Wilkinson Global Asset Management LLC
Q2 2026 13F filing
Updated 36 days ago94 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $83.3M | 416.4K | 6.62% | Added(+1178.4%) |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $80.3M | 168.1K | 6.38% | Added(+855.1%) |
| 3 | J JPM-PM JPMORGAN CHASE & CO | $71.8M | 219.2K | 5.70% | Trimmed(-27.4%) |
| 4 | T TJX TJX COS INC NEW | $68.8M | 453.8K | 5.46% | Added(+680.3%) |
| 5 | A AAPL APPLE INC | $64.8M | 224.0K | 5.15% | Added(+727.5%) |
| 6 | M MSFT MICROSOFT CORP | $56.4M | 151.1K | 4.48% | Added(+788.5%) |
| 7 | T TXN TEXAS INSTRS INC | $54.5M | 182.9K | 4.33% | Trimmed(-37.4%) |
| 8 | S SHW SHERWIN WILLIAMS CO | $49.9M | 144.8K | 3.96% | Trimmed(-19.9%) |
| 9 | A AMZN AMAZON COM INC | $49.6M | 208.1K | 3.94% | Added(+626.0%) |
| 10 | V V VISA INC | $47.3M | 137.8K | 3.76% | Added(+1159.1%) |
| 11 | A ADI ANALOG DEVICES INC | $45.7M | 115.0K | 3.63% | Added(+352.6%) |
| 12 | D DE DEERE & CO | $44.3M | 69.8K | 3.52% | Added(+1017.9%) |
| 13 | U UNP UNION PAC CORP | $43.8M | 160.9K | 3.48% | Trimmed(-28.2%) |
| 14 | A AMGN AMGEN INC | $43.5M | 120.0K | 3.45% | Trimmed(-30.0%) |
| 15 | P PH PARKER-HANNIFIN CORP | $39.9M | 40.8K | 3.17% | Added(+719.7%) |
| 16 | L LIN LINDE PLC | $35.6M | 68.6K | 2.83% | Added(+1088.6%) |
| 17 | W WSO-B WATSCO INC | $27.2M | 65.2K | 2.16% | Trimmed(-3.3%) |
| 18 | D DELL DELL TECHNOLOGIES INC | $25.8M | 59.8K | 2.05% | — |
| 19 | D DIS DISNEY WALT CO | $21.9M | 227.3K | 1.74% | Trimmed(-32.8%) |
| 20 | B BSBR BANCO SANTANDER SA | $21M | 1.52M | 1.66% | Added(+0.8%) |
| 21 | P PGR PROGRESSIVE CORP | $20.8M | 95.1K | 1.65% | Added(+342.5%) |
| 22 | M MZHOF MIZUHO FINANCIAL GROUP INC | $19.8M | 2.06M | 1.57% | — |
| 23 | A AVGO BROADCOM INC | $18.8M | 49.8K | 1.50% | Trimmed(-0.2%) |
| 24 | O ODFL OLD DOMINION FREIGHT LINE IN | $17.1M | 78.8K | 1.36% | — |
| 25 | S SPOT SPOTIFY TECHNOLOGY S A | $16.3M | 35.4K | 1.29% | Trimmed(-5.2%) |
| 26 | B BLK ISHARES TR | $15.1M | 96.2K | 1.20% | — |
| 27 | U UBER UBER TECHNOLOGIES INC | $14.2M | 196.3K | 1.13% | Added(+953.0%) |
| 28 | J JPM-PM JPMORGAN CHASE & CO | $9.6M | 29.3K | 0.76% | Trimmed(-90.3%) |
| 29 | A ADI ANALOG DEVICES INC | $9.4M | 23.6K | 0.74% | Trimmed(-7.3%) |
| 30 | T TJX TJX COS INC NEW | $8.8M | 58.4K | 0.70% | Added(+0.3%) |
| 31 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $8.4M | 17.7K | 0.67% | Added(+0.4%) |
| 32 | A AAPL APPLE INC | $7.9M | 27.2K | 0.62% | Added(+0.3%) |
| 33 | A AMZN AMAZON COM INC | $6.8M | 28.7K | 0.54% | Unchanged |
| 34 | T TXN TEXAS INSTRS INC | $6.6M | 22.1K | 0.52% | Trimmed(-92.4%) |
| 35 | N NVDA NVIDIA CORPORATION | $6.5M | 32.6K | 0.52% | Unchanged |
| 36 | M MSFT MICROSOFT CORP | $6.4M | 17.1K | 0.51% | Added(+0.3%) |
| 37 | A AMGN AMGEN INC | $6M | 16.5K | 0.47% | Trimmed(-90.4%) |
| 38 | P PH PARKER-HANNIFIN CORP | $4.9M | 5.0K | 0.39% | Unchanged |
| 39 | U UNP UNION PAC CORP | $4.7M | 17.3K | 0.37% | Trimmed(-92.3%) |
| 40 | P PGR PROGRESSIVE CORP | $4.7M | 21.5K | 0.37% | Unchanged |
| 41 | W WSO-B WATSCO INC | $4.4M | 10.6K | 0.35% | Trimmed(-84.2%) |
| 42 | S SHW SHERWIN WILLIAMS CO | $4M | 11.7K | 0.32% | Trimmed(-93.5%) |
| 43 | D DE DEERE & CO | $4M | 6.3K | 0.32% | Added(+0.5%) |
| 44 | A ABBV ABBVIE INC | $4M | 15.7K | 0.31% | Added(+752.3%) |
| 45 | V V VISA INC | $3.8M | 10.9K | 0.30% | Unchanged |
| 46 | L LIN LINDE PLC | $3M | 5.8K | 0.24% | Added(+0.7%) |
| 47 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.8M | 5.6K | 0.22% | Trimmed(-5.6%) |
| 48 | D DIS DISNEY WALT CO | $2.7M | 28.1K | 0.21% | Trimmed(-91.7%) |
| 49 | D DELL DELL TECHNOLOGIES INC | $2.6M | 6.0K | 0.20% | — |
| 50 | W WFC-PZ WELLS FARGO & CO | $2.5M | 30.0K | 0.20% | Unchanged |