Fund Holdings — Jessup Wealth Management, Inc

Total Portfolio Value
$273.91M
Total Bought
$45.42M
Total Sold
$54.50M
Net Transaction
-$9.07M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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T-MOBILE US INC(TMUS)14,73351,181+36,4482,99110,7493.92%+7,758
COSTCO WHOLESALE CORPORATION(COST)3,86010,974+7,1143,32910,9353.99%+7,606
MICROSOFT CORP(MSFT)8,29430,046+21,7524,01111,1224.06%+7,111
INVESCO EXCH TRADED FD TR II456134,934+134,478246,2102.27%+6,186
CSX CORP(CSX)2,402138,742+136,340875,6952.08%+5,608
MERCK & CO INC(MRK)61,86262,944+1,0826,5127,5722.76%+1,060
MICRON TECHNOLOGY INC(MU)17,53616,339-1,1975,0055,5202.02%+515
GENERAC HLDGS INC(GNRC)02,502+2,50204890.18%+489
ISHARES TR04,786+4,78603830.14%+383
SANDISK CORP(SNDK)91791702185830.21%+365
ISHARES TR4563,440+2,984243460.13%+323
ADVANCED MICRO DEVICES INC(AMD)43,38947,236+3,8479,2929,6093.51%+317
JOHNSON & JOHNSON(JNJ)7,5747,589+151,5671,8550.68%+288
NVIDIA CORPORATION(NVDA)125,725135,969+10,24423,44823,7138.66%+265
APPLIED MATLS INC2,6062,487-1196708500.31%+180
ISHARES TR114,509117,202+2,69311,01111,1864.08%+175
INNOVATOR ETFS TRUST
US EQTY PWR BUF
18,47422,248+3,7748309930.36%+162
GE AEROSPACE(GE)223749+526692120.08%+144
EXXON MOBIL CORP2,5562,55603084340.16%+126
WALMART INC(WMT)9941,895+9011112350.09%+125
UNITED PARCEL SVCS INC(UPS)5,4006,479+1,0795366370.23%+102
CATERPILLAR INC(CAT)694686-83974860.18%+88
NUCOR CORP(NUE)11,07211,07201,8061,8720.68%+66
DUKE ENERGY CORP NEW(DUK)1,7332,033+3002032660.10%+63
SPDR SERIES TRUST
ST STR SP BIOT
8,6358,617-181,0531,1010.40%+48
ISHARES TR4,8935,223+3305395770.21%+38
TAIWAN SEMICONDUCTOR MANUFAC(TSM)667681+142032300.08%+27
INVESCO EXCH TRD SLF IDX FD
BULL 2031 HI ETF
30,19831,926+1,7288068300.30%+24
SNAP ON INC(SNA)97397303353530.13%+18
BOEING CO(BA)2,8063,140+3346096250.23%+16
DIMENSIONAL ETF TRUST
WORLD EX US CORE
12,32412,32404034190.15%+15
ARK ETF TR
BLOC FIN INN ETF
10,30113,276+2,9754915050.18%+14
PIMCO ETF TR
MULTISECTOR BD
27,09628,067+9717237350.27%+12
EA SERIES TRUST
ALPHA ARCH 1-3
7,6757,67508838930.33%+9
COCA COLA CO(KO)3,4063,246-1602382470.09%+9
VANGUARD INTL EQUITY INDEX F2,9802,970-102192230.08%+4
EA SERIES TRUST
ALPHA ARCHITECT
2,6612,66102392420.09%+3
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0683,06805885890.21%+1
Aurora Cannabis Inc(ACB)30-300—-0
Canopy Growth Corp(CGC)150-1500—-0
Otis Worldwide Corp(OTIS)10-100—-0
Southwest Airlines Co(LUV)30-300—-0
Kimco Realty Corp(KIM)70-700—-0
Carrier Global Corp(CARR)30-300—-0
Virgin Galactic Holdings Inc(SPCE)500-5000—-0
CenterPoint Energy Inc(CNP)50-500—-0
Roku Inc(ROKU)20-200—-0
Verisk Analytics Inc(VRSK)10-100—-0
Verisign Inc10-100—-0
F5 Inc(FFIV)10-100—-0
Albemarle Corp(ALB)20-200—-0
Vulcan Materials Co(VMC)10-100—-0
Avanos Medical Inc270-2700—-0
Diamondback Energy Inc(FANG)20-200—-0
CBRE Group Inc(CBRE)20-200—-0
PPL Corp(PPL)90-900—-0
Starbucks Corp(SBUX)40-400—-0
Zoom Video Communications Inc Cl A(ZM)40-400—-0
Digital Realty Trust Inc(DLR)20-200—-0
Wrap Technologies Inc(WRAP)1500-15000—-0
Innovator S&P 500 Buffer ETF Jul
US EQTY BUFR JUL
70-700—-0
Innovator S&P 500 Buffer ETF Apr
US EQT BUFR APR
80-800—-0
ISHARES TR1,8841,88402012010.07%-0
Neurosense Therapeutics Limited(NRSN)5000-50000—-0
Teladoc Health Inc(TDOC)610-6100—-0
Fortrea Holdings Inc(FTRE)250-2500—-0
Dell Technologies Inc(DELL)40-410—-1
Elastic NV
ORD SHS
70-710—-1
Baker Hughes Co(BKR)120-1210—-1
United Airlines Holdings Inc(UAL)50-510—-1
Axon Enterprise Inc(AXON)10-110—-1
Cronos Group Inc(CRON)2160-21610—-1
Nrg Energy Inc(NRG)40-410—-1
Fox Corp(FOX)90-910—-1
Innovator S&P 500 Buffer ETF Dec
US EQTY BUF DEC
140-1410—-1
Innovator S&P 500 Buffer ETF Mar
US EQTY BUFR MAR
140-1410—-1
Alcon Inc(ALC)100-1010—-1
Innovator S&P 500 Buffer ETF Feb
US EQTY BUFR FEB
160-1610—-1
United Rentals Inc(URI)10-110—-1
Texas Pacific Land Corp(TPL)30-310—-1
Parker Hannifin Corp(PH)10-110—-1
Adobe Inc(ADBE)30-310—-1
FMC Corp(FMC)800-8010—-1
Innovator S&P 500 Buffer ETF Jun
US EQTY BUFR JUN
240-2410—-1
Atlassian Corporation Plc70-710—-1
Trane Technologies PLC(TT)30-310—-1
Arista Networks Inc(ANET)90-910—-1
Snap Inc Cl A(SNAP)1500-15010—-1
Advisorshares Trust Pure Cannabis ETF
PURE CANNABIS
3850-38510—-1
Fiserv Inc(FISV)190-1910—-1
Verizon Communications Inc(VZ)320-3210—-1
GE Vernova Inc(GEV)20-210—-1
Accenture PLC
SHS CLASS A
50-510—-1
Transdigm Group Inc(TDG)10-110—-1
Servicenow Inc(NOW)100-1020—-2
Alnylam Pharmaceuticals Inc(ALNY)40-420—-2
S&P Global Inc(SPGI)30-320—-2
Quanta Services Inc40-420—-2
Tapestry Inc(TPR)130-1320—-2
EOG Resources Inc(EOG)170-1720—-2
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Jessup Wealth Management, Inc — 13F Holdings — Q1 2026 | TickerTrail