Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management LLC reported 94 holdings worth US$1.26B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Wilkinson Global Asset Management LLC reported 94 holdings worth US$1.26B as of Jun 30, 2026. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Jp Morgan Chase & Co. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$1.26B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 449K | US$89.8M | 7.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 186K | US$88.7M | 7.0% |
| Jp Morgan Chase & Co. | 248K | US$81.3M | 6.5% |
| Tjx Companies, Inc. (the) | 512K | US$77.6M | 6.2% |
| Apple Inc | 251K | US$72.7M | 5.8% |
| Microsoft Corp. | 168K | US$62.7M | 5.0% |
| Texas Instruments Incorporated | 205K | US$61.1M | 4.9% |
| Amazon.com, Inc. | 237K | US$56.4M | 4.5% |
| Analog Devices, Inc. | 139K | US$55M | 4.4% |
| Sherwin-williams Company (the) | 156K | US$53.9M | 4.3% |
| Visa Inc. | 149K | US$51M | 4.1% |
| Amgen Inc. | 137K | US$49.4M | 3.9% |
| Union Pacific Corporation | 178K | US$48.5M | 3.9% |
| Deere & Company | 76,029 | US$48.2M | 3.8% |
| Parker-hannifin Corporation | 45,756 | US$44.8M | 3.6% |
| Watsco, Inc. | 75,839 | US$31.6M | 2.5% |
| Dell Technologies Inc. | 65,791 | US$28.4M | 2.3% |
| Progressive Corporation (the) | 117K | US$25.5M | 2.0% |
| Walt Disney Company (the) | 255K | US$24.6M | 2.0% |
| Banco Santander, S.a. | 1.65M | US$22.8M | 1.8% |
| Mizuho Financial Group, Inc. | 2.23M | US$21.4M | 1.7% |
| Broadcom Inc. | 54,708 | US$20.7M | 1.6% |
| Old Dominion Freight Line, Inc. | 86,538 | US$18.7M | 1.5% |
| Uber Technologies, Inc. | 215K | US$15.5M | 1.2% |
| Abbvie Inc. | 17,542 | US$4.41M | 0.35% |
| Johnson & Johnson | 13,580 | US$3.45M | 0.27% |
| Exxon Mobil Corporation | 21,989 | US$3.01M | 0.24% |
| Berkshire Hathaway Inc. | 5,567 | US$2.79M | 0.22% |
| Wells Fargo & Company | 30,400 | US$2.51M | 0.20% |
| Mcdonald's Corporation | 8,580 | US$2.32M | 0.18% |
| Lowe's Companies, Inc. | 7,800 | US$1.72M | 0.14% |
| Alphabet Inc (google) Class C | 4,089 | US$1.46M | 0.12% |
| Merck & Company, Inc. | 8,090 | US$1.04M | 0.08% |
| Intellicheck, Inc. | 247K | US$1.01M | 0.08% |
| Pinnacle West Capital Corporation | 9,000 | US$963K | 0.08% |
| Ross Stores, Inc. | 4,174 | US$888K | 0.07% |
| Asml Holding Nv | 433 | US$861K | 0.07% |
| Universal Health Realty Income Trust | 17,000 | US$746K | 0.06% |
| Diamondback Energy, Inc. | 3,750 | US$659K | 0.05% |
| Chevron Corporation | 3,348 | US$555K | 0.04% |
| Eog Resources, Inc. | 4,200 | US$545K | 0.04% |
| Eli Lilly And Company | 420 | US$504K | 0.04% |
| Morgan Stanley | 2,144 | US$448K | 0.04% |
| Mercadolibre, Inc. | 226 | US$384K | 0.03% |
| Meta Platforms, Inc. | 640 | US$361K | 0.03% |
| Canadian Pacific Kansas City Limited | 4,035 | US$350K | 0.03% |
| Wex Inc. | 2,450 | US$346K | 0.03% |
| Citigroup, Inc. | 2,164 | US$303K | 0.02% |
| Imperial Oil Limited | 2,695 | US$302K | 0.02% |
| 3m Company | 1,833 | US$297K | 0.02% |
| Sony Group Corporation | 13,730 | US$275K | 0.02% |
| Williams Companies, Inc. (the) | 3,500 | US$260K | 0.02% |
| Conocophillips | 2,250 | US$234K | 0.02% |
| Hexcel Corporation | 2,000 | US$200K | 0.02% |
| Star Group L.p. | 10,000 | US$128K | 0.01% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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