Wilkinson Global Asset Management
Latest statistics and disclosures from Wilkinson Global Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TJX, JPM, MSFT, AAPL, NVDA, and represent 35.89% of Wilkinson Global Asset Management's stock portfolio.
- Added to shares of these 10 stocks: UBER (+$18M), SAN, LIN, VEA, IUSV, NFLX, EOG, CVX, FANG, WFC.
- Started 4 new stock positions in IUSV, SAN, VEA, UBER.
- Reduced shares in these 10 stocks: KNSL (-$24M), CMG (-$21M), ODFL (-$14M), TJX (-$14M), JPM (-$8.7M), MSFT (-$7.7M), SPOT (-$6.7M), AAPL (-$6.1M), AMGN (-$5.8M), TSM (-$5.6M).
- Sold out of its positions in CMG, COST, KNSL, NVO, ODFL, SAP, ZTS.
- Wilkinson Global Asset Management was a net seller of stock by $-136M.
- Wilkinson Global Asset Management has $1.5B in assets under management (AUM), dropping by -7.90%.
- Central Index Key (CIK): 0001764000
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Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TJX Companies (TJX) | 8.2 | $120M | -10% | 780k | 153.61 |
|
| JPMorgan Chase & Co. (JPM) | 7.8 | $114M | -7% | 354k | 322.22 |
|
| Microsoft Corporation (MSFT) | 7.6 | $111M | -6% | 229k | 483.62 |
|
| Apple (AAPL) | 6.4 | $94M | -6% | 344k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 6.0 | $87M | 468k | 186.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.6 | $82M | -6% | 269k | 303.89 |
|
| Sherwin-Williams Company (SHW) | 4.5 | $66M | -5% | 203k | 324.03 |
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| Amgen (AMGN) | 4.5 | $66M | -8% | 201k | 327.31 |
|
| Union Pacific Corporation (UNP) | 4.1 | $60M | -7% | 259k | 231.32 |
|
| Texas Instruments Incorporated (TXN) | 4.0 | $59M | -8% | 338k | 173.49 |
|
| Amazon (AMZN) | 3.9 | $57M | 247k | 230.82 |
|
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| Visa Com Cl A (V) | 3.8 | $55M | 157k | 350.71 |
|
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| Deere & Company (DE) | 3.5 | $52M | -8% | 111k | 465.57 |
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| Linde SHS (LIN) | 3.4 | $50M | 118k | 426.39 |
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| Analog Devices (ADI) | 3.4 | $50M | 185k | 271.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 3.3 | $48M | -8% | 179k | 268.30 |
|
| Walt Disney Company (DIS) | 3.1 | $45M | -10% | 398k | 113.77 |
|
| Parker-Hannifin Corporation (PH) | 2.9 | $42M | 48k | 878.96 |
|
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| Intuit (INTU) | 2.7 | $40M | 61k | 662.42 |
|
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| Progressive Corporation (PGR) | 2.3 | $34M | 149k | 227.72 |
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| Watsco, Incorporated (WSO) | 1.8 | $27M | -3% | 79k | 336.95 |
|
| Spotify Technology S A SHS (SPOT) | 1.3 | $19M | -26% | 33k | 580.71 |
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| Uber Technologies (UBER) | 1.2 | $18M | NEW | 218k | 81.71 |
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| Broadcom (AVGO) | 0.9 | $13M | 37k | 346.10 |
|
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| Mastercard Incorporated Cl A (MA) | 0.8 | $11M | -6% | 19k | 570.88 |
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| Coinbase Global Com Cl A (COIN) | 0.6 | $8.7M | -22% | 39k | 226.14 |
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| Abbvie (ABBV) | 0.3 | $4.1M | 18k | 228.49 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.2M | 6.3k | 502.65 |
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| Ferrari Nv Ord (RACE) | 0.2 | $3.0M | 8.0k | 369.56 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.9M | +2% | 31k | 93.20 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.9M | 14k | 206.95 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.6M | 22k | 120.34 |
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| McDonald's Corporation (MCD) | 0.2 | $2.6M | 8.6k | 305.63 |
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| Lowe's Companies (LOW) | 0.1 | $1.9M | 7.8k | 241.16 |
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| Intellicheck Com New (IDN) | 0.1 | $1.6M | +2% | 238k | 6.68 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | +2% | 2.9k | 396.31 |
|
| Merck & Co (MRK) | 0.1 | $864k | -68% | 8.2k | 105.26 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $798k | 9.0k | 88.70 |
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| Ross Stores (ROST) | 0.1 | $752k | 4.2k | 180.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $685k | 2.2k | 313.00 |
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| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $667k | 17k | 39.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $657k | 2.1k | 313.80 |
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| Diamondback Energy (FANG) | 0.0 | $609k | +32% | 4.1k | 150.33 |
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| Chevron Corporation (CVX) | 0.0 | $526k | +40% | 3.5k | 152.41 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $498k | 465.00 | 1069.86 |
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| Meta Platforms Cl A (META) | 0.0 | $458k | -2% | 694.00 | 660.09 |
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| MercadoLibre (MELI) | 0.0 | $455k | 226.00 | 2014.26 |
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| Eli Lilly & Co. (LLY) | 0.0 | $451k | 420.00 | 1074.68 |
|
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| EOG Resources (EOG) | 0.0 | $441k | +55% | 4.2k | 105.01 |
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| Banco Santander Adr (SAN) | 0.0 | $408k | NEW | 35k | 11.73 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $403k | +2% | 16k | 25.60 |
|
| Morgan Stanley Com New (MS) | 0.0 | $394k | 2.2k | 177.53 |
|
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| Wright Express (WEX) | 0.0 | $365k | 2.5k | 148.98 |
|
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| Citigroup Com New (C) | 0.0 | $303k | +27% | 2.6k | 116.69 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $297k | 4.0k | 73.63 |
|
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| 3M Company (MMM) | 0.0 | $294k | 1.8k | 160.10 |
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| Williams Companies (WMB) | 0.0 | $249k | 4.1k | 60.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $243k | NEW | 3.9k | 62.47 |
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| Imperial Oil Com New (IMO) | 0.0 | $233k | 2.7k | 86.31 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $225k | NEW | 2.2k | 102.54 |
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| ConocoPhillips (COP) | 0.0 | $211k | 2.3k | 93.61 |
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| Netflix (NFLX) | 0.0 | $201k | +911% | 2.1k | 93.76 |
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| Star Group Unit Ltd Partnr (SGU) | 0.0 | $118k | 10k | 11.84 |
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Past Filings by Wilkinson Global Asset Management
SEC 13F filings are viewable for Wilkinson Global Asset Management going back to 2021
- Wilkinson Global Asset Management 2025 Q4 filed Feb. 11, 2026
- Wilkinson Global Asset Management 2025 Q3 filed Nov. 4, 2025
- Wilkinson Global Asset Management 2025 Q2 filed Aug. 11, 2025
- Wilkinson Global Asset Management 2025 Q1 filed May 1, 2025
- Wilkinson Global Asset Management 2024 Q4 filed Jan. 31, 2025
- Wilkinson Global Asset Management 2024 Q3 filed Oct. 31, 2024
- Wilkinson Global Asset Management 2024 Q2 filed Aug. 6, 2024
- Wilkinson Global Asset Management 2024 Q1 filed May 10, 2024
- Wilkinson Global Asset Management 2023 Q4 filed Feb. 12, 2024
- Wilkinson Global Asset Management 2023 Q3 filed Nov. 14, 2023
- Wilkinson Global Asset Management 2023 Q2 filed July 28, 2023
- Wilkinson Global Asset Management 2023 Q1 filed May 12, 2023
- Wilkinson Global Asset Management 2022 Q4 filed Jan. 31, 2023
- Wilkinson Global Asset Management 2022 Q3 filed Oct. 19, 2022
- Wilkinson Global Asset Management 2022 Q2 filed July 26, 2022
- Wilkinson Global Asset Management 2022 Q1 filed May 9, 2022