JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in TOL — Toll Brothers, Inc.
CIK 2006637
MILTON, GA
Position in TOL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,345,678
+$340,304 QoQ
Shares Held
8,168
+10.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#51
of 236 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $4,259,540 across 2 Residential Construction names. TOL ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BZH |
Beazer Homes USA Inc
|
103,881 | $2,913,862 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
8,168 | $1,345,678 |
All Filings in TOL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,345,678 | 8,168 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,005,374 | 7,367 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $963,577 | 7,126 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $963,526 | 6,975 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $609,225 | 5,338 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $473,359 | 4,483 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $438,557 | 3,482 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $241,313 | 1,562 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $145,817 | 1,266 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $163,782 | 1,266 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $130,132 | 1,266 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $93,633 | 1,266 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||