Filed: 8/6/2026ACC: 0001172661-26-003135
📋 What this filing means
WILKINSON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$1.26B
Total AUM (reported)
8.57M
Total Shares
Allocation by class
COM$965.00M76.7%
SPONSORED ADS$88.72M7.0%
SHS$56.69M4.5%
COM CL A$51.04M4.1%
CL C$28.39M2.3%
ADR$22.84M1.8%
SPONSORED ADR$21.67M1.7%
Portfolio Concentration
Top 3$259.88M20.6%
4–10$439.43M34.9%
11–25$491.93M39.1%
Rest$67.66M5.4%
Top 3 weight
20.6%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 8.57M
Sole
Full voting authority
7.71M
shares
% of voting shares90.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
860.53K
shares
% of voting shares10.0%
Investment Discretion (by position count)
Sole49
Shared0
Other13
Dominant voting typeSole · 90.0% of voting shares
Institutional Holdings62
Rows:
NVIDIA CORPORATION
OTRShares448.95K
TypeSH
Market value$89.83M
7.14%
Sole
415.48K
Shared
0.00
None
33.47K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares185.77K
TypeSH
Market value$88.72M
7.05%
Sole
174.44K
Shared
0.00
None
11.33K
JPMORGAN CHASE & CO
SOLEShares248.47K
TypeSH
Market value$81.33M
6.46%
Sole
230.78K
Shared
0.00
None
17.68K
TJX COS INC NEW
SOLEShares512.17K
TypeSH
Market value$77.59M
6.16%
Sole
474.94K
Shared
0.00
None
37.23K
APPLE INC
OTRShares251.21K
TypeSH
Market value$72.69M
5.77%
Sole
236.48K
Shared
0.00
None
14.73K
MICROSOFT CORP
SOLEShares168.15K
TypeSH
Market value$62.72M
4.98%
Sole
158.19K
Shared
0.00
None
9.96K
TEXAS INSTRS INC
OTRShares205K
TypeSH
Market value$61.10M
4.85%
Sole
191.69K
Shared
0.00
None
13.30K
AMAZON COM INC
OTRShares236.78K
TypeSH
Market value$56.43M
4.48%
Sole
218.70K
Shared
0.00
None
18.08K
ANALOG DEVICES INC
OTRShares138.50K
TypeSH
Market value$55.01M
4.37%
Sole
126.80K
Shared
0.00
None
11.71K
SHERWIN WILLIAMS CO
SOLEShares156.47K
TypeSH
Market value$53.87M
4.28%
Sole
144.09K
Shared
0.00
None
12.38K
VISA INC
SOLEShares148.76K
TypeSH
Market value$51.04M
4.05%
Sole
137.51K
Shared
0.00
None
11.24K
AMGEN INC
SOLEShares136.51K
TypeSH
Market value$49.43M
3.93%
Sole
127.09K
Shared
0.00
None
9.42K
UNION PAC CORP
SOLEShares178.26K
TypeSH
Market value$48.49M
3.85%
Sole
166.71K
Shared
0.00
None
11.56K
DEERE & CO
OTRShares76.03K
TypeSH
Market value$48.23M
3.83%
Sole
70.81K
Shared
0.00
None
5.21K
PARKER-HANNIFIN CORP
SOLEShares45.76K
TypeSH
Market value$44.75M
3.56%
Sole
42.33K
Shared
0.00
None
3.42K
LINDE PLC
SOLEShares74.46K
TypeSH
Market value$38.64M
3.07%
Sole
70.29K
Shared
0.00
None
4.16K
WATSCO INC
OTRShares75.84K
TypeSH
Market value$31.60M
2.51%
Sole
70.29K
Shared
0.00
None
5.55K
DELL TECHNOLOGIES INC
SOLEShares65.79K
TypeSH
Market value$28.39M
2.25%
Sole
59.69K
Shared
0.00
None
6.11K
PROGRESSIVE CORP
SOLEShares116.61K
TypeSH
Market value$25.47M
2.02%
Sole
106.60K
Shared
0.00
None
10.01K
DISNEY WALT CO
SOLEShares255.31K
TypeSH
Market value$24.57M
1.95%
Sole
237K
Shared
0.00
None
18.32K
BANCO SANTANDER SA
SOLEShares1.65M
TypeSH
Market value$22.84M
1.81%
Sole
1.52M
Shared
0.00
None
139.85K
MIZUHO FINANCIAL GROUP INC
SOLEShares2.23M
TypeSH
Market value$21.40M
1.70%
Sole
2.06M
Shared
0.00
None
173.54K
BROADCOM INC
SOLEShares54.71K
TypeSH
Market value$20.67M
1.64%
Sole
49.70K
Shared
0.00
None
5K
OLD DOMINION FREIGHT LINE IN
SOLEShares86.54K
TypeSH
Market value$18.74M
1.49%
Sole
78.57K
Shared
0.00
None
7.96K
SPOTIFY TECHNOLOGY S A
SOLEShares38.48K
TypeSH
Market value$17.67M
1.40%
Sole
35.35K
Shared
0.00
None
3.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 448.95K | SH | $89.83M 7.14% | 415.48K | 0.00 | 33.47K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 185.77K | SH | $88.72M 7.05% | 174.44K | 0.00 | 11.33K |
JPMORGAN CHASE & COSOLE | COM | 248.47K | SH | $81.33M 6.46% | 230.78K | 0.00 | 17.68K |
TJX COS INC NEWSOLE | COM | 512.17K | SH | $77.59M 6.16% | 474.94K | 0.00 | 37.23K |
APPLE INCOTR | COM | 251.21K | SH | $72.69M 5.77% | 236.48K | 0.00 | 14.73K |
MICROSOFT CORPSOLE | COM | 168.15K | SH | $62.72M 4.98% | 158.19K | 0.00 | 9.96K |
TEXAS INSTRS INCOTR | COM | 205K | SH | $61.10M 4.85% | 191.69K | 0.00 | 13.30K |
AMAZON COM INCOTR | COM | 236.78K | SH | $56.43M 4.48% | 218.70K | 0.00 | 18.08K |
ANALOG DEVICES INCOTR | COM | 138.50K | SH | $55.01M 4.37% | 126.80K | 0.00 | 11.71K |
SHERWIN WILLIAMS COSOLE | COM | 156.47K | SH | $53.87M 4.28% | 144.09K | 0.00 | 12.38K |
VISA INCSOLE | COM CL A | 148.76K | SH | $51.04M 4.05% | 137.51K | 0.00 | 11.24K |
AMGEN INCSOLE | COM | 136.51K | SH | $49.43M 3.93% | 127.09K | 0.00 | 9.42K |
UNION PAC CORPSOLE | COM | 178.26K | SH | $48.49M 3.85% | 166.71K | 0.00 | 11.56K |
DEERE & COOTR | COM | 76.03K | SH | $48.23M 3.83% | 70.81K | 0.00 | 5.21K |
PARKER-HANNIFIN CORPSOLE | COM | 45.76K | SH | $44.75M 3.56% | 42.33K | 0.00 | 3.42K |
LINDE PLCSOLE | SHS | 74.46K | SH | $38.64M 3.07% | 70.29K | 0.00 | 4.16K |
WATSCO INCOTR | COM | 75.84K | SH | $31.60M 2.51% | 70.29K | 0.00 | 5.55K |
DELL TECHNOLOGIES INCSOLE | CL C | 65.79K | SH | $28.39M 2.25% | 59.69K | 0.00 | 6.11K |
PROGRESSIVE CORPSOLE | COM | 116.61K | SH | $25.47M 2.02% | 106.60K | 0.00 | 10.01K |
DISNEY WALT COSOLE | COM | 255.31K | SH | $24.57M 1.95% | 237K | 0.00 | 18.32K |
BANCO SANTANDER SASOLE | ADR | 1.65M | SH | $22.84M 1.81% | 1.52M | 0.00 | 139.85K |
MIZUHO FINANCIAL GROUP INCSOLE | SPONSORED ADR | 2.23M | SH | $21.40M 1.70% | 2.06M | 0.00 | 173.54K |
BROADCOM INCSOLE | COM | 54.71K | SH | $20.67M 1.64% | 49.70K | 0.00 | 5K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 86.54K | SH | $18.74M 1.49% | 78.57K | 0.00 | 7.96K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 38.48K | SH | $17.67M 1.40% | 35.35K | 0.00 | 3.12K |
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