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13F-HR filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-15, with 210 holding rows worth $823,046,492.

Accession
0002006637-26-000001
Filed
2026-01-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 210 entries on the cover page, a total value of $823,046,492 stated on the cover page (in dollars after the unit check, H1), rows summing to $823,046,492 with VALUE read as dollars as filed, 13F file number 028-23486. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM134,251$36,497,458dollars as filed
NVIDIA Corp67066G104COM187,651$34,996,969dollars as filed
Microsoft Corp594918104COM64,081$30,990,899dollars as filed
Eli Lilly and Company532457108COM20,705$22,251,599dollars as filed
VULCAN MATLS CO COM929160109Stock77,795$22,188,682dollars as filed
United Parcel Service,Inc. Class B911312106COM198,599$19,699,003dollars as filedprincipal
Caterpillar Inc.149123101COM33,770$19,345,727dollars as filed
Johnson & Johnson478160104COM87,726$18,154,923dollars as filed
JPMorgan Chase & Co46625H100COM55,756$17,965,490dollars as filed
Broadcom Inc.11135F101COM48,522$16,793,302dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM51,539$16,173,009dollars as filed
Applied Materials,Inc.038222105COM61,555$15,818,999dollars as filed
BLACKSTONE INC09260D107COM97,672$15,055,083dollars as filed
Amazon.com, Inc023135106COM64,445$14,875,196dollars as filed
Bank of America Corp060505104COM266,791$14,673,494dollars as filed
Waste Management, Inc.94106L109COM66,512$14,613,409dollars as filed
AbbVie,Inc.00287Y109COM58,949$13,469,354dollars as filed
Charles Schwab Corp808513105COM129,839$12,972,234dollars as filed
Visa Inc92826C839COM36,081$12,653,911dollars as filed
Home Depot, Inc437076102COM35,869$12,342,430dollars as filed
Goldman Sachs Group,Inc.38141G104COM13,245$11,642,037dollars as filed
Southern Company842587107COM130,418$11,372,511dollars as filed
McDonalds Corporation580135101COM35,438$10,830,960dollars as filed
Tesla Motors, Inc88160R101COM23,266$10,463,187dollars as filed
Berkshire Hathaway Inc084670702COM20,216$10,161,573dollars as filed
Qualcomm Incorporated747525103COM59,126$10,113,607dollars as filed
SOUTHERN COPPER CORP84265V105COM70,279$10,083,036dollars as filed
Advanced Micro Devices,Inc.007903107COM46,219$9,898,262dollars as filed
META PLATFORMS INC CL A30303M102COM14,691$9,697,844dollars as filed
Coca-Cola Company191216100COM136,624$9,551,418dollars as filed
Lockheed Martin Corporation539830109COM19,073$9,225,270dollars as filed
Amgen Inc.031162100COM27,632$9,044,209dollars as filed
Costco Wholesale Corporation22160K105COM10,401$8,969,388dollars as filed
Chevron Corporation166764100COM57,378$8,745,036dollars as filed
Walmart Inc.931142103COM73,036$8,136,976dollars as filed
Automatic Data Processing,Inc.053015103COM30,840$7,933,006dollars as filed
Procter & Gamble Co742718109COM51,133$7,327,895dollars as filed
TRUIST FINL CORP COM89832Q109Stock146,983$7,233,041dollars as filed
CORNING INC219350105COM80,008$7,005,554dollars as filed
EXXON MOBIL CORP30231G102COM54,793$6,593,856dollars as filed
BlackRock,Inc.09290D101COM5,961$6,379,638dollars as filed
PALO ALTO NETWORKS INC697435105COM34,383$6,333,349dollars as filed
iShares Silver Trust46428Q109COM95,488$6,151,337dollars as filed
Duke Energy Corporation26441C204COM52,252$6,124,377dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS8,831$6,048,749dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock19,831$5,725,572dollars as filed
PAYCHEX INC704326107COM50,886$5,708,448dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT29,911$5,536,849dollars as filed
CARDINAL HEALTH INC14149Y108COM25,781$5,297,939dollars as filed
DIGITAL RLTY TR INC COM253868103REIT32,619$5,046,570dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR81,095$4,895,681dollars as filed
Cisco Systems,Inc.17275R102COM60,014$4,622,917dollars as filed
KKR & CO INC48251W104COM35,465$4,521,141dollars as filed
Raytheon Technologies Corporation75513E101COM23,629$4,333,529dollars as filed
GENUINE PARTS CO COM372460105Stock33,242$4,087,401dollars as filed
Netflix, Inc64110L106COM41,819$3,920,951dollars as filed
General Electric Company369604301COM12,690$3,908,849dollars as filed
Gilead Sciences,Inc.375558103COM31,727$3,894,075dollars as filed
Intel Corp458140100COM104,911$3,871,224dollars as filed
FEDEX CORP COM31428X106Stock12,893$3,724,225dollars as filed
Merck & Co.,Inc.58933Y105COM34,545$3,636,256dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock76,029$3,587,830dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock9,921$3,340,068dollars as filed
Walt Disney Co254687106COM29,212$3,323,503dollars as filed
TJX Companies Inc872540109COM21,254$3,264,793dollars as filed
MERCADOLIBREINC58733R102STOK1,620$3,263,102dollars as filed
EXELON CORP COM30161N101Stock66,495$2,898,532dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF17,204$2,889,292dollars as filed
Intuitive Surgical,Inc.46120E602COM5,025$2,845,960dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock7,617$2,690,775dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM5,528$2,591,307dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR27,838$2,559,155dollars as filed
Salesforce.com, Inc79466L302COM9,620$2,548,447dollars as filed
Pfizer Inc.717081103COM98,065$2,441,825dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock7,591$2,354,817dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR16,871$2,326,005dollars as filed
Palantir Technologies Inc. Class A69608A108COM12,812$2,277,334dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock19,653$2,266,241dollars as filed
HERSHEY CO COM427866108Stock12,287$2,235,973dollars as filed
PepsiCo,Inc.713448108COM15,563$2,233,556dollars as filed
Danaher Corporation235851102COM9,689$2,217,914dollars as filed
ServiceNow,Inc.81762P102COM14,413$2,207,928dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,024$2,165,397dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,683$2,091,858dollars as filed
Altria Group Inc02209S103COM35,686$2,057,625dollars as filed
Bristol-Myers Squibb Company110122108COM37,305$2,012,257dollars as filed
Abbott Laboratories002824100COM15,854$1,986,389dollars as filed
BROOKFIELD INFRASTRUCTURE PAG16252101LP INT UNIT57,053$1,982,038dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock12,441$1,950,757dollars as filed
ENBRIDGE INC COM29250N105Stock40,705$1,946,921dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS15,820$1,901,169dollars as filed
Morgan Stanley617446448COM10,048$1,783,844dollars as filed
REALTY INCOME CORP COM756109104REIT30,467$1,717,460dollars as filed
SPDR GOLD TR78463V107GOLD SHS4,301$1,704,531dollars as filed
TRACTOR SUPPLY CO COM892356106Stock32,467$1,623,671dollars as filed
ConocoPhillips20825C104COM17,324$1,621,729dollars as filed
BEAZER HOMES USA INC07556Q881COMMON STOCK79,454$1,610,533dollars as filed
Boeing Company097023105COM7,265$1,577,377dollars as filed
IMPINJ INC453204109COM8,854$1,540,685dollars as filed
American Express Company025816109COM4,126$1,526,477dollars as filed
Mondelez International,Inc. Class A609207105COM27,695$1,490,797dollars as filed
UnitedHealth Group Inc91324P102COM4,504$1,486,680dollars as filed
Lam Research Corporation512807306COM8,610$1,473,911dollars as filed
ISHARES TR46432F834COM17,072$1,444,979dollars as filed
CAMECO CORP COM13321L108Stock15,028$1,374,912dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT57,590$1,362,004dollars as filed
Philip Morris International Inc.718172109COM8,259$1,324,777dollars as filed
GE Vernova Inc.36828A101COM1,985$1,297,541dollars as filed
Citigroup Inc.172967424COM10,998$1,283,355dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR26,278$1,273,433dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM39,464$1,265,226dollars as filed
Starbucks Corporation855244109COM14,762$1,243,101dollars as filed
Adobe Inc00724F101COM3,313$1,159,517dollars as filed
Verizon Communications Inc92343V104COM27,151$1,105,871dollars as filed
CUMMINS INC COM231021106Stock2,084$1,063,740dollars as filed
SHERWIN WILLIAMS CO824348106COM3,210$1,040,069dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,078$983,368dollars as filed
TOLL BROTHERS INC COM889478103Stock7,126$963,585dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT14,853$936,340dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock6,109$918,323dollars as filed
SPY78462F103SHS1,325$903,589dollars as filed
iShares Gold Trust464285204COM10,954$889,137dollars as filed
GSK PLC SPONSORED ADR37733W204ADR17,612$863,674dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS8,814$788,501dollars as filed
Stryker Corporation863667101COM2,241$787,576dollars as filed
NOVO-NORDISK A S ADR670100205ADR14,956$760,962dollars as filed
KEYCORP COM493267108Stock36,746$758,444dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock22,209$751,775dollars as filed
PAYPALHLDGSINC70450Y103STOK12,802$747,370dollars as filed
ATMOS ENERGY CORP COM049560105Stock4,146$694,917dollars as filed
DOLLAR GEN CORP COM256677105Stock5,172$686,732dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,112$683,891dollars as filed
CONSOLIDATED EDISON INC209115104COM6,859$681,170dollars as filed
ZSCALERINC98980G102STOK3,022$679,709dollars as filed
NIKE,Inc. Class B654106103COM10,666$679,549dollars as filed
AFLAC INC COM001055102Stock6,126$675,546dollars as filed
VEEVA SYS INC CL A COM922475108Stock2,966$662,101dollars as filed
FASTENAL CO COM311900104Stock16,087$645,560dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock5,375$631,671dollars as filed
Medtronic PlcG5960L103COM6,565$630,629dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS15,302$628,607dollars as filed
Prologis,Inc.74340W103COM4,837$617,515dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS5,971$612,299dollars as filed
GENERAL MILLS INC COM370334104Stock13,043$606,507dollars as filed
SYSCOCORP871829107COM7,903$582,342dollars as filed
BECTON DICKINSON & CO075887109COM2,979$578,141dollars as filed
OCCIDENTAL PETE CORP674599105COM13,934$572,985dollars as filed
Lowes Companies,Inc.548661107COM2,293$552,930dollars as filed
COMERICAINC200340107COM6,202$539,175dollars as filed
IJH464287507COM8,101$534,661dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR8,383$529,608dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT29,724$527,008dollars as filed
IShares Bitcoin Trust Registered46438F101SHS10,596$526,092dollars as filedprincipal
International Business Machines Corporation459200101COM1,756$520,224dollars as filed
iShares Russell Midcap ETF464287499SHS5,206$501,182dollars as filed
Vanguard S&P 500 ETF922908363COM793$497,501dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock10,523$484,269dollars as filed
PUBLIC STORAGE COM74460D109REIT1,866$484,246dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock10,743$465,196dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock3,558$461,793dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,507$455,390dollars as filed
Schwab U.S. Broad Market ETF808524102SHS17,273$453,068dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS13,487$439,963dollars as filed
Oracle Corporation68389X105COM2,251$438,810dollars as filed
ISHARES TR464287168COM3,096$436,963dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock8,475$430,462dollars as filed
BLOCK INC CL A852234103Stock6,519$424,322dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK11,280$417,360dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock2,012$396,666dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,587$390,987dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock3,842$387,592dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,828$384,536dollars as filed
VGT92204A702SHS509$383,848dollars as filed
Uber Technologies90353T100COM4,472$365,408dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,395$362,664dollars as filed
AUBURN NATL BANCORP050473107COM12,510$337,156dollars as filed
ALBEMARLE CORP012653101COM2,366$334,578dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR3,781$326,219dollars as filed
Vanguard Growth922908736COM666$324,859dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,008$323,228dollars as filed
UNITED BANKSHARES INC WEST VA COM909907107Stock8,000$307,200dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock7,773$306,192dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock3,633$287,092dollars as filed
SOUTHSIDE BANCSHARES INC84470P109COMMON STOCK9,412$286,035dollars as filed
LENNOX INTL INC COM526107107Stock553$268,322dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS877$266,512dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS8,984$255,867dollars as filed
SHELL PLC SPON ADS780259305ADR3,446$253,207dollars as filed
BANK NOVA SCOTIA B C COM064149107Stock3,352$247,009dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,151$240,327dollars as filed
iShares Russell 2000 ETF464287655SHS974$239,660dollars as filed
ENTERGY CORP NEW COM29364G103Stock2,591$239,497dollars as filed
SCHD808524797COM8,724$239,294dollars as filed
VERALTO CORP COM SHS92338C103Stock2,373$236,778dollars as filed
SYNOVUS FINL CORP87161C501COM NEW4,594$229,909dollars as filed
3M CO COM88579Y101Stock1,417$226,893dollars as filed
HONDA MOTOR CO LTD ADR ECH CNV IN 3438128308ADR7,665$225,965dollars as filed
Texas Instruments Incorporated882508104COM1,294$224,498dollars as filed
PHILLIPS 66 COM718546104Stock1,712$220,897dollars as filed
RYMAN HOSPITALITY PPTYS INC COM78377T107REIT2,274$215,205dollars as filed
SNOWFLAKE INC COM SHS833445109Stock958$210,147dollars as filed
KRAFT HEINZ CO COM500754106Stock8,615$208,916dollars as filed
FORTIVE CORP COM34959J108Stock3,753$207,204dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock825$206,976dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock5,133$206,361dollars as filed
CULLEN FROST BANKERS INC COM229899109Stock1,623$205,498dollars as filed
MACYS INC COM55616P104Stock9,238$203,703dollars as filed
FERRARI N VN3167Y103COM545$201,411dollars as filed
ARBOR REALTY TRUST INC038923108COM14,008$108,699dollars as filed
BORR DRILLING LTDG1466R173COMMON STOCK11,622$46,837dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002006637-26-000001this filing2026-01-15acceptance time not in the bulk data set