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Williams Jones Wealth Management, LLC.

Q2 2026 13F filing

Updated 36 days ago

587 disclosed positions worth $8.9B

Portfolio value
$8.9B
Total holdings
587
New positions
55
Closed positions
22
Increased
167
Decreased
199
Turnover
13.1%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+9.1%
Value
$662.3M
Shares
2.29M
% Port
7.47%
G

ALPHABET INC CAP STK CL A

+2063652.0%
Value
$553.1M
Shares
1.55M
% Port
6.24%
N

NVIDIA CORP COM

+2.6%
Value
$398.4M
Shares
1.99M
% Port
4.50%
C

COSTCO WHSL CORP NEW COM

+472313.3%
Value
$397.7M
Shares
425.2K
% Port
4.49%
M

MICROSOFT CORP COM

+1310780.0%
Value
$366.7M
Shares
983.2K
% Port
4.14%
V
6.V

VISA INC COM CL A

+419821.3%
Value
$358.7M
Shares
1.05M
% Port
4.05%
A

AMAZON COM INC COM

-0.9%
Value
$266M
Shares
1.12M
% Port
3.00%
A

BROADCOM INC

+20.1%
Value
$261.2M
Shares
691.5K
% Port
2.95%
E
9.ETN

EATON CORP PLC SHS

+1178933.3%
Value
$226.1M
Shares
530.6K
% Port
2.55%
E
10.ECL

ECOLAB INC COM

+547825.8%
Value
$201.5M
Shares
723.3K
% Port
2.27%
J

JPMORGAN CHASE & CO COM

-1.4%
Value
$187.6M
Shares
573.0K
% Port
2.12%
T
12.TJX

TJX COS INC NEW COM

+417473.2%
Value
$177.1M
Shares
1.17M
% Port
2.00%
G

ALPHABET INC CAP STK CL C

-1.5%
Value
$177.1M
Shares
501.1K
% Port
2.00%
A
14.APH

AMPHENOL CORP NEW CL A

+245517.9%
Value
$142.9M
Shares
810.5K
% Port
1.61%
M
15.MTD

METTLER TOLEDO INTERNATIONAL C

+259390.7%
Value
$142.5M
Shares
111.6K
% Port
1.61%
L
16.LLY

LILLY ELI & CO COM

+36.7%
Value
$141M
Shares
117.5K
% Port
1.59%
I
17.IDXX

IDEXX LABS INC COM

+251052.9%
Value
$137.5M
Shares
261.2K
% Port
1.55%
B

BERKSHIRE HATHAWAY INC DEL CL

+395887.1%
Value
$122.9M
Shares
245.5K
% Port
1.39%
L
19.LRCX

LAM RESEARCH CORP COM

+0.1%
Value
$118.9M
Shares
274.3K
% Port
1.34%
A
20.ADP

AUTOMATIC DATA PROCESSING INC

+372370.9%
Value
$117.6M
Shares
525.2K
% Port
1.33%
O
21.ORLY

O REILLY AUTOMOTIVE INC NEW CO

+636300.5%
Value
$117.2M
Shares
1.27M
% Port
1.32%
S
22.SHW

SHERWIN-WILLIAMS CO

-0.8%
Value
$106.8M
Shares
310.3K
% Port
1.21%
D
23.DOV

DOVER CORPORATION (Special)

Unchanged
Value
$106M
Shares
472.8K
% Port
1.20%
P
24.PWR

QUANTA SVCS INC COM

-2.4%
Value
$104.2M
Shares
144.8K
% Port
1.18%
E
25.ETHA

ISHARES SHORT-TERM CORP B

+6.0%
Value
$97.3M
Shares
1.86M
% Port
1.10%
C
26.CIEN

CIENA CORP COM NEW

-8.8%
Value
$96M
Shares
195.8K
% Port
1.08%
J
27.JNJ

JOHNSON & JOHNSON COM

-1.7%
Value
$94.9M
Shares
373.8K
% Port
1.07%
V
28.VRT

VERTIV HOLDINGS CO-A

-8.2%
Value
$84.2M
Shares
251.6K
% Port
0.95%
D
29.DHR

DANAHER CORP DEL COM

-6.7%
Value
$82.7M
Shares
434.4K
% Port
0.93%
U
30.UBER

UBER TECHNOLOGIES INC COM

-11.2%
Value
$73.9M
Shares
1.02M
% Port
0.83%
A
31.ATR

APTARGROUP INC COM

+275591.3%
Value
$71.4M
Shares
570.7K
% Port
0.81%
A
32.APOS

APOLLO GLOBAL MGMT INC COM CL

-5.5%
Value
$70.6M
Shares
596.5K
% Port
0.80%
S
33.STE

STERIS PLC SHS USD

+266181.6%
Value
$70.1M
Shares
332.9K
% Port
0.79%
C
34.CTAS

CINTAS CORP COM

+0.3%
Value
$64.4M
Shares
378.6K
% Port
0.73%
I
35.IBM

INTERNATIONAL BUSINESS MACHS C

-1.2%
Value
$61.8M
Shares
219.9K
% Port
0.70%
G

GOLDMAN SACHS GROUP INC

-4.7%
Value
$61.8M
Shares
61.1K
% Port
0.70%
I
37.ISRG

INTUITIVE SURGICAL INC COM NEW

-32.2%
Value
$57.8M
Shares
145.3K
% Port
0.65%
M
38.META

META PLATFORMS INC

+0.7%
Value
$56.6M
Shares
100.5K
% Port
0.64%
H
39.HD

HOME DEPOT INC COM

-13.8%
Value
$55.8M
Shares
158.2K
% Port
0.63%
E
40.EPDU

ENTERPRISE PRODS PARTNERS L P

-2.3%
Value
$53.9M
Shares
1.46M
% Port
0.61%
B
41.BX

BLACKSTONE GROUP INC

-5.8%
Value
$53.5M
Shares
454.6K
% Port
0.60%
A
42.ALC

ALCON AG ORD SHS

+207591.6%
Value
$53M
Shares
789.2K
% Port
0.60%
R
43.ROK

ROCKWELL AUTOMATION INC

+85.3%
Value
$47.7M
Shares
96.3K
% Port
0.54%
I
44.IAU

ISHARES COMEX GOLD TR ISHARES

-7.7%
Value
$45.7M
Shares
605.7K
% Port
0.52%
A
45.AXP

AMERICAN EXPRESS CO COM

-0.1%
Value
$42.1M
Shares
124.4K
% Port
0.47%
S
46.SYY

SYSCO CORP COM

-1.1%
Value
$41M
Shares
490.3K
% Port
0.46%
X
47.XOM

EXXON MOBIL CORP COM

Value
$40.5M
Shares
296.2K
% Port
0.46%
A
48.AMGN

AMGEN INC COM

-0.7%
Value
$39.9M
Shares
110.3K
% Port
0.45%
S

SPDR S&P BIOTECHNOLOGY ETF

+22.8%
Value
$38.8M
Shares
245.0K
% Port
0.44%
P
50.PEP

PEPSICO INC COM

+217295.1%
Value
$36.2M
Shares
267.4K
% Port
0.41%