Wilkinson Global Asset Management LLC 13F Holdings · Q2 2026
Wilkinson Global Asset Management LLC reported 62 securities worth $1.26B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (7.14%), TSM (7.05%), JPM (6.46%). Among its top 25 positions this quarter: 3 new, 2 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $89.8M | 7.14% | 448,949 | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $88.7M | 7.05% | 185,771 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $81.3M | 6.46% | 248,470 | Trimmed |
| 4 | TJX | TJX COS INC NEW | $77.6M | 6.16% | 512,166 | Trimmed |
| 5 | AAPL | APPLE INC | $72.7M | 5.77% | 251,208 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $62.7M | 4.98% | 168,153 | Trimmed |
| 7 | TXN | TEXAS INSTRS INC | $61.1M | 4.85% | 204,998 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $56.4M | 4.48% | 236,779 | Trimmed |
| 9 | ADI | ANALOG DEVICES INC | $55.0M | 4.37% | 138,505 | Trimmed |
| 10 | SHW | SHERWIN WILLIAMS CO | $53.9M | 4.28% | 156,466 | Trimmed |
| 11 | V | VISA INC | $51.0M | 4.05% | 148,758 | Trimmed |
| 12 | AMGN | AMGEN INC | $49.4M | 3.93% | 136,508 | Trimmed |
| 13 | UNP | UNION PAC CORP | $48.5M | 3.85% | 178,265 | Trimmed |
| 14 | DE | DEERE & CO | $48.2M | 3.83% | 76,029 | Trimmed |
| 15 | PH | PARKER-HANNIFIN CORP | $44.8M | 3.56% | 45,756 | Trimmed |
| 16 | LIN | LINDE PLC | $38.6M | 3.07% | 74,457 | Trimmed |
| 17 | WSO | WATSCO INC | $31.6M | 2.51% | 75,839 | Trimmed |
| 18 | DELL | DELL TECHNOLOGIES INC | $28.4M | 2.25% | 65,791 | New |
| 19 | PGR | PROGRESSIVE CORP | $25.5M | 2.02% | 116,606 | Trimmed |
| 20 | DIS | DISNEY WALT CO | $24.6M | 1.95% | 255,313 | Trimmed |
| 21 | SAN | BANCO SANTANDER SA | $22.8M | 1.81% | 1.7M | Added |
| 22 | MFG | MIZUHO FINANCIAL GROUP INC | $21.4M | 1.70% | 2.2M | New |
| 23 | AVGO | BROADCOM INC | $20.7M | 1.64% | 54,708 | Trimmed |
| 24 | ODFL | OLD DOMINION FREIGHT LINE IN | $18.7M | 1.49% | 86,538 | New |
| 25 | SPOT | SPOTIFY TECHNOLOGY S A | $17.7M | 1.40% | 38,475 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR