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Home > Institutional Investor > Jamison Private Wealth Management, Inc. > Profile

Instuitional Investor - Jamison Private Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Jamison Private Wealth Management, Inc.
Portfolio Value $822,222,284
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 133,791 $33,954,647 4.13%
2.
Nvidia Corp
 NVDA 184,757 $32,221,672 3.92%
3.
Microsoft Corp
 MSFT 64,478 $23,867,543 2.9%
4.
Caterpillar Inc
 CAT 32,974 $23,360,333 2.84%
5.
Johnson & Johnson
 JNJ 88,262 $21,574,893 2.62%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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