Wilkinson Global Asset Management LLC

CIK

1764000

Location

New York, NY

Portfolio Value

Mid $1,312,244,661

Diversification

Diversified

Filing Date

Global Rank

#1,280 / 8,232 ▲ 10

Top Industry

Semiconductors 22.9%

3Y Alpha vs SPY

-5.6%

Period ended 2 months ago

Filed May 13, 2026 · 32d

21 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.1%

SPY

+76.3%

Annualised alpha

-5.6%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

+0.7 pts

Top 5

35.2%

−0.7 pts

Top 10

60.1%

+1.5 pts

HHI

498

Diversified+16

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.9%	$497,572,114	14
Financial Services	15.0%	$197,292,047	9
Industrials	14.3%	$188,055,043	6
Consumer Cyclical	13.3%	$174,662,543	7
Basic Materials	8.8%	$115,739,131	2
Healthcare	5.7%	$74,264,602	5
Communication Services	4.2%	$54,873,096	5
Energy	0.5%	$6,922,851	8
Unclassified	0.1%	$1,268,494	1
Utilities	0.1%	$906,750	1
Real Estate	0.1%	$687,990	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
SAN	Banco Santander, S.A.	+1,607,460	1,642,260	$18,524,692
AVGO	Broadcom Inc.	+17,390	54,787	$16,957,123
SPOT	Spotify Technology S.A.	+5,371	37,905	$18,380,512
UBER	Uber Technologies, Inc	+5,049	222,814	$16,027,010
IDN	Intellicheck, Inc.	+4,710	242,478	$1,694,921
NFLX	Netflix Inc	+505	2,650	$254,797
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACN	Accenture plc	−177,963	1,375	$272,648
TJX	Tjx Companies Inc /De/	−51,052	729,324	$116,473,042
DIS	Walt Disney Co	−31,633	366,306	$35,304,572
INTU	Intuit Inc.	−25,193	35,462	$15,333,059
TXN	Texas Instruments Inc	−24,423	313,964	$60,952,970
JPM	Jpmorgan Chase & Co	−22,818	331,239	$97,437,264
AAPL	Apple Inc.	−19,943	324,381	$82,324,653
MA	Mastercard Inc	−18,698	585	$292,301
UNP	Union Pacific Corp	−18,143	241,285	$58,540,566
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−17,474	251,898	$85,128,929
AMGN	Amgen Inc	−13,638	186,865	$65,748,450
MSFT	Microsoft Corp	−13,265	215,538	$79,785,700
SHW	Sherwin Williams Co	−10,466	192,396	$61,672,537
LIN	Linde PLC	−8,589	109,058	$54,066,594
NVDA	Nvidia Corp	−6,873	460,816	$80,366,310
DE	Deere & Co	−6,613	104,077	$58,626,574
AMZN	Amazon Com Inc	−5,280	242,034	$50,408,420
ADI	Analog Devices Inc	−4,159	180,598	$57,455,447
V	Visa Inc.	−3,573	153,103	$46,273,849
PGR	Progressive Corp/Oh/	−2,761	145,820	$28,907,356
RACE	Ferrari N.V.	−2,200	5,840	$1,976,548
SONY	Sony Group Corp	−2,000	13,730	$284,211
WSO	Watsco Inc	−841	78,084	$28,406,177
PH	Parker-Hannifin Corp	−774	46,801	$41,898,127
WFC	Wells Fargo & Company/Mn	−750	30,400	$2,420,144
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
COIN	Coinbase Global, Inc.	38,590	$8,726,741
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $1,312,244,661 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	729,324	-51,052	$116,473,042	−2.8%	8.88%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	331,239	-22,818	$97,437,264	−14.6%	7.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	251,898	-17,474	$85,128,929	+4.0%	6.49%
AAPL	Apple Inc. Technology	Reduced	324,381	-19,943	$82,324,653	−12.1%	6.27%
NVDA	Nvidia Corp Technology	Reduced	460,816	-6,873	$80,366,310	−7.9%	6.12%
MSFT	Microsoft Corp Technology	Reduced	215,538	-13,265	$79,785,700	−27.9%	6.08%
AMGN	Amgen Inc Healthcare	Reduced	186,865	-13,638	$65,748,450	+0.2%	5.01%
SHW	Sherwin Williams Co Basic Materials	Reduced	192,396	-10,466	$61,672,537	−6.2%	4.70%
TXN	Texas Instruments Inc Technology	Reduced	313,964	-24,423	$60,952,970	+3.8%	4.64%
DE	Deere & Co Industrials	Reduced	104,077	-6,613	$58,626,574	+13.8%	4.47%
UNP	Union Pacific Corp Industrials	Reduced	241,285	-18,143	$58,540,566	−2.5%	4.46%
ADI	Analog Devices Inc Technology	Reduced	180,598	-4,159	$57,455,447	+14.7%	4.38%
LIN	Linde PLC Basic Materials	Reduced	109,058	-8,589	$54,066,594	+7.8%	4.12%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	242,034	-5,280	$50,408,420	−11.7%	3.84%
V	Visa Inc. Financial Services	Reduced	153,103	-3,573	$46,273,849	−15.8%	3.53%
PH	Parker-Hannifin Corp Industrials	Reduced	46,801	-774	$41,898,127	+0.2%	3.19%
DIS	Walt Disney Co Communication Services	Reduced	366,306	-31,633	$35,304,572	−22.0%	2.69%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	145,820	-2,761	$28,907,356	−14.6%	2.20%
WSO	Watsco Inc Industrials	Reduced	78,084	-841	$28,406,177	+6.8%	2.16%
SAN	Banco Santander, S.A. Financial Services	Added	1,642,260	+1,607,460	$18,524,692	+4438.1%	1.41%
SPOT	Spotify Technology S.A. Communication Services	Added	37,905	+5,371	$18,380,512	−2.7%	1.40%
AVGO	Broadcom Inc. Technology	Added	54,787	+17,390	$16,957,123	+31.0%	1.29%
UBER	Uber Technologies, Inc Technology	Added	222,814	+5,049	$16,027,010	−9.9%	1.22%
INTU	Intuit Inc. Technology	Reduced	35,462	-25,193	$15,333,059	−61.8%	1.17%
ABBV	AbbVie Inc. Healthcare	Reduced	17,542	-270	$3,815,209	−6.3%	0.29%
XOM	Exxon Mobil Corp Energy	Held	21,989	0	$3,730,653	+41.0%	0.28%
JNJ	Johnson & Johnson Healthcare	Reduced	13,670	-230	$3,341,494	+16.2%	0.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,897	-400	$2,825,842	−10.7%	0.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,580	-40	$2,666,578	+1.2%	0.20%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	30,400	-750	$2,420,144	−16.6%	0.18%
RACE	Ferrari N.V. Consumer Cyclical	Reduced	5,840	-2,200	$1,976,548	−33.5%	0.15%
LOW	Lowes Companies Inc Consumer Cyclical	Held	7,800	0	$1,842,984	−2.0%	0.14%
IDN	Intellicheck, Inc. Technology	Added	242,478	+4,710	$1,694,921	+6.7%	0.13%
GLD	Spdr Gold Trust	Held	2,948	0	$1,268,494	+8.6%	0.10%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,090	-115	$973,146	+12.7%	0.07%
PNW	Pinnacle West Capital Corp Utilities	Held	9,000	0	$906,750	+13.6%	0.07%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	4,174	0	$904,213	+20.3%	0.07%
FANG	Diamondback Energy, Inc. Energy	Held	4,050	0	$801,049	+31.6%	0.06%
CVX	Chevron Corp Energy	Reduced	3,433	-20	$710,287	+35.0%	0.05%
UHT	Universal Health Realty Income Trust Real Estate	Held	17,000	0	$687,990	+3.2%	0.05%
ASML	Asml Holding NV Technology	Held	465	0	$614,185	+23.5%	0.05%
EOG	Eog Resources Inc Energy	Held	4,200	0	$607,194	+37.7%	0.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,962	-225	$564,192	−17.6%	0.04%
MELI	Mercadolibre Inc Consumer Cyclical	Held	226	0	$390,758	−14.2%	0.03%
LLY	ELI LILLY & Co Healthcare	Held	420	0	$386,303	−14.4%	0.03%
WEX	WEX Inc. Technology	Held	2,450	0	$374,948	+2.7%	0.03%
META	Meta Platforms, Inc. Communication Services	Reduced	645	-49	$369,023	−19.4%	0.03%
MS	Morgan Stanley Financial Services	Held	2,219	0	$365,180	−7.3%	0.03%
IMO	Imperial Oil Ltd Energy	Held	2,695	0	$352,559	+51.6%	0.03%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	4,035	0	$317,393	+6.8%	0.02%