JAMISON PRIVATE WEALTH MANAGEMENT, INC.
•CIK: 2006637•Filing: Q4 2025
**JAMISON PRIVATE WEALTH MANAGEMENT, INC.** manages $823M across a diversified portfolio of 210 positions. The firm maintains significant exposure to mega-cap technology and healthcare leaders, with top holdings including AAPL at $36.5M and NVDA at $35.0M. Further concentration is evident in MSFT ($31.0M) and LLY ($22.3M), indicating a strategic focus on established growth sectors. This allocation suggests a core mandate prioritizing large-cap technology and defensive growth names.
Total AUM
$802.8M
QoQ Performance
+3.8%
Positions
191
Top 10 Concentration
29.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.5%
NVDA4.4%
MSFT3.9%
LLY2.8%
VMC2.8%
CAT2.4%
JNJ2.3%
JPM2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other33.1%
Technology22.7%
Financial11.6%
Healthcare10.1%
Consumer8.9%
Industrial5.3%
Utilities2.3%
Consumer Staples1.9%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW2 new positions
↑121 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023