Wilkinson Global Asset Management LLC
CIK 1764000
13F filing for Q2 2026・No. 2,209
- Holdings
- US$1.26B
- Quarter change
- −US$53.94M
- Entries
- 94
- Net bought (estimate)
- −US$219.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 4
- Cut 30
- Added 5
- Corporate actions 0
- Unchanged 21
Largest holdings
62 stocks worth US$1.26B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 448,949 | US$89.83M | 7.14% |
| TSMTSMC ADRSPONSORED ADS | Cut | 185,771 | US$88.72M | 7.05% |
| JPMJPMORGAN CHASE & COCOM | Cut | 248,470 | US$81.33M | 6.46% |
| TJXTJX COS INC NEWCOM | Cut | 512,166 | US$77.59M | 6.16% |
| AAPLAppleCOM | Cut | 251,208 | US$72.69M | 5.77% |
| MSFTMicrosoftCOM | Cut | 168,153 | US$62.72M | 4.98% |
| TXNTEXAS INSTRS INCCOM | Cut | 204,998 | US$61.1M | 4.85% |
| AMZNAmazonCOM | Cut | 236,779 | US$56.43M | 4.48% |
| ADIANALOG DEVICES INCCOM | Cut | 138,505 | US$55.01M | 4.37% |
| SHWSHERWIN WILLIAMS COCOM | Cut | 156,466 | US$53.87M | 4.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.