Sponsored

The Analysis of Wilkinson Global Asset Management LLC's Holdings & P&L

Currently, Wilkinson Global Asset Management LLC holds 62 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in DELL (+65.8K shares, valued at $28.4M), MFG (+2.2M shares, valued at $21.4M), ODFL (+86.5K shares, valued at $18.7M); decreased their positions in TJX (-217.2K shares, valued at $32.9M), TXN (-109.0K shares, valued at $32.5M), TSM (-66.1K shares, valued at $31.6M); initiated new positions in DELL (+65.8K shares, valued at $28.4M), MFG (+2.2M shares, valued at $21.4M), ODFL (+86.5K shares, valued at $18.7M).

1M P&L

-11.4M-1.04%

3M P&L

+46.7M+4.49%

HY P&L

+135.3M+14.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors294.7M

27.9%

2Specialty Chemicals92.5M

8.8%

3Apparel Retail78.5M

7.4%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

7.5%

2Semiconductors4 stocks

7.5%

3Oil & Gas E&P3 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION448.9K shares-2.58%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC185.8K shares-26.25%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO248.5K shares-24.99%2026-06-302026-08-06

TJX TJX COS INC NEW512.2K shares-29.78%2026-06-302026-08-06

AAPL APPLE INC251.2K shares-22.56%2026-06-302026-08-06

MSFT MICROSOFT CORP168.2K shares-21.98%2026-06-302026-08-06

TXN TEXAS INSTRS INC205.0K shares-34.71%2026-06-302026-08-06

AMZN AMAZON COM INC236.8K shares-2.17%2026-06-302026-08-06

Sponsored

ADI ANALOG DEVICES INC138.5K shares-23.31%2026-06-302026-08-06

SHW SHERWIN WILLIAMS CO156.5K shares-18.68%2026-06-302026-08-06

VISA INC VISA INC148.8K shares-2.84%2026-06-302026-08-06

AMGN AMGEN INC136.5K shares-26.95%2026-06-302026-08-06

UNP UNION PAC CORP178.3K shares-26.12%2026-06-302026-08-06

DE DEERE & CO76.0K shares-26.95%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP45.8K shares-2.23%2026-06-302026-08-06

LIN LINDE PLC74.5K shares-31.73%2026-06-302026-08-06

Sponsored

WSO WATSCO INC75.8K shares-2.88%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC65.8K sharesnew addition2026-06-302026-08-06

PGR PROGRESSIVE CORP116.6K shares-20.03%2026-06-302026-08-06

DIS DISNEY WALT CO255.3K shares-30.30%2026-06-302026-08-06

BANCO SANTANDER SA BANCO SANTANDER SA1.7M shares0.78%2026-06-302026-08-06

MFG MIZUHO FINANCIAL GROUP INC2.2M sharesnew addition2026-06-302026-08-06

BROADCOM INC BROADCOM INC54.7K shares-0.14%2026-06-302026-08-06

ODFL OLD DOMINION FREIGHT LINE IN86.5K sharesnew addition2026-06-302026-08-06

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A38.5K shares1.50%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC215.0K shares-3.52%2026-06-302026-08-06

ACWI ISHARES TR96.2K sharesnew addition2026-06-302026-08-06

ABBVIE INC ABBVIE INC17.5K shares0.00%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON13.6K shares-0.66%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP22.0K shares0.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares-5.60%2026-06-302026-08-06

WFC WELLS FARGO & CO30.4K shares0.00%2026-06-302026-08-06

Sponsored

MCD MCDONALDS CORP8.6K shares0.00%2026-06-302026-08-06

RACE FERRARI N V6.1K shares5.14%2026-06-302026-08-06

LOW LOWES COS INC7.8K shares0.00%2026-06-302026-08-06

MRK MERCK & CO INC8.1K shares0.00%2026-06-302026-08-06

GLD SPDR GOLD TR2.8K shares-4.34%2026-06-302026-08-06

IDN INTELLICHECK MOBILISA INC246.8K shares1.77%2026-06-302026-08-06

PNW PINNACLE WEST CAP CORP9.0K shares0.00%2026-06-302026-08-06

ROST ROSS STORES INC4.2K shares0.00%2026-06-302026-08-06

Sponsored

ASML ASML HLDG NV433 shares-6.88%2026-06-302026-08-06

UHT UNIVERSAL HEALTH RLTY INCOME17.0K shares0.00%2026-06-302026-08-06

GOOG ALPHABET INC2.1K shares0.00%2026-06-302026-08-06

GOOGL ALPHABET INC2.0K shares3.82%2026-06-302026-08-06

FANG DIAMONDBACK ENERGY INC3.8K shares-7.41%2026-06-302026-08-06

CVX CHEVRON CORPORATION3.3K shares-2.48%2026-06-302026-08-06

EOG EOG RES INC4.2K shares0.00%2026-06-302026-08-06

LLY ELI LILLY & CO420 shares0.00%2026-06-302026-08-06

Sponsored

MS MORGAN STANLEY2.1K shares-3.38%2026-06-302026-08-06

NVT NVENT ELEC PLC2.3K sharesnew addition2026-06-302026-08-06

MELI MERCADOLIBRE INC226 shares0.00%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC640 shares-0.78%2026-06-302026-08-06

CP CANADIAN PACIFIC KANSAS CITY4.0K shares0.00%2026-06-302026-08-06

WEX WEX INC2.5K shares0.00%2026-06-302026-08-06

C CITIGROUP INC2.2K shares0.00%2026-06-302026-08-06

IMO IMPERIAL OIL LTD2.7K shares0.00%2026-06-302026-08-06

Sponsored

3M CO 3M CO1.8K shares0.00%2026-06-302026-08-06

SONY SONY GROUP CORP13.7K shares0.00%2026-06-302026-08-06

WMB WILLIAMS COS INC3.5K shares-15.46%2026-06-302026-08-06

COP CONOCOPHILLIPS2.3K shares0.00%2026-06-302026-08-06

HXL HEXCEL CORP NEW2.0K sharesnew addition2026-06-302026-08-06

SGU STAR GROUP LP10.0K shares0.00%2026-06-302026-08-06

NVDA

NVIDIA CORPORATION

-2.58%

Shares448.9K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-26.25%

Shares185.8K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-24.99%

Shares248.5K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-29.78%

Shares512.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-22.56%

Shares251.2K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-21.98%

Shares168.2K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

-34.71%

Shares205.0K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-2.17%

Shares236.8K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

-23.31%

Shares138.5K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

-18.68%

Shares156.5K

Event2026-06-30

Filed2026-08-06

VISA INC

-2.84%

Shares148.8K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-26.95%

Shares136.5K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

-26.12%

Shares178.3K

Event2026-06-30

Filed2026-08-06

DEERE & CO

-26.95%

Shares76.0K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

-2.23%

Shares45.8K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

-31.73%

Shares74.5K

Event2026-06-30

Filed2026-08-06

WSO

WATSCO INC

-2.88%

Shares75.8K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

New

Shares65.8K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

-20.03%

Shares116.6K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-30.30%

Shares255.3K

Event2026-06-30

Filed2026-08-06

BANCO SANTANDER SA

0.78%

Shares1.7M

Event2026-06-30

Filed2026-08-06

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares2.2M

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-0.14%

Shares54.7K

Event2026-06-30

Filed2026-08-06

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares86.5K

Event2026-06-30

Filed2026-08-06

SPOTIFY TECHNOLOGY S A

1.50%

Shares38.5K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

-3.52%

Shares215.0K

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

New

Shares96.2K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.00%

Shares17.5K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-0.66%

Shares13.6K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.00%

Shares22.0K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.60%

Shares5.6K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

0.00%

Shares30.4K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-06

RACE

FERRARI N V

5.14%

Shares6.1K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

-4.34%

Shares2.8K

Event2026-06-30

Filed2026-08-06

IDN

INTELLICHECK MOBILISA INC

1.77%

Shares246.8K

Event2026-06-30

Filed2026-08-06

PNW

PINNACLE WEST CAP CORP

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

-6.88%

Shares433

Event2026-06-30

Filed2026-08-06

UHT

UNIVERSAL HEALTH RLTY INCOME

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

3.82%

Shares2.0K

Event2026-06-30

Filed2026-08-06

FANG

DIAMONDBACK ENERGY INC

-7.41%

Shares3.8K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-2.48%

Shares3.3K

Event2026-06-30

Filed2026-08-06

EOG

EOG RES INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

0.00%

Shares420

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

-3.38%

Shares2.1K

Event2026-06-30

Filed2026-08-06

NVT

NVENT ELEC PLC

New

Shares2.3K

Event2026-06-30

Filed2026-08-06

MELI

MERCADOLIBRE INC

0.00%

Shares226

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-0.78%

Shares640

Event2026-06-30

Filed2026-08-06

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

WEX

WEX INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

IMO

IMPERIAL OIL LTD

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

3M CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SONY

SONY GROUP CORP

0.00%

Shares13.7K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

-15.46%

Shares3.5K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

HXL

HEXCEL CORP NEW

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

SGU

STAR GROUP LP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available