Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2026) About Wilkinson Global Asset Management LLCInvestment ActivityWilkinson Global Asset Management LLC has $1.26 billion in total holdings as of June 30, 2026.Wilkinson Global Asset Management LLC owns shares of 62 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.74% of the portfolio was purchased this quarter.About 24.18% of the portfolio was sold this quarter.This quarter, Wilkinson Global Asset Management LLC has purchased 60 new stocks and bought additional shares in 5 stocks.Wilkinson Global Asset Management LLC sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $89,830,205Taiwan Semiconductor Manufacturing $88,718,657JPMorgan Chase & Co. $81,331,685TJX Companies $77,593,149Apple $72,689,547 Largest New Holdings this Quarter 24703L202 - Dell Technologies $28,386,184 Holding60687Y109 - Mizuho Financial Group $21,396,403 Holding679580100 - Old Dominion Freight Line $18,744,131 Holding464288257 - iShares MSCI ACWI ETF $15,106,950 HoldingG6700G107 - nVent Electric $390,103 Holding Largest Purchases this Quarter Dell Technologies 65,791 shares (about $28.39M)Mizuho Financial Group 2,233,445 shares (about $21.40M)Old Dominion Freight Line 86,538 shares (about $18.74M)iShares MSCI ACWI ETF 96,241 shares (about $15.11M)nVent Electric 2,300 shares (about $390.10K) Largest Sales this Quarter TJX Companies 217,158 shares (about $32.90M)Texas Instruments 108,966 shares (about $32.48M)Taiwan Semiconductor Manufacturing 66,127 shares (about $31.58M)JPMorgan Chase & Co. 82,769 shares (about $27.09M)Apple 73,173 shares (about $21.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkinson Global Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$89,830,205$2,374,468 â–¼-2.6%448,9497.1%TechnologyTSMTaiwan Semiconductor Manufacturing$88,718,657$31,580,272 â–¼-26.3%185,7717.0%TechnologyJPMJPMorgan Chase & Co.$81,331,685$27,092,777 â–¼-25.0%248,4706.5%FinanceTJXTJX Companies$77,593,149$32,899,437 â–¼-29.8%512,1666.2%Consumer DiscretionaryAAPLApple$72,689,547$21,173,339 â–¼-22.6%251,2085.8%TechnologyMSFTMicrosoft$62,724,432$17,675,553 â–¼-22.0%168,1535.0%TechnologyTXNTexas Instruments$61,103,754$32,479,496 â–¼-34.7%204,9984.9%TechnologyAMZNAmazon.com$56,433,907$1,252,477 â–¼-2.2%236,7794.5%Consumer DiscretionaryADIAnalog Devices$55,010,030$16,718,077 â–¼-23.3%138,5054.4%TechnologySHWSherwin-Williams$53,874,373$12,371,418 â–¼-18.7%156,4664.3%MaterialsVVisa$51,037,382$1,490,726 â–¼-2.8%148,7584.1%FinanceAMGNAmgen$49,432,277$18,235,277 â–¼-26.9%136,5083.9%HealthcareUNPUnion Pacific$48,488,080$17,141,440 â–¼-26.1%178,2653.9%IndustrialsDEDeere & Company$48,227,475$17,791,688 â–¼-26.9%76,0293.8%IndustrialsPHParker-Hannifin$44,754,859$1,022,135 â–¼-2.2%45,7563.6%IndustrialsLINDE PLC$38,638,715$17,955,843 â–¼-31.7%74,4573.1%SHSWSOWatsco$31,604,387$935,559 â–¼-2.9%75,8392.5%IndustrialsDELLDell Technologies$28,386,184$28,386,184 â–²New Holding65,7912.3%TechnologyPGRProgressive$25,472,581$6,381,798 â–¼-20.0%116,6062.0%FinanceDISWalt Disney$24,573,876$10,683,076 â–¼-30.3%255,3132.0%Communication ServicesSANBanco Santander$22,838,959$175,771 â–²0.8%1,654,9971.8%FinanceMFGMizuho Financial Group$21,396,403$21,396,403 â–²New Holding2,233,4451.7%FinanceAVGOBroadcom$20,665,947$29,842 â–¼-0.1%54,7081.6%TechnologyODFLOld Dominion Freight Line$18,744,131$18,744,131 â–²New Holding86,5381.5%IndustrialsSPOTSpotify Technology$17,665,027$261,704 â–²1.5%38,4751.4%Communication ServicesUBERUber Technologies$15,512,235$566,023 â–¼-3.5%214,9701.2%IndustrialsACWIiShares MSCI ACWI ETF$15,106,950$15,106,950 â–²New Holding96,2411.2%ETFABBVAbbVie$4,414,2690.0%17,5420.4%HealthcareJNJJohnson & Johnson$3,448,913$22,857 â–¼-0.7%13,5800.3%HealthcareXOMExxonMobil$3,006,3360.0%21,9890.2%EnergyBRK.BBerkshire Hathaway$2,785,671$165,129 â–¼-5.6%5,5670.2%FinanceWFCWells Fargo & Company$2,512,2560.0%30,4000.2%FinanceMCDMcDonald's$2,319,2600.0%8,5800.2%Consumer DiscretionaryRACEFerrari$2,285,423$111,666 â–²5.1%6,1400.2%Consumer DiscretionaryLOWLowe's Companies$1,719,8220.0%7,8000.1%Consumer DiscretionaryMRKMerck & Co., Inc.$1,039,5650.0%8,0900.1%HealthcareGLDSPDR Gold Shares$1,038,832$47,153 â–¼-4.3%2,8200.1%ETFINTELLICHECK MOBILISA INC$1,011,757$17,597 â–²1.8%246,7700.1%COM NEWPNWPinnacle West Capital$963,0000.0%9,0000.1%UtilitiesROSTRoss Stores$888,4360.0%4,1740.1%Consumer DiscretionaryASMLASML$861,428$63,662 â–¼-6.9%4330.1%TechnologyUHTUniversal Health Realty Income Trust$745,6200.0%17,0000.1%Real EstateGOOGAlphabet$733,1600.0%2,0750.1%Communication ServicesGOOGLAlphabet$727,963$26,803 â–²3.8%2,0370.1%Communication ServicesFANGDiamondback Energy$659,175$52,734 â–¼-7.4%3,7500.1%EnergyCVXChevron$554,964$14,090 â–¼-2.5%3,3480.0%EnergyEOGEOG Resources$544,8660.0%4,2000.0%EnergyLLYEli Lilly and Company$503,7610.0%4200.0%HealthcareMSMorgan Stanley$448,182$15,678 â–¼-3.4%2,1440.0%FinanceNVTnVent Electric$390,103$390,103 â–²New Holding2,3000.0%IndustrialsMELIMercadoLibre$383,6100.0%2260.0%Consumer DiscretionaryMETAMeta Platforms$360,506$2,816 â–¼-0.8%6400.0%Communication ServicesCPCanadian Pacific Kansas City$349,6330.0%4,0350.0%IndustrialsWEXWEX$345,6700.0%2,4500.0%FinanceCCitigroup$302,8730.0%2,1640.0%FinanceIMOImperial Oil$301,8940.0%2,6950.0%EnergyMMM3M$296,7810.0%1,8330.0%IndustrialsSONYSony$275,4240.0%13,7300.0%Consumer DiscretionaryWMBWilliams Companies$260,190$47,578 â–¼-15.5%3,5000.0%EnergyCOPConocoPhillips$233,9100.0%2,2500.0%EnergyHXLHexcel$200,120$200,120 â–²New Holding2,0000.0%IndustrialsSGUStar Group$128,4000.0%10,0000.0%EnergyINTUIntuit$0$15,333,059 â–¼-100.0%00.0%TechnologyMAMastercard$0$292,301 â–¼-100.0%00.0%FinanceACNAccenture$0$272,649 â–¼-100.0%00.0%TechnologyNFLXNetflix$0$254,797 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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