Holders — by stockHoldings — by fund
Wilkinson Global Asset Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001764000
$1.26B
disclosed book value
62
positions
7.1%
largest position share
Positions, as of 2026-06-30
top 62 of 62 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 448,949 | $89.8M | 7.1% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 185,771 | $88.7M | 7% |
| 3 | JPMJPMORGAN CHASE & CO | 248,470 | $81.3M | 6.5% |
| 4 | TJXTJX COS INC NEW | 512,166 | $77.6M | 6.2% |
| 5 | AAPLAPPLE INC | 251,208 | $72.7M | 5.8% |
| 6 | MSFTMICROSOFT CORP | 168,153 | $62.7M | 5% |
| 7 | TXNTEXAS INSTRS INC | 204,998 | $61.1M | 4.9% |
| 8 | AMZNAMAZON COM INC | 236,779 | $56.4M | 4.5% |
| 9 | ADIANALOG DEVICES INC | 138,505 | $55.0M | 4.4% |
| 10 | SHWSHERWIN WILLIAMS CO | 156,466 | $53.9M | 4.3% |
| 11 | VVISA INC | 148,758 | $51.0M | 4.1% |
| 12 | AMGNAMGEN INC | 136,508 | $49.4M | 3.9% |
| 13 | UNPUNION PAC CORP | 178,265 | $48.5M | 3.9% |
| 14 | DEDEERE & CO | 76,029 | $48.2M | 3.8% |
| 15 | PHPARKER-HANNIFIN CORP | 45,756 | $44.8M | 3.6% |
| 16 | LINDE PLC | 74,457 | $38.6M | 3.1% |
| 17 | WSOWATSCO INC | 75,839 | $31.6M | 2.5% |
| 18 | DELLDELL TECHNOLOGIES INC | 65,791 | $28.4M | 2.3% |
| 19 | PGRPROGRESSIVE CORP | 116,606 | $25.5M | 2% |
| 20 | DISDISNEY WALT CO | 255,313 | $24.6M | 2% |
| 21 | SANBANCO SANTANDER SA | 1.7M | $22.8M | 1.8% |
| 22 | MFGMIZUHO FINANCIAL GROUP INC | 2.2M | $21.4M | 1.7% |
| 23 | AVGOBROADCOM INC | 54,708 | $20.7M | 1.6% |
| 24 | ODFLOLD DOMINION FREIGHT LINE IN | 86,538 | $18.7M | 1.5% |
| 25 | SPOTIFY TECHNOLOGY S A | 38,475 | $17.7M | 1.4% |
| 26 | UBERUBER TECHNOLOGIES INC | 214,970 | $15.5M | 1.2% |
| 27 | ACWIISHARES TR | 96,241 | $15.1M | 1.2% |
| 28 | ABBVABBVIE INC | 17,542 | $4.4M | 0.4% |
| 29 | JNJJOHNSON & JOHNSON | 13,580 | $3.4M | 0.3% |
| 30 | EXMOCEXXON MOBIL CORP | 21,989 | $3.0M | 0.2% |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,567 | $2.8M | 0.2% |
| 32 | WFCWELLS FARGO & CO | 30,400 | $2.5M | 0.2% |
| 33 | MCDMCDONALDS CORP | 8,580 | $2.3M | 0.2% |
| 34 | FERRARI N V | 6,140 | $2.3M | 0.2% |
| 35 | LOWLOWES COS INC | 7,800 | $1.7M | 0.1% |
| 36 | MRKMERCK & CO INC | 8,090 | $1.0M | 0.1% |
| 37 | GLDSPDR GOLD TR | 2,820 | $1.0M | 0.1% |
| 38 | IDNINTELLICHECK MOBILISA INC | 246,770 | $1.0M | 0.1% |
| 39 | PNWPINNACLE WEST CAP CORP | 9,000 | $963,000 | 0.1% |
| 40 | ROSTROSS STORES INC | 4,174 | $888,436 | 0.1% |
| 41 | ASML HLDG NV | 433 | $861,428 | 0.1% |
| 42 | UHTUNIVERSAL HEALTH RLTY INCOME | 17,000 | $745,620 | 0.1% |
| 43 | GOOGALPHABET INC | 2,075 | $733,160 | 0.1% |
| 44 | GOOGLALPHABET INC | 2,037 | $727,963 | 0.1% |
| 45 | FANGDIAMONDBACK ENERGY INC | 3,750 | $659,175 | 0.1% |
| 46 | CVXCHEVRON CORPORATION | 3,348 | $554,964 | 0% |
| 47 | EOGEOG RES INC | 4,200 | $544,866 | 0% |
| 48 | LLYELI LILLY & CO | 420 | $503,761 | 0% |
| 49 | MSMORGAN STANLEY | 2,144 | $448,182 | 0% |
| 50 | NVENT ELEC PLC | 2,300 | $390,103 | 0% |
| 51 | MELIMERCADOLIBRE INC | 226 | $383,610 | 0% |
| 52 | METAMETA PLATFORMS INC | 640 | $360,506 | 0% |
| 53 | CPCANADIAN PACIFIC KANSAS CITY | 4,035 | $349,633 | 0% |
| 54 | WEXWEX INC | 2,450 | $345,670 | 0% |
| 55 | CCITIGROUP INC | 2,164 | $302,873 | 0% |
| 56 | IMOIMPERIAL OIL LTD | 2,695 | $301,894 | 0% |
| 57 | MMM3M CO | 1,833 | $296,781 | 0% |
| 58 | SONYSONY GROUP CORP | 13,730 | $275,424 | 0% |
| 59 | WMBWILLIAMS COS INC | 3,500 | $260,190 | 0% |
| 60 | COPCONOCOPHILLIPS | 2,250 | $233,910 | 0% |
| 61 | HXLHEXCEL CORP NEW | 2,000 | $200,120 | 0% |
| 62 | SGUSTAR GROUP LP | 10,000 | $128,400 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.