Wilson Asset Management as of June 30, 2026
Portfolio Holdings for Wilson Asset Management
Wilson Asset Management holds 37 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 |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.9 | $32M | 136k | 238.34 | |
| Amrize SHS (AMRZ) | 6.6 | $24M | 454k | 53.30 | |
| Dycom Industries (DY) | 5.8 | $21M | 42k | 505.59 | |
| Transunion (TRU) | 5.3 | $19M | 269k | 72.14 | |
| Thermo Fisher Scientific (TMO) | 5.2 | $19M | 38k | 501.36 | |
| Synopsys (SNPS) | 5.0 | $18M | 41k | 446.07 | |
| Visa Com Cl A (V) | 4.2 | $15M | 45k | 343.09 | |
| Tradeweb Mkts Cl A (TW) | 4.2 | $15M | 154k | 99.66 | |
| Intercontinental Exchange (ICE) | 4.1 | $15M | 122k | 123.11 | |
| Edwards Lifesciences (EW) | 3.6 | $13M | 145k | 90.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $13M | 37k | 353.33 | |
| Msci (MSCI) | 3.5 | $13M | 23k | 560.04 | |
| Rb Global (RBA) | 3.5 | $13M | 108k | 116.45 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.4 | $12M | 52k | 237.33 | |
| Amphenol Corp Cl A (APH) | 3.3 | $12M | 68k | 176.32 | |
| Terex Corporation (TEX) | 2.7 | $9.8M | 135k | 72.39 | |
| Procore Technologies (PCOR) | 2.4 | $8.8M | 217k | 40.62 | |
| Quanta Services (PWR) | 2.4 | $8.6M | 12k | 720.04 | |
| Intuit (INTU) | 2.2 | $8.2M | 31k | 261.00 | |
| Siteone Landscape Supply (SITE) | 2.1 | $7.5M | 66k | 114.41 | |
| Qnity Electronics Common Stock (Q) | 1.7 | $6.0M | 37k | 163.31 | |
| Eaton Corp SHS (ETN) | 1.6 | $5.8M | 14k | 426.12 | |
| Grab Holdings Class A Ord (GRAB) | 1.6 | $5.7M | 1.5M | 3.77 | |
| Saia (SAIA) | 1.5 | $5.5M | 13k | 421.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $5.3M | 56k | 95.98 | |
| MarketAxess Holdings (MKTX) | 1.4 | $5.1M | 45k | 113.49 | |
| Imax Corp Cad (IMAX) | 1.3 | $4.6M | 115k | 39.86 | |
| Solstice Advanced Matls Com Shs (SOLS) | 1.2 | $4.5M | 51k | 88.60 | |
| Resideo Technologies (REZI) | 1.0 | $3.5M | 111k | 31.10 | |
| Douglas Dynamics (PLOW) | 0.8 | $3.1M | 57k | 53.95 | |
| Skyline Corporation (SKY) | 0.8 | $2.9M | 33k | 88.12 | |
| Genius Sports Shares Cl A (GENI) | 0.8 | $2.8M | 458k | 6.06 | |
| Louisiana-Pacific Corporation (LPX) | 0.8 | $2.7M | 35k | 78.66 | |
| Suncrete Com Shs Cl A | 0.7 | $2.6M | 115k | 22.53 | |
| Jfrog Ord Shs (FROG) | 0.7 | $2.5M | 28k | 90.88 | |
| Navan Cl A (NAVN) | 0.4 | $1.6M | 70k | 22.87 | |
| Wingstop (WING) | 0.4 | $1.6M | 9.1k | 173.41 |
