Wilkinson Global Asset Management LLC
Top Portfolio Positions
59 positions ·
$1,312,244,661 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
729,324 | $116,473,042 | 8.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
331,239 | $97,437,264 | 7.43% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
251,898 | $85,128,929 | 6.49% | |
| AAPL |
Apple Inc.
Technology
|
324,381 | $82,324,653 | 6.27% | |
| NVDA |
Nvidia Corp
Technology
|
460,816 | $80,366,310 | 6.12% | |
| MSFT |
Microsoft Corp
Technology
|
215,538 | $79,785,700 | 6.08% | |
| AMGN |
Amgen Inc
Healthcare
|
186,865 | $65,748,450 | 5.01% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
192,396 | $61,672,537 | 4.70% | |
| TXN |
Texas Instruments Inc
Technology
|
313,964 | $60,952,970 | 4.64% | |
| DE |
Deere & Co
Industrials
|
104,077 | $58,626,574 | 4.47% |
Portfolio Trend
21 quarters · across all stocks
Holdings in SGU
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,800 | 10,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $118,400 | 10,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $118,300 | 10,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $117,000 | 10,000 | Shares | Sole | 2025-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||