Institutional Manager · CIK 0001764000
Wilkinson Global Asset Management LLC
New York, NY · File #028-19149
Latest AUM
$1.46B
Positions
97
Top-10 Concentration
55.7%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | TJX COS INC NEW | 872540109 | -751,963 | -$115.5M | +$7.3M |
| REDUCE | JPMORGAN CHASE & CO. | VYLD | -322,985 | -$104.1M | +$2.4M |
| REDUCE | MICROSOFT CORP | MSFT | -211,029 | -$102.1M | -$7.8M |
| REDUCE | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | -255,675 | -$77.7M | +$6.7M |
| ADD | SHERWIN WILLIAMS CO | SHW | +179,752 | +$58.2M | -$256,867 |
| REDUCE | TEXAS INSTRS INC | 882508104 | -325,901 | -$56.5M | -$3.6M |
| ADD | AMGEN INC | AMGN | +169,953 | +$55.6M | +$689,055 |
| ADD | UNION PAC CORP | UNP | +225,228 | +$52.1M | -$86,355 |
| REDUCE | DEERE & CO | DE | -108,358 | -$50.4M | +$951,773 |
| REDUCE | ACCENTURE PLC IRELAND | ACN | -181,867 | -$48.8M | +$4.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202597 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Sep 2025102 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Jun 2025106 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Mar 2025112 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Dec 2024117 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Sep 2024115 pos · $1.66B
- 13F HOLDINGS REPORTQ/E Jun 2024117 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Mar 2024121 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Dec 2023128 pos · $1.30B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TJX COS INC NEW | 872540109 | 722,611 | $111.0M | 7.77% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 325,082 | $104.7M | 7.33% |
| 3 | MICROSOFT CORP | MSFT | 211,918 | $102.5M | 7.18% |
| 4 | APPLE INC | AAPL | 317,424 | $86.3M | 6.04% |
| 5 | NVIDIA CORPORATION | NVDA | 435,119 | $81.1M | 5.68% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 251,927 | $76.6M | 5.36% |
| 7 | SHERWIN WILLIAMS CO | SHW | 191,307 | $62.0M | 4.34% |
| 8 | AMGEN INC | AMGN | 185,228 | $60.6M | 4.24% |
| 9 | UNION PAC CORP | UNP | 242,328 | $56.1M | 3.92% |
| 10 | TEXAS INSTRS INC | 882508104 | 316,607 | $54.9M | 3.85% |
| 11 | VISA INC | V | 145,731 | $51.1M | 3.58% |
| 12 | AMAZON COM INC | AMZN | 217,129 | $50.1M | 3.51% |
| 13 | DEERE & CO | DE | 104,515 | $48.7M | 3.41% |
| 14 | LINDE PLC | LIN | 111,957 | $47.7M | 3.34% |
| 15 | ACCENTURE PLC IRELAND | ACN | 171,988 | $46.1M | 3.23% |
| 16 | ANALOG DEVICES INC | ADI | 159,357 | $43.2M | 3.03% |
| 17 | DISNEY WALT CO | 254687106 | 370,229 | $42.1M | 2.95% |
| 18 | PARKER-HANNIFIN CORP | PH | 42,600 | $37.4M | 2.62% |
| 19 | INTUIT | INTU | 56,385 | $37.4M | 2.62% |
| 20 | PROGRESSIVE CORP | 743315103 | 127,236 | $29.0M | 2.03% |