Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2026)

About Wilkinson Global Asset Management LLC

Investment Activity

Wilkinson Global Asset Management LLC has $1.25 billion in total holdings as of September 30, 2026.
Wilkinson Global Asset Management LLC owns shares of 63 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 0.52% of the portfolio was purchased this quarter.
About 4.36% of the portfolio was sold this quarter.
This quarter, Wilkinson Global Asset Management LLC has purchased 62 new stocks and bought additional shares in 4 stocks.
Wilkinson Global Asset Management LLC sold shares of 37 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA: $104,708,119
Microsoft: $82,559,461
Taiwan Semiconductor Manufacturing: $81,260,668
Apple: $80,102,299
JPMorgan Chase & Co.: $78,965,151

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $3,578,710 Holding
042068205 - ARM HOLDINGS PLC: $411,317 Holding
922908769 - Vanguard Total Stock Market ETF: $200,218 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 21,989 shares (about $3.58M)
NVIDIA: 9,533 shares (about $2.18M)
ARM HOLDINGS PLC: 1,420 shares (about $411.32K)
Vanguard Total Stock Market ETF: 535 shares (about $200.22K)
Universal Health Realty Income Trust: 3,000 shares (about $112.17K)

Largest Sales this Quarter

TJX Companies: 31,675 shares (about $4.19M)
Microsoft: 7,187 shares (about $3.69M)
Apple: 10,675 shares (about $3.55M)
Taiwan Semiconductor Manufacturing: 7,642 shares (about $3.49M)
JPMorgan Chase & Co.: 9,782 shares (about $3.24M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$104,708,119	$2,177,147 ▲	2.1%	458,482	8.4%	Technology
MSFT Microsoft	$82,559,461	$3,686,212 ▼	-4.3%	160,966	6.6%	Technology
TSM Taiwan Semiconductor Manufacturing	$81,260,668	$3,486,204 ▼	-4.1%	178,129	6.5%	Technology
AAPL Apple	$80,102,299	$3,554,988 ▼	-4.2%	240,533	6.4%	Technology
JPM JPMorgan Chase & Co.	$78,965,151	$3,236,179 ▼	-3.9%	238,688	6.3%	Finance
TJX TJX Companies	$63,573,764	$4,190,919 ▼	-6.2%	480,491	5.1%	Consumer Discretionary
AMZN Amazon.com	$56,498,251	$2,495,237 ▼	-4.2%	226,764	4.5%	Consumer Discretionary
AMGN Amgen	$55,218,653	$2,320,834 ▼	-4.0%	131,002	4.4%	Healthcare
TXN Texas Instruments	$55,023,961	$2,393,929 ▼	-4.2%	196,451	4.4%	Technology
ADI Analog Devices	$52,825,110	$2,121,208 ▼	-3.9%	133,158	4.2%	Technology
V Visa	$50,837,290	$2,615,922 ▼	-4.9%	141,478	4.1%	Finance
DE Deere & Company	$48,828,400	$2,228,874 ▼	-4.4%	72,710	3.9%	Industrials
SHW Sherwin-Williams	$47,947,729	$2,633,034 ▼	-5.2%	148,321	3.8%	Materials
UNP Union Pacific	$46,484,430	$2,026,824 ▼	-4.2%	170,817	3.7%	Industrials
PH Parker-Hannifin	$41,679,242	$2,036,955 ▼	-4.7%	43,624	3.3%	Industrials
DELL Dell Technologies	$33,947,872	$1,444,396 ▼	-4.1%	63,106	2.7%	Technology
LINDE PLC	$33,922,761	$1,418,254 ▼	-4.0%	71,469	2.7%	SHS
DIS Walt Disney	$25,084,108	$1,698,226 ▼	-6.3%	239,124	2.0%	Communication Services
MFG Mizuho Financial Group	$23,789,434	$890,133 ▼	-3.6%	2,152,890	1.9%	Finance
PGR Progressive	$23,264,535	$909,054 ▼	-3.8%	112,221	1.9%	Finance
SAN Banco Santander	$21,933,717	$954,892 ▼	-4.2%	1,585,952	1.8%	Finance
WSO Watsco	$21,811,841	$1,143,865 ▼	-5.0%	72,060	1.7%	Industrials
AVGO Broadcom	$18,449,415	$763,487 ▼	-4.0%	52,534	1.5%	Technology
SPOT Spotify Technology	$17,792,294	$959,651 ▼	-5.1%	36,506	1.4%	Communication Services
ACWI iShares MSCI ACWI ETF	$15,279,702		0.0%	96,241	1.2%	ETF
ODFL Old Dominion Freight Line	$14,294,689	$749,077 ▼	-5.0%	82,229	1.1%	Industrials
UBER Uber Technologies	$13,968,093	$759,502 ▼	-5.2%	203,884	1.1%	Industrials
ABBV AbbVie	$4,550,358	$38,454 ▼	-0.8%	17,395	0.4%	Healthcare
JNJ Johnson & Johnson	$3,588,551	$6,619 ▼	-0.2%	13,555	0.3%	Healthcare
EXXONMOBIL HOLDINGS CORP	$3,578,710	$3,578,710 ▲	New Holding	21,989	0.3%	COM SHS
BRK.B Berkshire Hathaway	$2,733,745	$38,342 ▼	-1.4%	5,490	0.2%	Finance
WFC Wells Fargo & Company	$2,433,520		0.0%	30,400	0.2%	Finance
RACE Ferrari	$2,294,244	$117,855 ▼	-4.9%	5,840	0.2%	Consumer Discretionary
MCD McDonald's	$1,981,465		0.0%	8,580	0.2%	Consumer Discretionary
LOW Lowe's Companies	$1,437,462		0.0%	7,800	0.1%	Consumer Discretionary
MRK Merck & Co., Inc.	$1,155,941	$19,617 ▼	-1.7%	7,955	0.1%	Healthcare
GLD SPDR Gold Shares	$1,073,969		0.0%	2,820	0.1%	ETF
ROST Ross Stores	$948,771	$25,441 ▼	-2.6%	4,065	0.1%	Consumer Discretionary
PNW Pinnacle West Capital	$837,360		0.0%	9,000	0.1%	Utilities
ASML ASML	$802,570	$18,117 ▲	2.3%	443	0.1%	Technology
UHT Universal Health Realty Income Trust	$747,800	$112,170 ▲	17.6%	20,000	0.1%	Real Estate
GOOG Alphabet	$700,221	$6,815 ▼	-1.0%	2,055	0.1%	Communication Services
FANG Diamondback Energy	$689,287		0.0%	3,750	0.1%	Energy
CVX Chevron	$659,598	$24,097 ▼	-3.5%	3,230	0.1%	Energy
INTELLICHECK MOBILISA INC	$583,680	$17,343 ▲	3.1%	254,327	0.0%	COM NEW
EOG EOG Resources	$578,592		0.0%	4,200	0.0%	Energy
GOOGL Alphabet	$576,334	$124,557 ▼	-17.8%	1,675	0.0%	Communication Services
LLY Eli Lilly and Company	$485,974		0.0%	420	0.0%	Healthcare
META Meta Platforms	$420,604	$43,511 ▼	-9.4%	580	0.0%	Communication Services
WEX WEX	$413,315		0.0%	2,450	0.0%	Finance
ARM HOLDINGS PLC	$411,317	$411,317 ▲	New Holding	1,420	0.0%	SPONSORED ADS
MS Morgan Stanley	$403,244		0.0%	2,144	0.0%	Finance
MELI MercadoLibre	$382,005	$8,643 ▼	-2.2%	221	0.0%	Consumer Discretionary
NVT nVent Electric	$368,851		0.0%	2,300	0.0%	Industrials
CP Canadian Pacific Kansas City	$343,378		0.0%	4,035	0.0%	Industrials
IMO Imperial Oil	$331,620		0.0%	2,695	0.0%	Energy
SONY Sony	$323,067		0.0%	13,730	0.0%	Consumer Discretionary
MMM 3M	$300,887		0.0%	1,833	0.0%	Industrials
COP ConocoPhillips	$281,587		0.0%	2,250	0.0%	Energy
C Citigroup	$266,729	$13,466 ▼	-4.8%	2,060	0.0%	Finance
WMB Williams Companies	$237,895		0.0%	3,500	0.0%	Energy
VTI Vanguard Total Stock Market ETF	$200,218	$200,218 ▲	New Holding	535	0.0%	ETF
SGU Star Group	$128,400		0.0%	10,000	0.0%	Energy
XOM ExxonMobil	$0	$3,006,336 ▼	-100.0%	0	0.0%	Energy
HXL Hexcel	$0	$200,120 ▼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2026)

About Wilkinson Global Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2026)

About Wilkinson Global Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilkinson Global Asset Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools