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 WSO
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,406,177 | 78,084 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $26,593,778 | 78,925 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $33,024,436 | 81,683 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $35,980,988 | 81,475 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,307,493 | 87,168 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $41,289,087 | 87,128 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $42,953,912 | 87,326 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $41,031,482 | 88,575 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $39,676,443 | 91,850 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $32,030,702 | 74,756 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,786,418 | 76,211 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $28,942,509 | 75,871 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $24,169,341 | 75,966 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $19,058,150 | 76,416 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,015,915 | 46,671 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,864,645 | 11,995 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,919,193 | 12,865 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,025,201 | 12,865 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $3,454,614 | 13,055 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,737,785 | 13,040 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $2,305,030 | 8,840 | Shares | Sole | 2021-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||