Sponsored

The Analysis of JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holdings & P&L

Currently, JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds 214 types of securities in its portfolio with a total value $822.2M. In the most recent quarter, they have increased their positions in BA (+15.8K shares, valued at $3.1M), VTI (+2.4K shares, valued at $771.5K), N/A (+8.2K shares, valued at $756.7K); decreased their positions in SCCO (-19.9K shares, valued at $3.4M), LLY (-801 shares, valued at $736.7K), CAT (-796 shares, valued at $563.9K); initiated new positions in VTI (+2.4K shares, valued at $771.5K), FITB (+11.6K shares, valued at $538.6K), CRWV (+4.8K shares, valued at $368.6K).

1M P&L

+39.0M+5.04%

3M P&L

+38.0M+4.91%

HY P&L

+84.4M+11.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General76.5M

10.5%

2Semiconductors56.1M

7.7%

3Software - Infrastructure35.7M

4.9%

Top Industries by Stock Count

1N/A29 stocks

15.0%

2Drug Manufacturers - General10 stocks

5.2%

3Banks - Regional9 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC133.8K shares-0.34%2026-03-312026-04-27

NVDA NVIDIA CORPORATION184.8K shares-1.54%2026-03-312026-04-27

MSFT MICROSOFT CORP64.5K shares0.62%2026-03-312026-04-27

CAT CATERPILLAR INC33.0K shares-2.36%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON88.3K shares0.61%2026-03-312026-04-27

AMAT APPLIED MATLS INC61.6K shares0.02%2026-03-312026-04-27

VMC VULCAN MATLS CO77.1K shares-0.85%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC199.9K shares0.66%2026-03-312026-04-27

Sponsored

LLY ELI LILLY & CO19.9K shares-3.87%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO56.3K shares0.93%2026-03-312026-04-27

WM WASTE MGMT INC DEL66.7K shares0.27%2026-03-312026-04-27

BROADCOM INC BROADCOM INC49.4K shares1.80%2026-03-312026-04-27

ALPHABET INC ALPHABET INC51.5K shares-0.06%2026-03-312026-04-27

AMZN AMAZON COM INC66.4K shares3.09%2026-03-312026-04-27

BAC BANK AMERICA CORP268.1K shares0.48%2026-03-312026-04-27

ABBV ABBVIE INC59.4K shares0.80%2026-03-312026-04-27

Sponsored

SO SOUTHERN CO132.7K shares1.73%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP131.1K shares0.96%2026-03-312026-04-27

CVX CHEVRON CORPORATION58.4K shares1.84%2026-03-312026-04-27

HD HOME DEPOT INC36.3K shares1.24%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP19.1K shares0.38%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC100.4K shares2.82%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC13.4K shares1.26%2026-03-312026-04-27

MCD MCDONALDS CORP35.9K shares1.29%2026-03-312026-04-27

Sponsored

GLW CORNING INC81.0K shares1.25%2026-03-312026-04-27

V VISA INC35.3K shares-2.17%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION10.5K shares1.17%2026-03-312026-04-27

KO COCA COLA CO137.9K shares0.92%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.8K shares2.78%2026-03-312026-04-27

AMGN AMGEN INC28.1K shares1.69%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC46.7K shares1.02%2026-03-312026-04-27

XOM EXXON MOBIL CORP55.7K shares1.65%2026-03-312026-04-27

Sponsored

WMT WALMART INC74.2K shares1.60%2026-03-312026-04-27

TSLA TESLA INC23.8K shares2.29%2026-03-312026-04-27

META META PLATFORMS INC15.2K shares3.29%2026-03-312026-04-27

SCCO SOUTHERN COPPER CORP50.3K shares-28.36%2026-03-312026-04-27

QCOM QUALCOMM INC61.6K shares4.11%2026-03-312026-04-27

PG PROCTER & GAMBLE CO51.1K shares0.01%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW53.5K shares2.46%2026-03-312026-04-27

TFC TRUIST FINL CORP146.8K shares-0.13%2026-03-312026-04-27

Sponsored

SLV ISHARES SILVER TR96.1K shares0.63%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN30.8K shares-0.21%2026-03-312026-04-27

DLR DIGITAL RLTY TR INC33.4K shares2.35%2026-03-312026-04-27

BHP BHP BILLITON LIMITED81.6K shares0.60%2026-03-312026-04-27

IVV ISHARES TR9.1K shares2.85%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC6.1K shares2.60%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC36.3K shares5.69%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP19.7K shares-0.44%2026-03-312026-04-27

Sponsored

SPG SIMON PPTY GROUP INC NEW30.4K shares1.55%2026-03-312026-04-27

CAH CARDINAL HEALTH INC26.0K shares0.68%2026-03-312026-04-27

PAYX PAYCHEX INC52.4K shares2.93%2026-03-312026-04-27

CSCO CISCO SYS INC61.0K shares1.59%2026-03-312026-04-27

RTX RTX CORPORATION24.2K shares2.25%2026-03-312026-04-27

BA BOEING CO23.0K shares216.99%2026-03-312026-04-27

FDX FEDEX CORP12.8K shares-0.50%2026-03-312026-04-27

INTC INTEL CORP103.5K shares-1.36%2026-03-312026-04-27

Sponsored

GILD GILEAD SCIENCES INC32.0K shares0.83%2026-03-312026-04-27

NFLX NETFLIX INC.45.8K shares9.57%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC35.5K shares2.69%2026-03-312026-04-27

KKR & CO INC KKR & CO INC43.6K shares23.07%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE12.8K shares1.17%2026-03-312026-04-27

GPC GENUINE PARTS CO33.2K shares-0.23%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP10.2K shares2.71%2026-03-312026-04-27

TJX TJX COS INC NEW21.6K shares1.83%2026-03-312026-04-27

Sponsored

EXC EXELON CORP68.7K shares3.35%2026-03-312026-04-27

BN BROOKFIELD CORP76.1K shares0.13%2026-03-312026-04-27

MELI MERCADOLIBRE INC1.7K shares4.20%2026-03-312026-04-27

ASML ASML HLDG NV2.1K shares3.36%2026-03-312026-04-27

DIS DISNEY WALT CO28.1K shares-3.86%2026-03-312026-04-27

IUSG ISHARES TR17.4K shares1.26%2026-03-312026-04-27

PFE PFIZER INC93.7K shares-4.41%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC19.9K shares1.49%2026-03-312026-04-27

Sponsored

HSY HERSHEY CO12.5K shares2.09%2026-03-312026-04-27

NVS NOVARTIS AG16.9K shares0.00%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW7.8K shares2.15%2026-03-312026-04-27

PEP PEPSICO INC16.1K shares3.13%2026-03-312026-04-27

ODFL OLD DOMINION FREIGHT LINE IN12.5K shares0.84%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO40.2K shares7.67%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC5.1K shares1.67%2026-03-312026-04-27

MO ALTRIA GROUP INC35.7K shares0.00%2026-03-312026-04-27

Sponsored

ENB ENBRIDGE INC42.1K shares3.35%2026-03-312026-04-27

COP CONOCOPHILLIPS17.2K shares-0.49%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC5.8K shares5.08%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP7.6K shares0.03%2026-03-312026-04-27

BIP BROOKFIELD INFRASTRUCTURE PA57.1K shares0.00%2026-03-312026-04-27

IJR ISHARES TR16.3K shares3.08%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC13.7K shares7.31%2026-03-312026-04-27

BZH BEAZER HOMES USA INC104.5K shares31.52%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC6.8K shares2.27%2026-03-312026-04-27

O REALTY INCOME CORP31.0K shares1.62%2026-03-312026-04-27

CRM SALESFORCE INC10.0K shares4.27%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP8.7K shares1.16%2026-03-312026-04-27

GLD SPDR GOLD TR4.3K shares0.02%2026-03-312026-04-27

DHR DANAHER CORP DEL9.7K shares0.26%2026-03-312026-04-27

GEV GE VERNOVA INC2.1K shares3.73%2026-03-312026-04-27

MS MORGAN STANLEY10.2K shares1.08%2026-03-312026-04-27

Sponsored

CCJ CAMECO CORP15.0K shares0.09%2026-03-312026-04-27

ABT ABBOTT LABORATORIES15.7K shares-1.16%2026-03-312026-04-27

IXUS ISHARES TR17.8K shares4.53%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L40.0K shares1.44%2026-03-312026-04-27

SBUX STARBUCKS CORP16.9K shares14.38%2026-03-312026-04-27

NOW SERVICENOW INC14.3K shares-0.76%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC24.8K shares-10.60%2026-03-312026-04-27

PSLV SPROTT ASSET MANAGEMENT LP57.6K shares0.00%2026-03-312026-04-27

Sponsored

TSCO TRACTOR SUPPLY CO31.0K shares-4.56%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC8.2K shares-0.61%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC6.7K shares9.92%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC26.4K shares-2.72%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC11.2K shares2.04%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO4.1K shares-0.82%2026-03-312026-04-27

SNY SANOFI SA25.6K shares-2.66%2026-03-312026-04-27

CNQ CANADIAN NAT RES LTD MED TER24.3K shares9.36%2026-03-312026-04-27

Sponsored

CMI CUMMINS INC2.1K shares0.10%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC4.0K shares-12.03%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares123.33%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO3.2K shares0.09%2026-03-312026-04-27

GSK PLC GSK PLC18.5K shares5.22%2026-03-312026-04-27

TOL TOLL BROTHERS INC7.4K shares3.38%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR11.0K shares0.00%2026-03-312026-04-27

PI IMPINJ INC9.1K shares2.43%2026-03-312026-04-27

Sponsored

IWF ISHARES TR2.1K shares-0.24%2026-03-312026-04-27

EQR EQUITY RESIDENTIAL14.9K shares0.53%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP13.6K shares-2.73%2026-03-312026-04-27

LYB LYONDELLBASELL INDUSTRIES NV10.9K shares1.60%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.3K shares1.28%2026-03-312026-04-27

ADBE ADOBE INC3.6K shares7.33%2026-03-312026-04-27

IEFA ISHARES TR8.8K shares0.00%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC6.9K shares0.15%2026-03-312026-04-27

Sponsored

VTI VANGUARD INDEX FDS2.4K sharesnew addition2026-03-312026-04-27

ATO ATMOS ENERGY CORP4.2K shares0.65%2026-03-312026-04-27

SYK STRYKER CORPORATION2.2K shares0.09%2026-03-312026-04-27

KEY KEYCORP36.2K shares-1.48%2026-03-312026-04-27

FAST FASTENAL CO15.6K shares-2.85%2026-03-312026-04-27

PLD PROLOGIS INC.5.2K shares7.69%2026-03-312026-04-27

ETFS GOLD TR ETFS GOLD TR15.3K shares0.00%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.00%2026-03-312026-04-27

Sponsored

WPM WHEATON PRECIOUS METALS CORP5.1K shares-5.93%2026-03-312026-04-27

AFL AFLAC INC5.9K shares-3.72%2026-03-312026-04-27

IUSV ISHARES TR6.0K shares0.00%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC10.3K shares20.98%2026-03-312026-04-27

DG DOLLAR GEN CORP5.0K shares-3.58%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC6.8K shares3.79%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF14.7K shares38.59%2026-03-312026-04-27

IJH ISHARES TR8.1K shares0.52%2026-03-312026-04-27

Sponsored

SYY SYSCO CORP7.7K shares-2.80%2026-03-312026-04-27

HST HOST HOTELS & RESORTS INC28.5K shares-4.15%2026-03-312026-04-27

LOW LOWES COS INC2.3K shares-0.39%2026-03-312026-04-27

FITB FIFTH THIRD BANCORP11.6K sharesnew addition2026-03-312026-04-27

VEEV VEEVA SYS INC3.0K shares0.00%2026-03-312026-04-27

JQUA J P MORGAN EXCHANGE TRADED F8.4K shares0.00%2026-03-312026-04-27

NVO NOVO-NORDISK A S13.9K shares-6.93%2026-03-312026-04-27

ORCL ORACLE CORP3.5K shares54.33%2026-03-312026-04-27

Sponsored

PSA PUBLIC STORAGE OPER CO1.9K shares0.21%2026-03-312026-04-27

IWR ISHARES TR5.2K shares0.00%2026-03-312026-04-27

BDX BECTON DICKINSON & CO3.2K shares6.68%2026-03-312026-04-27

GIS GENERAL MILLS INC13.1K shares0.35%2026-03-312026-04-27

OZK BANK OZK LITTLE ROCK ARK10.5K shares0.00%2026-03-312026-04-27

BMO BANK MONTREAL MEDIUM3.6K shares0.00%2026-03-312026-04-27

DVY ISHARES TR3.1K shares0.13%2026-03-312026-04-27

VBK VANGUARD INDEX FDS1.6K shares2.99%2026-03-312026-04-27

Sponsored

NKE NIKE INC8.9K shares-16.79%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR17.3K shares0.24%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.40%2026-03-312026-04-27

NET CLOUDFLARE INC2.1K shares2.58%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR14.3K shares6.15%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC1.6K shares0.06%2026-03-312026-04-27

ALB ALBEMARLE CORP2.2K shares-7.35%2026-03-312026-04-27

IWD ISHARES TR1.8K shares0.22%2026-03-312026-04-27

Sponsored

ZS ZSCALER INC2.7K shares-10.46%2026-03-312026-04-27

IEMG ISHARES INC5.4K shares-0.30%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares25.09%2026-03-312026-04-27

CRWV COREWEAVE INC4.8K sharesnew addition2026-03-312026-04-27

CMG CHIPOTLE MEXICAN GRILL INC11.2K shares-0.38%2026-03-312026-04-27

VGT VANGUARD WORLD FD509 shares0.00%2026-03-312026-04-27

MTN VAIL RESORTS INC2.8K sharesnew addition2026-03-312026-04-27

UBSI UNITED BANKSHARES INC WEST V8.0K shares0.00%2026-03-312026-04-27

Sponsored

ETR ENTERGY CORP NEW2.9K shares10.96%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC4.5K shares0.00%2026-03-312026-04-27

SHEL SHELL PLC3.5K shares0.26%2026-03-312026-04-27

CALM CAL MAINE FOODS INC4.0K sharesnew addition2026-03-312026-04-27

PSX PHILLIPS 661.7K shares0.23%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO3.6K shares0.08%2026-03-312026-04-27

AUBN AUBURN NATL BANCORP12.5K shares0.03%2026-03-312026-04-27

VUG VANGUARD INDEX FDS666 shares0.00%2026-03-312026-04-27

Sponsored

TXN TEXAS INSTRS INC1.5K shares15.46%2026-03-312026-04-27

SBSI SOUTHSIDE BANCSHARES INC9.1K shares-3.59%2026-03-312026-04-27

IP INTERNATIONAL PAPER CO7.8K shares0.36%2026-03-312026-04-27

DEO DIAGEO PLC3.6K shares-4.73%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP2.8K shares-27.82%2026-03-312026-04-27

TER TERADYNE INC867 sharesnew addition2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR8.4K shares-4.07%2026-03-312026-04-27

LII LENNOX INTL INC553 shares0.00%2026-03-312026-04-27

Sponsored

MU MICRON TECHNOLOGY INC755 sharesnew addition2026-03-312026-04-27

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR8.5K shares-4.95%2026-03-312026-04-27

IWM ISHARES TR974 shares0.00%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC1.2K shares0.52%2026-03-312026-04-27

SHOP SHOPIFY INC2.0K shares0.00%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC1.0K sharesnew addition2026-03-312026-04-27

ADM ARCHER DANIELS MIDLAND CO3.2K sharesnew addition2026-03-312026-04-27

Sponsored

BNS BANK NOVA SCOTIA B C3.4K shares0.00%2026-03-312026-04-27

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.0K shares-1.71%2026-03-312026-04-27

CFR CULLEN FROST BANKERS INC1.6K shares0.37%2026-03-312026-04-27

LH LABCORP HOLDINGS INC825 shares0.00%2026-03-312026-04-27

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.5K sharesnew addition2026-03-312026-04-27

RHP RYMAN HOSPITALITY PPTYS INC2.3K shares1.45%2026-03-312026-04-27

FTV FORTIVE CORP3.8K shares0.00%2026-03-312026-04-27

VLTO VERALTO CORP2.3K shares-1.18%2026-03-312026-04-27

Sponsored

BWXT BWX TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-04-27

MMM 3M CO1.4K shares0.14%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS3.2K sharesnew addition2026-03-312026-04-27

M MACYS INC10.7K shares15.32%2026-03-312026-04-27

ABR ARBOR REALTY TRUST INC14.2K shares1.40%2026-03-312026-04-27

BORR DRILLING LTD BORR DRILLING LTD11.6K shares0.00%2026-03-312026-04-27

AAPL

APPLE INC

-0.34%

Shares133.8K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-1.54%

Shares184.8K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.62%

Shares64.5K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-2.36%

Shares33.0K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

0.61%

Shares88.3K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

0.02%

Shares61.6K

Event2026-03-31

Filed2026-04-27

VMC

VULCAN MATLS CO

-0.85%

Shares77.1K

Event2026-03-31

Filed2026-04-27

UPS

UNITED PARCEL SVCS INC

0.66%

Shares199.9K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-3.87%

Shares19.9K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

0.93%

Shares56.3K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

0.27%

Shares66.7K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

1.80%

Shares49.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-0.06%

Shares51.5K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

3.09%

Shares66.4K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

0.48%

Shares268.1K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

0.80%

Shares59.4K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

1.73%

Shares132.7K

Event2026-03-31

Filed2026-04-27

SCHW

SCHWAB CHARLES CORP

0.96%

Shares131.1K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

1.84%

Shares58.4K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

1.24%

Shares36.3K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

0.38%

Shares19.1K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

2.82%

Shares100.4K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

1.26%

Shares13.4K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

1.29%

Shares35.9K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

1.25%

Shares81.0K

Event2026-03-31

Filed2026-04-27

VISA INC

-2.17%

Shares35.3K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

1.17%

Shares10.5K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

0.92%

Shares137.9K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

2.78%

Shares20.8K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

1.69%

Shares28.1K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

1.02%

Shares46.7K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

1.65%

Shares55.7K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

1.60%

Shares74.2K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

2.29%

Shares23.8K

Event2026-03-31

Filed2026-04-27