Investor
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CIK 0002006637 · filed 2026-04-27 · SEC filing
13F book
$822.2M
Positions
214
13 new · 9 sold
Largest name
4.1%
Apple Inc. · AAPL
Est. mark
−$7.72M
Price effect on 201 names still held. Flow $6.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 133.8K | $34M | 4.1% | −$2.42M | Cut−$2.54M |
| Nvidia Corp | NVDA | 184.8K | $32.2M | 3.9% | −$2.24M | Cut−$2.78M |
| Microsoft Corp | MSFT | 64.5K | $23.9M | 2.9% | −$7.27M | Added−$7.12M |
| Caterpillar Inc | CAT | 33K | $23.4M | 2.8% | $4.47M | Cut$4.01M |
| Johnson & Johnson | JNJ | 88.3K | $21.6M | 2.6% | $3.29M | Added$3.42M |
| Applied Matls Inc | — | 61.6K | $21M | 2.6% | $5.22M | Added$5.22M |
| Vulcan Matls Co | — | 77.1K | $21M | 2.6% | −$996.6K | Cut−$1.19M |
| United Parcel Service Inc | UPS | 199.9K | $19.7M | 2.4% | −$160.9K | Added−$31.8K |
| Eli Lilly & Co | LLY | 19.9K | $18.3M | 2.2% | −$3.08M | Cut−$3.94M |
| Jpmorgan Chase & Co. | — | 56.3K | $16.6M | 2.0% | −$1.56M | Added−$1.41M |
| Waste Mgmt Inc Del | — | 66.7K | $15.3M | 1.9% | $670.3K | Added$711.4K |
| Broadcom Inc. | AVGO | 49.4K | $15.3M | 1.9% | −$1.78M | Added−$1.51M |
| Alphabet Inc | — | 51.5K | $14.8M | 1.8% | −$1.39M | Cut−$1.4M |
| Amazon Com Inc | AMZN | 66.4K | $13.8M | 1.7% | −$1.45M | Added−$1.04M |
| Bank America Corp | — | 268.1K | $13.1M | 1.6% | −$1.67M | Added−$1.61M |
| AbbVie Inc. | ABBV | 59.4K | $12.9M | 1.6% | −$648.6K | Added−$545.5K |
| Southern Co | — | 132.7K | $12.8M | 1.6% | $1.22M | Added$1.43M |
| Schwab Charles Corp | — | 131.1K | $12.3M | 1.5% | −$770K | Added−$653.1K |
| Chevron Corp New | CVX | 58.4K | $12.1M | 1.5% | $3.13M | Added$3.34M |
| Home Depot, Inc. | HD | 36.3K | $11.9M | 1.5% | −$545.3K | Added−$399.3K |
| Lockheed Martin Corp | LMT | 19.1K | $11.6M | 1.4% | $2.3M | Added$2.35M |
| Blackstone Inc. | BX | 100.4K | $11.5M | 1.4% | −$3.82M | Added−$3.51M |
| Goldman Sachs Group Inc | — | 13.4K | $11.3M | 1.4% | −$437K | Added−$295.7K |
| Mcdonalds Corp | MCD | 35.9K | $11.2M | 1.4% | $182.7K | Added$325K |
| Corning Inc | — | 81K | $11M | 1.3% | $3.87M | Added$4.01M |
| Visa Inc. | V | 35.3K | $10.7M | 1.3% | −$1.71M | Cut−$1.99M |
| Costco Whsl Corp New | — | 10.5K | $10.5M | 1.3% | $1.4M | Added$1.52M |
| Coca Cola Co | KO | 137.9K | $10.5M | 1.3% | $838.8K | Added$934.5K |
| Berkshire Hathaway Inc Del | — | 20.8K | $9.96M | 1.2% | −$474.1K | Added−$205.2K |
| Amgen Inc | AMGN | 28.1K | $9.89M | 1.2% | $678.1K | Added$842.8K |
| Advanced Micro Devices Inc | AMD | 46.7K | $9.5M | 1.2% | −$495.9K | Added−$400.1K |
| Exxon Mobil Corp | — | 55.7K | $9.45M | 1.1% | $2.7M | Added$2.86M |
| Walmart Inc. | WMT | 74.2K | $9.22M | 1.1% | $939.9K | Added$1.09M |
| Tesla, Inc. | TSLA | 23.8K | $8.85M | 1.1% | −$1.81M | Added−$1.62M |
| Meta Platforms, Inc. | META | 15.2K | $8.68M | 1.1% | −$1.29M | Added−$1.02M |
| Southern Copper Corp/ | SCCO | 50.3K | $8.66M | 1.1% | $1.44M | Cut−$1.42M |
| Qualcomm Inc | — | 61.6K | $7.93M | 1.0% | −$2.5M | Added−$2.19M |
| Procter And Gamble Co | PG | 51.1K | $7.39M | 0.9% | $57.9K | Added$58.4K |
| Duke Energy Corp New | — | 53.5K | $7.01M | 0.9% | $717.5K | Added$885.9K |
| Truist Finl Corp | — | 146.8K | $6.75M | 0.8% | −$475.6K | Cut−$485.2K |
| Ishares Silver Tr | — | 96.1K | $6.55M | 0.8% | $355.2K | Added$396.5K |
| Automatic Data Processing In | — | 30.8K | $6.25M | 0.8% | −$1.66M | Cut−$1.68M |
| Digital Rlty Tr Inc | — | 33.4K | $6.02M | 0.7% | $831.7K | Added$969.5K |
| Bhp Group Ltd | — | 81.6K | $5.93M | 0.7% | $1M | Added$1.04M |
| Ishares Tr | — | 9.08K | $5.93M | 0.7% | −$280.6K | Added−$116K |
| BlackRock, Inc. | BLK | 6.12K | $5.88M | 0.7% | −$646.6K | Added−$497.6K |
| Palo Alto Networks Inc | PANW | 36.3K | $5.83M | 0.7% | −$821.1K | Added−$507.2K |
| Norfolk Southn Corp | — | 19.7K | $5.67M | 0.7% | −$34K | Cut−$59.4K |
| Simon Ppty Group Inc New | — | 30.4K | $5.67M | 0.7% | $42.4K | Added$129.2K |
| Cardinal Health Inc | CAH | 26K | $5.48M | 0.7% | $149.8K | Added$186.7K |
| Paychex Inc | PAYX | 52.4K | $4.82M | 0.6% | −$1.02M | Added−$883.7K |
| Cisco Sys Inc | — | 61K | $4.73M | 0.6% | $33.6K | Added$107.5K |
| RTX Corp | RTX | 24.2K | $4.66M | 0.6% | $224.6K | Added$327.3K |
| Boeing Co | — | 23K | $4.58M | 0.6% | −$131.4K | Added$3.01M |
| Fedex Corp | FDX | 12.8K | $4.57M | 0.6% | $864K | Cut$845.5K |
| Intel Corp | INTC | 103.5K | $4.57M | 0.6% | $748.2K | Cut$695.6K |
| Gilead Sciences, Inc. | GILD | 32K | $4.46M | 0.5% | $527.7K | Added$564.5K |
| Netflix Inc | NFLX | 45.8K | $4.41M | 0.5% | $99.9K | Added$484.5K |
| Merck & Co., Inc. | MRK | 35.5K | $4.27M | 0.5% | $519.2K | Added$630.9K |
| Kkr & Co Inc | — | 43.6K | $4.04M | 0.5% | −$1.24M | Added−$483.9K |
| Ge Aerospace | — | 12.8K | $3.64M | 0.4% | −$307.6K | Added−$265.6K |
| Genuine Parts Co | GPC | 33.2K | $3.51M | 0.4% | −$570.7K | Cut−$580.2K |
| General Dynamics Corp | GD | 10.2K | $3.5M | 0.4% | $64.8K | Added$157.1K |
| Tjx Cos Inc New | — | 21.6K | $3.46M | 0.4% | $129.5K | Added$191.6K |
| Exelon Corp | EXC | 68.7K | $3.37M | 0.4% | $361.1K | Added$470.3K |
| Brookfield Corp | — | 76.1K | $3.14M | 0.4% | −$450.1K | Added−$445.9K |
| Mercadolibre Inc | MELI | 1.69K | $2.92M | 0.4% | −$462.1K | Added−$344.5K |
| Asml Holding N V | — | 2.09K | $2.76M | 0.3% | $508K | Added$597.8K |
| Disney Walt Co | — | 28.1K | $2.71M | 0.3% | −$488.4K | Cut−$616.9K |
| Ishares Tr | — | 17.4K | $2.7M | 0.3% | −$220.8K | Added−$187.2K |
| Pfizer Inc | PFE | 93.7K | $2.63M | 0.3% | $298.1K | Cut$190.5K |
| American Elec Pwr Co Inc | — | 19.9K | $2.61M | 0.3% | $309.9K | Added$348.2K |
| Hershey Co | HSY | 12.5K | $2.61M | 0.3% | $318.3K | Added$371.7K |
| Novartis Ag | — | 16.9K | $2.58M | 0.3% | $251K | Held |
| Marriott Intl Inc New | — | 7.75K | $2.54M | 0.3% | $128K | Added$181.4K |
| Pepsico Inc | PEP | 16.1K | $2.49M | 0.3% | $183.3K | Added$258.9K |
| Old Dominion Freight Line In | — | 12.5K | $2.45M | 0.3% | $480.1K | Added$500.4K |
| Bristol-Myers Squibb Co | — | 40.2K | $2.44M | 0.3% | $250.3K | Added$423.9K |
| Intuitive Surgical Inc | ISRG | 5.11K | $2.36M | 0.3% | −$529.5K | Added−$490.8K |
| Altria Group, Inc. | MO | 35.7K | $2.35M | 0.3% | $297.3K | Held |
| Enbridge Inc | — | 42.1K | $2.28M | 0.3% | $256.8K | Added$330.6K |
| Conocophillips | COP | 17.2K | $2.28M | 0.3% | $661.8K | Cut$653.8K |
| Crowdstrike Hldgs Inc | — | 5.81K | $2.27M | 0.3% | −$433.1K | Added−$323.4K |
| Constellation Energy Corp | CEG | 7.62K | $2.13M | 0.3% | −$563.8K | Added−$563.3K |
| Brookfield Infrast Partners | — | 57.1K | $2.06M | 0.3% | $78.7K | Held |
| Ishares Tr | — | 16.3K | $2.03M | 0.2% | $65.4K | Added$126.1K |
| Palantir Technologies Inc. | PLTR | 13.7K | $2.01M | 0.2% | −$403.2K | Added−$266.1K |
| Beazer Homes Usa Inc | BZH | 104.5K | $2.01M | 0.2% | −$81.8K | Added$400K |
| Alphabet Inc | — | 6.83K | $1.97M | 0.2% | −$170K | Added−$126.2K |
| Realty Income Corp | O | 31K | $1.89M | 0.2% | $146.5K | Added$176.8K |
| Salesforce, Inc. | CRM | 10K | $1.87M | 0.2% | −$752.6K | Added−$675.9K |
| Lam Research Corp | LRCX | 8.71K | $1.86M | 0.2% | $365.6K | Added$387K |
| Spdr Gold Tr | — | 4.3K | $1.85M | 0.2% | $146.1K | Added$146.6K |
| Danaher Corporation | — | 9.71K | $1.84M | 0.2% | −$380.9K | Added−$376.2K |
| GE Vernova Inc. | GEV | 2.06K | $1.8M | 0.2% | $435.6K | Added$500.2K |
| Morgan Stanley | — | 10.2K | $1.67M | 0.2% | −$130.4K | Added−$112.4K |
| Cameco Corp | CCJ | 15K | $1.63M | 0.2% | $257.3K | Added$258.8K |
| Abbott Labs | ABT | 15.7K | $1.61M | 0.2% | −$354.5K | Cut−$377.5K |
| Ishares Tr | — | 17.8K | $1.55M | 0.2% | $34.1K | Added$101.1K |
| Enterprise Prods Partners L | — | 40K | $1.51M | 0.2% | $228.1K | Added$249.7K |
| Starbucks Corp | SBUX | 16.9K | $1.51M | 0.2% | $79.4K | Added$269.6K |
| ServiceNow, Inc. | NOW | 14.3K | $1.5M | 0.2% | −$695.7K | Cut−$712.5K |
| Mondelez Intl Inc | — | 24.8K | $1.43M | 0.2% | $94.3K | Cut−$63.7K |
| Sprott Asset Management Lp | — | 57.6K | $1.4M | 0.2% | $42.6K | Held |
| Tractor Supply Co | — | 31K | $1.4M | 0.2% | −$145.9K | Cut−$220K |
| Philip Morris Intl Inc | — | 8.21K | $1.36M | 0.2% | $40.6K | Cut$32.5K |
| Diamondback Energy, Inc. | FANG | 6.71K | $1.33M | 0.2% | $290K | Added$409.9K |
| Verizon Communications Inc | VZ | 26.4K | $1.33M | 0.2% | $250.1K | Cut$220K |
| Citigroup Inc | — | 11.2K | $1.27M | 0.2% | −$36K | Added−$10.6K |
| American Express Co | AXP | 4.09K | $1.24M | 0.2% | −$276.1K | Cut−$288.7K |
| Sanofi Sa | — | 25.6K | $1.23M | 0.1% | −$7.16K | Cut−$41K |
| Canadian Nat Res Ltd | — | 24.3K | $1.18M | 0.1% | $330.5K | Added$431.8K |
| Cummins Inc | CMI | 2.09K | $1.12M | 0.1% | $57.8K | Added$58.8K |
| Unitedhealth Group Inc | UNH | 3.96K | $1.07M | 0.1% | −$235.6K | Cut−$414.5K |
| Vanguard Index Fds | — | 1.77K | $1.06M | 0.1% | −$23.5K | Added$561K |
| Sherwin Williams Co | SHW | 3.21K | $1.03M | 0.1% | −$11.1K | Added−$10.1K |
| Gsk Plc | — | 18.5K | $1.02M | 0.1% | $108.3K | Added$159.1K |
| Toll Brothers, Inc. | TOL | 7.37K | $1.01M | 0.1% | $8.9K | Added$41.8K |
| Ishares Gold Tr | — | 11K | $965.7K | 0.1% | $76.6K | Held |
| Impinj Inc | PI | 9.07K | $931.4K | 0.1% | −$631.4K | Added−$609.3K |
| Ishares Tr | — | 2.07K | $884K | 0.1% | −$97K | Cut−$99.4K |
| Equity Residential | EQR | 14.9K | $883.2K | 0.1% | −$57.8K | Added−$53.2K |
| Occidental Pete Corp | — | 13.6K | $880.9K | 0.1% | $323.6K | Cut$307.9K |
| Lyondellbasell Industries N | — | 10.9K | $879.3K | 0.1% | $400.3K | Added$414.1K |
| Spdr S&P 500 Etf Tr | — | 1.34K | $873.1K | 0.1% | −$41.6K | Added−$30.5K |
| Adobe Inc. | ADBE | 3.56K | $864.4K | 0.1% | −$354.2K | Added−$295.1K |
| Ishares Tr | — | 8.81K | $797.9K | 0.1% | $9.43K | Held |
| Consolidated Edison Inc | ED | 6.87K | $777.4K | 0.1% | $95.1K | Added$96.3K |
| Vanguard Index Fds | — | 2.4K | $771.5K | 0.1% | — | New |
| Atmos Energy Corp | ATO | 4.17K | $770.8K | 0.1% | $70.9K | Added$75.9K |
| Stryker Corp | SYK | 2.24K | $737K | 0.1% | −$51.2K | Added−$50.6K |
| Keycorp | — | 36.2K | $725.8K | 0.1% | −$21.4K | Cut−$32.6K |
| Fastenal Co | FAST | 15.6K | $725.1K | 0.1% | $98K | Cut$79.6K |
| Prologis Inc. | — | 5.21K | $688.6K | 0.1% | $21.9K | Added$71K |
| Etfs Gold Tr | — | 15.3K | $682.8K | 0.1% | $54.2K | Held |
| Vanguard Specialized Funds | — | 3.11K | $669.3K | 0.1% | −$14.6K | Held |
| Wheaton Precious Metals Corp. | WPM | 5.06K | $662.4K | 0.1% | $68.2K | Cut$30.7K |
| Aflac Inc | AFL | 5.9K | $647.1K | 0.1% | −$3.32K | Cut−$28.5K |
| Ishares Tr | — | 5.97K | $610.6K | 0.1% | −$1.73K | Held |
| Freeport-Mcmoran Inc | FCX | 10.3K | $602.7K | 0.1% | $67.7K | Added$172.2K |
| Dollar Gen Corp New | — | 4.99K | $592.1K | 0.1% | −$70K | Cut−$94.6K |
| Medtronic Plc | MDT | 6.81K | $590.4K | 0.1% | −$61.8K | Added−$40.2K |
| Ishares Bitcoin Trust Etf | IBIT | 14.7K | $564.2K | 0.1% | −$119K | Added$38.1K |
| Ishares Tr | — | 8.14K | $549.9K | 0.1% | $12.4K | Added$15.3K |
| Sysco Corp | SYY | 7.68K | $547.9K | 0.1% | −$18.1K | Cut−$34.4K |
| Host Hotels & Resorts, Inc. | HST | 28.5K | $545.9K | 0.1% | $40.7K | Cut$18.9K |
| Lowes Cos Inc | — | 2.28K | $539.7K | 0.1% | −$11K | Cut−$13.2K |
| Fifth Third Bancorp | — | 11.6K | $538.6K | 0.1% | — | New |
| Veeva Sys Inc | — | 2.97K | $521K | 0.1% | −$141.1K | Held |
| J P Morgan Exchange Traded F | — | 8.38K | $514K | 0.1% | −$15.6K | Held |
| Novo-Nordisk A S | — | 13.9K | $511.5K | 0.1% | −$196.7K | Cut−$249.4K |
| Oracle Corp | — | 3.47K | $511.1K | 0.1% | −$107.7K | Added$72.3K |
| Public Storage Oper Co | — | 1.87K | $506.6K | 0.1% | $21.2K | Added$22.3K |
| Ishares Tr | — | 5.21K | $506.2K | 0.1% | $5K | Held |
| Becton Dickinson & Co | BDX | 3.18K | $499.7K | 0.1% | −$109.7K | Added−$78.5K |
| General Mls Inc | GIS | 13.1K | $487.1K | 0.1% | −$121.1K | Added−$119.4K |
| Bank Ozk Little Rock Ark | — | 10.5K | $482.9K | 0.1% | −$1.37K | Held |
| Bank Montreal Que | — | 3.56K | $481.5K | 0.1% | $19.7K | Held |
| Ishares Tr | — | 3.1K | $469.4K | 0.1% | $31.8K | Added$32.4K |
| Vanguard Index Fds | — | 1.55K | $469K | 0.1% | −$4 | Added$13.6K |
| NIKE, Inc. | NKE | 8.88K | $468.8K | 0.1% | −$96.7K | Cut−$210.8K |
| Schwab Strategic Tr | — | 17.3K | $434.6K | 0.1% | −$19.5K | Added−$18.5K |
| International Business Machs | — | 1.76K | $427.3K | 0.1% | −$94.6K | Added−$93K |
| Cloudflare, Inc. | NET | 2.06K | $425.9K | 0.1% | $18.5K | Added$29.2K |
| Schwab Strategic Tr | — | 14.3K | $417K | 0.1% | −$47.1K | Added−$22.9K |
| Illinois Tool Wks Inc | — | 1.59K | $413.4K | 0.1% | $22.1K | Added$22.4K |
| Albemarle Corp | — | 2.19K | $393.5K | 0.0% | $83.6K | Cut$58.9K |
| Ishares Tr | — | 1.83K | $391.4K | 0.0% | $5.97K | Added$6.82K |
| Zscaler, Inc. | ZS | 2.71K | $379.6K | 0.0% | −$229K | Cut−$300.1K |
| Ishares Inc | — | 5.38K | $375.2K | 0.0% | $13.6K | Cut$12.5K |
| Taiwan Semiconductor Mfg Ltd | — | 1.1K | $370.7K | 0.0% | $29.9K | Added$104.2K |
| CoreWeave, Inc. | CRWV | 4.76K | $368.6K | 0.0% | — | New |
| Chipotle Mexican Grill Inc | CMG | 11.2K | $359.7K | 0.0% | −$56.1K | Cut−$57.7K |
| Vanguard World Fd | — | 509 | $355.3K | 0.0% | −$28.5K | Held |
| Vail Resorts Inc | MTN | 2.76K | $354.7K | 0.0% | — | New |
| United Bankshares Inc West V | — | 8K | $331.4K | 0.0% | $24.2K | Held |
| Entergy Corp New | — | 2.88K | $323.1K | 0.0% | $51.6K | Added$83.6K |
| Uber Technologies, Inc | UBER | 4.47K | $321.7K | 0.0% | −$43.7K | Held |
| Shell Plc | — | 3.46K | $321.3K | 0.0% | $67.3K | Added$68.1K |
| Cal-Maine Foods Inc | CALM | 4.01K | $317.8K | 0.0% | — | New |
| Phillips 66 | PSX | 1.72K | $312.6K | 0.0% | $91K | Added$91.7K |
| Colgate Palmolive Co | CL | 3.64K | $309.9K | 0.0% | $22.6K | Added$22.8K |
| Auburn Natl Bancorp | — | 12.5K | $298.6K | 0.0% | −$38.6K | Added−$38.5K |
| Vanguard Growth Etf | — | 666 | $290.9K | 0.0% | −$33.9K | Held |
| Texas Instrs Inc | — | 1.49K | $290.2K | 0.0% | $26.8K | Added$65.7K |
| Southside Bancshares Inc | SBSI | 9.07K | $282.1K | 0.0% | $6.35K | Cut−$3.92K |
| International Paper Co | — | 7.8K | $278.5K | 0.0% | −$28.7K | Added−$27.7K |
| Diageo Plc | — | 3.6K | $268.1K | 0.0% | −$42.6K | Cut−$58.1K |
| Kimberly Clark Corp | KMB | 2.77K | $267.5K | 0.0% | −$12.2K | Cut−$120.1K |
| Teradyne, Inc | TER | 867 | $256.9K | 0.0% | — | New |
| Schwab Strategic Tr | — | 8.37K | $256.8K | 0.0% | $27.2K | Cut$17.5K |
| Lennox Intl Inc | — | 553 | $256.7K | 0.0% | −$11.7K | Held |
| Micron Technology Inc | MU | 755 | $255.2K | 0.0% | — | New |
| Vertiv Holdings Co | VRT | 1K | $251.7K | 0.0% | — | New |
| Schwab Strategic Tr | — | 8.54K | $248.3K | 0.0% | $5.11K | Cut−$7.56K |
| Ishares Tr | — | 974 | $241.5K | 0.0% | $1.82K | Held |
| Pnc Finl Svcs Group Inc | — | 1.16K | $240.7K | 0.0% | −$876 | Added$372 |
| Shopify Inc. | SHOP | 2.01K | $238.2K | 0.0% | −$85K | Held |
| Howmet Aerospace Inc. | HWM | 1.01K | $233.6K | 0.0% | — | New |
| Archer-Daniels-Midland Co | ADM | 3.2K | $232.3K | 0.0% | — | New |
| Bank Nova Scotia Halifax | — | 3.35K | $232.3K | 0.0% | −$14.7K | Held |
| DuPont de Nemours, Inc. | DD | 5.04K | $231K | 0.0% | $28.2K | Cut$24.7K |
| Cullen Frost Bankers Inc | — | 1.63K | $223.4K | 0.0% | $17K | Added$17.9K |
| Labcorp Holdings Inc. | LH | 825 | $220.1K | 0.0% | $13.1K | Held |
| Pinnacle Finl Partners Inc Com | — | 2.5K | $215.4K | 0.0% | — | New |
| Ryman Hospitality Pptys Inc | — | 2.31K | $212.9K | 0.0% | −$5.39K | Added−$2.35K |
| Fortive Corp | FTV | 3.75K | $207.5K | 0.0% | $262 | Held |
| Veralto Corp | VLTO | 2.35K | $207.3K | 0.0% | −$26.6K | Cut−$29.4K |
| BWX Technologies, Inc. | BWXT | 1.01K | $207K | 0.0% | — | New |
| 3M CO | MMM | 1.42K | $206K | 0.0% | −$21.2K | Added−$20.9K |
| Vanguard Tax-Managed Fds | — | 3.17K | $203.3K | 0.0% | — | New |
| Macys Inc | — | 10.7K | $192.7K | 0.0% | −$36.6K | Added−$11K |
| Arbor Realty Trust Inc | — | 14.2K | $109.5K | 0.0% | −$694 | Added$817 |
| Borr Drilling Ltd | BORR | 11.6K | $67.1K | 0.0% | $20.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.