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Portfolio (Quarterly) Guide ↗

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

· CIK 0002006637
13F Portfolio $990M AUM 224 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 118 Added 37 Reduced 6 Exited
Page 12 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DE DEERE & CO Industrials 321.0 $204K 0.02% NEW $634.67 -7.2%
222 VRTX VERTEX PHARMACEUTICALS INC Healthcare 405.0 $201K 0.02% NEW $496.73 +6.3%
223 ABR ARBOR REALTY TRUST INC Real Estate 10,943.0 $59K 0.01% -3K -23.0% $5.42 -9.6%
224 BORR DRILLING LTD 11,622.0 $48K 0.01% $4.13
Page 12 of 12  ·  224 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 14.1%
Industrials 12.0%
Healthcare 11.8%
Consumer Cyclical 7.9%
Consumer Defensive 5.6%
Basic Materials 4.6%
Communication Services 3.8%
Utilities 3.7%
Energy 3.2%