Wilkinson Global Asset Management LLC
63 holdingsFiling period: 2026-06-30Current AUM: $1.28Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 448.9K | $89.8M | $95.3M | 7.44% | -11,867 | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 185.8K | $88.7M | $76.9M | 6.01% | -66,127 | 2026-06-30 |
| 3 | JPM | JPMORGAN CHASE & CO | 248.5K | $81.3M | $87.6M | 6.84% | -82,769 | 2026-06-30 |
| 4 | TJX | TJX COS INC NEW | 512.2K | $77.6M | $63.8M | 4.99% | -217,158 | 2026-06-30 |
| 5 | AAPL | APPLE INC | 251.2K | $72.7M | $83.2M | 6.50% | -73,173 | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 168.2K | $62.7M | $83.6M | 6.53% | -47,385 | 2026-06-30 |
| 7 | TXN | TEXAS INSTRS INC | 205.0K | $61.1M | $54.0M | 4.22% | -108,966 | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 236.8K | $56.4M | $58.8M | 4.60% | -5,255 | 2026-06-30 |
| 9 | ADI | ANALOG DEVICES INC | 138.5K | $55.0M | $50.0M | 3.91% | -42,093 | 2026-06-30 |
| 10 | SHW | SHERWIN WILLIAMS CO | 156.5K | $53.9M | $50.6M | 3.95% | -35,930 | 2026-06-30 |
| 11 | V | VISA INC | 148.8K | $51.0M | $55.9M | 4.37% | -4,345 | 2026-06-30 |
| 12 | AMGN | AMGEN INC | 136.5K | $49.4M | $51.3M | 4.01% | -50,357 | 2026-06-30 |
| 13 | UNP | UNION PAC CORP | 178.3K | $48.5M | $50.6M | 3.96% | -63,020 | 2026-06-30 |
| 14 | DE | DEERE & CO | 76.0K | $48.2M | $52.0M | 4.06% | -28,048 | 2026-06-30 |
| 15 | PH | PARKER-HANNIFIN CORP | 45.8K | $44.8M | $42.3M | 3.31% | -1,045 | 2026-06-30 |
| 16 | — | LINDE PLC | 74.5K | $38.6M | $38.6M | 3.02% | -34,601 | 2026-06-30 |
| 17 | WSO | WATSCO INC | 75.8K | $31.6M | $23.0M | 1.79% | -2,245 | 2026-06-30 |
| 18 | DELL | DELL TECHNOLOGIES INC | 65.8K | $28.4M | $35.8M | 2.79% | -- | 2026-06-30 |
| 19 | PGR | PROGRESSIVE CORP | 116.6K | $25.5M | $25.8M | 2.02% | -29,214 | 2026-06-30 |
| 20 | DIS | DISNEY WALT CO | 255.3K | $24.6M | $27.2M | 2.12% | -110,993 | 2026-06-30 |
| 21 | SAN | BANCO SANTANDER SA | 1.65M | $22.8M | $24.2M | 1.89% | +12.7K | 2026-06-30 |
| 22 | MFG | MIZUHO FINANCIAL GROUP INC | 2.23M | $21.4M | $24.9M | 1.95% | -- | 2026-06-30 |
| 23 | AVGO | BROADCOM INC | 54.7K | $20.7M | $18.6M | 1.45% | -79 | 2026-06-30 |
| 24 | ODFL | OLD DOMINION FREIGHT LINE IN | 86.5K | $18.7M | $15.7M | 1.22% | -- | 2026-06-30 |
| 25 | — | SPOTIFY TECHNOLOGY S A | 38.5K | $17.7M | $17.7M | 1.38% | +570 | 2026-06-30 |
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