StockDriftsStockDriftsTop 50 Wilkinson Global Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 8.87% | 729.3K | $116.5M | -6.54%(-51.05K) | $67.32(+118.89%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 7.42% | 331.2K | $97.4M | -6.44%(-22.82K) | $140.07(+114.12%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.48% | 251.9K | $85.1M | -6.49%(-17.47K) | $195.87(+113.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.27% | 324.4K | $82.3M | -5.79%(-19.94K) | $126.72(+135.34%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.12% | 460.8K | $80.4M | -1.47%(-6.87K) | $13.27(+1676.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.08% | 215.5K | $79.8M | -5.80%(-13.27K) | $229.21(+78.62%) | 2026-03-31 | |
| AMGN | AMGEN INC | 5.01% | 186.9K | $65.7M | -6.80%(-13.64K) | $242.67(+38.55%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 4.7% | 192.4K | $61.7M | -5.16%(-10.47K) | $276.38(+11.87%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 4.64% | 314.0K | $61.0M | -7.22%(-24.42K) | $172.45(+78.70%) | 2026-03-31 | |
| DE | DEERE & CO | 4.47% | 104.1K | $58.6M | -5.97%(-6.61K) | $351.84(+63.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.75% | +59.12% |
| Top 20 Holdings Unweighted | +17.47% | +62.11% |
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