JE
Jamison Eaton & Wood Inc /nj Historical SEC 13F Holdings & Archive (Q1 2015)
Jamison Eaton & Wood Inc /njCIK: 0000886920
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$351.1M
Reporting period: 2015-03-31 · Number of holdings: 113
JAMISON EATON & WOOD INC /NJ disclosed 113 holdings in its latest 13F filing for the period ending 2015-03-31, with total reported value of $351.1M and a quarterly turnover rate of 8.8%.
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Personality snowflake
- Concentration
- 7.16
- Portfolio Stability
- 8.82
- Momentum
- 100
- Sector conviction
- 46.98
- Diversification
- 100
- Sizing Uniformity
- 89.84
Jamison Eaton & Wood Inc /nj's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 56 equally-sized positions, well below its 113 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.02), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 61% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AAPL
+0.6% $1.2M
Add DIS
+0.3% $781.0K
Trim AXP
+4.4% -$1.1M
Trim XOM
-0.5% -$1.1M
Trim PG
+1.1% -$930.0K
Trim MSFT
+0.6% -$816.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | Stock-Healthcare | 3.69% | +0.02% | -1.01% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.48% | -0.03% | +0.30% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.40% | -0.21% | -0.50% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.41% | +0.57% | |
| 5 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.70% | +0.12% | +0.63% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.65% | -0.19% | +1.06% | |
| 7 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 2.57% | — | +0.98% | |
| 8 | SLB | Slb LTD | Stock-Energy | 2.56% | -0.01% | -0.99% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.35% | -0.01% | +0.66% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | — | +2.14% | |
| 11 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.21% | -0.03% | -1.53% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 2.19% | — | +0.55% | |
| 13 | AXP | American Express Co | Stock-Financials | 2.19% | -0.24% | +4.37% | |
| 14 | PXGBX | Praxair Inc | Stock-Other | 2.16% | -0.11% | -0.62% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.12% | +0.27% | +0.32% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 2.10% | -0.02% | +0.78% | |
| 17 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.06% | — | -1.80% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 2.05% | -0.13% | -1.91% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 2.03% | +0.01% | +290.66% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.86% | — | -1.20% | |
| 21 | TIFEUR | Tiffany & Co | Stock-Other | 1.84% | -0.10% | +11.99% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.83% | — | -0.12% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.74% | -0.17% | -2.35% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.18% | +0.58% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.70% | +0.14% | -1.90% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | — | +1.72% | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 1.48% | +0.13% | -2.25% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.47% | -0.04% | -0.73% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.35% | +0.10% | +0.79% | |
| 30 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.33% | +0.08% | +0.84% | |
| 31 | INTC | Intel CORP | Stock-Tech | 1.32% | -0.15% | +1.13% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.29% | +0.17% | +0.58% | |
| 33 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.25% | +0.12% | -1.54% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.03% | +1.44% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 1.19% | -0.07% | -5.68% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 1.14% | -0.10% | -2.24% | |
| 37 | CELG | Celgene CORP | Stock-Other | 1.09% | +0.08% | +1.84% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 1.09% | +0.18% | +1.19% | |
| 39 | GOOG | Alphabet Inc. | Stock-Comm Services | 1.06% | +0.09% | +1.29% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.03% | +0.15% | -0.84% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.87% | — | +0.87% | |
| 42 | ✓ | Stock-Other | 0.82% | +0.82% | NEW | ||
| 43 | ✓ | Alphabet Inc Cl C | Stock-Other | 0.80% | — | -4.39% | |
| 44 | DVN | Devon Energy CORP | Stock-Energy | 0.80% | — | -2.32% | |
| 45 | APC3EUR | Anadarko Petroleum CORP | Stock-Other | 0.79% | — | — | |
| 46 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.76% | — | -0.56% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.72% | — | +4.00% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.72% | — | — | |
| 49 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.71% | — | -1.81% | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.70% | -0.07% | -2.54% |
1–50 of 113
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Jamison Eaton & Wood Inc /nj's most significant position changes for 2015-03-31: Sold out: Allergan Inc; New buy: ; Sold out: Trw Automotive Hldgs CORP; Sold out: Halliburton Co (HAL); Sold out: Southwestern Energy Co (SWN1EUR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +0.57% | Add |
| 2 | DIS | Walt Disney Co/the | +0.3% | +0.32% | Add |
| 3 | BA | Boeing Co/the | +0.2% | +1.19% | Add |
| 4 | PFE | Pfizer Inc | +0.2% | +0.58% | Add |
| 5 | SBUX | Starbucks CORP | +0.2% | -0.84% | Trim |
| 6 | LOW | Lowe's Cos Inc | +0.1% | -1.90% | Trim |
| 7 | ECL | Ecolab Inc | +0.1% | -2.25% | Trim |
| 8 | BWA | Borgwarner Inc | +0.1% | +42.49% | Add |
| 9 | EL | Estee Lauder Companies-cl A | +0.1% | -1.54% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +0.63% | Add |
| 11 | VZ | Verizon Communications Inc | +0.1% | +0.79% | Add |
| 12 | GOOG | Alphabet Inc. | +0.1% | +1.29% | Add |
| 13 | CELG | Celgene CORP | +0.1% | +1.84% | Add |
| 14 | MAR | Marriott International -cl A | +0.1% | +0.84% | Add |
| 15 | CMI | Cummins Inc | +0.1% | +18.53% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.06% | Add |
| 17 | VRSK | Verisk Analytics Inc | +0.1% | +27.04% | Add |
| 18 | DHR | Danaher CORP | 0% | -1.01% | Trim |
| 19 | V | Visa Inc-class A Shares | 0% | +290.66% | Add |
| 20 | SLB | Slb LTD | 0% | -0.99% | Trim |
| 21 | KO | Coca-cola Co/the | 0% | +0.66% | Add |
| 22 | ORCL | Oracle CORP | 0% | +0.78% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | +0.30% | Add |
| 24 | CMCSA | Comcast Corp-class A | 0% | -1.53% | Trim |
| 25 | CVX | Chevron CORP | 0% | +1.44% | Add |
| 26 | MET | Metlife Inc | 0% | -2.68% | Trim |
| 27 | ISRG | Intuitive Surgical Inc | 0% | -0.73% | Trim |
| 28 | AMT | American Tower CORP | 0% | -4.61% | Trim |
| 29 | XYL | Xylem Inc | -0.1% | -4.16% | Trim |
| 30 | NEE | Nextera Energy Inc | -0.1% | -5.68% | Trim |
| 31 | EPD | Enterprise Products Partners | -0.1% | -2.54% | Trim |
| 32 | TIFEUR | Tiffany & Co | -0.1% | +11.99% | Add |
| 33 | EMR | Emerson Electric Co | -0.1% | -2.24% | Trim |
| 34 | PXGBX | Praxair Inc | -0.1% | -0.62% | Trim |
| 35 | QCOM | Qualcomm Inc | -0.1% | -1.91% | Trim |
| 36 | INTC | Intel CORP | -0.2% | +1.13% | Add |
| 37 | ✓ | -0.2% | -24.02% | Trim | |
| 38 | UNP | Union Pacific CORP | -0.2% | -2.35% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | +0.58% | Add |
| 40 | PG | Procter & Gamble Co/the | -0.2% | +1.06% | Add |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -0.50% | Trim |
| 42 | AXP | American Express Co | -0.2% | +4.37% | Add |
| 43 | ✓ | Allergan Inc | — | EXIT | Sold out |
| 44 | ✓ | — | NEW | New buy | |
| 45 | ✓ | Trw Automotive Hldgs CORP | — | EXIT | Sold out |
| 46 | HAL | Halliburton Co | — | EXIT | Sold out |
| 47 | SWN1EUR | Southwestern Energy Co | — | EXIT | Sold out |
| 48 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 49 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 50 | COP | Conocophillips | — | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Jamison Eaton & Wood Inc /nj and what type of investor is it?
Jamison Eaton & Wood Inc /nj is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2015-03-31), the firm manages a tracked equity portfolio valued at approximately $351.1M, spread across 113 disclosed positions.
What are Jamison Eaton & Wood Inc /nj's largest equity positions?
Based on the latest 13F filing, Jamison Eaton & Wood Inc /nj's top holdings by market value are:
1. Danaher CORP (DHR) — $13.0M (3.7%)
2. Johnson & Johnson (JNJ) — $12.2M (3.5%)
3. Exxon Mobil CORP (XOM) — $11.9M (3.4%)
4. Apple Inc (AAPL) — $10.1M (2.9%)
5. Merck & Co. Inc. (MRK) — $9.5M (2.7%)
What changes did Jamison Eaton & Wood Inc /nj make in its most recent portfolio filing?
In the latest reported quarter, Jamison Eaton & Wood Inc /nj made 50 notable position adjustments: 3 new positions were initiated, 23 existing holdings were added to, 19 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Allergan Inc; New buy: ; Sold out: Trw Automotive Hldgs CORP; Sold out: Halliburton Co (HAL); Sold out: Southwestern Energy Co (SWN1EUR)
What sectors does Jamison Eaton & Wood Inc /nj focus on?
Jamison Eaton & Wood Inc /nj is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 23.7%
• Information Technology: 20.8%
• Financials: 14.0%
• Consumer Staples: 11.8%
• Communication Services: 10.8%
• Energy: 7.6%
Investment Profile
Jamison Eaton & Wood Inc /nj's portfolio is broadly diversified and long-term-holding.
It has added to its LOW position over the past two quarters (+$1.8M, now $6.0M), while trimming SLB over the same stretch (-$2.4M, still holding $9.0M).
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