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Portfolio (Quarterly) Guide ↗

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

· CIK 0002006637
13F Portfolio $823M AUM 210 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 210 New
Page 8 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SGOL ETFS GOLD TR Financial Services 15,302.0 $629K 0.08% NEW $41.08 +4.3%
142 PLD PROLOGIS INC. Real Estate 4,837.0 $618K 0.07% NEW $127.66 +14.1%
143 IUSV ISHARES TR 5,971.0 $612K 0.07% NEW $102.55 +7.6%
144 GIS GENERAL MLS INC Consumer Defensive 13,043.0 $607K 0.07% NEW $46.50 -26.8%
145 SYY SYSCO CORP Consumer Defensive 7,903.0 $582K 0.07% NEW $73.69 +2.7%
146 BDX BECTON DICKINSON & CO Healthcare 2,979.0 $578K 0.07% NEW $194.07 -24.1%
147 OXY OCCIDENTAL PETE CORP Energy 13,934.0 $573K 0.07% NEW $41.12 +39.9%
148 LOW LOWES COS INC Consumer Cyclical 2,293.0 $553K 0.07% NEW $241.14 -10.0%
149 COMERICA INC 6,202.0 $539K 0.07% NEW $86.94
150 IJH ISHARES TR 8,101.0 $535K 0.07% NEW $66.00 +12.9%
151 J P MORGAN EXCHANGE TRADED F 8,383.0 $530K 0.06% NEW $63.18
152 HST HOST HOTELS & RESORTS INC Real Estate 29,724.0 $527K 0.06% NEW $17.73 +32.2%
153 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,596.0 $526K 0.06% NEW $49.65 -16.3%
154 IBM INTERNATIONAL BUSINESS MACHS Technology 1,756.0 $520K 0.06% NEW $296.26 -11.0%
155 IWR ISHARES TR 5,206.0 $501K 0.06% NEW $96.27 +11.3%
156 VOO VANGUARD INDEX FDS 793.0 $498K 0.06% NEW $627.37 +10.5%
157 OZK BANK OZK LITTLE ROCK ARK Financial Services 10,523.0 $484K 0.06% NEW $46.02 +5.3%
158 PSA PUBLIC STORAGE OPER CO Real Estate 1,866.0 $484K 0.06% NEW $259.51 +19.0%
159 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 10,743.0 $465K 0.06% NEW $43.30 +57.7%
160 BMO BANK MONTREAL QUE Financial Services 3,558.0 $462K 0.06% NEW $129.79 +25.1%
Page 8 of 11  ·  210 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 25.0%
Financial Services 16.3%
Industrials 13.2%
Healthcare 12.3%
Consumer Cyclical 8.8%
Consumer Defensive 5.9%
Basic Materials 5.1%
Communication Services 4.6%
Utilities 3.8%
Energy 3.1%