Wilkinson Global Asset Management LLC
63 holdingsFiling period: 2026-06-30Current AUM: $1.31Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 448.9K | $89.8M | $97.0M | 7.38% | -11,867 | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 185.8K | $88.7M | $78.8M | 6.00% | -66,127 | 2026-06-30 |
| 3 | JPM | JPMorgan Chase & Co | 248.5K | $81.3M | $83.0M | 6.32% | -82,769 | 2026-06-30 |
| 4 | TJX | Tjx Cos Inc New | 512.2K | $77.6M | $73.6M | 5.60% | -217,158 | 2026-06-30 |
| 5 | AAPL | Apple Inc | 251.2K | $72.7M | $86.4M | 6.57% | -73,173 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 168.2K | $62.7M | $89.6M | 6.81% | -47,385 | 2026-06-30 |
| 7 | TXN | Texas Instrs Inc | 205.0K | $61.1M | $61.1M | 4.65% | -108,966 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 236.8K | $56.4M | $59.0M | 4.49% | -5,255 | 2026-06-30 |
| 9 | ADI | Analog Devices Inc | 138.5K | $55.0M | $56.5M | 4.30% | -42,093 | 2026-06-30 |
| 10 | SHW | Sherwin Williams Co | 156.5K | $53.9M | $52.4M | 3.99% | -35,930 | 2026-06-30 |
| 11 | V | Visa Inc | 148.8K | $51.0M | $60.1M | 4.57% | -4,345 | 2026-06-30 |
| 12 | AMGN | Amgen Inc | 136.5K | $49.4M | $60.7M | 4.62% | -50,357 | 2026-06-30 |
| 13 | UNP | Union Pac Corp | 178.3K | $48.5M | $52.9M | 4.03% | -63,020 | 2026-06-30 |
| 14 | DE | Deere & Co | 76.0K | $48.2M | $48.8M | 3.71% | -28,048 | 2026-06-30 |
| 15 | PH | Parker-Hannifin Corp | 45.8K | $44.8M | $41.4M | 3.15% | -1,045 | 2026-06-30 |
| 16 | — | Linde PLC | 74.5K | $38.6M | $38.6M | 2.94% | -34,601 | 2026-06-30 |
| 17 | WSO | Watsco Inc | 75.8K | $31.6M | $23.2M | 1.76% | -2,245 | 2026-06-30 |
| 18 | DELL | Dell Technologies Inc | 65.8K | $28.4M | $30.7M | 2.34% | -- | 2026-06-30 |
| 19 | PGR | Progressive Corp | 116.6K | $25.5M | $26.7M | 2.03% | -29,214 | 2026-06-30 |
| 20 | DIS | Disney Walt Co | 255.3K | $24.6M | $28.2M | 2.14% | -110,993 | 2026-06-30 |
| 21 | SAN | Banco Santander SA | 1.65M | $22.8M | $20.5M | 1.56% | +12.7K | 2026-06-30 |
| 22 | MFG | Mizuho Financial Group Inc | 2.23M | $21.4M | $21.2M | 1.62% | -- | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 54.7K | $20.7M | $18.0M | 1.37% | -79 | 2026-06-30 |
| 24 | ODFL | Old Dominion Freight Line in | 86.5K | $18.7M | $15.8M | 1.20% | -- | 2026-06-30 |
| 25 | — | Spotify Technology S A | 38.5K | $17.7M | $17.7M | 1.34% | +570 | 2026-06-30 |
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