Holdings
Wilkinson Global Asset Management LLC
As of Jun 30, 2026, Wilkinson Global Asset Management LLC reported 55 positions worth US$1.18B. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 449K | US$89.8M | −11,867 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 186K | US$88.7M | −66,127 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 248K | US$81.3M | −82,769 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 512K | US$77.6M | −217K | Jun 30, 2026 |
| Apple Inc | 251K | US$72.7M | −73,173 | Jun 30, 2026 |
| Microsoft Corp. | 168K | US$62.7M | −47,385 | Jun 30, 2026 |
| Texas Instruments Incorporated | 205K | US$61.1M | −109K | Jun 30, 2026 |
| Amazon.com, Inc. | 237K | US$56.4M | −5,255 | Jun 30, 2026 |
| Analog Devices, Inc. | 139K | US$55M | −42,093 | Jun 30, 2026 |
| Sherwin-williams Company (the) | 156K | US$53.9M | −35,930 | Jun 30, 2026 |