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Wilkinson Global Asset Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1764000
Institutional-grade research for retail investors

Sector Allocation

  • Technology39.6%$498.6M
  • Financials16.6%$209.2M
  • Consumer Discretionary13.8%$173.4M
  • Industrials12.8%$161.3M
  • Materials7.4%$92.7M
  • Healthcare4.7%$59.1M
  • Communication Services3.4%$42.2M
  • Other1.2%$15.1M
  • Energy0.4%$5.6M
  • Utilities0.1%$963,000

AUM History

13fpro.ai/research/fund/wilkinson-global-asset-management-llc-1764000

Conviction and streaks

Diversifying · top 10 = 55.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold7.1% weight · held 10 quartersTSM$TSMConviction hold7.0% weight · held 5 quartersJPM$JPMConviction hold6.5% weight · held 10 quartersTJX$TJXConviction hold6.2% weight · held 10 quartersAAPL$AAPLConviction hold5.8% weight · held 10 quartersIDN$IDNAccumulating+42% shares · 9 quarters runningSAN$SANAccumulating+4656% shares · 2 quarters runningSPOT$SPOTAccumulating+18% shares · 2 quarters runningJPM$JPMTrimming-51% shares · 9 quarters runningTJX$TJXTrimming-54% shares · 9 quarters runningAAPL$AAPLTrimming-46% shares · 9 quarters runningMSFT$MSFTTrimming-44% shares · 9 quarters runningADI$ADITrimming-34% shares · 9 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/wilkinson-global-asset-management-llc-1764000

Wilkinson Global Asset Management LLC 13F holdings — Q2 2026

$1.3B portfolio (-4.1% QoQ) · 62 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio

All holdings — Wilkinson Global Asset Management LLC (Q2 2026)

62 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
V$VVISA INC.$51.0M-3%
AMGN$AMGNAMGEN INC$49.4M-27%
UNP$UNPUNION PACIFIC CORP$48.5M-26%
DE$DEDEERE & CO$48.2M-27%
PH$PHParker-Hannifin Corp$44.8M-2%
LIN$LINLINDE PLC$38.6M-32%
WSO$WSOWATSCO INC$31.6M-3%
DELL$DELLDell Technologies Inc.$28.4MNew
PGR$PGRPROGRESSIVE CORP/OH/$25.5M-20%
DIS$DISWalt Disney Co$24.6M-30%
SAN$SANBanco Santander, S.A.adr$22.8M+0.8%
MFG$MFGMIZUHO FINANCIAL GROUP INCadr$21.4MNew
AVGO$AVGOBroadcom Inc.$20.7M-0.1%
ODFL$ODFLOLD DOMINION FREIGHT LINE, INC.$18.7MNew
SPOT$SPOTSpotify Technology S.A.$17.7M+2%

What changed in Q2 2026

Against the previous quarter's 13F: 6 new, 5 added to, 30 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

  • DELL$DELLDell Technologies Inc.$28.4M

    first bought this quarter

  • MFG$MFGMIZUHO FINANCIAL GROUP INC$21.4M

    first bought this quarter

  • ODFL$ODFLOLD DOMINION FREIGHT LINE, INC.$18.7M

    first bought this quarter

  • ISHARES TR - MSCI ACWI ETF$15.1M

    first bought this quarter

  • NVT$NVTnVent Electric plc$390K

    first bought this quarter

  • HXL$HXLHEXCEL CORP /DE/$200K

    first bought this quarter

Added to (5)

  • SPOT$SPOTSpotify Technology S.A.+2%

    now $17.7M · held 5 qtrs, 2 adds in a row

  • SAN$SANBanco Santander, S.A.+0.8%

    now $22.8M · held 3 qtrs

  • RACE$RACEFerrari N.V.+5%

    now $2.3M · held 10+ qtrs

  • GOOGL$GOOGLAlphabet Inc.+4%

    now $728K · held 10+ qtrs

  • IDN$IDNIntellicheck, Inc.+2%

    now $1.0M · held 10+ qtrs, 9 adds in a row

Trimmed (30)

  • TJX$TJXTJX COMPANIES INC /DE/-30%

    now $77.6M · held 10+ qtrs, 9 trims in a row

  • TXN$TXNTEXAS INSTRUMENTS INC-35%

    now $61.1M · held 10+ qtrs, 3 trims in a row

  • TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-26%

    now $88.7M · held 5 qtrs, 3 trims in a row

  • JPM$JPMJPMORGAN CHASE & CO-25%

    now $81.3M · held 10+ qtrs, 9 trims in a row

  • AAPL$AAPLApple Inc.-23%

    now $72.7M · held 10+ qtrs, 6 trims in a row

  • AMGN$AMGNAMGEN INC-27%

    now $49.4M · held 10+ qtrs, 9 trims in a row

+24 more in the Excel export

Sold out (4)

  • INTU$INTUINTUIT INC.was $15.3M

    held 9+ qtrs

  • MA$MAMastercard Incwas $292K

    held 4 qtrs

  • ACN$ACNAccenture plcwas $273K

    held 9+ qtrs

  • NFLX$NFLXNETFLIX INCwas $255K

    held 4 qtrs

Firm AUM (Form ADV): $1.9B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Wilkinson Global Asset Management LLC has filed, 21 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Wilkinson Global Asset Management?

Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Wilkinson Global Asset Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-0.4%

Value-weighted move of the 10 largest stock positions

Turnover

7%

Last quarter; 12% over the last 4

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Wilkinson Global Asset Management LLC disclosed 62 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 7.1% of the equity portfolio, followed by $TSM and $JPM. During the quarter the fund opened 6 new positions and exited 4 — including a new stake in $DELL and a full exit from $INTU. The portfolio is most concentrated in Technology (39.6% of disclosed assets). All figures are sourced directly from Wilkinson Global Asset Management LLC’s Form 13F-HR filing with the SEC under CIK 1764000.

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AI-Powered Hedge Fund Analysis: Wilkinson Global Asset Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Wilkinson Global Asset Management LLC (SEC CIK: 1764000), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Wilkinson Global Asset Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.