Jessup Wealth Management, Inc

Jessup Wealth Management, Inc reported 81 holdings worth US$335M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Jessup Wealth Management, Inc reported 81 holdings worth US$335M as of Jun 30, 2026. Largest: Amazon.com, Inc., Nvidia Corporation and Apple Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
81
Value as reported
US$335M

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.142KUS$33.9M10.1%
Nvidia Corporation131KUS$26.3M7.8%
Apple Inc88,825US$25.7M7.7%
Advanced Micro Devices Inc35,255US$20.5M6.1%
Alphabet Inc (google) Class C46,142US$16.5M4.9%
Unitedhealth Group Incorporated33,489US$13.9M4.2%
Micron Technology, Inc.11,687US$13.5M4.0%
Microsoft Corp.36,083US$13.5M4.0%
Tesla, Inc.25,163US$10.6M3.2%
Costco Wholesale Corporation10,786US$10.1M3.0%
T-mobile Us, Inc.51,657US$8.66M2.6%
Csx Corporation143KUS$6.8M2.0%
Novo Nordisk A/s Class B137KUS$6.57M2.0%
Jp Morgan Chase & Co.17,060US$5.58M1.7%
Procter & Gamble Company (the)31,799US$4.66M1.4%
Crowdstrike Holdings, Inc.4,716US$3.6M1.1%
Cincinnati Financial Corporation11,507US$2.13M0.64%
Nucor Corporation9,451US$2.11M0.63%
Sandisk Corporation916US$2.08M0.62%
Berkshire Hathaway Inc.3,980US$1.99M0.59%
Johnson & Johnson7,619US$1.93M0.58%
Goldman Sachs Group, Inc. (the)1,894US$1.92M0.57%
Applied Materials, Inc.2,160US$1.56M0.47%
Visa Inc.4,041US$1.39M0.41%
Merck & Company, Inc.8,375US$1.08M0.32%
Eli Lilly And Company864US$1.04M0.31%
Sherwin-williams Company (the)2,214US$762K0.23%
Caterpillar, Inc.682US$726K0.22%
Generac Holdings Inc.2,472US$724K0.22%
Marriott International1,929US$715K0.21%
United Parcel Service, Inc.6,576US$707K0.21%
Boeing Company (the)3,007US$651K0.19%
Nutanix, Inc.10,679US$544K0.16%
Kkr & Co. Inc.5,449US$500K0.15%
Arhaus, Inc.55,363US$466K0.14%
Snap-on Incorporated973US$392K0.12%
Exxon Mobil Corporation2,556US$350K0.10%
Taiwan Semiconductor Manufacturing Co., Ltd.681US$325K0.10%
Palantir Technologies Inc.2,650US$309K0.09%
American Express Company868US$294K0.09%
Duke Energy Corporation (holding Company)2,033US$257K0.08%
Coca-cola Company (the)3,156US$256K0.08%
Mcdonald's Corporation923US$249K0.07%
Walmart Inc.1,897US$215K0.06%
Ge Aerospace566US$212K0.06%
Ford Mtr Co Del11,711US$163K0.05%
Palo Alto Networks, Inc.0US$00.00%
Thermo Fisher Scientific Inc0US$00.00%
Ulta Beauty, Inc.0US$00.00%

Source

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