Wilkinson Global Asset Management LLC
13F Reported Value
ⓘ$1.3B
Holdings
60
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wilkinson Global Asset Management LLC disclosed 60 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $TJX (TJX COMPANIES INC /DE/) at 8.9% of the equity portfolio, followed by $JPM and $TSM. During the quarter the fund opened 0 new positions and exited 3 and a full exit from $COIN. The portfolio is most concentrated in Technology (37.9% 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.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 70.7#292
Quality
$116.5M729,324 sh - 35.6#2,134
Quality
$97.4M331,239 sh - $85.1M251,898 sh
- 76.1
Quality
$82.3M324,381 sh - 90.2
Quality
$80.4M460,816 sh - 83.7
Quality
$79.8M215,538 sh - 79.5
Quality
$65.7M186,865 sh - 65.3
Quality
$61.7M192,396 sh - 70.4
Quality
$61.0M313,964 sh - 57.4
Quality
$58.6M104,077 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TJX COMPANIES INC /DE/$TJX | 70.7#292 | $116.5M | 729,324 |
 JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $97.4M | 331,239 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $85.1M | 251,898 |
 Apple Inc.$AAPL | 76.1 | $82.3M | 324,381 |
 NVIDIA CORP$NVDA | 90.2 | $80.4M | 460,816 |
 MICROSOFT CORP$MSFT | 83.7 | $79.8M | 215,538 |
 AMGEN INC$AMGN | 79.5 | $65.7M | 186,865 |
 SHERWIN WILLIAMS CO$SHW | 65.3 | $61.7M | 192,396 |
 TEXAS INSTRUMENTS INC$TXN | 70.4 | $61.0M | 313,964 |
 DEERE & CO$DE | 57.4 | $58.6M | 104,077 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wilkinson Global Asset Management LLC's 60 positions.
Showing top 10 of 60 holdings.
Sector Allocation
Technology
$497.8M
Consumer Discretionary
$262.9M
Financials
$198.6M
Industrials
$162.6M
Healthcare
$74.5M
Materials
$54.1M
Communication Services
$53.9M
Energy
$6.8M
Full Holdings — Wilkinson Global Asset Management LLC (Q1 2026)
All 60 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TJX | TJX COMPANIES INC /DE/ | $116.5M | 8.9% | -7% | 70.7 |
| 2 | $JPM | JPMORGAN CHASE & CO | $97.4M | 7.4% | -6% | 35.6 |
| 3 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $85.1M | 6.5% | -6% | — |
| 4 | $AAPL | Apple Inc. | $82.3M | 6.3% | -6% | 76.1 |
| 5 | $NVDA | NVIDIA CORP | $80.4M | 6.1% | -1% | 90.2 |
| 6 | $MSFT | MICROSOFT CORP | $79.8M | 6.1% | -6% | 83.7 |
| 7 | $AMGN | AMGEN INC | $65.7M | 5.0% | -7% | 79.5 |
| 8 | $SHW | SHERWIN WILLIAMS CO | $61.7M | 4.7% | -5% | 65.3 |
| 9 | $TXN | TEXAS INSTRUMENTS INC | $61.0M | 4.6% | -7% | 70.4 |
| 10 | $DE | DEERE & CO | $58.6M | 4.5% | -6% | 57.4 |
| 11 |  $UNP | UNION PACIFIC CORP | $58.5M | 4.5% | -7% | 74 |
| 12 |  $ADI | ANALOG DEVICES INC | $57.5M | 4.4% | -2% | 76.2 |
| 13 |  $LIN | LINDE PLC | $54.1M | 4.1% | -7% | — |
| 14 |  $AMZN | AMAZON COM INC | $50.4M | 3.8% | -2% | 74.6 |
| 15 |  $V | VISA INC. | $46.3M | 3.5% | -2% | 83.5 |
| 16 |  $PH | Parker-Hannifin Corp | $41.9M | 3.2% | -2% | 73.8 |
| 17 |  $DIS | Walt Disney Co | $35.3M | 2.7% | -8% | 68.9 |
| 18 |  $PGR | PROGRESSIVE CORP/OH/ | $28.9M | 2.2% | -2% | 83.6 |
| 19 |  $WSO | WATSCO INC | $28.4M | 2.2% | -1% | 58.9 |
| 20 |  $SAN | Banco Santander, S.A. | $18.5M | 1.4% | +4619% | — |
| 21 |  $SPOT | Spotify Technology S.A. | $18.4M | 1.4% | +17% | — |
| 22 |  $AVGO | Broadcom Inc. | $17.0M | 1.3% | +47% | 86.4 |
| 23 |  $UBER | Uber Technologies, Inc | $16.0M | 1.2% | +2% | 79.3 |
| 24 |  $INTU | INTUIT INC. | $15.3M | 1.2% | -42% | 82 |
| 25 |  $ABBV | AbbVie Inc. | $3.8M | 0.3% | -2% | 59.3 |
| 26 |  $XOM | EXXON MOBIL CORP | $3.7M | 0.3% | +0% | 61.8 |
| 27 |  $JNJ | JOHNSON & JOHNSON | $3.3M | 0.3% | -2% | 72.8 |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.2% | -6% | 64.5 |
| 29 |  $MCD | MCDONALDS CORP | $2.7M | 0.2% | -0% | 73.9 |
| 30 |  $WFC | WELLS FARGO & COMPANY/MN | $2.4M | 0.2% | -2% | — |
| 31 |  $RACE | Ferrari N.V. | $2.0M | 0.1% | -27% | — |
| 32 |  $LOW | LOWES COMPANIES INC | $1.8M | 0.1% | +0% | 63.5 |
| 33 |  $IDN | Intellicheck, Inc. | $1.7M | 0.1% | +2% | — |
| 34 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.1% | +0% | — |
| 35 |  $MRK | Merck & Co., Inc. | $973,146 | 0.1% | -1% | 70.9 |
| 36 |  $PNW | PINNACLE WEST CAPITAL CORP | $906,750 | 0.1% | +0% | 55.5 |
| 37 |  $ROST | ROSS STORES, INC. | $904,214 | 0.1% | +0% | 71.5 |
| 38 |  $FANG | Diamondback Energy, Inc. | $801,049 | 0.1% | +0% | 81.4 |
| 39 |  $CVX | CHEVRON CORP | $710,288 | 0.1% | -1% | 54.7 |
| 40 |  $UHT | UNIVERSAL HEALTH REALTY INCOME TRUST | $687,990 | 0.1% | +0% | 54.6 |
| 41 |  $ASML | ASML HOLDING NV | $614,186 | 0.1% | +0% | — |
| 42 |  $EOG | EOG RESOURCES INC | $607,194 | 0.1% | +0% | 71.1 |
| 43 |  $GOOGL | Alphabet Inc. | $595,234 | 0.1% | -1% | 80.2 |
| 44 |  $GOOG | Alphabet Inc. | $564,193 | 0.0% | -10% | 80.2 |
| 45 |  $MELI | MERCADOLIBRE INC | $390,759 | 0.0% | +0% | 77.5 |
| 46 |  $LLY | ELI LILLY & Co | $386,303 | 0.0% | +0% | 89.3 |
| 47 |  $WEX | WEX Inc. | $374,948 | 0.0% | +0% | 49 |
| 48 |  $META | Meta Platforms, Inc. | $369,024 | 0.0% | -7% | 80.9 |
| 49 |  $MS | MORGAN STANLEY | $365,181 | 0.0% | +0% | — |
| 50 |  $IMO | IMPERIAL OIL LTD | $352,560 | 0.0% | +0% | — |
| 51 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $317,393 | 0.0% | +0% | — |
| 52 |  $WMB | WILLIAMS COMPANIES, INC. | $301,309 | 0.0% | +0% | 72.8 |
| 53 |  $COP | CONOCOPHILLIPS | $297,000 | 0.0% | +0% | 74.8 |
| 54 |  $MA | Mastercard Inc | $292,301 | 0.0% | -97% | 81.7 |
| 55 |  $SONY | Sony Group Corp | $284,211 | 0.0% | -13% | — |
| 56 |  $ACN | Accenture plc | $272,649 | 0.0% | -99% | — |
| 57 |  $MMM | 3M CO | $266,207 | 0.0% | +0% | 60.7 |
| 58 |  $NFLX | NETFLIX INC | $254,797 | 0.0% | +24% | 86.7 |
| 59 |  $C | CITIGROUP INC | $245,419 | 0.0% | -17% | 54.8 |
| 60 |  $SGU | STAR GROUP, L.P. | $122,800 | 0.0% | +0% | 73.8 |
Exited Positions (3)
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