, INC. has about 23.6% of it's holdings in Technology sector.

Sector%
Technology23.6
Financial Services13.1
Industrials12.3
Healthcare10
Others9.1
Consumer Cyclical9
Consumer Defensive6
Communication Services4.4
Basic Materials4.4
Utilities3.5
Energy2.7
Real Estate2

Market Cap. Distribution

JAMISON PRIVATE WEALTH MANAGEMENT, INC. has about 90% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP46.7
MEGA-CAP43.3
UNALLOCATED9.1

Stocks belong to which Index?

About 86.4% of the stocks held by JAMISON PRIVATE WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50086.4
Others13.1
Top 5 Winners (%)%
GLW
corning inc
54.1 %
M
macys inc
53.6 %
INTC
intel corp
49.3 %
PI
impinj inc
45.2 %
TSLA
tesla inc
37.6 %
Top 5 Winners ($)$
AAPL
apple inc
5.8 M
NVDA
nvidia corporation
5.6 M
VMC
vulcan matls co
3.8 M
GOOG
alphabet inc
3.3 M
CAT
caterpillar inc
3.0 M
Top 5 Losers (%)%
CMG
chipotle mexican grill inc
-27.5 %
ISRG
intuitive surgical inc
-16.5 %
UPS
united parcel service inc
-16.5 %
PAYX
paychex inc
-12.8 %
DKNG
draftkings inc new
-12.8 %
Top 5 Losers ($)$
UPS
united parcel service inc
-3.2 M
PAYX
paychex inc
-0.9 M
COST
costco whsl corp new
-0.7 M
KO
coca cola co
-0.6 M
WM
waste mgmt inc del
-0.5 M

JAMISON PRIVATE WEALTH MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JAMISON PRIVATE WEALTH MANAGEMENT, INC.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. has 209 stocks in it's portfolio. About 28.6% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for JAMISON PRIVATE WEALTH MANAGEMENT, INC. last quarter.

Last Reported on: 14 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions