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Wilkinson Global Asset Management LLC 13F holdings

Filed 2026-08-06 · Wilkinson Global Asset Management LLC · 94 positions · $1.3B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION416.4K$83.3M6.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC168.1K$80.3M6.4%
JPMJPMORGAN CHASE & CO219.2K$71.8M5.7%
TJXTJX COS INC NEW453.8K$68.8M5.5%
AAPLAPPLE INC224.0K$64.8M5.1%
MSFTMICROSOFT CORP151.1K$56.4M4.5%
TXNTEXAS INSTRS INC182.9K$54.5M4.3%
SHWSHERWIN WILLIAMS CO144.8K$49.9M4.0%
AMZNAMAZON COM INC208.1K$49.6M3.9%
VVISA INC137.8K$47.3M3.8%
ADIANALOG DEVICES INC115.0K$45.7M3.6%
DEDEERE & CO69.8K$44.3M3.5%
UNPUNION PAC CORP160.9K$43.8M3.5%
AMGNAMGEN INC120.0K$43.5M3.5%
PHPARKER-HANNIFIN CORP40.8K$39.9M3.2%
LINLINDE PLC68.6K$35.6M2.8%
WSOWATSCO INC65.2K$27.2M2.2%
DELLDELL TECHNOLOGIES INC59.8K$25.8M2.1%
DISDISNEY WALT CO227.3K$21.9M1.7%
SANBANCO SANTANDER SA1.5M$21.0M1.7%
PGRPROGRESSIVE CORP95.1K$20.8M1.7%
MFGMIZUHO FINANCIAL GROUP INC2.1M$19.8M1.6%
AVGOBROADCOM INC49.8K$18.8M1.5%
ODFLOLD DOMINION FREIGHT LINE IN78.8K$17.1M1.4%
SPOTSPOTIFY TECHNOLOGY S A35.4K$16.3M1.3%
ACWIISHARES TR96.2K$15.1M1.2%
UBERUBER TECHNOLOGIES INC196.3K$14.2M1.1%
JPMJPMORGAN CHASE & CO29.3K$9.6M0.8%
ADIANALOG DEVICES INC23.6K$9.4M0.7%
TJXTJX COS INC NEW58.4K$8.8M0.7%
TSMTAIWAN SEMICONDUCTOR MANUFAC17.7K$8.4M0.7%
AAPLAPPLE INC27.2K$7.9M0.6%
AMZNAMAZON COM INC28.7K$6.8M0.5%
TXNTEXAS INSTRS INC22.1K$6.6M0.5%
NVDANVIDIA CORPORATION32.6K$6.5M0.5%
MSFTMICROSOFT CORP17.1K$6.4M0.5%
AMGNAMGEN INC16.5K$6.0M0.5%
PHPARKER-HANNIFIN CORP5.0K$4.9M0.4%
UNPUNION PAC CORP17.3K$4.7M0.4%
PGRPROGRESSIVE CORP21.5K$4.7M0.4%
WSOWATSCO INC10.6K$4.4M0.4%
SHWSHERWIN WILLIAMS CO11.7K$4.0M0.3%
DEDEERE & CO6.3K$4.0M0.3%
ABBVABBVIE INC15.7K$4.0M0.3%
VVISA INC10.9K$3.8M0.3%
LINLINDE PLC5.8K$3.0M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL5.6K$2.8M0.2%
DISDISNEY WALT CO28.1K$2.7M0.2%
DELLDELL TECHNOLOGIES INC6.0K$2.6M0.2%
WFCWELLS FARGO & CO30.0K$2.5M0.2%
JNJJOHNSON & JOHNSON8.8K$2.2M0.2%
MCDMCDONALDS CORP7.2K$1.9M0.2%
SANBANCO SANTANDER SA136.5K$1.9M0.1%
AVGOBROADCOM INC4.9K$1.8M0.1%
EXMOCEXXON MOBIL CORP12.8K$1.7M0.1%
LOWLOWES COS INC7.8K$1.7M0.1%
ODFLOLD DOMINION FREIGHT LINE IN7.8K$1.7M0.1%
MFGMIZUHO FINANCIAL GROUP INC169.1K$1.6M0.1%
RACEFERRARI N V4.0K$1.5M0.1%
SPOTSPOTIFY TECHNOLOGY S A3.0K$1.4M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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