Wilkerson Advisory Group LLC
Wilkerson Advisory Group LLC reported 620 holdings worth US$326M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Wilkerson Advisory Group LLC reported 620 holdings worth US$326M as of Jun 30, 2026. Largest: Caterpillar, Inc., Amazon.com, Inc. and Walmart Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 620
- Value as reported
- US$326M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Caterpillar, Inc. | 6,724 | US$7.16M | 2.2% |
| Amazon.com, Inc. | 18,916 | US$4.51M | 1.4% |
| Walmart Inc. | 30,130 | US$3.41M | 1.0% |
| Berkshire Hathaway Inc. | 5,426 | US$2.72M | 0.83% |
| Apple Inc | 7,944 | US$2.3M | 0.71% |
| Deere & Company | 3,479 | US$2.21M | 0.68% |
| Jp Morgan Chase & Co. | 6,279 | US$2.06M | 0.63% |
| Microsoft Corp. | 5,129 | US$1.91M | 0.59% |
| Eli Lilly And Company | 1,463 | US$1.75M | 0.54% |
| Nvidia Corporation | 8,468 | US$1.69M | 0.52% |
| Alphabet Inc (google) Class C | 3,844 | US$1.37M | 0.42% |
| Allstate Corporation (the) | 4,318 | US$1.03M | 0.32% |
| Broadcom Inc. | 2,375 | US$898K | 0.28% |
| Corning Incorporated | 3,439 | US$879K | 0.27% |
| Procter & Gamble Company (the) | 5,532 | US$811K | 0.25% |
| Intel Corporation | 4,988 | US$697K | 0.21% |
| Johnson & Johnson | 2,677 | US$680K | 0.21% |
| Home Depot, Inc. (the) | 1,818 | US$641K | 0.20% |
| 3m Company | 3,629 | US$588K | 0.18% |
| Visa Inc. | 1,584 | US$544K | 0.17% |
| Applied Materials, Inc. | 731 | US$529K | 0.16% |
| Advanced Micro Devices Inc | 866 | US$503K | 0.15% |
| L3harris Technologies, Inc. | 1,710 | US$497K | 0.15% |
| International Business Machines Corporation | 1,758 | US$495K | 0.15% |
| Tesla, Inc. | 1,173 | US$493K | 0.15% |
| Micron Technology, Inc. | 417 | US$482K | 0.15% |
| At&t Inc. | 21,472 | US$444K | 0.14% |
| Meta Platforms, Inc. | 755 | US$425K | 0.13% |
| Abbvie Inc. | 1,624 | US$409K | 0.13% |
| Merck & Company, Inc. | 3,053 | US$392K | 0.12% |
| Lam Research Corporation | 864 | US$374K | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 777 | US$371K | 0.11% |
| S&p Global Inc. | 888 | US$362K | 0.11% |
| Rockwell Automation, Inc. | 622 | US$308K | 0.09% |
| Bristol-myers Squibb Company | 5,102 | US$294K | 0.09% |
| Analog Devices, Inc. | 702 | US$279K | 0.09% |
| Crowdstrike Holdings, Inc. | 352 | US$269K | 0.08% |
| Qnity Electronics, Inc. | 1,592 | US$260K | 0.08% |
| Oracle Corporation | 1,732 | US$254K | 0.08% |
| Citigroup, Inc. | 1,774 | US$248K | 0.08% |
| Ameren Corporation | 2,190 | US$248K | 0.08% |
| Unitedhealth Group Incorporated | 590 | US$245K | 0.08% |
| Ati Inc. | 1,244 | US$245K | 0.08% |
| Baker Hughes Company | 4,279 | US$237K | 0.07% |
| Sandisk Corporation | 101 | US$230K | 0.07% |
| Ge Vernova Inc. | 192 | US$226K | 0.07% |
| Edwards Lifesciences Corporation | 2,432 | US$220K | 0.07% |
| Stryker Corporation | 680 | US$214K | 0.07% |
| Pepsico, Inc. | 1,547 | US$210K | 0.06% |
| Nextera Energy, Inc. | 2,310 | US$203K | 0.06% |
| Freeport-mcmoran, Inc. | 3,135 | US$197K | 0.06% |
| Kla Corporation | 612 | US$185K | 0.06% |
| Corteva, Inc. | 2,132 | US$181K | 0.06% |
| Bank Of America Corporation | 3,116 | US$178K | 0.05% |
| Archer-daniels-midland Company | 2,302 | US$176K | 0.05% |
| Quanta Services, Inc. | 237 | US$171K | 0.05% |
| Altria Group, Inc. | 2,355 | US$169K | 0.05% |
| Synchrony Financial | 2,191 | US$167K | 0.05% |
| Intuitive Surgical, Inc. | 414 | US$165K | 0.05% |
| Cummins Inc. | 230 | US$164K | 0.05% |
| Dexcom, Inc. | 2,418 | US$163K | 0.05% |
| Monolithic Power Systems, Inc. | 117 | US$162K | 0.05% |
| Western Digital Corporation | 253 | US$162K | 0.05% |
| Pultegroup, Inc. | 1,167 | US$160K | 0.05% |
| Costco Wholesale Corporation | 171 | US$160K | 0.05% |
| Cisco Systems, Inc. | 1,353 | US$159K | 0.05% |
| Curtiss-wright Corporation | 205 | US$155K | 0.05% |
| Mastercard Incorporated | 302 | US$155K | 0.05% |
| Teledyne Technologies Incorporated | 226 | US$151K | 0.05% |
| Cameco Corporation | 1,479 | US$151K | 0.05% |
| Emerson Electric Company | 1,044 | US$149K | 0.05% |
| Delta Air Lines, Inc. | 1,590 | US$149K | 0.05% |
| Biogen Inc. | 672 | US$145K | 0.04% |
| Amphenol Corporation | 818 | US$144K | 0.04% |
| First Busey Corporation | 4,858 | US$143K | 0.04% |
| Bloom Energy Corporation | 464 | US$140K | 0.04% |
| Marathon Petroleum Corporation | 546 | US$140K | 0.04% |
| Teradyne, Inc. | 283 | US$137K | 0.04% |
| Equinix, Inc. | 131 | US$137K | 0.04% |
| Expedia Group, Inc. | 533 | US$136K | 0.04% |
| Boeing Company (the) | 618 | US$134K | 0.04% |
| United Airlines Holdings, Inc. | 983 | US$134K | 0.04% |
| Welltower Inc. | 578 | US$131K | 0.04% |
| Texas Instruments Incorporated | 439 | US$131K | 0.04% |
| Carrier Global Corporation | 1,764 | US$129K | 0.04% |
| Palo Alto Networks, Inc. | 374 | US$128K | 0.04% |
| Asml Holding Nv | 64 | US$127K | 0.04% |
| Xpo, Inc. | 616 | US$126K | 0.04% |
| Verizon Communications Inc. | 2,942 | US$125K | 0.04% |
| D.r. Horton, Inc. | 759 | US$124K | 0.04% |
| Dell Technologies Inc. | 285 | US$123K | 0.04% |
| Shopify Inc. | 1,050 | US$120K | 0.04% |
| Charles Schwab Corporation (the) | 1,295 | US$120K | 0.04% |
| Space Exploration Technologies Corp | 682 | US$117K | 0.04% |
| Eog Resources, Inc. | 883 | US$115K | 0.04% |
| Waste Management, Inc. | 506 | US$113K | 0.03% |
| U.s. Bancorp | 1,856 | US$112K | 0.03% |
| Qualcomm Incorporated | 597 | US$110K | 0.03% |
| Ge Aerospace | 292 | US$109K | 0.03% |
| Hca Healthcare, Inc. | 274 | US$107K | 0.03% |
Every holding of Wilkerson Advisory Group LLC
Source
View original at SEC
Related