Wilkinson Global Asset Management LLC
61 holdingsFiling period: 2026-03-31Current AUM: $1.49Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | 729.3K | $116.5M | $114.8M | 7.69% | -51,052 | 2026-03-31 |
| 2 | JPM | JPMORGAN CHASE & CO | 331.2K | $97.4M | $116.5M | 7.81% | -22,818 | 2026-03-31 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 251.9K | $85.1M | $101.8M | 6.83% | -17,474 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 324.4K | $82.3M | $100.2M | 6.72% | -19,943 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 460.8K | $80.4M | $92.5M | 6.20% | -6,873 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 215.5K | $79.8M | $100.2M | 6.72% | -13,265 | 2026-03-31 |
| 7 | AMGN | AMGEN INC | 186.9K | $65.7M | $72.0M | 4.83% | -13,638 | 2026-03-31 |
| 8 | SHW | SHERWIN WILLIAMS CO | 192.4K | $61.7M | $65.6M | 4.40% | -10,466 | 2026-03-31 |
| 9 | TXN | TEXAS INSTRS INC | 314.0K | $61.0M | $86.6M | 5.80% | -24,423 | 2026-03-31 |
| 10 | DE | DEERE & CO | 104.1K | $58.6M | $61.7M | 4.14% | -6,613 | 2026-03-31 |
| 11 | UNP | UNION PAC CORP | 241.3K | $58.5M | $70.5M | 4.73% | -18,143 | 2026-03-31 |
| 12 | ADI | ANALOG DEVICES INC | 180.6K | $57.5M | $66.4M | 4.45% | -4,159 | 2026-03-31 |
| 13 | — | LINDE PLC | 109.1K | $54.1M | $54.1M | 3.63% | -8,589 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 242.0K | $50.4M | $65.7M | 4.41% | -5,280 | 2026-03-31 |
| 15 | V | VISA INC | 153.1K | $46.3M | $56.1M | 3.76% | -3,573 | 2026-03-31 |
| 16 | PH | PARKER-HANNIFIN CORP | 46.8K | $41.9M | $45.7M | 3.06% | -774 | 2026-03-31 |
| 17 | DIS | DISNEY WALT CO | 366.3K | $35.3M | $35.2M | 2.36% | -31,633 | 2026-03-31 |
| 18 | PGR | PROGRESSIVE CORP | 145.8K | $28.9M | $30.8M | 2.07% | -2,761 | 2026-03-31 |
| 19 | WSO | WATSCO INC | 78.1K | $28.4M | $24.2M | 1.62% | -841 | 2026-03-31 |
| 20 | SAN | BANCO SANTANDER SA | 1.64M | $18.5M | $23.2M | 1.55% | +1.61M | 2026-03-31 |
| 21 | — | SPOTIFY TECHNOLOGY S A | 37.9K | $18.4M | $18.4M | 1.23% | +5.4K | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 54.8K | $17.0M | $21.3M | 1.43% | +17.4K | 2026-03-31 |
| 23 | UBER | UBER TECHNOLOGIES INC | 222.8K | $16.0M | $15.7M | 1.05% | +5.0K | 2026-03-31 |
| 24 | INTU | INTUIT | 35.5K | $15.3M | $11.2M | 0.75% | -25,193 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 17.5K | $3.8M | $4.4M | 0.30% | -270 | 2026-03-31 |
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