13F Insight
DOSSIER · 13F-HR · Q2 2026

Wilkinson Global Asset Management LLC

$1.3B in tracked AUM across 94 positions as of Q2 2026.

WG
CIK 0001764000 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
94
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wilkinson Global Asset Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$90M449K7.1%02
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$89M186K7.0%03
JPM
JPMORGAN CHASE & CO
$81M248K6.5%04
TJX
TJX COS INC NEW
$78M512K6.2%05
AAPL
APPLE INC
$73M251K5.8%06
MSFT
MICROSOFT CORP
$63M168K5.0%07
TXN
TEXAS INSTRS INC
$61M205K4.9%08
AMZN
AMAZON COM INC
$56M237K4.5%09
ADI
ANALOG DEVICES INC
$55M139K4.4%10
SHW
SHERWIN WILLIAMS CO
$54M156K4.3%

Filing history

2026Q2Jun 30
$1.3B▼ 4.1%
94 positionsView →2026Q1Mar 31
$1.3B▼ 10.3%
91 positionsView →2025Q4Dec 31
$1.5B▼ 7.9%
97 positionsView →2025Q3Sep 30
$1.6B▼ 0.0%
102 positionsView →2025Q2Jun 30
$1.6B▼ 0.6%
106 positionsLocked2025Q1Mar 31
$1.6B▼ 1.7%
112 positionsLocked2024Q4Dec 31
$1.6B▼ 2.0%
117 positionsLocked2024Q3Sep 30
$1.7B▲ 3.8%
115 positionsLocked2024Q2Jun 30
$1.6B▲ 0.5%
117 positionsLocked2024Q1Mar 31
$1.6B▲ 9.7%
121 positionsLocked2023Q4Dec 31
$1.4B▲ 11.1%
126 positionsLocked2023Q3Sep 30
$1.3B▼ 0.7%
128 positionsLocked
Showing 12 of 22