JAMISON PRIVATE WEALTH MANAGEMENT, INC.

MILTON, GA · CIK 2006637 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlpharetta, GA

$965.2m reported value +17.4% vs Q1 2026

222positions

31.1%in top 10

15 new 147 added 43 reduced 7 sold out vs Q1 2026

Options: 2 call positions ($25.2m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	61,132	$44.2m4.58%	4.58%	Reduced -434	-434 -0.7%
2	APPLE INC COM AAPL	AAPL	142,129	$41.1m4.26%	4.26%	Added +8.3k	+8,338 6.2%
3	NVIDIA CORPORATION COM NVDA	NVDA	186,963	$37.4m3.88%	3.88%	Added +2.2k	+2,206 1.2%
4	CATERPILLAR INC COM CAT	CAT	32,765	$34.9m3.62%	3.62%	Reduced -209	-209 -0.6%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	46,978	$27.3m2.83%	2.83%	Added +288	+288 0.6%
6	MICROSOFT CORP COM MSFT	MSFT	67,661	$25.2m2.62%	2.62%	Added +3.2k	+3,183 4.9%
7	ELI LILLY & CO COM LLY	LLY	20,014	$24.0m2.49%	2.49%	Added +110	+110 0.6%
8	VULCAN MATLS CO COM VMC	VMC	77,158	$22.8m2.36%	2.36%	Added +25	+25 0.0%
9	JOHNSON & JOHNSON COM JNJ	JNJ	88,830	$22.6m2.34%	2.34%	Added +568	+568 0.6%
10	CORNING INC COM GLW	GLW	81,022	$20.7m2.14%	2.14%	Added +17	+17 0.0%
11	BROADCOM INC COM AVGO	AVGO	49,707	$18.8m1.95%	1.95%	Added +314	+314 0.6%
12	JPMORGAN CHASE & CO COM JPM	JPM	57,141	$18.7m1.94%	1.94%	Added +869	+869 1.5%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	52,061	$18.4m1.91%	1.91%	Added +555	+555 1.1%
14	AMAZON COM INC COM AMZN	AMZN	67,958	$16.2m1.68%	1.68%	Added +1.5k	+1,520 2.3%
15	BANK AMERICA CORP COM BAC	BAC	270,050	$15.4m1.59%	1.59%	Added +2.0k	+1,986 0.7%
16	ABBVIE INC COM ABBV	ABBV	60,804	$15.3m1.59%	1.59%	Added +1.4k	+1,381 2.3%
17	WASTE MGMT INC DEL COM WM	WM	67,268	$15.0m1.55%	1.55%	Added +577	+577 0.9%
18	INTEL CORP COM INTC	INTC	103,421	$14.4m1.50%	1.50%	Reduced -65	-65 -0.1%
19	GOLDMAN SACHS GROUP INC COM GS	GS	13,622	$13.8m1.43%	1.43%	Added +210	+210 1.6%
20	HOME DEPOT INC COM HD	HD	37,792	$13.3m1.38%	1.38%	Added +1.5k	+1,479 4.1%
21	SOUTHERN CO COM SO	SO	134,208	$12.8m1.33%	1.33%	Added +1.5k	+1,529 1.1%
22	PALO ALTO NETWORKS INC COM PANW	PANW	37,508	$12.8m1.33%	1.33%	Added +1.2k	+1,167 3.2%
23	SCHWAB CHARLES CORP COM SCHW	SCHW	131,823	$12.2m1.26%	1.26%	Added +740	+740 0.6%
24	VISA INC COM CL A V	V	35,336	$12.1m1.26%	1.26%	Added +38	+38 0.1%
25	BLACKSTONE INC COM BX	BX	102,203	$12.0m1.25%	1.25%	Added +1.8k	+1,781 1.8%
26	QUALCOMM INC COM QCOM	QCOM	62,526	$11.6m1.20%	1.20%	Added +972	+972 1.6%
27	COCA COLA CO COM KO	KO	139,336	$11.3m1.17%	1.17%	Added +1.5k	+1,454 1.1%
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	22,535	$11.3m1.17%	1.17%	Added +1.8k	+1,758 8.5%
29	CHEVRON CORP NEW COM CVX	CVX	63,957	$10.6m1.10%	1.10%	Added +5.5k	+5,524 9.4%
30	TESLA INC COM TSLA	TSLA	24,921	$10.5m1.09%	1.09%	Added +1.1k	+1,123 4.7%
31	AMGEN INC COM AMGN	AMGN	28,719	$10.4m1.08%	1.08%	Added +619	+619 2.2%
32	COSTCO WHSL CORP NEW COM COST	COST	10,716	$10.0m1.04%	1.04%	Added +193	+193 1.8%
33	MCDONALDS CORP COM MCD	MCD	36,421	$9.8m1.02%	1.02%	Added +525	+525 1.5%
34	LOCKHEED MARTIN CORP COM LMT	LMT	19,316	$9.8m1.02%	1.02%	Added +171	+171 0.9%
35	ISHARES TR S&P 500 GRWT ETF IVW	IVW	68,611	$9.4m0.98%	0.98%	New
36	SOUTHERN COPPER CORP COM SCCO	SCCO	51,371	$9.0m0.93%	0.93%	Added +1.0k	+1,023 2.0%
37	WALMART INC COM WMT	WMT	78,581	$8.9m0.92%	0.92%	Added +4.4k	+4,373 5.9%
38	META PLATFORMS INC CL A META	META	15,598	$8.8m0.91%	0.91%	Added +423	+423 2.8%
39	EXXON MOBIL CORP COM XOM	XOM	57,030	$7.8m0.81%	0.81%	Added +1.3k	+1,335 2.4%
40	PROCTER AND GAMBLE CO COM PG	PG	51,635	$7.6m0.78%	0.78%	Added +498	+498 1.0%
41	TRUIST FINL CORP COM TFC	TFC	149,028	$7.4m0.77%	0.77%	Added +2.2k	+2,240 1.5%
42	SIMON PPTY GROUP INC NEW COM SPG	SPG	32,788	$7.3m0.76%	0.76%	Added +2.4k	+2,412 7.9%
43	CISCO SYS INC COM CSCO	CSCO	61,474	$7.2m0.75%	0.75%	Added +507	+507 0.8%
44	DUKE ENERGY CORP NEW COM NEW DUK	DUK	54,470	$6.9m0.71%	0.71%	Added +932	+932 1.7%
45	ISHARES TR CORE S&P500 ETF IVV	IVV	9,157	$6.9m0.71%	0.71%	Added +74	+74 0.8%
46	BHP GROUP LTD SPONSORED ADS BHP	BHP	82,165	$6.8m0.71%	0.71%	Added +582	+582 0.7%
47	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	30,188	$6.8m0.70%	0.70%	Reduced -586	-586 -1.9%
48	CARDINAL HEALTH INC COM CAH	CAH	26,235	$6.2m0.65%	0.65%	Added +279	+279 1.1%
49	DIGITAL RLTY TR INC COM DLR	DLR	34,144	$6.1m0.64%	0.64%	Added +760	+760 2.3%
50	NORFOLK SOUTHN CORP COM NSC	NSC	19,214	$6.0m0.63%	0.63%	Reduced -529	-529 -2.7%
51	BLACKROCK INC COM BLK	BLK	6,284	$6.0m0.63%	0.63%	Added +168	+168 2.8%
52	BOEING CO COM BA	BA	23,901	$5.2m0.54%	0.54%	Added +872	+872 3.8%
53	ISHARES SILVER TR ISHARES SLV	SLV	96,059	$5.1m0.53%	0.53%	Reduced -35	-35 -0.0%
54	PAYCHEX INC COM PAYX	PAYX	51,809	$5.1m0.53%	0.53%	Reduced -566	-566 -1.1%
55	GE AEROSPACE COM NEW GE	GE	13,352	$5.0m0.52%	0.52%	Added +514	+514 4.0%
56	MERCK & CO INC COM MRK	MRK	38,278	$4.9m0.51%	0.51%	Added +2.8k	+2,805 7.9%
57	RTX CORPORATION COM RTX	RTX	25,104	$4.8m0.49%	0.49%	Added +943	+943 3.9%
58	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	6,028	$4.6m0.48%	0.48%	Added +219	+219 3.8%
59	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,185	$4.3m0.45%	0.45%	Added +93	+93 4.5%
60	KKR & CO INC COM KKR	KKR	46,522	$4.3m0.44%	0.44%	Added +2.9k	+2,876 6.6%
61	GILEAD SCIENCES INC COM GILD	GILD	32,855	$4.2m0.43%	0.43%	Added +864	+864 2.7%
62	LAM RESEARCH CORP COM NEW LRCX	LRCX	9,485	$4.1m0.43%	0.43%	Added +775	+775 8.9%
63	FEDEX CORP COM FDX	FDX	13,011	$4.1m0.42%	0.42%	Added +182	+182 1.4%
64	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,770	$3.8m0.40%	0.40%	Added +3.9k	+3,935 57.6%
65	GENERAL DYNAMICS CORP COM GD	GD	10,504	$3.7m0.39%	0.39%	Added +314	+314 3.1%
66	GENUINE PARTS CO COM GPC	GPC	29,850	$3.5m0.36%	0.36%	Reduced -3.3k	-3,315 -10.0%
67	TJX COS INC NEW COM TJX	TJX	22,167	$3.4m0.35%	0.35%	Added +524	+524 2.4%
68	EXELON CORP COM EXC	EXC	70,726	$3.3m0.34%	0.34%	Added +2.0k	+2,002 2.9%
69	BROOKFIELD CORP CL A LTD VT SH BN	BN	76,191	$3.3m0.34%	0.34%	Added +60	+60 0.1%
70	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,352	$3.2m0.34%	0.34%	Added +3.0k	+3,010 224.3%
71	ISHARES TR CORE S&P US GWT IUSG	IUSG	16,947	$3.2m0.33%	0.33%	Reduced -474	-474 -2.7%
72	MERCADOLIBRE INC COM MELI	MELI	1,852	$3.1m0.33%	0.33%	Added +164	+164 9.7%
73	BEAZER HOMES USA INC COM NEW BZH	BZH	103,881	$2.9m0.30%	0.30%	Reduced -617	-617 -0.6%
74	MARRIOTT INTL INC NEW CL A MAR	MAR	7,846	$2.9m0.30%	0.30%	Added +92	+92 1.2%
75	AMERICAN ELEC PWR CO INC COM AEP	AEP	20,368	$2.8m0.29%	0.29%	Added +423	+423 2.1%
76	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	12,849	$2.8m0.29%	0.29%	Added +304	+304 2.4%
77	NOVARTIS AG SPONSORED ADR NVS	NVS	16,888	$2.6m0.27%	0.27%	Added +17	+17 0.1%
78	GE VERNOVA INC COM GEV	GEV	2,217	$2.6m0.27%	0.27%	Added +158	+158 7.7%
79	ALTRIA GROUP INC COM MO	MO	35,770	$2.6m0.27%	0.27%	Added +84	+84 0.2%
80	PFIZER INC COM PFE	PFE	106,195	$2.6m0.26%	0.26%	Added +12.4k	+12,450 13.3%
81	ENBRIDGE INC COM ENB	ENB	44,665	$2.4m0.25%	0.25%	Added +2.6k	+2,597 6.2%
82	HERSHEY CO COM HSY	HSY	13,657	$2.4m0.25%	0.25%	Added +1.1k	+1,113 8.9%
83	ISHARES TR CORE S&P SCP ETF IJR	IJR	16,002	$2.4m0.25%	0.25%	Reduced -306	-306 -1.9%
84	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	40,231	$2.3m0.24%	0.24%	Added +64	+64 0.2%
85	DISNEY WALT CO COM DIS	DIS	23,770	$2.3m0.24%	0.24%	Reduced -4.3k	-4,313 -15.4%
86	PEPSICO INC COM PEP	PEP	16,691	$2.3m0.23%	0.23%	Added +641	+641 4.0%
87	MORGAN STANLEY COM NEW MS	MS	10,505	$2.2m0.23%	0.23%	Added +348	+348 3.4%
88	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	57,053	$2.1m0.22%	0.22%	Unchanged
89	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	5,150	$2.0m0.21%	0.21%	Added +41	+41 0.8%
90	REALTY INCOME CORP COM O	O	32,984	$2.0m0.21%	0.21%	Added +2.0k	+2,022 6.5%
91	CONSTELLATION ENERGY CORP COM CEG	CEG	7,626	$1.9m0.20%	0.20%	Added +7	+7 0.1%
92	DANAHER CORPORATION COM DHR	DHR	9,697	$1.8m0.19%	0.19%	Reduced -17	-17 -0.2%
93	STARBUCKS CORP COM SBUX	SBUX	17,779	$1.8m0.19%	0.19%	Added +894	+894 5.3%
94	CONOCOPHILLIPS COM COP	COP	17,183	$1.8m0.19%	0.19%	Reduced -56	-56 -0.3%
95	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	14,887	$1.7m0.18%	0.18%	Added +1.1k	+1,138 8.3%
96	CAMECO CORP COM CCJ	CCJ	17,029	$1.7m0.18%	0.18%	Added +2.0k	+1,987 13.2%
97	UNITEDHEALTH GROUP INC COM UNH	UNH	4,167	$1.7m0.18%	0.18%	Added +205	+205 5.2%
98	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	17,397	$1.7m0.17%	0.17%	Reduced -448	-448 -2.5%
99	CUMMINS INC COM CMI	CMI	2,306	$1.6m0.17%	0.17%	Added +220	+220 10.6%
100	SALESFORCE INC COM CRM	CRM	10,346	$1.6m0.17%	0.17%	Added +315	+315 3.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNITED PARCEL SERVICE INC UPS	UPS	199,911	$19.7m199.9k shares
NETFLIX INC NFLX	NFLX	45,819	$4.4m45.8k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	14,685	$564.2k14.7k shares
GENERAL MLS INC GIS	GIS	13,088	$487.1k13.1k shares
INTERNATIONAL PAPER CO IP	IP	7,801	$278.5k7.8k shares
DIAGEO PLC DEO	DEO	3,602	$268.1k3.6k shares
DUPONT DE NEMOURS INC DWDP	DWDP	1,682	$231.0k1.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
UNITED PARCEL SERVICE INC UPS · Call	UPS	Call	203,147	$21.8m203.1k shares	New
NETFLIX INC NFLX · Call	NFLX	Call	47,192	$3.4m47.2k shares	New