Wilkinson Global Asset Management LLC
CIK 0001764000 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.26B
2026 Q2
Positions
62
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
7.1%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
7.0%
JPM
JPMORGAN CHASE & CO
6.5%
TJX
TJX COS INC NEW
6.2%
AAPL
APPLE INC
5.8%
MSFT
MICROSOFT CORP
5.0%
TXN
TEXAS INSTRS INC
4.9%
AMZN
AMAZON COM INC
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.