Wilkinson Global Asset Management LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists a total of 96 separate positions held by the firm.
The portfolio is dominated by technology and semiconductor stocks. The largest position is in NVIDIA Corporation, where the firm holds 425,737 shares. Other major technology holdings include Taiwan Semiconductor Manufacturing Company (160,454 shares), Taiwan Semiconductor Manufacturing Company Sponsored ADS (17,675 shares), Microsoft Corporation (170,653 shares), and Apple Inc. (213,373 shares). The firm also holds significant positions in Broadcom Inc. (47,654 shares), Texas Instruments Inc. (22,130 shares), and Deere & Co. (66,440 shares).
Financial sector exposure is also notable, with holdings in JPMorgan Chase & Co. (292,653 shares), Morgan Stanley (2,144 shares), Wells Fargo & Co. (30,000 shares), and Banco Santander S.A. ADR (1,364,85 shares).
The filing details the voting rights and sole investment discretion for each position. For example, on NVIDIA Corporation, the firm reports sole discretion over 424,007 shares and shared discretion over 3,270 shares. Similarly, for Apple Inc., the firm reports sole discretion over 211,849 shares and shared discretion over 1,524 shares.
