JAMISON PRIVATE WEALTH MANAGEMENT, INC. Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$696.5B
Holdings
197
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (197 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 64,335 | $32.0B | 4.59% | |
| 2 | NVDANVIDIA CORPORATION | 194,758 | $30.8B | 4.42% | |
| 3 | AAPLAPPLE INC | 116,947 | $24.0B | 3.44% | |
| 4 | VMCVULCAN MATLS CO | 80,709 | $21.1B | 3.02% | |
| 5 | UPSUNITED PARCEL SERVICE INC | 185,216 | $18.7B | 2.68% | |
| 6 | LLYELI LILLY & CO | 20,884 | $16.3B | 2.34% | |
| 7 | JPMJPMORGAN CHASE & CO. | 54,502 | $15.8B | 2.27% | |
| 8 | WMWASTE MGMT INC DEL | 66,314 | $15.2B | 2.18% | |
| 9 | BXBLACKSTONE INC | 95,520 | $14.3B | 2.05% | |
| 10 | AMZNAMAZON COM INC | 62,474 | $13.7B | 1.97% | |
| 11 | AVGOBROADCOM INC | 48,398 | $13.3B | 1.92% | |
| 12 | CATCATERPILLAR INC | 33,847 | $13.1B | 1.89% | |
| 13 | VVISA INC | 36,606 | $13.0B | 1.87% | |
| 14 | HDHOME DEPOT INC | 34,353 | $12.6B | 1.81% | |
| 15 | BACBANK AMERICA CORP | 266,117 | $12.6B | 1.81% | |
| 16 | SOSOUTHERN CO | 127,036 | $11.7B | 1.67% | |
| 17 | SCHWSCHWAB CHARLES CORP | 127,653 | $11.6B | 1.67% | |
| 18 | AMATAPPLIED MATLS INC | 60,942 | $11.2B | 1.60% | |
| 19 | METAMETA PLATFORMS INC | 14,242 | $10.5B | 1.51% | |
| 20 | ABBVABBVIE INC | 55,942 | $10.4B | 1.49% | |
| 21 | COSTCOSTCO WHSL CORP NEW | 10,163 | $10.1B | 1.44% | |
| 22 | MCDMCDONALDS CORP | 34,082 | $10.0B | 1.43% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,729 | $9.6B | 1.38% | |
| 24 | KOCOCA COLA CO | 131,670 | $9.3B | 1.34% | |
| 25 | QCOMQUALCOMM INC | 58,123 | $9.3B | 1.33% | |
| 26 | ADPAUTOMATIC DATA PROCESSING IN | 29,217 | $9.0B | 1.29% | |
| 27 | GSGOLDMAN SACHS GROUP INC | 12,591 | $8.9B | 1.28% | |
| 28 | GOOGALPHABET INC | 50,208 | $8.9B | 1.28% | |
| 29 | LMTLOCKHEED MARTIN CORP | 18,095 | $8.4B | 1.20% | |
| 30 | PGPROCTER AND GAMBLE CO | 48,300 | $7.7B | 1.10% | |
| 31 | CVXCHEVRON CORP NEW | 51,998 | $7.4B | 1.07% | |
| 32 | JNJJOHNSON & JOHNSON | 48,074 | $7.3B | 1.05% | |
| 33 | AMGNAMGEN INC | 26,233 | $7.3B | 1.05% | |
| 34 | PAYXPAYCHEX INC | 49,245 | $7.2B | 1.03% | |
| 35 | TSLATESLA INC | 21,831 | $6.9B | 1.00% | |
| 36 | SCCOSOUTHERN COPPER CORP | 68,216 | $6.9B | 0.99% | |
| 37 | WMTWALMART INC | 70,240 | $6.9B | 0.99% | |
| 38 | PANWPALO ALTO NETWORKS INC | 33,012 | $6.8B | 0.97% | |
| 39 | AMDADVANCED MICRO DEVICES INC | 44,057 | $6.3B | 0.90% | |
| 40 | TFCTRUIST FINL CORP | 140,647 | $6.0B | 0.87% | |
| 41 | BLKBLACKROCK INC | 5,699 | $6.0B | 0.86% | |
| 42 | DUKDUKE ENERGY CORP NEW | 49,310 | $5.8B | 0.84% | |
| 43 | XOMEXXON MOBIL CORP | 52,319 | $5.6B | 0.81% | |
| 44 | FQIDIGITAL RLTY TR INC | 30,766 | $5.4B | 0.77% | |
| 45 | NSCNORFOLK SOUTHN CORP | 20,015 | $5.1B | 0.74% | |
| 46 | IVVISHARES TR | 8,093 | $5.0B | 0.72% | |
| 47 | NFLXNETFLIX INC | 3,752 | $5.0B | 0.72% | |
| 48 | KKRKKR & CO INC | 34,731 | $4.6B | 0.66% | |
| 49 | SPGSIMON PPTY GROUP INC NEW | 27,236 | $4.4B | 0.63% | |
| 50 | CAHCARDINAL HEALTH INC | 25,504 | $4.3B | 0.62% | |
| 51 | CSCOCISCO SYS INC | 60,049 | $4.2B | 0.60% | |
| 52 | DISDISNEY WALT CO | 33,452 | $4.1B | 0.60% | |
| 53 | GLWCORNING INC | 77,869 | $4.1B | 0.59% | |
| 54 | GPCGENUINE PARTS CO | 33,402 | $4.1B | 0.58% | |
| 55 | BHPBHP GROUP LTD | 80,921 | $3.9B | 0.56% | |
| 56 | MLB1MERCADOLIBRE INC | 1,472 | $3.8B | 0.55% | |
| 57 | RTXRTX CORPORATION | 23,509 | $3.4B | 0.49% | |
| 58 | GILDGILEAD SCIENCES INC | 29,500 | $3.3B | 0.47% | |
| 59 | SLVISHARES SILVER TR | 95,488 | $3.1B | 0.45% | |
| 60 | GEGE AEROSPACE | 11,887 | $3.1B | 0.44% | |
| 61 | PFEPFIZER INC | 117,612 | $2.9B | 0.41% | |
| 62 | FDXFEDEX CORP | 11,810 | $2.7B | 0.39% | |
| 63 | NOWSERVICENOW INC | 2,611 | $2.7B | 0.39% | |
| 64 | GDGENERAL DYNAMICS CORP | 9,051 | $2.6B | 0.38% | |
| 65 | IUSGISHARES TR | 16,733 | $2.5B | 0.36% | |
| 66 | CRWDCROWDSTRIKE HLDGS INC | 4,923 | $2.5B | 0.36% | |
| 67 | CEGCONSTELLATION ENERGY CORP | 7,739 | $2.5B | 0.36% | |
| 68 | ISRGINTUITIVE SURGICAL INC | 4,589 | $2.5B | 0.36% | |
| 69 | TJXTJX COS INC NEW | 19,766 | $2.4B | 0.35% | |
| 70 | INTCINTEL CORP | 104,806 | $2.3B | 0.34% | |
| 71 | MRKMERCK & CO INC | 29,051 | $2.3B | 0.33% | |
| 72 | PEOEXELON CORP | 52,829 | $2.3B | 0.33% | |
| 73 | NVSNNOVARTIS AG | 17,568 | $2.1B | 0.31% | |
| 74 | CRMSALESFORCE INC | 7,583 | $2.1B | 0.30% | |
| 75 | AEPAMERICAN ELEC PWR CO INC | 19,712 | $2.0B | 0.29% | |
| 76 | BIPBROOKFIELD INFRAST PARTNERS | 58,619 | $2.0B | 0.28% | |
| 77 | AZNASTRAZENECA PLC | 28,055 | $2.0B | 0.28% | |
| 78 | MDLZMONDELEZ INTL INC | 28,817 | $1.9B | 0.28% | |
| 79 | DHRDANAHER CORPORATION | 9,758 | $1.9B | 0.28% | |
| 80 | MARMARRIOTT INTL INC NEW | 6,956 | $1.9B | 0.27% | |
| 81 | BMYBRISTOL-MYERS SQUIBB CO | 40,717 | $1.9B | 0.27% | |
| 82 | BZHBEAZER HOMES USA INC | 81,953 | $1.8B | 0.26% | |
| 83 | HSYHERSHEY CO | 10,924 | $1.8B | 0.26% | |
| 84 | ODFLOLD DOMINION FREIGHT LINE IN | 11,167 | $1.8B | 0.26% | |
| 85 | ABTABBOTT LABS | 12,243 | $1.7B | 0.24% | |
| 86 | PEPPEPSICO INC | 12,430 | $1.6B | 0.24% | |
| 87 | COPCONOCOPHILLIPS | 17,165 | $1.5B | 0.22% | |
| 88 | TSCOTRACTOR SUPPLY CO | 29,124 | $1.5B | 0.22% | |
| 89 | OREALTY INCOME CORP | 26,600 | $1.5B | 0.22% | |
| 90 | ENBENBRIDGE INC | 31,721 | $1.4B | 0.21% | |
| 91 | IJRISHARES TR | 13,001 | $1.4B | 0.20% | |
| 92 | PLTRPALANTIR TECHNOLOGIES INC | 9,854 | $1.3B | 0.19% | |
| 93 | ASMLASML HOLDING N V | 1,672 | $1.3B | 0.19% | |
| 94 | AXPAMERICAN EXPRESS CO | 4,189 | $1.3B | 0.19% | |
| 95 | SNYSANOFI | 27,520 | $1.3B | 0.19% | |
| 96 | EPDENTERPRISE PRODS PARTNERS L | 39,308 | $1.2B | 0.18% | |
| 97 | GOOGLALPHABET INC | 6,633 | $1.2B | 0.17% | |
| 98 | BACVERIZON COMMUNICATIONS INC | 26,903 | $1.2B | 0.17% | |
| 99 | CMACOMERICA INC | 19,364 | $1.2B | 0.17% | |
| 100 | SBUXSTARBUCKS CORP | 11,785 | $1.1B | 0.16% |
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