Wilkinson Global Asset Management LLC
Net seller this quarter
$1.26B
61
-$228M
55.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $89.8M | 7.14% | 0.00% | -2.6% | Q1 2021 |
 TSM | $88.7M | 7.05% | 0.00% | -26.3% | Q2 2025 |
 JPM | $81.3M | 6.46% | 0.01% | -25.0% | Q1 2021 |
 TJX | $77.6M | 6.16% | 0.05% | -29.8% | Q1 2021 |
 AAPL | $72.7M | 5.77% | 0.00% | -22.6% | Q1 2021 |
 MSFT | $62.7M | 4.98% | 0.00% | -22.0% | Q1 2021 |
 TXN | $61.1M | 4.85% | 0.02% | -34.7% | Q1 2021 |
 AMZN | $56.4M | 4.48% | 0.00% | -2.2% | Q1 2021 |
 ADI | $55M | 4.37% | 0.03% | -23.3% | Q1 2021 |
 SHW | $53.9M | 4.28% | 0.06% | -18.7% | Q1 2021 |
 V | $51M | 4.05% | 0.01% | -2.8% | Q1 2021 |
 AMGN | $49.4M | 3.93% | 0.03% | -27.0% | Q1 2021 |
 UNP | $48.5M | 3.85% | 0.03% | -26.1% | Q1 2021 |
 DE | $48.2M | 3.83% | 0.03% | -27.0% | Q1 2021 |
 PH | $44.8M | 3.56% | 0.04% | -2.2% | Q1 2021 |
 LIN | $38.6M | 3.07% | 0.02% | -31.7% | Q1 2021 |
 WSO | $31.6M | 2.51% | Not reported | -2.9% | Q1 2021 |
 DELL | $28.4M | 2.25% | 0.01% | New | Q2 2026 |
 PGR | $25.5M | 2.02% | 0.02% | -20.0% | Q1 2021 |
 DIS | $24.6M | 1.95% | 0.01% | -30.3% | Q1 2021 |
 SAN | $22.8M | 1.81% | 0.01% | +0.8% | Q4 2025 |
 MFG | $21.4M | 1.70% | 0.09% | New | Q2 2026 |
 AVGO | $20.7M | 1.64% | 0.00% | -0.1% | Q3 2025 |
 ODFL | $18.7M | 1.49% | 0.04% | Not reported | Q1 2024 |
 SPOT | $17.7M | 1.40% | 0.02% | +1.5% | Q2 2025 |
 UBER | $15.5M | 1.23% | 0.01% | -3.5% | Q4 2025 |
 ABBV | $4.41M | 0.35% | 0.00% | Not reported | Q1 2021 |
 JNJ | $3.45M | 0.27% | 0.00% | -0.7% | Q1 2021 |
 XOM | $3.01M | 0.24% | 0.00% | Not reported | Q1 2021 |
 BRK.B | $2.79M | 0.22% | Not reported | -5.6% | Q1 2021 |
 WFC | $2.51M | 0.20% | 0.00% | Not reported | Q1 2021 |
 MCD | $2.32M | 0.18% | 0.00% | Not reported | Q1 2021 |
 RACE | $2.29M | 0.18% | 0.00% | +5.1% | Q1 2021 |
 LOW | $1.72M | 0.14% | 0.00% | Not reported | Q1 2021 |
 MRK | $1.04M | 0.08% | 0.00% | Not reported | Q1 2021 |
 GLD | $1.04M | 0.08% | 0.00% | -4.3% | Q1 2021 |
 IDN | $1.01M | 0.08% | 1.22% | +1.8% | Q1 2021 |
 PNW | $963K | 0.08% | 0.01% | Not reported | Q1 2021 |
 ROST | $888K | 0.07% | 0.00% | Not reported | Q1 2021 |
 ASML | $861K | 0.07% | 0.00% | -6.9% | Q1 2021 |
 UHT | $746K | 0.06% | 0.12% | Not reported | Q1 2021 |
 GOOG | $733K | 0.06% | Not reported | Not reported | Q1 2021 |
| GOOGL | $728K | 0.06% | 0.00% | +3.8% | Q2 2021 |
 FANG | $659K | 0.05% | 0.00% | -7.4% | Q2 2021 |
 CVX | $555K | 0.04% | 0.00% | -2.5% | Q1 2021 |
 EOG | $545K | 0.04% | 0.00% | Not reported | Q3 2022 |
 LLY | $504K | 0.04% | 0.00% | Not reported | Q4 2022 |
 MS | $448K | 0.04% | 0.00% | -3.4% | Q2 2021 |
 NVT | $390K | 0.03% | 0.00% | New | Q2 2026 |
 MELI | $384K | 0.03% | 0.00% | Not reported | Q1 2024 |
| Q1 2026 | |||||
| TJX | $116M | 8.87% | 0.07% | -6.5% | Q1 2021 |
| JPM | $97.4M | 7.42% | 0.01% | -6.4% | Q1 2021 |
| TSM | $85.1M | 6.48% | 0.00% | -6.5% | Q2 2025 |
| AAPL | $82.3M | 6.27% | 0.00% | -5.8% | Q1 2021 |
| NVDA | $80.4M | 6.12% | 0.00% | -1.5% | Q1 2021 |
| MSFT | $79.8M | 6.08% | 0.00% | -5.8% | Q1 2021 |
| AMGN | $65.7M | 5.01% | 0.03% | -6.8% | Q1 2021 |
| SHW | $61.7M | 4.70% | 0.08% | -5.2% | Q1 2021 |
| TXN | $61M | 4.64% | 0.03% | -7.2% | Q1 2021 |
| DE | $58.6M | 4.47% | 0.04% | -6.0% | Q1 2021 |
| UNP | $58.5M | 4.46% | 0.04% | -7.0% | Q1 2021 |
| ADI | $57.5M | 4.38% | 0.04% | -2.3% | Q1 2021 |
| LIN | $54.1M | 4.12% | 0.02% | -7.3% | Q1 2021 |
| AMZN | $50.4M | 3.84% | 0.00% | -2.1% | Q1 2021 |
| V | $46.3M | 3.52% | 0.01% | -2.3% | Q1 2021 |
| PH | $41.9M | 3.19% | 0.04% | -1.6% | Q1 2021 |
| DIS | $35.3M | 2.69% | 0.02% | -8.0% | Q1 2021 |
| PGR | $28.9M | 2.20% | 0.02% | -1.9% | Q1 2021 |
| WSO | $28.4M | 2.16% | Not reported | -1.1% | Q1 2021 |
| SAN | $18.5M | 1.41% | 0.01% | +4619.1% | Q4 2025 |
| SPOT | $18.4M | 1.40% | 0.02% | +16.5% | Q2 2025 |
| AVGO | $17M | 1.29% | 0.00% | +46.5% | Q3 2025 |
| UBER | $16M | 1.22% | 0.01% | +2.3% | Q4 2025 |
 INTU | $15.3M | 1.17% | 0.01% | -41.5% | Q1 2021 |
| ABBV | $3.82M | 0.29% | 0.00% | -1.5% | Q1 2021 |
| XOM | $3.73M | 0.28% | 0.00% | Not reported | Q1 2021 |
| JNJ | $3.34M | 0.25% | 0.00% | -1.7% | Q1 2021 |
| BRK.B | $2.83M | 0.22% | Not reported | -6.4% | Q1 2021 |
| MCD | $2.67M | 0.20% | 0.00% | -0.5% | Q1 2021 |
| WFC | $2.42M | 0.18% | 0.00% | -2.4% | Q1 2021 |
| RACE | $1.98M | 0.15% | 0.00% | -27.4% | Q1 2021 |
| LOW | $1.84M | 0.14% | 0.00% | Not reported | Q1 2021 |
| IDN | $1.69M | 0.13% | 1.20% | +2.0% | Q1 2021 |
| GLD | $1.27M | 0.10% | 0.00% | Not reported | Q1 2021 |
| MRK | $973K | 0.07% | 0.00% | -1.4% | Q1 2021 |
| PNW | $907K | 0.07% | 0.01% | Not reported | Q1 2021 |
| ROST | $904K | 0.07% | 0.00% | Not reported | Q1 2021 |
| FANG | $801K | 0.06% | 0.00% | Not reported | Q2 2021 |
| CVX | $710K | 0.05% | 0.00% | -0.6% | Q1 2021 |
| UHT | $688K | 0.05% | 0.12% | Not reported | Q1 2021 |
| ASML | $614K | 0.05% | 0.00% | Not reported | Q1 2021 |
| EOG | $607K | 0.05% | 0.00% | Not reported | Q3 2022 |
| GOOG | $595K | 0.05% | Not reported | -1.0% | Q1 2021 |
| GOOGL | $564K | 0.04% | 0.00% | -10.3% | Q2 2021 |
| MELI | $391K | 0.03% | 0.00% | Not reported | Q1 2024 |
| LLY | $386K | 0.03% | 0.00% | Not reported | Q4 2022 |
 WEX | $375K | 0.03% | 0.01% | Not reported | Q1 2021 |
 META | $369K | 0.03% | Not reported | -7.1% | Q1 2021 |
| MS | $365K | 0.03% | 0.00% | Not reported | Q2 2021 |
 IMO | $353K | 0.03% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| TJX | $120M | 8.19% | 0.07% | -10.1% | Q1 2021 |
| JPM | $114M | 7.79% | 0.01% | -7.1% | Q1 2021 |
| MSFT | $111M | 7.56% | 0.00% | -6.5% | Q1 2021 |
| AAPL | $93.6M | 6.39% | 0.00% | -6.1% | Q1 2021 |
| NVDA | $87.2M | 5.96% | 0.00% | -1.7% | Q1 2021 |
| TSM | $81.9M | 5.59% | 0.00% | -6.4% | Q2 2025 |
| SHW | $65.7M | 4.49% | 0.08% | -5.4% | Q1 2021 |
| AMGN | $65.6M | 4.48% | 0.04% | -8.2% | Q1 2021 |
| UNP | $60M | 4.10% | 0.04% | -7.1% | Q1 2021 |
| TXN | $58.7M | 4.01% | 0.04% | -8.4% | Q1 2021 |
| AMZN | $57.1M | 3.90% | 0.00% | -0.6% | Q1 2021 |
| V | $54.9M | 3.75% | 0.01% | -1.6% | Q1 2021 |
| DE | $51.5M | 3.52% | 0.04% | -8.3% | Q1 2021 |
| LIN | $50.2M | 3.43% | 0.03% | +0.6% | Q1 2021 |
| ADI | $50.1M | 3.42% | 0.04% | -1.6% | Q1 2021 |
 ACN | $48.1M | 3.29% | 0.03% | -8.8% | Q1 2021 |
| DIS | $45.3M | 3.09% | 0.02% | -10.3% | Q1 2021 |
| PH | $41.8M | 2.86% | 0.04% | -1.8% | Q1 2021 |
| INTU | $40.2M | 2.74% | 0.02% | -1.9% | Q1 2021 |
| PGR | $33.8M | 2.31% | 0.03% | -1.6% | Q1 2021 |
| WSO | $26.6M | 1.82% | Not reported | -3.4% | Q1 2021 |
| SPOT | $18.9M | 1.29% | 0.02% | -26.1% | Q2 2025 |
| UBER | $17.8M | 1.22% | 0.01% | New | Q4 2025 |
| AVGO | $12.9M | 0.88% | 0.00% | -0.8% | Q3 2025 |
 MA | $11M | 0.75% | 0.00% | -6.9% | Q2 2021 |
 COIN | $8.73M | 0.60% | 0.01% | -22.2% | Q2 2025 |
| ABBV | $4.07M | 0.28% | 0.00% | +1.5% | Q1 2021 |
| BRK.B | $3.17M | 0.22% | Not reported | -0.2% | Q1 2021 |
| RACE | $2.97M | 0.20% | 0.00% | -1.5% | Q1 2021 |
| WFC | $2.9M | 0.20% | 0.00% | +2.5% | Q1 2021 |
| JNJ | $2.88M | 0.20% | 0.00% | +1.7% | Q1 2021 |
| XOM | $2.65M | 0.18% | 0.00% | -0.2% | Q1 2021 |
| MCD | $2.63M | 0.18% | 0.00% | -0.4% | Q1 2021 |
| LOW | $1.88M | 0.13% | 0.00% | Not reported | Q1 2021 |
| IDN | $1.59M | 0.11% | 1.18% | +2.5% | Q1 2021 |
| GLD | $1.17M | 0.08% | 0.00% | +2.0% | Q1 2021 |
| MRK | $864K | 0.06% | 0.00% | -68.1% | Q1 2021 |
| PNW | $798K | 0.05% | 0.01% | Not reported | Q1 2021 |
| ROST | $752K | 0.05% | 0.00% | Not reported | Q1 2021 |
| GOOGL | $685K | 0.05% | 0.00% | -1.6% | Q2 2021 |
| UHT | $667K | 0.05% | 0.12% | Not reported | Q1 2021 |
| GOOG | $657K | 0.04% | Not reported | -1.0% | Q1 2021 |
| FANG | $609K | 0.04% | 0.00% | +32.8% | Q2 2021 |
| CVX | $526K | 0.04% | 0.00% | +40.8% | Q1 2021 |
| ASML | $497K | 0.03% | 0.00% | Not reported | Q1 2021 |
| META | $458K | 0.03% | Not reported | -2.8% | Q1 2021 |
| MELI | $455K | 0.03% | 0.00% | Not reported | Q1 2024 |
| LLY | $451K | 0.03% | 0.00% | Not reported | Q4 2022 |
| EOG | $441K | 0.03% | 0.00% | +55.6% | Q3 2022 |
| SAN | $408K | 0.03% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| MSFT | $127M | 7.98% | 0.00% | -3.8% | Q1 2021 |
| TJX | $126M | 7.90% | 0.08% | -3.0% | Q1 2021 |
| JPM | $120M | 7.56% | 0.01% | -3.1% | Q1 2021 |
| AAPL | $93.4M | 5.87% | 0.00% | -3.0% | Q1 2021 |
| NVDA | $88.7M | 5.58% | 0.00% | -14.7% | Q1 2021 |
| TSM | $80.4M | 5.06% | 0.00% | -0.8% | Q2 2025 |
| SHW | $74.2M | 4.67% | 0.09% | -1.4% | Q1 2021 |
| TXN | $67.9M | 4.27% | 0.04% | +6.7% | Q1 2021 |
| UNP | $66M | 4.15% | 0.05% | -2.9% | Q1 2021 |
| AMGN | $61.6M | 3.88% | 0.04% | -13.9% | Q1 2021 |
| LIN | $55.5M | 3.49% | 0.03% | +5.1% | Q1 2021 |
| DE | $55.2M | 3.47% | 0.04% | -2.7% | Q1 2021 |
| AMZN | $54.6M | 3.44% | 0.00% | +0.8% | Q1 2021 |
| V | $54.4M | 3.42% | 0.01% | +0.6% | Q1 2021 |
| DIS | $50.8M | 3.20% | 0.02% | -2.7% | Q1 2021 |
| ACN | $48.5M | 3.05% | 0.03% | -4.3% | Q1 2021 |
| ADI | $46.1M | 2.90% | 0.04% | -0.2% | Q1 2021 |
| INTU | $42.2M | 2.66% | 0.02% | +0.2% | Q1 2021 |
| PGR | $37.3M | 2.35% | 0.03% | +0.5% | Q1 2021 |
| PH | $36.7M | 2.31% | 0.04% | +28.2% | Q1 2021 |
| WSO | $33M | 2.08% | Not reported | +0.3% | Q1 2021 |
| SPOT | $30.7M | 1.93% | 0.02% | +1.9% | Q2 2025 |
 KNSL | $24.1M | 1.52% | 0.24% | +0.1% | Q1 2021 |
 CMG | $21.4M | 1.35% | 0.04% | +0.2% | Q3 2023 |
| COIN | $16.7M | 1.05% | 0.02% | +89.6% | Q2 2025 |
| ODFL | $14.2M | 0.89% | 0.05% | +1.7% | Q1 2024 |
| AVGO | $12.4M | 0.78% | 0.00% | New | Q3 2025 |
| MA | $11.8M | 0.74% | 0.00% | +1.0% | Q2 2021 |
| ABBV | $4.06M | 0.26% | 0.00% | -2.0% | Q1 2021 |
| RACE | $3.96M | 0.25% | 0.00% | Not reported | Q1 2021 |
| BRK.B | $3.17M | 0.20% | Not reported | -2.1% | Q1 2021 |
| MCD | $2.63M | 0.17% | 0.00% | Not reported | Q1 2021 |
| WFC | $2.55M | 0.16% | 0.00% | Not reported | Q1 2021 |
| JNJ | $2.54M | 0.16% | 0.00% | -4.5% | Q1 2021 |
| XOM | $2.48M | 0.16% | 0.00% | -2.7% | Q1 2021 |
| MRK | $2.16M | 0.14% | 0.00% | -6.8% | Q1 2021 |
| LOW | $1.96M | 0.12% | 0.00% | Not reported | Q1 2021 |
 ZTS | $1.34M | 0.08% | 0.00% | -91.3% | Q1 2021 |
| IDN | $1.21M | 0.08% | 1.15% | +2.5% | Q1 2021 |
| GLD | $1.03M | 0.06% | 0.00% | -0.9% | Q1 2021 |
| PNW | $807K | 0.05% | 0.01% | Not reported | Q1 2021 |
| UHT | $666K | 0.04% | 0.12% | Not reported | Q1 2021 |
| ROST | $636K | 0.04% | 0.00% | -15.9% | Q1 2021 |
| GOOGL | $540K | 0.03% | 0.00% | -20.8% | Q2 2021 |
| MELI | $528K | 0.03% | 0.00% | +2.3% | Q1 2024 |
| META | $524K | 0.03% | Not reported | +9.2% | Q1 2021 |
| GOOG | $515K | 0.03% | Not reported | Not reported | Q1 2021 |
| ASML | $450K | 0.03% | 0.00% | Not reported | Q1 2021 |
 SONY | $441K | 0.03% | 0.00% | Not reported | Q1 2021 |
| FANG | $436K | 0.03% | 0.00% | Not reported | Q2 2021 |