Wilkinson Global Asset Management LLC

CIK

1764000

Location

New York, NY

Portfolio Value

Mid $1,312,244,661

Diversification

Diversified

Filing Date

Global Rank

#1,525 / 8,623 ▼ 71 · as of Mar 2026

Top Industry

Semiconductors 22.9%

3Y Alpha vs SPY

-5.4%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

21 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.8%

SPY

+65.3%

Annualised alpha

-4.1%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

59 tracked 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 tracked positions · $1,312,244,661 total · filing declares 91 positions · $1,312,839,930 · 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	ExxonMobil Holdings 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.