CIK 2006637
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Institutional 13F holdings & portfolio
Holdings
210
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 210
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| HST | HOST HOTELS & RESORTS INC | 30K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 11K | $500K+ | PRN |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| IWR | ISHARES TR | 5K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 793 | $100K–$500K | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 11K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 2K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 11K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 4K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 8K | $100K–$500K | SH |
| XYZ | BLOCK INC | 7K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 11K | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 2K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 4K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 509 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| AUBN | AUBURN NATL BANCORP | 13K | $100K–$500K | SH |
| ALB | ALBEMARLE CORP | 2K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 4K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 666 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 8K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 8K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| SBSI | SOUTHSIDE BANCSHARES INC | 9K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 553 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 877 | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| SHEL | SHELL PLC | 3K | $100K–$500K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 3K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| IWM | ISHARES TR | 974 | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 3K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 2K | $100K–$500K | SH |
| SNV | SYNOVUS FINL CORP | 5K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| HMC | HONDA MOTOR LTD | 8K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| RHP | RYMAN HOSPITALITY PPTYS INC | 2K | $100K–$500K | SH |