Wilkinson Global Asset Management

Wilkinson Global Asset Management as of June 30, 2026

Portfolio Holdings for Wilkinson Global Asset Management

Wilkinson Global Asset Management holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.1 $90M 449k 200.09
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 7.0 $89M 186k 477.57
JPMorgan Chase & Co. (JPM) 6.5 $81M 249k 327.33
TJX Companies (TJX) 6.2 $78M 512k 151.50
Apple (AAPL) 5.8 $73M 251k 289.36
Microsoft Corporation (MSFT) 5.0 $63M 168k 373.02
Texas Instruments Incorporated (TXN) 4.9 $61M 205k 298.07
Amazon (AMZN) 4.5 $56M 237k 238.34
Analog Devices (ADI) 4.4 $55M 139k 397.17
Sherwin-Williams Company (SHW) 4.3 $54M 157k 344.32
Visa Com Cl A (V) 4.1 $51M 149k 343.09
Amgen (AMGN) 3.9 $49M 137k 362.12
Union Pacific Corporation (UNP) 3.9 $49M 178k 272.00
Deere & Company (DE) 3.8 $48M 76k 634.33
Parker-Hannifin Corporation (PH) 3.6 $45M 46k 978.12
Linde SHS (LIN) 3.1 $39M 75k 518.94
Watsco, Incorporated (WSO) 2.5 $32M 76k 416.73
Dell Technologies CL C (DELL) 2.3 $28M 66k 431.46
Progressive Corporation (PGR) 2.0 $26M 117k 218.45
Walt Disney Company (DIS) 2.0 $25M 255k 96.25
Banco Santander Sa Adr (SAN) 1.8 $23M 1.7M 13.80
Mizuho Financial Group Sponsored Adr (MFG) 1.7 $21M 2.2M 9.58
Broadcom (AVGO) 1.6 $21M 55k 377.75
Old Dominion Freight Line (ODFL) 1.5 $19M 87k 216.60
Spotify Technology S A SHS (SPOT) 1.4 $18M 39k 459.13
Uber Technologies (UBER) 1.2 $16M 215k 72.16
Ishares Tr Msci Acwi Etf (ACWI) 1.2 $15M 96k 156.97
Abbvie (ABBV) 0.4 $4.4M 18k 251.64
Johnson & Johnson (JNJ) 0.3 $3.4M 14k 253.97
Exxon Mobil Corporation (XOM) 0.2 $3.0M 22k 136.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $2.8M 5.6k 500.39
Wells Fargo & Company (WFC) 0.2 $2.5M 30k 82.64
McDonald's Corporation (MCD) 0.2 $2.3M 8.6k 270.31
Ferrari Nv Ord (RACE) 0.2 $2.3M 6.1k 372.29
Lowe's Companies (LOW) 0.1 $1.7M 7.8k 220.49
Merck & Co (MRK) 0.1 $1.0M 8.1k 128.50
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.0M 2.8k 368.38
Intellicheck Mobilisa Com New (IDN) 0.1 $1.0M 247k 4.10
Pinnacle West Capital Corporation (PNW) 0.1 $963k 9.0k 107.00
Ross Stores (ROST) 0.1 $888k 4.2k 212.85
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $861k 433.00 1989.44
Universal Health Rlty Income Sh Ben Int (UHT) 0.1 $746k 17k 43.86
Alphabet Cap Stk Cl C (GOOG) 0.1 $733k 2.1k 353.33
Alphabet Cap Stk Cl A (GOOGL) 0.1 $728k 2.0k 357.37
Diamondback Energy (FANG) 0.1 $659k 3.8k 175.78
Chevron Corporation (CVX) 0.0 $555k 3.3k 165.76
EOG Resources (EOG) 0.0 $545k 4.2k 129.73
Eli Lilly & Co. (LLY) 0.0 $504k 420.00 1199.43
Morgan Stanley Com New (MS) 0.0 $448k 2.1k 209.04
Nvent Elec SHS (NVT) 0.0 $390k 2.3k 169.61
MercadoLibre (MELI) 0.0 $384k 226.00 1697.39
Meta Platforms Cl A (META) 0.0 $361k 640.00 563.29
Canadian Pacific Kansas City (CP) 0.0 $350k 4.0k 86.65
Wright Express (WEX) 0.0 $346k 2.5k 141.09
Citigroup Com New (C) 0.0 $303k 2.2k 139.96
Imperial Oil Com New (IMO) 0.0 $302k 2.7k 112.02
3M Company (MMM) 0.0 $297k 1.8k 161.91
Sony Group Corp Sponsored Adr (SONY) 0.0 $275k 14k 20.06
Williams Companies (WMB) 0.0 $260k 3.5k 74.34
ConocoPhillips (COP) 0.0 $234k 2.3k 103.96
Hexcel Corporation (HXL) 0.0 $200k 2.0k 100.06
Star Group Unit Ltd Partnr (SGU) 0.0 $128k 10k 12.84