Q2 2026 13F · SEC CIK 1764000

Wilkinson Global Asset Management LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 62
Top holdings a year, 3 yrs: +17.3%
Assets under management: $1.9B

Wilkinson Global Asset Management LLC is a wealth manager that reported 62 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Nvidia Corporation (NVDA, 7.1%), Taiwan Semiconductor Manufac (TSM, 7.0%), Jpmorgan Chase & Co (JPM, 6.5%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 20.4% for the S&P 500.

Wilkinson Global Asset Management LLC holdings largest 50 of 62 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wilkinson Global Asset Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.1%	6.1%	448,949	-2.6%	$89.8M
TSMTaiwan Semiconductor Manufac	7.0%	6.5%	185,771	-26.3%	$88.7M
JPMJpmorgan Chase & Co	6.5%	7.4%	248,470	-25.0%	$81.3M
TJXTjx Cos Inc New	6.2%	8.9%	512,166	-29.8%	$77.6M
AAPLApple Inc	5.8%	6.3%	251,208	-22.6%	$72.7M
MSFTMicrosoft Corp	5.0%	6.1%	168,153	-22.0%	$62.7M
TXNTexas Instrs Inc	4.9%	4.6%	204,998	-34.7%	$61.1M
AMZNAmazon Com Inc	4.5%	3.8%	236,779	-2.2%	$56.4M
ADIAnalog Devices Inc	4.4%	4.4%	138,505	-23.3%	$55.0M
SHWSherwin Williams Co	4.3%	4.7%	156,466	-18.7%	$53.9M
VVisa Inc	4.1%	3.5%	148,758	-2.8%	$51.0M
AMGNAmgen Inc	3.9%	5.0%	136,508	-26.9%	$49.4M
UNPUnion Pac Corp	3.9%	4.5%	178,265	-26.1%	$48.5M
DEDeere & Co	3.8%	4.5%	76,029	-26.9%	$48.2M
PHParker-Hannifin Corp	3.6%	3.2%	45,756	-2.2%	$44.8M
LINLinde PLC	3.1%	4.1%	74,457	-31.7%	$38.6M
WSOWatsco	2.5%	2.2%	75,839	-2.9%	$31.6M
DELLDell Technologies Inc	2.3%	—	65,791	—	$28.4M
PGRProgressive Corp	2.0%	2.2%	116,606	-20.0%	$25.5M
DISDisney Walt Co	2.0%	2.7%	255,313	-30.3%	$24.6M
SANBanco Santander SA	1.8%	1.4%	1,654,997	+0.8%	$22.8M
MFGMizuho Financial Group Inc	1.7%	—	2,233,445	—	$21.4M
AVGOBroadcom Inc	1.6%	1.3%	54,708	-0.1%	$20.7M
ODFLOld Dominion Freight Line in	1.5%	—	86,538	—	$18.7M
SPOTSpotify Technology SA	1.4%	1.4%	38,475	+1.5%	$17.7M
UBERUber Technologies Inc	1.2%	1.2%	214,970	-3.5%	$15.5M
ACWIIshares Tr	1.2%	—	96,241	—	$15.1M
ABBVAbbvie Inc	0.4%	0.3%	17,542	+0.0%	$4.4M
JNJJohnson & Johnson	0.3%	0.3%	13,580	-0.7%	$3.4M
XOMExxon Mobil Corp	0.2%	0.3%	21,989	+0.0%	$3.0M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	5,567	-5.6%	$2.8M
WFCWells Fargo & Co	0.2%	0.2%	30,400	+0.0%	$2.5M
MCDMcdonalds Corp	0.2%	0.2%	8,580	+0.0%	$2.3M
RACEFerrari N V	0.2%	0.2%	6,140	+5.1%	$2.3M
LOWLowes Cos Inc	0.1%	0.1%	7,800	+0.0%	$1.7M
MRKMerck & Co Inc	0.1%	0.1%	8,090	+0.0%	$1.0M
GLDSpdr Gold Tr	0.1%	0.1%	2,820	-4.3%	$1.0M
IDNIntellicheck Inc	0.1%	0.1%	246,770	+1.8%	$1.0M
PNWPinnacle West Cap Corp	0.1%	0.1%	9,000	+0.0%	$963K
ROSTRoss Stores Inc	0.1%	0.1%	4,174	+0.0%	$888K
ASMLAsml Hldg NV	0.1%	0.0%	433	-6.9%	$861K
UHTUniversal Health Rlty Income	0.1%	0.1%	17,000	+0.0%	$746K
GOOGAlphabet Inc	0.1%	0.0%	2,075	+0.0%	$733K
GOOGLAlphabet Inc	0.1%	0.0%	2,037	+3.8%	$728K
FANGDiamondback Energy Inc	0.1%	0.1%	3,750	-7.4%	$659K
CVXChevron Corporation	0.0%	0.1%	3,348	-2.5%	$555K
EOGEog Res Inc	0.0%	0.0%	4,200	+0.0%	$545K
LLYEli Lilly & Co	0.0%	0.0%	420	+0.0%	$504K
MSMorgan Stanley	0.0%	0.0%	2,144	-3.4%	$448K
NVTNvent Elec PLC	0.0%	—	2,300	—	$390K

What Wilkinson Global Asset Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

RACE Ferrari N V+5.1% shares

Reduced

TXN Texas Instrs Inc-34.7% shares
LIN Linde PLC-31.7% shares
DIS Disney Walt Co-30.3% shares
TJX Tjx Cos Inc New-29.8% shares
DE Deere & Co-26.9% shares
AMGN Amgen Inc-26.9% shares
TSM Taiwan Semiconductor Manufac-26.3% shares
UNP Union Pac Corp-26.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +20.4%
5 years: +7.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	62
Q1 2026	$1.3B	60
Q4 2025	$1.5B	63
Q3 2025	$1.6B	66
Q2 2025	$1.6B	70
Q1 2025	$1.6B	75
Q4 2024	$1.6B	79
Q3 2024	$1.7B	77
Q2 2024	$1.6B	80
Q1 2024	$1.6B	86
Q4 2023	$1.4B	89
Q3 2023	$1.3B	90

Questions about Wilkinson Global Asset Management LLC's portfolio

What stocks does Wilkinson Global Asset Management LLC own?

Wilkinson Global Asset Management LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 62 positions worth $1.3B. The largest are Nvidia Corporation (NVDA) at 7.1%, Taiwan Semiconductor Manufac (TSM) at 7.0%, Jpmorgan Chase & Co (JPM) at 6.5%, Tjx Cos Inc New (TJX) at 6.2% and Apple Inc (AAPL) at 5.8%.

What did Wilkinson Global Asset Management LLC buy last quarter?

In Q2 2026, Wilkinson Global Asset Management LLC added Ferrari N V (RACE) (+5.1% shares), compared with its Q1 2026 filing.

What did Wilkinson Global Asset Management LLC sell last quarter?

In Q2 2026, Wilkinson Global Asset Management LLC cut from its top 50 Intuit (INTU), cut from its top 50 Mercadolibre Inc (MELI), cut from its top 50 Wex Inc (WEX), cut from its top 50 Meta Platforms Inc (META), cut from its top 50 Imperial Oil Ltd (IMO), Texas Instrs Inc (TXN) (-34.7% shares), Linde PLC (LIN) (-31.7% shares) and Disney Walt Co (DIS) (-30.3% shares), compared with its Q1 2026 filing.

How has Wilkinson Global Asset Management LLC's portfolio performed?

A portfolio copying Wilkinson Global Asset Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.4% against +20.1%. Over 5 years: +7.8% a year against +11.6%.

When is Wilkinson Global Asset Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wilkinson Global Asset Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wilkinson Global Asset Management LLC manage?

Wilkinson Global Asset Management LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.