Wilkinson Global Asset Management LLC: 13F holdings
CIK 17640002026Q2
| Positions | 62 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 62 (+2 vs prior quarter) |
|---|
| Reported value | $1.3bn (-4.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 448,949 | $89.8m | 7.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 185,771 | $88.7m | 7.0% |
| JPM JPMORGAN CHASE & CO | 248,470 | $81.3m | 6.5% |
| TJX TJX COS INC NEW | 512,166 | $77.6m | 6.2% |
| AAPL APPLE INC | 251,208 | $72.7m | 5.8% |
| MSFT MICROSOFT CORP | 168,153 | $62.7m | 5.0% |
| TXN TEXAS INSTRS INC | 204,998 | $61.1m | 4.9% |
| AMZN AMAZON COM INC | 236,779 | $56.4m | 4.5% |
| ADI ANALOG DEVICES INC | 138,505 | $55.0m | 4.4% |
| SHW SHERWIN WILLIAMS CO | 156,466 | $53.9m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764000")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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