Wilkinson Global Asset Management
$1.3B Assets Reported
63 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TJX | TJX COS INC NEW | 729,324 | $116M | 8.9% |
| JPM | JPMORGAN CHASE & CO | 331,239 | $97M | 7.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 251,898 | $85M | 6.5% |
| AAPL | APPLE INC | 324,381 | $82M | 6.3% |
| NVDA | NVIDIA CORPORATION | 460,816 | $80M | 6.1% |
| MSFT | MICROSOFT CORP | 215,538 | $80M | 6.1% |
| AMGN | AMGEN INC | 186,865 | $66M | 5.0% |
| SHW | SHERWIN WILLIAMS CO | 192,396 | $62M | 4.7% |
| TXN | TEXAS INSTRS INC | 313,964 | $61M | 4.6% |
| DE | DEERE & CO | 104,077 | $59M | 4.5% |
Track Wilkinson Global Asset Management's 13F portfolio: $1.3B in reported holdings, 63 positions. Top holdings, AUM, and quarterly changes on SentiSense.