§ 13F · FUND PROFILE
Wilkinson Global Asset Management LLC.
AUM · $1.3B (13F)Positions · 94Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$78M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 416K | $83M | 6.6% | −3% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 168K | $80M | 6.4% | −26% |
| 3 | JPM | JPMORGAN CHASE & CO | 219K | $72M | 5.7% | −25% |
| 4 | TJX | TJX COS INC NEW | 454K | $69M | 5.5% | −30% |
| 5 | AAPL | APPLE INC | 224K | $65M | 5.1% | −23% |
| 6 | MSFT | MICROSOFT CORP | 151K | $56M | 4.5% | −22% |
| 7 | TXN | TEXAS INSTRS INC | 183K | $55M | 4.3% | −35% |
| 8 | SHW | SHERWIN WILLIAMS CO | 145K | $50M | 4.0% | −19% |
| 9 | AMZN | AMAZON COM INC | 208K | $50M | 3.9% | −2% |
| 10 | V | VISA INC | 138K | $47M | 3.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILKINSON SIGNAL
AC read
Wilkinson Global Asset Management LLC is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 94 positions.
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