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, TSM, AAPL, NVDA, and represent 35.17% of Wilkinson Global Asset Management's stock portfolio.
- Added to shares of these 6 stocks: SAN (+$18M), AVGO (+$5.4M), SPOT, UBER, NFLX, IDN.
- Reduced shares in these 10 stocks: ACN (-$35M), INTU (-$11M), MA (-$9.3M), COIN (-$8.7M), TJX (-$8.2M), JPM (-$6.7M), TSM (-$5.9M), AAPL (-$5.1M), MSFT, AMGN.
- Sold out of its positions in COIN, IUSV, VEA.
- Wilkinson Global Asset Management was a net seller of stock by $-105M.
- Wilkinson Global Asset Management has $1.3B in assets under management (AUM), dropping by -10.33%.
- Central Index Key (CIK): 0001764000
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Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TJX Companies (TJX) | 8.9 | $117M | -6% | 729k | 159.70 |
|
| JPMorgan Chase & Co. (JPM) | 7.4 | $97M | -6% | 331k | 294.16 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.5 | $85M | -6% | 252k | 337.95 |
|
| Apple (AAPL) | 6.3 | $82M | -5% | 324k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $80M | 461k | 174.40 |
|
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| Microsoft Corporation (MSFT) | 6.1 | $80M | -5% | 216k | 370.17 |
|
| Amgen (AMGN) | 5.0 | $66M | -6% | 187k | 351.85 |
|
| Sherwin-Williams Company (SHW) | 4.7 | $62M | -5% | 192k | 320.55 |
|
| Texas Instruments Incorporated (TXN) | 4.6 | $61M | -7% | 314k | 194.14 |
|
| Deere & Company (DE) | 4.5 | $59M | -5% | 104k | 563.30 |
|
| Union Pacific Corporation (UNP) | 4.5 | $59M | -6% | 241k | 242.62 |
|
| Analog Devices (ADI) | 4.4 | $58M | -2% | 181k | 318.14 |
|
| Linde SHS (LIN) | 4.1 | $54M | -7% | 109k | 495.76 |
|
| Amazon (AMZN) | 3.8 | $50M | -2% | 242k | 208.27 |
|
| Visa Com Cl A (V) | 3.5 | $46M | -2% | 153k | 302.24 |
|
| Parker-Hannifin Corporation (PH) | 3.2 | $42M | 47k | 895.24 |
|
|
| Walt Disney Company (DIS) | 2.7 | $35M | -7% | 366k | 96.38 |
|
| Progressive Corporation (PGR) | 2.2 | $29M | 146k | 198.24 |
|
|
| Watsco, Incorporated (WSO) | 2.2 | $28M | 78k | 363.79 |
|
|
| Banco Santander Sa Adr (SAN) | 1.4 | $19M | +4619% | 1.6M | 11.28 |
|
| Spotify Technology S A SHS (SPOT) | 1.4 | $18M | +16% | 38k | 484.91 |
|
| Broadcom (AVGO) | 1.3 | $17M | +46% | 55k | 309.51 |
|
| Uber Technologies (UBER) | 1.2 | $16M | +2% | 223k | 71.93 |
|
| Intuit (INTU) | 1.2 | $15M | -41% | 36k | 432.38 |
|
| Abbvie (ABBV) | 0.3 | $3.8M | 18k | 217.49 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.7M | 22k | 169.66 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $3.3M | 14k | 244.44 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.8M | -6% | 5.9k | 479.20 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.7M | 8.6k | 310.79 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $2.4M | -2% | 30k | 79.61 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $2.0M | -27% | 5.8k | 338.45 |
|
| Lowe's Companies (LOW) | 0.1 | $1.8M | 7.8k | 236.28 |
|
|
| Intellicheck Mobilisa Com New (IDN) | 0.1 | $1.7M | 243k | 6.99 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | 2.9k | 430.29 |
|
|
| Merck & Co (MRK) | 0.1 | $973k | 8.1k | 120.29 |
|
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $907k | 9.0k | 100.75 |
|
|
| Ross Stores (ROST) | 0.1 | $904k | 4.2k | 216.63 |
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| Diamondback Energy (FANG) | 0.1 | $801k | 4.1k | 197.79 |
|
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| Chevron Corporation (CVX) | 0.1 | $710k | 3.4k | 206.90 |
|
|
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.1 | $688k | 17k | 40.47 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $614k | 465.00 | 1320.83 |
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| EOG Resources (EOG) | 0.0 | $607k | 4.2k | 144.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $595k | 2.1k | 286.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $564k | -10% | 2.0k | 287.56 |
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| MercadoLibre (MELI) | 0.0 | $391k | 226.00 | 1729.02 |
|
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| Eli Lilly & Co. (LLY) | 0.0 | $386k | 420.00 | 919.77 |
|
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| Wright Express (WEX) | 0.0 | $375k | 2.5k | 153.04 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $369k | -7% | 645.00 | 572.13 |
|
| Morgan Stanley Com New (MS) | 0.0 | $365k | 2.2k | 164.57 |
|
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| Imperial Oil Com New (IMO) | 0.0 | $353k | 2.7k | 130.82 |
|
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| Canadian Pacific Kansas City (CP) | 0.0 | $317k | 4.0k | 78.66 |
|
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| Williams Companies (WMB) | 0.0 | $301k | 4.1k | 72.78 |
|
|
| ConocoPhillips (COP) | 0.0 | $297k | 2.3k | 132.00 |
|
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| Mastercard Incorporated Cl A (MA) | 0.0 | $292k | -96% | 585.00 | 499.66 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $284k | -12% | 14k | 20.70 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $273k | -99% | 1.4k | 198.29 |
|
| 3M Company (MMM) | 0.0 | $266k | 1.8k | 145.23 |
|
|
| Netflix (NFLX) | 0.0 | $255k | +23% | 2.7k | 96.15 |
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| Citigroup Com New (C) | 0.0 | $245k | -16% | 2.2k | 113.41 |
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| Star Group Unit Ltd Partnr (SGU) | 0.0 | $123k | 10k | 12.28 |
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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 2026 Q1 filed May 13, 2026
- 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