account_balance
Investment manager · 13F filer · SEC CIK 1764000
Wilkinson Global Asset Management LLC
Reported value$1.25Bas of Sep 30, 2026
Positions63 2 new, 1 sold out
Top 10 weight57.0%NVDA alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.4%Added +2%
MSFTMicrosoft Corp
6.6%Trimmed −4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.5%Trimmed −4%
AAPLApple Inc.
6.4%Trimmed −4%
JPMJPMorgan Chase & Co
6.3%Trimmed −4%
TJXTJX Companies Inc
5.1%Trimmed −6%
AMZNAmazon.com Inc
4.5%Trimmed −4%
AMGNAmgen Inc
4.4%Trimmed −4%
TXNTexas Instruments Inc
4.4%Trimmed −4%
ADIAnalog Devices Inc
4.2%Trimmed −4%
VVisa Inc.
4.1%Trimmed −5%
DEDeere & Co
3.9%Trimmed −4%
NVDANVIDIA Corp
8.4%+2%
MSFTMicrosoft Corp
6.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.5%
AAPLApple Inc.
6.4%
JPMJPMorgan Chase & Co
6.3%
TJXTJX Companies Inc
5.1%−6%
AMZNAmazon.com Inc
4.5%
AMGNAmgen Inc
4.4%
TXNTexas Instruments Inc
4.4%
ADI4.2%V4.1%DE3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.4% Added +2%MSFT Microsoft Corp 6.6% Trimmed −4%TSM Taiwan Semiconductor Manufacturing Co Ltd 6.5% Trimmed −4%AAPL Apple Inc. 6.4% Trimmed −4%JPM JPMorgan Chase & Co 6.3% Trimmed −4%TJX TJX Companies Inc 5.1% Trimmed −6%AMZN Amazon.com Inc 4.5% Trimmed −4%AMGN Amgen Inc 4.4% Trimmed −4%TXN Texas Instruments Inc 4.4% Trimmed −4%ADI Analog Devices Inc 4.2% Trimmed −4%V Visa Inc. 4.1% Trimmed −5%DE Deere & Co 3.9% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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