Wilkinson Global Asset Management as of March 31, 2026
Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 8.9 | $117M | 729k | 159.70 | |
| JPMorgan Chase & Co. (JPM) | 7.4 | $97M | 331k | 294.16 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.5 | $85M | 252k | 337.95 | |
| Apple (AAPL) | 6.3 | $82M | 324k | 253.79 | |
| NVIDIA Corporation (NVDA) | 6.1 | $80M | 461k | 174.40 | |
| Microsoft Corporation (MSFT) | 6.1 | $80M | 216k | 370.17 | |
| Amgen (AMGN) | 5.0 | $66M | 187k | 351.85 | |
| Sherwin-Williams Company (SHW) | 4.7 | $62M | 192k | 320.55 | |
| Texas Instruments Incorporated (TXN) | 4.6 | $61M | 314k | 194.14 | |
| Deere & Company (DE) | 4.5 | $59M | 104k | 563.30 | |
| Union Pacific Corporation (UNP) | 4.5 | $59M | 241k | 242.62 | |
| Analog Devices (ADI) | 4.4 | $58M | 181k | 318.14 | |
| Linde SHS (LIN) | 4.1 | $54M | 109k | 495.76 | |
| Amazon (AMZN) | 3.8 | $50M | 242k | 208.27 | |
| Visa Com Cl A (V) | 3.5 | $46M | 153k | 302.24 | |
| Parker-Hannifin Corporation (PH) | 3.2 | $42M | 47k | 895.24 | |
| Walt Disney Company (DIS) | 2.7 | $35M | 366k | 96.38 | |
| Progressive Corporation (PGR) | 2.2 | $29M | 146k | 198.24 | |
| Watsco, Incorporated (WSO) | 2.2 | $28M | 78k | 363.79 | |
| Banco Santander Sa Adr (SAN) | 1.4 | $19M | 1.6M | 11.28 | |
| Spotify Technology S A SHS (SPOT) | 1.4 | $18M | 38k | 484.91 | |
| Broadcom (AVGO) | 1.3 | $17M | 55k | 309.51 | |
| Uber Technologies (UBER) | 1.2 | $16M | 223k | 71.93 | |
| Intuit (INTU) | 1.2 | $15M | 36k | 432.38 | |
| Abbvie (ABBV) | 0.3 | $3.8M | 18k | 217.49 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.7M | 22k | 169.66 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.3M | 14k | 244.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.8M | 5.9k | 479.20 | |
| McDonald's Corporation (MCD) | 0.2 | $2.7M | 8.6k | 310.79 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.4M | 30k | 79.61 | |
| Ferrari Nv Ord (RACE) | 0.2 | $2.0M | 5.8k | 338.45 | |
| Lowe's Companies (LOW) | 0.1 | $1.8M | 7.8k | 236.28 | |
| Intellicheck Mobilisa Com New (IDN) | 0.1 | $1.7M | 243k | 6.99 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | 2.9k | 430.29 | |
| Merck & Co (MRK) | 0.1 | $973k | 8.1k | 120.29 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $907k | 9.0k | 100.75 | |
| Ross Stores (ROST) | 0.1 | $904k | 4.2k | 216.63 | |
| Diamondback Energy (FANG) | 0.1 | $801k | 4.1k | 197.79 | |
| Chevron Corporation (CVX) | 0.1 | $710k | 3.4k | 206.90 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.1 | $688k | 17k | 40.47 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $614k | 465.00 | 1320.83 | |
| EOG Resources (EOG) | 0.0 | $607k | 4.2k | 144.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $595k | 2.1k | 286.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $564k | 2.0k | 287.56 | |
| MercadoLibre (MELI) | 0.0 | $391k | 226.00 | 1729.02 | |
| Eli Lilly & Co. (LLY) | 0.0 | $386k | 420.00 | 919.77 | |
| Wright Express (WEX) | 0.0 | $375k | 2.5k | 153.04 | |
| Meta Platforms Cl A (META) | 0.0 | $369k | 645.00 | 572.13 | |
| Morgan Stanley Com New (MS) | 0.0 | $365k | 2.2k | 164.57 | |
| Imperial Oil Com New (IMO) | 0.0 | $353k | 2.7k | 130.82 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $317k | 4.0k | 78.66 | |
| Williams Companies (WMB) | 0.0 | $301k | 4.1k | 72.78 | |
| ConocoPhillips (COP) | 0.0 | $297k | 2.3k | 132.00 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $292k | 585.00 | 499.66 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $284k | 14k | 20.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $273k | 1.4k | 198.29 | |
| 3M Company (MMM) | 0.0 | $266k | 1.8k | 145.23 | |
| Netflix (NFLX) | 0.0 | $255k | 2.7k | 96.15 | |
| Citigroup Com New (C) | 0.0 | $245k | 2.2k | 113.41 | |
| Star Group Unit Ltd Partnr (SGU) | 0.0 | $123k | 10k | 12.28 |
