Wilkinson Global Asset Management LLC — 13F holdings

Wilkinson Global Asset Management LLC reported 94 holdings worth $1.26B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $89.8M (7.1%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $88.7M (7.0%)
3. JPM JPMorgan Chase & Co. — $81.3M (6.5%)
4. TJX TJX COS INC NEW — $77.6M (6.2%)
5. AAPL APPLE INC — $72.7M (5.8%)
6. MSFT MICROSOFT CORP — $62.7M (5.0%)
7. TXN TEXAS INSTRS INC — $61.1M (4.9%)
8. AMZN AMAZON COM INC — $56.4M (4.5%)
9. ADI ANALOG DEVICES INC — $55.0M (4.4%)
10. SHW SHERWIN WILLIAMS CO — $53.9M (4.3%)