Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2026) About Wilkinson Global Asset Management LLCInvestment ActivityWilkinson Global Asset Management LLC has $1.31 billion in total holdings as of March 31, 2026.Wilkinson Global Asset Management LLC owns shares of 60 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 10.01% of the portfolio was sold this quarter.This quarter, Wilkinson Global Asset Management LLC has purchased 63 new stocks and bought additional shares in 6 stocks.Wilkinson Global Asset Management LLC sold shares of 35 stocks and completely divested from 3 stocks this quarter.Largest Holdings TJX Companies $116,473,043JPMorgan Chase & Co. $97,437,264Taiwan Semiconductor Manufacturing $85,128,929Apple $82,324,654NVIDIA $80,366,310 Largest Purchases this Quarter Banco Santander 1,607,460 shares (about $18.13M)Broadcom 17,390 shares (about $5.38M)Spotify Technology 5,371 shares (about $2.60M)Uber Technologies 5,049 shares (about $363.17K)Netflix 505 shares (about $48.56K) Largest Sales this Quarter Accenture 177,963 shares (about $35.29M)Intuit 25,193 shares (about $10.89M)Mastercard 18,698 shares (about $9.34M)TJX Companies 51,052 shares (about $8.15M)JPMorgan Chase & Co. 22,818 shares (about $6.71M) 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 PortfolioSectorTJXTJX Companies$116,473,043$8,153,004 â–¼-6.5%729,3248.9%Retail/WholesaleJPMJPMorgan Chase & Co.$97,437,264$6,712,143 â–¼-6.4%331,2397.4%FinanceTSMTaiwan Semiconductor Manufacturing$85,128,929$5,905,338 â–¼-6.5%251,8986.5%Computer and TechnologyAAPLApple$82,324,654$5,061,334 â–¼-5.8%324,3816.3%Computer and TechnologyNVDANVIDIA$80,366,310$1,198,651 â–¼-1.5%460,8166.1%Computer and TechnologyMSFTMicrosoft$79,785,702$4,910,305 â–¼-5.8%215,5386.1%Computer and TechnologyAMGNAmgen$65,748,450$4,798,530 â–¼-6.8%186,8655.0%MedicalSHWSherwin-Williams$61,672,538$3,354,876 â–¼-5.2%192,3964.7%Basic MaterialsTXNTexas Instruments$60,952,971$4,741,481 â–¼-7.2%313,9644.6%Computer and TechnologyDEDeere & Company$58,626,574$3,725,103 â–¼-6.0%104,0774.5%IndustrialsUNPUnion Pacific$58,540,567$4,401,855 â–¼-7.0%241,2854.5%TransportationADIAnalog Devices$57,455,448$1,323,144 â–¼-2.3%180,5984.4%Computer and TechnologyLINDE PLC$54,066,594$4,258,083 â–¼-7.3%109,0584.1%SHSAMZNAmazon.com$50,408,422$1,099,666 â–¼-2.1%242,0343.8%Retail/WholesaleVVisa$46,273,851$1,079,904 â–¼-2.3%153,1033.5%Business ServicesPHParker-Hannifin$41,898,127$692,916 â–¼-1.6%46,8013.2%IndustrialsDISWalt Disney$35,304,572$3,048,789 â–¼-7.9%366,3062.7%Consumer DiscretionaryPGRProgressive$28,907,357$547,341 â–¼-1.9%145,8202.2%FinanceWSOWatsco$28,406,179$305,947 â–¼-1.1%78,0842.2%ConstructionSANBanco Santander$18,524,693$18,132,149 â–²4,619.1%1,642,2601.4%FinanceSPOTSpotify Technology$18,380,514$2,604,452 â–²16.5%37,9051.4%Computer and TechnologyAVGOBroadcom$16,957,125$5,382,379 â–²46.5%54,7871.3%Computer and TechnologyUBERUber Technologies$16,027,011$363,175 â–²2.3%222,8141.2%Computer and TechnologyINTUIntuit$15,333,059$10,892,949 â–¼-41.5%35,4621.2%Computer and TechnologyABBVAbbVie$3,815,210$58,722 â–¼-1.5%17,5420.3%MedicalXOMExxonMobil$3,730,6540.0%21,9890.3%EnergyJNJJohnson & Johnson$3,341,495$56,221 â–¼-1.7%13,6700.3%MedicalBRK.BBerkshire Hathaway$2,825,842$191,680 â–¼-6.4%5,8970.2%FinanceMCDMcDonald's$2,666,578$12,432 â–¼-0.5%8,5800.2%Retail/WholesaleWFCWells Fargo & Company$2,420,144$59,708 â–¼-2.4%30,4000.2%FinanceRACEFerrari$1,976,548$744,590 â–¼-27.4%5,8400.2%Auto/Tires/TrucksLOWLowe's Companies$1,842,9840.0%7,8000.1%Retail/WholesaleINTELLICHECK MOBILISA INC$1,694,921$32,923 â–²2.0%242,4780.1%COM NEWGLDSPDR Gold Shares$1,268,4950.0%2,9480.1%FinanceMRKMerck & Co., Inc.$973,146$13,833 â–¼-1.4%8,0900.1%MedicalPNWPinnacle West Capital$906,7500.0%9,0000.1%UtilitiesROSTRoss Stores$904,2140.0%4,1740.1%Retail/WholesaleFANGDiamondback Energy$801,0490.0%4,0500.1%EnergyCVXChevron$710,288$4,138 â–¼-0.6%3,4330.1%EnergyUHTUniversal Health Realty Income Trust$687,9900.0%17,0000.1%FinanceASMLASML$614,1860.0%4650.0%Computer and TechnologyEOGEOG Resources$607,1940.0%4,2000.0%EnergyGOOGAlphabet$595,234$5,737 â–¼-1.0%2,0750.0%Computer and TechnologyGOOGLAlphabet$564,193$64,701 â–¼-10.3%1,9620.0%Computer and TechnologyMELIMercadoLibre$390,7590.0%2260.0%Retail/WholesaleLLYEli Lilly and Company$386,3030.0%4200.0%MedicalWEXWEX$374,9480.0%2,4500.0%Business ServicesMETAMeta Platforms$369,024$28,034 â–¼-7.1%6450.0%Computer and TechnologyMSMorgan Stanley$365,1810.0%2,2190.0%FinanceIMOImperial Oil$352,5600.0%2,6950.0%EnergyCPCanadian Pacific Kansas City$317,3930.0%4,0350.0%TransportationWMBWilliams Companies$301,3090.0%4,1400.0%EnergyCOPConocoPhillips$297,0000.0%2,2500.0%EnergyMAMastercard$292,301$9,342,639 â–¼-97.0%5850.0%Business ServicesSONYSony$284,211$41,400 â–¼-12.7%13,7300.0%Consumer DiscretionaryACNAccenture$272,649$35,288,316 â–¼-99.2%1,3750.0%Computer and TechnologyMMM3M$266,2070.0%1,8330.0%Multi-Sector ConglomeratesNFLXNetflix$254,797$48,556 â–²23.5%2,6500.0%Consumer DiscretionaryCCitigroup$245,419$48,766 â–¼-16.6%2,1640.0%Financial ServicesSGUStar Group$122,8000.0%10,0000.0%Computer and TechnologyCOINCoinbase Global$0$8,726,743 â–¼-100.0%00.0%FinanceVEAVanguard FTSE Developed Markets ETF$0$242,571 â–¼-100.0%00.0%ETFIUSViShares Core S&P U.S. Value ETF$0$224,563 â–¼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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