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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 $987,527,894
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 142,248 $47,371,428 4.8%
2.
Nvidia Corp
 NVDA 184,721 $42,186,523 4.27%
3.
Microsoft Corp
 MSFT 68,288 $35,025,111 3.55%
4.
Applied Materials Inc
 AMAT 60,903 $31,144,711 3.15%
5.
Advanced Micro Devices Inc
 AMD 46,770 $28,611,894 2.9%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.