Investor
Jessup Wealth Management, Inc
CIK 0001963536 · filed 2026-05-15 · SEC filing
13F book
$274M
Positions
77
2 new · 310 sold
Largest name
11.6%
Amazon Com Inc · AMZN
Est. mark
−$14.6M
Price effect on 75 names still held. Flow −$13.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 153.1K | $31.9M | 11.6% | −$3.42M | Added−$3.08M |
| Nvidia Corp | NVDA | 136K | $23.7M | 8.7% | −$1.52M | Added$265.3K |
| Apple Inc. | AAPL | 88.7K | $22.5M | 8.2% | −$1.6M | Cut−$3.33M |
| Alphabet Inc | — | 53K | $15.3M | 5.6% | −$1.35M | Cut−$1.45M |
| Spdr Series Trust | — | 134.8K | $12.9M | 4.7% | −$198K | Added−$20.9K |
| Ishares Tr | — | 117.2K | $11.2M | 4.1% | −$82.5K | Added$174.5K |
| Microsoft Corp | MSFT | 30K | $11.1M | 4.1% | −$941.2K | Added$7.11M |
| Costco Whsl Corp New | — | 11K | $10.9M | 4.0% | $517.2K | Added$7.61M |
| T-Mobile Us Inc | — | 51.2K | $10.7M | 3.9% | $102.9K | Added$7.76M |
| Tesla, Inc. | TSLA | 26.2K | $9.73M | 3.6% | −$2M | Added−$1.78M |
| Advanced Micro Devices Inc | AMD | 47.2K | $9.61M | 3.5% | −$465.6K | Added$317K |
| Vanguard Index Fds | — | 42K | $8.64M | 3.2% | −$138.1K | Added−$52K |
| Alibaba Group Hldg Ltd | — | 63.1K | $7.91M | 2.9% | −$1.33M | Cut−$3.1M |
| Merck & Co., Inc. | MRK | 62.9K | $7.57M | 2.8% | $929.8K | Added$1.06M |
| Unitedhealth Group Inc | UNH | 27.8K | $7.52M | 2.7% | −$1.6M | Added−$1.33M |
| Invesco Exch Traded Fd Tr Ii | — | 134.9K | $6.21M | 2.3% | −$802.7K | Added−$770.7K |
| Csx Corp | CSX | 138.7K | $5.7M | 2.1% | $11.5K | Added$5.61M |
| Micron Technology Inc | MU | 16.3K | $5.52M | 2.0% | $856.6K | Cut$515K |
| Select Sector Spdr Tr | — | 40.5K | $5.39M | 2.0% | −$435.6K | Added−$279.8K |
| Jpmorgan Chase & Co. | — | 17.5K | $5.14M | 1.9% | −$490.2K | Cut−$505.4K |
| Procter And Gamble Co | PG | 30.4K | $4.39M | 1.6% | $34.3K | Cut−$10.1K |
| Ishares Tr | — | 9.93K | $2.46M | 0.9% | $21.5K | Cut−$224.4K |
| Nucor Corp | NUE | 11.1K | $1.87M | 0.7% | $66.4K | Held |
| Johnson & Johnson | JNJ | 7.59K | $1.86M | 0.7% | $284.1K | Added$287.7K |
| Cincinnati Finl Corp | — | 11.5K | $1.81M | 0.7% | −$68.7K | Held |
| Crowdstrike Hldgs Inc | — | 4.47K | $1.74M | 0.6% | −$349.4K | Added−$346.6K |
| Innovator Etfs Trust | — | 36.2K | $1.67M | 0.6% | −$31.9K | Added−$14K |
| Goldman Sachs Group Inc | — | 1.93K | $1.63M | 0.6% | −$63.4K | Cut−$249.7K |
| Berkshire Hathaway Inc Del | — | 2.98K | $1.43M | 0.5% | −$69.8K | Added−$67.9K |
| Spdr S&P 500 Etf Tr | — | 2.12K | $1.38M | 0.5% | −$66.9K | Added−$65.6K |
| Vanguard Index Fds | — | 2.1K | $1.25M | 0.5% | −$62.4K | Cut−$63.7K |
| Visa Inc. | V | 4.03K | $1.22M | 0.4% | −$195.1K | Cut−$371.2K |
| Spdr Series Trust | — | 8.62K | $1.1M | 0.4% | $49.9K | Cut$47.7K |
| Innovator Etfs Trust | — | 22.2K | $992.7K | 0.4% | −$5.92K | Added$162.5K |
| Ea Series Trust | — | 7.67K | $892.5K | 0.3% | $9.13K | Held |
| Applied Matls Inc | — | 2.49K | $850.2K | 0.3% | $211.1K | Cut$180.5K |
| Invesco Exch Trd Slf Idx Fd | — | 31.9K | $829.9K | 0.3% | −$21.3K | Added$23.6K |
| Eli Lilly & Co | LLY | 890 | $818.5K | 0.3% | −$138K | Cut−$529.3K |
| Innovator Etfs Trust | — | 19.7K | $804.7K | 0.3% | −$18.1K | Held |
| Kkr & Co Inc | — | 8.51K | $786.9K | 0.3% | −$297.6K | Cut−$9.32M |
| Pimco Etf Tr | — | 28.1K | $735.4K | 0.3% | −$13K | Added$12.4K |
| Sherwin Williams Co | SHW | 2.27K | $729.2K | 0.3% | −$8.06K | Cut−$23.6K |
| Marriott Intl Inc New | — | 1.97K | $645K | 0.2% | $33.2K | Cut−$6.52K |
| United Parcel Service Inc | UPS | 6.48K | $637.4K | 0.2% | −$4.43K | Added$101.7K |
| Innovator Etfs Trust | — | 13.8K | $635.3K | 0.2% | −$6.39K | Cut−$88.3K |
| Boeing Co | — | 3.14K | $625K | 0.2% | −$50.8K | Added$15.7K |
| Invesco Exchange Traded Fd T | — | 3.07K | $588.8K | 0.2% | $1.11K | Held |
| Sandisk Corp | SNDK | 917 | $582.6K | 0.2% | $364.9K | Held |
| Ishares Tr | — | 5.22K | $576.6K | 0.2% | $1.25K | Added$37.7K |
| Ark Etf Tr | — | 13.3K | $504.6K | 0.2% | −$102.1K | Added−$818 |
| Generac Hldgs Inc | — | 2.5K | $488.7K | 0.2% | — | New |
| Caterpillar Inc | CAT | 686 | $485.8K | 0.2% | $92.9K | Cut$88.3K |
| Innovator Etfs Trust | — | 10.8K | $459.7K | 0.2% | −$5.7K | Cut−$8.08K |
| Innovator Etfs Trust | — | 10.1K | $436.2K | 0.2% | −$6.67K | Held |
| Exxon Mobil Corp | — | 2.56K | $433.7K | 0.2% | $126.1K | Held |
| Dimensional Etf Trust | — | 12.3K | $418.6K | 0.2% | $15.3K | Held |
| Palo Alto Networks Inc | PANW | 2.39K | $383.5K | 0.1% | −$57.1K | Held |
| Palantir Technologies Inc. | PLTR | 2.62K | $383.4K | 0.1% | −$79.7K | Added−$67K |
| Ishares Tr | — | 4.79K | $383.1K | 0.1% | — | New |
| Arhaus, Inc. | ARHS | 55.4K | $375.4K | 0.1% | −$245.3K | Cut−$317.4K |
| Snap-on Inc | SNA | 973 | $353.4K | 0.1% | $18.1K | Held |
| Thermo Fisher Scientific Inc. | TMO | 714 | $351.2K | 0.1% | −$57.5K | Added−$28.5K |
| Ishares 0-3 Month | — | 3.44K | $346.3K | 0.1% | $997 | Cut−$13.9K |
| Mcdonalds Corp | MCD | 1.05K | $325.8K | 0.1% | $5.55K | Cut−$2.4K |
| Spdr Gold Tr | — | 681 | $293K | 0.1% | $23.1K | Cut−$117.9K |
| Alphabet Inc | — | 979 | $280.9K | 0.1% | −$26.5K | Cut−$26.8K |
| Duke Energy Corp New | — | 2.03K | $266.2K | 0.1% | $23.8K | Added$63.1K |
| Innovator Etfs Trust | — | 5.8K | $250.1K | 0.1% | −$4.69K | Cut−$26.6K |
| Coca Cola Co | KO | 3.25K | $246.8K | 0.1% | $19.9K | Cut$8.74K |
| Ea Series Trust | — | 2.66K | $241.5K | 0.1% | $2.62K | Held |
| Walmart Inc. | WMT | 1.9K | $235.5K | 0.1% | $12.8K | Added$124.8K |
| Taiwan Semiconductor Mfg Ltd | — | 681 | $230.1K | 0.1% | $22.7K | Added$27.4K |
| Ulta Beauty, Inc. | ULTA | 434 | $226.9K | 0.1% | −$35.7K | Cut−$58.7K |
| Vanguard Intl Equity Index F | — | 2.97K | $223.1K | 0.1% | $4.61K | Cut$3.87K |
| Ge Aerospace | — | 749 | $212.5K | 0.1% | −$5.31K | Added$143.9K |
| Ishares Tr | — | 1.88K | $200.6K | 0.1% | −$377 | Held |
| Ford Mtr Co | — | 11.7K | $134.8K | 0.0% | −$18.4K | Cut−$30.8K |
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.