Wilkinson Global Asset Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Wilkinson Global Asset Management LLC reported 62 stock positions worth $1.3 billion. Its top holding was Nvidia (NVDA) at 7.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 7.0%) and JPMorgan Chase (JPM, 6.5%). Compared with Q1 2026, it opened 6 new positions, sold out of 4, added to 5 and reduced 30. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale TJX Companies (TJX, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001764000
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001172661-26-003135 ↗ filed Aug 6, 2026
Holdings Value
Holdings 62 stocks · $1.3B
| NVDA Nvidia Corp. | 7.14% | 448,949 | $89.8M | Reduce -2.6% |
| TSM Taiwan Semiconductor-SP ADR | 7.05% | 185,771 | $88.7M | Reduce -26.3% |
| JPM JPMorgan Chase & Co. | 6.46% | 248,470 | $81.3M | Reduce -25.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 6.16% | 512,166 | $77.6M | Reduce -29.8% |
| AAPL Apple Inc. | 5.77% | 251,208 | $72.7M | Reduce -22.6% |
| MSFT Microsoft Corp. | 4.98% | 168,153 | $62.7M | Reduce -22.0% |
| TXN Texas Instruments Inc. | 4.85% | 204,998 | $61.1M | Reduce -34.7% |
| AMZN Amazon.com Inc. | 4.48% | 236,779 | $56.4M | Reduce -2.2% |
| ADI Analog Devices Inc. | 4.37% | 138,505 | $55.0M | Reduce -23.3% |
| SHW The Sherwin-Williams Co. | 4.28% | 156,466 | $53.9M | Reduce -18.7% |
| V Visa Inc. Class A | 4.05% | 148,758 | $51.0M | Reduce -2.8% |
| AMGN Amgen Inc. | 3.93% | 136,508 | $49.4M | Reduce -26.9% |
| UNP Union Pacific Corp. | 3.85% | 178,265 | $48.5M | Reduce -26.1% |
| DE Deere & Co. | 3.83% | 76,029 | $48.2M | Reduce -26.9% |
| PH Parker Hannifin Corp. | 3.56% | 45,756 | $44.8M | Reduce -2.2% |
| LIN Linde PLC | 3.07% | 74,457 | $38.6M | Reduce -31.7% |
| WSO Watsco Inc. | 2.51% | 75,839 | $31.6M | Reduce -2.9% |
| DELL Dell Technologies -C | 2.25% | 65,791 | $28.4M | New |
| PGR Progressive Corp. | 2.02% | 116,606 | $25.5M | Reduce -20.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.95% | 255,313 | $24.6M | Reduce -30.3% |
| SAN Banco Santander SA-Spon ADR | 1.81% | 1,654,997 | $22.8M | Add +0.8% |
| MFG Mizuho Financial Group-ADR | 1.70% | 2,233,445 | $21.4M | New |
| AVGO Broadcom Inc. | 1.64% | 54,708 | $20.7M | Reduce -0.1% |
| ODFL Old Dominion Freight Line | 1.49% | 86,538 | $18.7M | New |
| SPOT Spotify Technology SA | 1.40% | 38,475 | $17.7M | Add +1.5% |
| UBER Uber Technologies Inc. | 1.23% | 214,970 | $15.5M | Reduce -3.5% |
| ACWI iShares MSCI Acwi ETF | 1.20% | 96,241 | $15.1M | New |
| ABBV Abbvie Inc. | 0.35% | 17,542 | $4.4M | No change |
| JNJ Johnson & Johnson | 0.27% | 13,580 | $3.4M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.24% | 21,989 | $3.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 5,567 | $2.8M | Reduce -5.6% |
| WFC Wells Fargo & Co. | 0.20% | 30,400 | $2.5M | No change |
| MCD McDonald's Corp. | 0.18% | 8,580 | $2.3M | No change |
| RACE Ferrari NV | 0.18% | 6,140 | $2.3M | Add +5.1% |
| LOW Lowe's Cos Inc. | 0.14% | 7,800 | $1.7M | No change |
| MRK Merck & Co. Inc. | 0.08% | 8,090 | $1.0M | No change |
| GLD SPDR Gold Shares | 0.08% | 2,820 | $1.0M | Reduce -4.3% |
| IDN Intellicheck Inc. | 0.08% | 246,770 | $1.0M | Add +1.8% |
| PNW Pinnacle West Capital | 0.08% | 9,000 | $963K | No change |
| ROST Ross Stores Inc. | 0.07% | 4,174 | $888K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.07% | 433 | $861K | Reduce -6.9% |
| UHT Universal Health RLTY Income | 0.06% | 17,000 | $746K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 2,075 | $733K | No change |
| GOOGL Alphabet Inc. Class A | 0.06% | 2,037 | $728K | Add +3.8% |
| FANG Diamondback Energy Inc. | 0.05% | 3,750 | $659K | Reduce -7.4% |
| CVX Chevron Corp. | 0.04% | 3,348 | $555K | Reduce -2.5% |
| EOG EOG Resources Inc. | 0.04% | 4,200 | $545K | No change |
| LLY Eli Lilly & Co. | 0.04% | 420 | $504K | No change |
| MS Morgan Stanley | 0.04% | 2,144 | $448K | Reduce -3.4% |
| NVT Nvent Electric PLC | 0.03% | 2,300 | $390K | New |
| MELI MercadoLibre Inc. | 0.03% | 226 | $384K | No change |
| META Meta Platforms Inc. Class A | 0.03% | 640 | $361K | Reduce -0.8% |
| CP Canadian Pacific Kansas City | 0.03% | 4,035 | $350K | No change |
| WEX Wex Inc. | 0.03% | 2,450 | $346K | No change |
| C Citigroup Inc. | 0.02% | 2,164 | $303K | No change |
| IMO Imperial Oil Ltd. | 0.02% | 2,695 | $302K | No change |
| MMM 3M Co. | 0.02% | 1,833 | $297K | No change |
| SONY Sony Group Corp. - SP ADR | 0.02% | 13,730 | $275K | No change |
| WMB Williams Cos Inc. | 0.02% | 3,500 | $260K | Reduce -15.5% |
| COP Conocophillips | 0.02% | 2,250 | $234K | No change |
| HXL Hexcel Corp. | 0.02% | 2,000 | $200K | New |
| SGU Star Group LP | 0.01% | 10,000 | $128K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| TJX TJX Companies Inc. | Reduce -29.8% | 6.16% | −2.71 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.17 |
| MSFT Microsoft Corp. | Reduce -22.0% | 4.98% | −1.09 |
| AMGN Amgen Inc. | Reduce -26.9% | 3.93% | −1.08 |
| LIN Linde PLC | Reduce -31.7% | 3.07% | −1.05 |
| JPM JPMorgan Chase & Co. | Reduce -25.0% | 6.46% | −0.96 |
| DIS The Walt Disney Co. | Reduce -30.3% | 1.95% | −0.74 |
| DE Deere & Co. | Reduce -26.9% | 3.83% | −0.63 |
| UNP Union Pacific Corp. | Reduce -26.1% | 3.85% | −0.61 |
| AAPL Apple Inc. | Reduce -22.6% | 5.77% | −0.50 |
| SHW The Sherwin-Williams Co. | Reduce -18.7% | 4.28% | −0.42 |
| PGR Progressive Corp. | Reduce -20.0% | 2.02% | −0.18 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.02 |
| GLD SPDR Gold Shares | Reduce -4.3% | 0.08% | −0.01 |
| CVX Chevron Corp. | Reduce -2.5% | 0.04% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -7.4% | 0.05% | −0.01 |
| ADI Analog Devices Inc. | Reduce -23.3% | 4.37% | −0.01 |
| WMB Williams Cos Inc. | Reduce -15.5% | 0.02% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.03% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.6% | 0.22% | +0.01 |
| MS Morgan Stanley | Reduce -3.4% | 0.04% | +0.01 |
| UBER Uber Technologies Inc. | Reduce -3.5% | 1.23% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.27% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -6.9% | 0.07% | +0.02 |
| TXN Texas Instruments Inc. | Reduce -34.7% | 4.85% | +0.21 |
| WSO Watsco Inc. | Reduce -2.9% | 2.51% | +0.35 |
| AVGO Broadcom Inc. | Reduce -0.1% | 1.64% | +0.35 |
| PH Parker Hannifin Corp. | Reduce -2.2% | 3.56% | +0.36 |
| V Visa Inc. Class A | Reduce -2.8% | 4.05% | +0.53 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -26.3% | 7.05% | +0.56 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 4.48% | +0.64 |
| NVDA Nvidia Corp. | Reduce -2.6% | 7.14% | +1.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DELL Dell Technologies -C | New | 2.25% | +2.25 |
| MFG Mizuho Financial Group-ADR | New | 1.70% | +1.70 |
| ODFL Old Dominion Freight Line | New | 1.49% | +1.49 |
| ACWI iShares MSCI Acwi ETF | New | 1.20% | +1.20 |
| SAN Banco Santander SA-Spon ADR | Add +0.8% | 1.81% | +0.40 |
| NVT Nvent Electric PLC | New | 0.03% | +0.03 |
| RACE Ferrari NV | Add +5.1% | 0.18% | +0.03 |
| HXL Hexcel Corp. | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 0.06% | +0.01 |
| SPOT Spotify Technology SA | Add +1.5% | 1.40% | +0.00 |
| IDN Intellicheck Inc. | Add +1.8% | 0.08% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $1.3B | NVDA, TSM, JPM, TJX, AAPL |
| Q1 2026 | 60 | $1.3B | TJX, JPM, TSM, AAPL, NVDA |
| Q4 2025 | 63 | $1.5B | TJX, JPM, MSFT, AAPL, NVDA |
| Q3 2025 | 66 | $1.6B | MSFT, TJX, JPM, AAPL, NVDA |
| Q2 2025 | 70 | $1.6B | MSFT, JPM, TJX, NVDA, AAPL |
| Q1 2025 | 75 | $1.6B | TJX, JPM, MSFT, AAPL, AMGN |
| Q4 2024 | 79 | $1.6B | TJX, MSFT, AAPL, JPM, NVDA |
| Q3 2024 | 77 | $1.7B | TJX, MSFT, AAPL, JPM, AMGN |
| Q2 2024 | 80 | $1.6B | MSFT, TJX, JPM, AAPL, AMGN |
| Q1 2024 | 86 | $1.6B | MSFT, TJX, JPM, TM, AMGN |