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Wilkinson Global Asset Management LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,247,302,258
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $104,708,119
- MICROSOFT CORP · COM · 594918104 · shares: $82,559,461
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $81,260,668
- APPLE INC · COM · 037833100 · shares: $80,102,299
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $78,965,151
- TJX COS INC NEW · COM · 872540109 · shares: $63,573,764
- AMAZON COM INC · COM · 023135106 · shares: $56,498,251
- AMGEN INC · COM · 031162100 · shares: $55,218,653
- TEXAS INSTRS INC · COM · 882508104 · shares: $55,023,961
- ANALOG DEVICES INC · COM · 032654105 · shares: $52,825,110
Reported holdings
96 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 425,737 shares | $97,229,816 |
| MICROSOFT CORP | COM | 594918104 | — | 143,901 shares | $73,806,823 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 160,454 shares | $73,197,510 |
| APPLE INC | COM | 037833100 | — | 213,373 shares | $71,057,476 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 209,423 shares | $69,283,411 |
| TJX COS INC NEW | COM | 872540109 | — | 422,141 shares | $55,853,476 |
| AMAZON COM INC | COM | 023135106 | — | 198,099 shares | $49,356,366 |
| TEXAS INSTRS INC | COM | 882508104 | — | 174,321 shares | $48,825,569 |
| AMGEN INC | COM | 031162100 | — | 114,542 shares | $48,280,598 |
| VISA INC | COM CL A | 92826C839 | — | 130,533 shares | $46,904,423 |
| DEERE & CO | COM | 244199105 | — | 66,440 shares | $44,617,782 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 136,646 shares | $44,173,552 |
| ANALOG DEVICES INC | COM | 032654105 | — | 109,608 shares | $43,482,590 |
| UNION PAC CORP | COM | 907818108 | — | 153,492 shares | $41,769,778 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 38,649 shares | $36,926,028 |
| LINDE PLC | SHS | G54950103 | — | 65,654 shares | $31,162,671 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 57,131 shares | $30,733,621 |
| DISNEY WALT CO | COM | 254687106 | — | 211,064 shares | $22,140,614 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 1,983,770 shares | $21,920,658 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 1,449,467 shares | $20,046,129 |
| PROGRESSIVE CORP | COM | 743315103 | — | 90,726 shares | $18,808,407 |
| WATSCO INC | COM | 942622200 | — | 61,425 shares | $18,592,733 |
| BROADCOM INC | COM | 11135F101 | — | 47,654 shares | $16,735,608 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 33,471 shares | $16,313,096 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 96,241 shares | $15,279,702 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 74,454 shares | $12,943,083 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 185,239 shares | $12,690,724 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 29,265 shares | $9,681,740 |
| ANALOG DEVICES INC | COM | 032654105 | — | 23,550 shares | $9,342,520 |
| APPLE INC | COM | 037833100 | — | 27,160 shares | $9,044,823 |
| MICROSOFT CORP | COM | 594918104 | — | 17,065 shares | $8,752,638 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 17,675 shares | $8,063,158 |
| TJX COS INC NEW | COM | 872540109 | — | 58,350 shares | $7,720,288 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 32,745 shares | $7,478,303 |
| AMAZON COM INC | COM | 023135106 | — | 28,665 shares | $7,141,885 |
| AMGEN INC | COM | 031162100 | — | 16,460 shares | $6,938,055 |
| TEXAS INSTRS INC | COM | 882508104 | — | 22,130 shares | $6,198,392 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 4,975 shares | $4,753,214 |
| UNION PAC CORP | COM | 907818108 | — | 17,325 shares | $4,714,652 |
| PROGRESSIVE CORP | COM | 743315103 | — | 21,495 shares | $4,456,128 |
| DEERE & CO | COM | 244199105 | — | 6,270 shares | $4,210,618 |
| ABBVIE INC | COM | 00287Y109 | — | 15,700 shares | $4,106,963 |
| VISA INC | COM CL A | 92826C839 | — | 10,945 shares | $3,932,867 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 11,675 shares | $3,774,177 |
| WATSCO INC | COM | 942622200 | — | 10,635 shares | $3,219,108 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 5,975 shares | $3,214,251 |
| DISNEY WALT CO | COM | 254687106 | — | 28,060 shares | $2,943,494 |
| LINDE PLC | SHS | G54950103 | — | 5,815 shares | $2,760,090 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 5,490 shares | $2,733,745 |
| WELLS FARGO & CO | COM | 949746101 | — | 30,000 shares | $2,401,500 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 8,800 shares | $2,329,712 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 12,789 shares | $2,081,410 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 136,485 shares | $1,887,588 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 169,120 shares | $1,868,776 |
| BROADCOM INC | COM | 11135F101 | — | 4,880 shares | $1,713,807 |
| MCDONALDS CORP | COM | 580135101 | — | 7,200 shares | $1,662,768 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 9,200 shares | $1,497,300 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 3,035 shares | $1,479,198 |
| FERRARI N V | COM | N3167Y103 | — | 3,700 shares | $1,453,545 |
| LOWES COS INC | COM | 548661107 | — | 7,800 shares | $1,437,462 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 7,775 shares | $1,351,606 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 18,645 shares | $1,277,369 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 4,755 shares | $1,258,839 |
| MERCK & CO INC | COM | 58933Y105 | — | 7,955 shares | $1,155,941 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 2,820 shares | $1,073,969 |
| ROSS STORES INC | COM | 778296103 | — | 4,065 shares | $948,771 |
| FERRARI N V | COM | N3167Y103 | — | 2,140 shares | $840,699 |
| PINNACLE WEST CAP CORP | COM | 723484101 | — | 9,000 shares | $837,360 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 443 shares | $802,570 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,055 shares | $700,221 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 3,750 shares | $689,287 |
| CHEVRON CORPORATION | COM | 166764100 | — | 3,230 shares | $659,598 |
| UNIVERSAL HEALTH RLTY INCOME | SH BEN INT | 91359E105 | — | 17,000 shares | $635,630 |
| INTELLICHECK MOBILISA INC | COM NEW | 45817G201 | — | 254,327 shares | $583,680 |
| EOG RES INC | COM | 26875P101 | — | 4,200 shares | $578,592 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,675 shares | $576,334 |
| ELI LILLY & CO | COM | 532457108 | — | 420 shares | $485,974 |
| ABBVIE INC | COM | 00287Y109 | — | 1,695 shares | $443,395 |
| META PLATFORMS INC | CL A | 30303M102 | — | 580 shares | $420,604 |
| WEX INC | COM | 96208T104 | — | 2,450 shares | $413,315 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 1,420 shares | $411,317 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,144 shares | $403,244 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 221 shares | $382,005 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 2,300 shares | $368,851 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 4,035 shares | $343,378 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 2,695 shares | $331,620 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 13,730 shares | $323,067 |
| MCDONALDS CORP | COM | 580135101 | — | 1,380 shares | $318,697 |
| 3M CO | COM | 88579Y101 | — | 1,833 shares | $300,887 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 2,250 shares | $281,587 |
| CITIGROUP INC | COM NEW | 172967424 | — | 2,060 shares | $266,729 |
| WILLIAMS COS INC | COM | 969457100 | — | 3,500 shares | $237,895 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 535 shares | $200,218 |
| STAR GROUP LP | UNIT LTD PARTNR | 85512C105 | — | 10,000 shares | $128,400 |
| UNIVERSAL HEALTH RLTY INCOME | SH BEN INT | 91359E105 | — | 3,000 shares | $112,170 |
| WELLS FARGO & CO | COM | 949746101 | — | 400 shares | $32,020 |