JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Top Portfolio Positions
187 positions ·
$774,705,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
133,791 | $33,954,817 | 4.38% | |
| NVDA |
Nvidia Corp
Technology
|
184,757 | $32,221,620 | 4.16% | |
| MSFT |
Microsoft Corp
Technology
|
64,478 | $23,867,821 | 3.08% | |
| CAT |
Caterpillar Inc
Industrials
|
32,974 | $23,360,760 | 3.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
88,262 | $21,574,763 | 2.78% | |
| AMAT |
Applied Materials Inc /De
Technology
|
61,566 | $21,042,643 | 2.72% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
77,133 | $21,003,315 | 2.71% | |
| UPS |
United Parcel Service Inc
Industrials
|
199,911 | $19,667,244 | 2.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
19,904 | $18,307,102 | 2.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
56,272 | $16,552,971 | 2.14% |
Portfolio Trend
Holdings in AUBN
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,709 | 12,514 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $337,144 | 12,510 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $361,387 | 12,707 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $317,600 | 12,704 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $274,214 | 12,701 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $298,252 | 12,697 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $317,348 | 13,858 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $247,975 | 13,558 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $261,262 | 13,558 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $288,514 | 13,558 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $291,497 | 13,558 | Shares | Sole | 2024-01-05 | |
| No 13F history on record for this holder in this stock. | ||||||