Jessup Wealth Management, Inc
Net seller this quarter
$335M
52
-$12.5M
54.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $33.9M | 10.12% | 0.00% | -7.0% | Q4 2022 |
 NVDA | $26.3M | 7.85% | 0.00% | -3.3% | Q4 2022 |
 AAPL | $25.7M | 7.67% | 0.00% | +0.1% | Q4 2022 |
 AMD | $20.5M | 6.11% | 0.00% | -25.4% | Q4 2022 |
 GOOGL | $16.1M | 4.82% | 0.00% | -14.8% | Q4 2022 |
 UNH | $13.9M | 4.15% | 0.00% | +20.5% | Q4 2022 |
 MU | $13.5M | 4.02% | 0.00% | -28.5% | Q2 2023 |
 MSFT | $13.5M | 4.01% | 0.00% | +20.1% | Q4 2022 |
 TSLA | $10.6M | 3.16% | 0.00% | -3.9% | Q1 2023 |
 COST | $10.1M | 3.01% | 0.00% | -1.7% | Q4 2022 |
 BABA | $8.97M | 2.68% | 0.01% | +48.2% | Q1 2023 |
 TMUS | $8.66M | 2.58% | 0.00% | +0.9% | Q4 2022 |
 CSX | $6.8M | 2.03% | 0.01% | +3.1% | Q4 2025 |
 NVO | $6.57M | 1.96% | Not reported | Not reported | Q4 2025 |
 JPM | $5.58M | 1.67% | 0.00% | -2.4% | Q4 2022 |
 PG | $4.66M | 1.39% | 0.00% | +4.6% | Q4 2022 |
 CRWD | $3.6M | 1.07% | 0.00% | +5.6% | Q1 2023 |
 CINF | $2.13M | 0.64% | 0.01% | Not reported | Q3 2023 |
 NUE | $2.11M | 0.63% | 0.00% | -14.6% | Q4 2022 |
 SNDK | $2.08M | 0.62% | 0.00% | -0.1% | Q4 2025 |
 BRK.B | $1.99M | 0.59% | Not reported | +33.6% | Q4 2022 |
 JNJ | $1.93M | 0.58% | 0.00% | +0.4% | Q4 2022 |
 GS | $1.92M | 0.57% | 0.00% | -1.7% | Q4 2022 |
 AMAT | $1.56M | 0.47% | 0.00% | -13.2% | Q4 2022 |
 SPY | $1.55M | 0.46% | Not reported | -2.0% | Q4 2022 |
 V | $1.39M | 0.41% | 0.00% | +0.4% | Q4 2022 |
 MRK | $1.08M | 0.32% | 0.00% | -86.7% | Q4 2025 |
 LLY | $1.04M | 0.31% | 0.00% | -2.9% | Q4 2022 |
 SHW | $762K | 0.23% | 0.00% | -2.7% | Q4 2022 |
 CAT | $726K | 0.22% | 0.00% | -0.6% | Q4 2022 |
 GNRC | $724K | 0.22% | 0.00% | -1.2% | Q1 2026 |
 MAR | $715K | 0.21% | 0.00% | -2.2% | Q1 2023 |
 UPS | $707K | 0.21% | 0.00% | +1.5% | Q4 2025 |
 BA | $651K | 0.19% | 0.00% | -4.2% | Q3 2023 |
 NTNX | $544K | 0.16% | 0.00% | New | Q2 2026 |
 KKR | $500K | 0.15% | 0.00% | -36.0% | Q4 2022 |
 ARHS | $466K | 0.14% | 0.04% | Not reported | Q2 2023 |
 DFAX | $454K | 0.14% | Not reported | Not reported | Q1 2025 |
 SNA | $392K | 0.12% | 0.00% | Not reported | Q3 2024 |
 XOM | $350K | 0.10% | 0.00% | Not reported | Q1 2023 |
| GOOG | $343K | 0.10% | Not reported | -0.8% | Q4 2023 |
 TSM | $325K | 0.10% | 0.00% | Not reported | Q4 2025 |
 PLTR | $309K | 0.09% | 0.00% | +1.1% | Q4 2024 |
 AXP | $294K | 0.09% | 0.00% | Not reported | Q4 2025 |
| DUK | $257K | 0.08% | 0.00% | Not reported | Q1 2025 |
 KO | $256K | 0.08% | 0.00% | -2.8% | Q4 2022 |
 MCD | $249K | 0.07% | 0.00% | -11.9% | Q4 2022 |
| GLD | $244K | 0.07% | 0.00% | -2.8% | Q2 2024 |
 WMT | $215K | 0.06% | 0.00% | +0.1% | Q4 2025 |
 JD | $215K | 0.06% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| AMZN | $31.9M | 11.64% | 0.00% | +1.1% | Q4 2022 |
| NVDA | $23.7M | 8.65% | 0.00% | +8.2% | Q4 2022 |
| AAPL | $22.5M | 8.22% | 0.00% | -6.7% | Q4 2022 |
| GOOGL | $15.3M | 5.57% | 0.00% | -0.6% | Q4 2022 |
| MSFT | $11.1M | 4.06% | 0.00% | +262.3% | Q4 2022 |
| COST | $10.9M | 3.99% | 0.00% | +184.3% | Q4 2022 |
| TMUS | $10.7M | 3.92% | 0.00% | +247.4% | Q4 2022 |
| TSLA | $9.73M | 3.55% | 0.00% | +2.3% | Q1 2023 |
| AMD | $9.61M | 3.51% | 0.00% | +8.9% | Q4 2022 |
| BABA | $7.91M | 2.89% | 0.00% | -16.0% | Q1 2023 |
| MRK | $7.57M | 2.76% | 0.00% | +1.8% | Q4 2025 |
| UNH | $7.52M | 2.74% | 0.00% | +3.7% | Q4 2022 |
| CSX | $5.7M | 2.08% | 0.01% | +5676.1% | Q4 2025 |
| MU | $5.52M | 2.01% | 0.00% | -6.8% | Q2 2023 |
| JPM | $5.14M | 1.88% | 0.00% | -0.3% | Q4 2022 |
| PG | $4.39M | 1.60% | 0.00% | -1.0% | Q4 2022 |
| NUE | $1.87M | 0.68% | 0.00% | Not reported | Q4 2022 |
| JNJ | $1.86M | 0.68% | 0.00% | +0.2% | Q4 2022 |
| CINF | $1.81M | 0.66% | 0.01% | Not reported | Q3 2023 |
| CRWD | $1.74M | 0.64% | 0.00% | +0.2% | Q1 2023 |
| GS | $1.63M | 0.60% | 0.00% | -9.9% | Q4 2022 |
| BRK.B | $1.43M | 0.52% | Not reported | +0.1% | Q4 2022 |
| SPY | $1.38M | 0.50% | Not reported | +0.1% | Q4 2022 |
| V | $1.22M | 0.44% | 0.00% | -11.1% | Q4 2022 |
| AMAT | $850K | 0.31% | 0.00% | -4.6% | Q4 2022 |
| LLY | $819K | 0.30% | 0.00% | -29.0% | Q4 2022 |
| KKR | $787K | 0.29% | 0.00% | -89.3% | Q4 2022 |
| SHW | $729K | 0.27% | 0.00% | -2.1% | Q4 2022 |
| MAR | $645K | 0.24% | 0.00% | -6.1% | Q1 2023 |
| UPS | $637K | 0.23% | 0.00% | +20.0% | Q4 2025 |
| BA | $625K | 0.23% | 0.00% | +11.9% | Q3 2023 |
| SNDK | $583K | 0.21% | 0.00% | Not reported | Q4 2025 |
| GNRC | $489K | 0.18% | 0.00% | New | Q1 2026 |
| CAT | $486K | 0.18% | 0.00% | -1.2% | Q4 2022 |
| XOM | $434K | 0.16% | 0.00% | Not reported | Q1 2023 |
| DFAX | $419K | 0.15% | Not reported | Not reported | Q1 2025 |
 PANW | $383K | 0.14% | 0.00% | Not reported | Q3 2023 |
| PLTR | $383K | 0.14% | 0.00% | +3.4% | Q4 2024 |
| ARHS | $375K | 0.14% | 0.04% | -10.4% | Q2 2023 |
| SNA | $353K | 0.13% | 0.00% | Not reported | Q3 2024 |
 TMO | $351K | 0.13% | 0.00% | +9.0% | Q4 2022 |
| MCD | $326K | 0.12% | 0.00% | -2.4% | Q4 2022 |
| GLD | $293K | 0.11% | 0.00% | -34.3% | Q2 2024 |
| GOOG | $281K | 0.10% | Not reported | -0.1% | Q4 2023 |
| DUK | $266K | 0.10% | 0.00% | +17.3% | Q1 2025 |
| KO | $247K | 0.09% | 0.00% | -4.7% | Q4 2022 |
| WMT | $235K | 0.09% | 0.00% | +90.6% | Q4 2025 |
| TSM | $230K | 0.08% | 0.00% | +2.1% | Q4 2025 |
 ULTA | $227K | 0.08% | 0.00% | -8.1% | Q4 2022 |
 GE | $212K | 0.08% | 0.00% | +235.9% | Q4 2025 |
| Q4 2025 | |||||
| AMZN | $35M | 11.56% | 0.00% | +5.6% | Q4 2022 |
| AAPL | $25.8M | 8.55% | 0.00% | +2.7% | Q4 2022 |
| NVDA | $23.4M | 7.75% | 0.00% | -0.5% | Q4 2022 |
| GOOGL | $16.7M | 5.52% | 0.00% | -9.8% | Q4 2022 |
| TSLA | $11.5M | 3.81% | 0.00% | +0.7% | Q1 2023 |
| BABA | $11M | 3.64% | 0.00% | +0.6% | Q1 2023 |
| KKR | $10.1M | 3.34% | 0.01% | +2.2% | Q4 2022 |
| AMD | $9.29M | 3.07% | 0.00% | -47.1% | Q4 2022 |
| UNH | $8.85M | 2.92% | 0.00% | +1849.1% | Q4 2022 |
| EQH | $6.82M | 2.25% | 0.05% | +13.5% | Q2 2024 |
| MRK | $6.51M | 2.15% | 0.00% | New | Q4 2025 |
 EL | $6.33M | 2.09% | Not reported | New | Q4 2025 |
 LNC | $5.88M | 1.94% | 0.07% | -0.9% | Q1 2025 |
| JPM | $5.64M | 1.87% | 0.00% | +10.0% | Q4 2022 |
| MU | $5.01M | 1.65% | 0.00% | -16.6% | Q2 2023 |
| PG | $4.4M | 1.45% | 0.00% | -0.7% | Q4 2022 |
| MSFT | $4.01M | 1.33% | 0.00% | +1.8% | Q4 2022 |
| COST | $3.33M | 1.10% | 0.00% | +0.2% | Q4 2022 |
| TMUS | $2.99M | 0.99% | 0.00% | -10.5% | Q4 2022 |
 CME | $2.46M | 0.81% | 0.00% | +13.1% | Q4 2022 |
| CRWD | $2.09M | 0.69% | 0.00% | +2.8% | Q1 2023 |
| GS | $1.88M | 0.62% | 0.00% | -1.0% | Q4 2022 |
| CINF | $1.88M | 0.62% | 0.01% | Not reported | Q3 2023 |
| NUE | $1.81M | 0.60% | 0.00% | Not reported | Q4 2022 |
| V | $1.59M | 0.53% | 0.00% | -0.7% | Q4 2022 |
| JNJ | $1.57M | 0.52% | 0.00% | +0.6% | Q4 2022 |
| BRK.B | $1.5M | 0.49% | Not reported | +0.1% | Q4 2022 |
| SPY | $1.45M | 0.48% | Not reported | +29.5% | Q4 2022 |
| LLY | $1.35M | 0.45% | 0.00% | +9.4% | Q4 2022 |
 SHOP | $1.33M | 0.44% | 0.00% | -85.6% | Q1 2025 |
| SHW | $753K | 0.25% | 0.00% | +0.1% | Q4 2022 |
| ARHS | $693K | 0.23% | 0.05% | -23.6% | Q2 2023 |
| AMAT | $670K | 0.22% | 0.00% | -1.7% | Q4 2022 |
| MAR | $652K | 0.22% | 0.00% | Not reported | Q1 2023 |
| BA | $609K | 0.20% | 0.00% | -4.0% | Q3 2023 |
| UPS | $536K | 0.18% | 0.00% | New | Q4 2025 |
| PLTR | $450K | 0.15% | 0.00% | Not reported | Q4 2024 |
| PANW | $441K | 0.15% | 0.00% | Not reported | Q3 2023 |
| GLD | $411K | 0.14% | 0.00% | -0.9% | Q2 2024 |
| DFAX | $403K | 0.13% | Not reported | Not reported | Q1 2025 |
| CAT | $397K | 0.13% | 0.00% | Not reported | Q4 2022 |
| TMO | $380K | 0.13% | 0.00% | -4.1% | Q4 2022 |
 CPNG | $357K | 0.12% | Not reported | -7.6% | Q3 2024 |
| SNA | $335K | 0.11% | 0.00% | Not reported | Q3 2024 |
| MCD | $328K | 0.11% | 0.00% | +0.4% | Q4 2022 |
| GOOG | $308K | 0.10% | Not reported | -3.6% | Q4 2023 |
| XOM | $308K | 0.10% | 0.00% | +1.2% | Q1 2023 |
 AAL | $295K | 0.10% | 0.00% | -95.9% | Q4 2023 |
| ULTA | $286K | 0.09% | 0.00% | -1.7% | Q4 2022 |
 WFC | $275K | 0.09% | 0.00% | -3.8% | Q4 2024 |
| Q3 2025 | |||||
| AMZN | $31.5M | 11.73% | 0.00% | -7.5% | Q4 2022 |
| AAPL | $23.6M | 8.78% | 0.00% | +0.1% | Q4 2022 |
| NVDA | $23.6M | 8.78% | 0.00% | -3.6% | Q4 2022 |
| GOOGL | $14.4M | 5.35% | 0.00% | -8.3% | Q4 2022 |
| BABA | $13.3M | 4.97% | 0.00% | +4.1% | Q1 2023 |
| AMD | $13.3M | 4.94% | 0.01% | +9.1% | Q4 2022 |
| TSLA | $11.3M | 4.21% | 0.00% | +1.9% | Q1 2023 |
| KKR | $10.1M | 3.76% | 0.01% | -0.1% | Q4 2022 |
| SHOP | $8.51M | 3.17% | 0.01% | -9.2% | Q1 2025 |
| EQH | $6.4M | 2.38% | 0.04% | -1.6% | Q2 2024 |
| LNC | $5.37M | 2.00% | 0.07% | -2.8% | Q1 2025 |
| AAL | $5.25M | 1.96% | 0.07% | +4.4% | Q4 2023 |
| JPM | $5.03M | 1.87% | 0.00% | +0.4% | Q4 2022 |
| PG | $4.75M | 1.77% | 0.00% | -2.0% | Q4 2022 |
| MSFT | $4.22M | 1.57% | 0.00% | -1.9% | Q4 2022 |
| TMUS | $3.94M | 1.47% | 0.00% | +4.2% | Q4 2022 |
| COST | $3.57M | 1.33% | 0.00% | -0.4% | Q4 2022 |
| MU | $3.52M | 1.31% | 0.00% | +12.6% | Q2 2023 |
| CME | $2.15M | 0.80% | 0.00% | 0.0% | Q4 2022 |
| CRWD | $2.13M | 0.79% | 0.00% | -0.2% | Q1 2023 |
| CINF | $1.82M | 0.68% | 0.01% | Not reported | Q3 2023 |
| GS | $1.72M | 0.64% | 0.00% | +4.0% | Q4 2022 |
| V | $1.56M | 0.58% | 0.00% | -0.9% | Q4 2022 |
| NUE | $1.5M | 0.56% | 0.00% | +1.8% | Q4 2022 |
| BRK.B | $1.5M | 0.56% | Not reported | +20.2% | Q4 2022 |
| JNJ | $1.4M | 0.52% | 0.00% | 0.0% | Q4 2022 |
| SPY | $1.09M | 0.41% | Not reported | -0.7% | Q4 2022 |
 PYPL | $886K | 0.33% | 0.00% | -6.3% | Q3 2024 |
| LLY | $874K | 0.33% | 0.00% | -2.4% | Q4 2022 |
| ARHS | $859K | 0.32% | 0.06% | -1.5% | Q2 2023 |
| SHW | $804K | 0.30% | 0.00% | -0.9% | Q4 2022 |
| BA | $631K | 0.23% | 0.00% | -9.7% | Q3 2023 |
| MAR | $547K | 0.20% | 0.00% | Not reported | Q1 2023 |
| AMAT | $543K | 0.20% | 0.00% | -7.0% | Q4 2022 |
| CPNG | $528K | 0.20% | Not reported | -17.7% | Q3 2024 |
| PANW | $487K | 0.18% | 0.00% | Not reported | Q3 2023 |
| UNH | $475K | 0.18% | 0.00% | -78.7% | Q4 2022 |
| PLTR | $462K | 0.17% | 0.00% | Not reported | Q4 2024 |
| DFAX | $387K | 0.14% | Not reported | Not reported | Q1 2025 |
| GLD | $372K | 0.14% | 0.00% | -14.7% | Q2 2024 |
| SNA | $337K | 0.13% | 0.00% | Not reported | Q3 2024 |
| TMO | $331K | 0.12% | 0.00% | +0.2% | Q4 2022 |
| CAT | $331K | 0.12% | 0.00% | Not reported | Q4 2022 |
| MCD | $325K | 0.12% | 0.00% | +0.4% | Q4 2022 |
 BX | $302K | 0.11% | 0.00% | Not reported | Q3 2023 |
 AVGO | $291K | 0.11% | 0.00% | Not reported | Q2 2025 |
| XOM | $285K | 0.11% | 0.00% | -0.1% | Q1 2023 |
 SLV | $272K | 0.10% | 0.00% | Not reported | Q3 2024 |
| ULTA | $262K | 0.10% | 0.00% | Not reported | Q4 2022 |
 PDEC | $260K | 0.10% | Not reported | Not reported | Q4 2024 |