Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wilkinson Global Asset Management LLC (CIK 1764000) reported $1.31B across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TJX ($116.5M, 8.87%), JPM ($97.4M, 7.42%), TSM ($85.1M, 6.48%), AAPL ($82.3M, 6.27%), NVDA ($80.4M, 6.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | $116.5M | 8.87% | 729,324 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $97.4M | 7.42% | 331,239 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.1M | 6.48% | 251,898 | Trimmed |
| 4 | AAPL | APPLE INC | $82.3M | 6.27% | 324,381 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $80.4M | 6.12% | 460,816 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $79.8M | 6.08% | 215,538 | Trimmed |
| 7 | AMGN | AMGEN INC | $65.7M | 5.01% | 186,865 | Trimmed |
| 8 | SHW | SHERWIN WILLIAMS CO | $61.7M | 4.70% | 192,396 | Trimmed |
| 9 | TXN | TEXAS INSTRS INC | $61.0M | 4.64% | 313,964 | Trimmed |
| 10 | DE | DEERE & CO | $58.6M | 4.47% | 104,077 | Trimmed |
| 11 | UNP | UNION PAC CORP | $58.5M | 4.46% | 241,285 | Trimmed |
| 12 | ADI | ANALOG DEVICES INC | $57.5M | 4.38% | 180,598 | Trimmed |
| 13 | LIN | LINDE PLC | $54.1M | 4.12% | 109,058 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $50.4M | 3.84% | 242,034 | Trimmed |
| 15 | V | VISA INC | $46.3M | 3.52% | 153,103 | Trimmed |
| 16 | PH | PARKER-HANNIFIN CORP | $41.9M | 3.19% | 46,801 | Trimmed |
| 17 | DIS | DISNEY WALT CO | $35.3M | 2.69% | 366,306 | Trimmed |
| 18 | PGR | PROGRESSIVE CORP | $28.9M | 2.20% | 145,820 | Trimmed |
| 19 | WSO | WATSCO INC | $28.4M | 2.16% | 78,084 | Trimmed |
| 20 | SAN | BANCO SANTANDER SA | $18.5M | 1.41% | 1.6M | Added |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $18.4M | 1.40% | 37,905 | Added |
| 22 | AVGO | BROADCOM INC | $17.0M | 1.29% | 54,787 | Added |
| 23 | UBER | UBER TECHNOLOGIES INC | $16.0M | 1.22% | 222,814 | Added |
| 24 | INTU | INTUIT | $15.3M | 1.17% | 35,462 | Trimmed |
| 25 | ABBV | ABBVIE INC | $3.8M | 0.29% | 17,542 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31