Back to Wilkinson Global Asset Management LLC

Wilkinson Global Asset Management LLC

All holdings · as of Dec 31, 2025

63 positions

CompanyClassValueShares% of portfolio
Sony Group CorpSONYADR$402.7K15,7300.0%
Morgan Stanley$393.9K2,2190.0%
WEX Inc$365.0K2,4500.0%
CITIGROUP INC$302.7K2,5940.0%
CANADIAN PACIFIC KANSAS CITY$297.1K4,0350.0%
3M CO$293.5K1,8330.0%
Williams Cos Inc/The$248.9K4,1400.0%
VANGUARD TAX-MANAGED FDS$242.6K3,8830.0%
IMPERIAL OIL LTD$232.6K2,6950.0%
ISHARES TR$224.6K2,1900.0%
ConocoPhillips$210.6K2,2500.0%
Netflix Inc$201.1K2,1450.0%
STAR GROUP, L.P.SGUCommon Stock$118.4K10,0000.0%
← PrevPage 2 of 2Next →