Institutions / Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management LLC
CIK 1764000 · Institution · as of Dec 31, 2025
Portfolio value
$1.46B
Positions
63
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 63 →
| Company | Value | % of portfolio |
|---|---|---|
| TJX Cos Inc/The | $119.87M | 8.2% |
| JPMorgan Chase & Co | $114.08M | 7.8% |
| Microsoft Corp | $110.65M | 7.6% |
| Apple Inc. | $93.61M | 6.4% |
| NVIDIA Corp | $87.22M | 6.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $81.86M | 5.6% |
| Sherwin Williams Co | $65.73M | 4.5% |
| Amgen Inc | $65.63M | 4.5% |
| Union Pacific Corp | $60.01M | 4.1% |
| Texas Instruments Inc | $58.71M | 4.0% |
| Amazon.com Inc | $57.09M | 3.9% |
| Visa Inc | $54.95M | 3.8% |
| Deere & Co | $51.53M | 3.5% |
| Linde PLC | $50.16M | 3.4% |
| Analog Devices Inc | $50.11M | 3.4% |
| Accenture plc | $48.12M | 3.3% |
| Walt Disney Co | $45.27M | 3.1% |
| Parker-Hannifin Corp | $41.82M | 2.9% |
| Intuit Inc. | $40.18M | 2.7% |
| Progressive CORP/OH | $33.83M | 2.3% |
| Watsco, Inc. | $26.59M | 1.8% |
| Spotify Technology S a | $18.89M | 1.3% |
| Uber Technologies, Inc | $17.79M | 1.2% |
| Broadcom Inc. | $12.94M | 0.9% |
| Mastercard Inc | $11.01M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.