Long-term investor
Jamison Private Wealth Management, Inc. @jamisonprivatewealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002006637).
Record
- Tracked since 2025-06-30 (454 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +43.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 4.5% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- NVDA · 3.8% · long · since 2025-06-30
- CAT · 3.5% · long · since 2025-06-30
- AMD · 2.8% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- LLY · 2.4% · long · since 2025-06-30
- VMC · 2.3% · long · since 2025-06-30
- JNJ · 2.3% · long · since 2025-06-30
- UPS_CALL · 2.2% · long · since 2026-06-30
- GLW · 2.1% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30