1y return+11.2%S&P 500 +20.9%
3y return+47.4%S&P 500 +68.5%
5y return+38.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $148 against $188 in the S&P 500.2
Wilkinson Global Asset Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $89.8M | 7.1% | −2.6% |
| TSMTaiwan Semiconductor Manufac | $88.7M | 7.0% | −26.3% |
| JPMJpmorgan Chase & Co | $81.3M | 6.5% | −25.0% |
| TJXTjx Cos Inc New | $77.6M | 6.2% | −29.8% |
| AAPLApple Inc | $72.7M | 5.8% | −22.6% |
| MSFTMicrosoft Corp | $62.7M | 5.0% | −22.0% |
| TXNTexas Instrs Inc | $61.1M | 4.9% | −34.7% |
| AMZNAmazon Com Inc | $56.4M | 4.5% | −2.2% |
| ADIAnalog Devices Inc | $55.0M | 4.4% | −23.3% |
| SHWSherwin Williams Co | $53.9M | 4.3% | −18.7% |
| VVisa Inc | $51.0M | 4.1% | −2.8% |
| AMGNAmgen Inc | $49.4M | 3.9% | −26.9% |
| UNPUnion Pac Corp | $48.5M | 3.9% | −26.1% |
| DEDeere & Co | $48.2M | 3.8% | −26.9% |
| PHParker-hannifin Corp | $44.8M | 3.6% | −2.2% |
| Linde PLCCUSIP G54950103 | $38.6M | 3.1% | −31.7% |
| WSOWatsco Inc | $31.6M | 2.5% | −2.9% |
| DELLDell Technologies Inc | $28.4M | 2.3% | New |
| PGRProgressive Corp | $25.5M | 2.0% | −20.0% |
| DISDisney Walt Co | $24.6M | 2.0% | −30.3% |
| SANBanco Santander Sa | $22.8M | 1.8% | |
| MFGMizuho Financial Group Inc | $21.4M | 1.7% | New |
| AVGOBroadcom Inc | $20.7M | 1.6% | |
| ODFLOld Dominion Freight Line In | $18.7M | 1.5% | New |
| Spotify Technology S ACUSIP L8681T102 | $17.7M | 1.4% | +1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2021 | +1399.0% | $89.8M |
| PHParker-hannifin Corp | March 31, 2021 | +210.1% | $44.8M |
| ADIAnalog Devices Inc | March 31, 2021 | +156.1% | $55.0M |
| Exxon Mobil CorpCUSIP 30231G102 | March 31, 2021 | +144.9% | $3.0M |
| AAPLApple Inc | March 31, 2021 | +136.9% | $72.7M |
| ABBVAbbvie Inc | March 31, 2021 | +132.5% | $4.4M |
| GLDSpdr Gold Tr | March 31, 2021 | +130.3% | $1.0M |
| TJXTjx Cos Inc New | March 31, 2021 | +129.0% | $77.6M |
| PGRProgressive Corp | March 31, 2021 | +128.5% | $25.5M |
| JPMJpmorgan Chase & Co | March 31, 2021 | +115.0% | $81.3M |
Sold off last quarter
- INTUIntuit was $15.3M
- MAMastercard Incorporated was $292K
- Accenture PLC IrelandCUSIP G1151C101 was $273K
- NFLXNetflix Inc. was $255K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +2.0% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −1.4% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +8.8% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −18.1% | −16.5% |
| March 31, 2022 | −10.9% | −4.9% |
| December 31, 2021 | +11.8% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wilkinson Global Asset Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1764000&type=13F-HR&dateb=&owner=include&count=40CIK 1764000
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1764000/000117266126003135/Filed August 6, 2026 · accession 0001172661-26-003135