Wilkinson Global Asset Management LLC

CIK

1764000

Location

New York, NY

Portfolio Value

Mid $1,258,897,385

Diversification

Diversified

Filing Date

Global Rank

#2,153 / 8,794 ▼ 352 · as of Jun 2026

Top Industry

Semiconductors 25.4%

Period ended 3 months ago

Filed Aug 6, 2026 · 2mo

22 quarters · since Mar 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

61 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.1%

−1.7 pts

Top 5

32.6%

−2.6 pts

Top 10

55.5%

−4.5 pts

HHI

439

Diversified−58

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.5%	$497,135,263	13
Financial Services	16.5%	$208,125,986	9
Industrials	15.3%	$193,055,564	9
Consumer Cyclical	11.2%	$141,624,041	7
Basic Materials	7.3%	$92,513,088	2
Healthcare	4.7%	$58,838,781	5
Communication Services	3.5%	$44,060,528	4
Unclassified	1.3%	$16,145,780	2
Energy	0.5%	$5,689,734	8
Utilities	0.1%	$963,000	1
Real Estate	0.1%	$745,620	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
SAN	Banco Santander, S.A.	+12,737	1,654,997	$22,838,958
IDN	Intellicheck, Inc.	+4,292	246,770	$1,011,757
SPOT	Spotify Technology S.A.	+570	38,475	$17,665,026
RACE	Ferrari N.V.	+300	6,140	$2,285,860
GOOGL	Alphabet Inc.	+75	4,112	$1,461,121
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TJX	Tjx Companies Inc /De/	−217,158	512,166	$77,593,149
DIS	Walt Disney Co	−110,993	255,313	$24,573,876
TXN	Texas Instruments Inc	−108,966	204,998	$61,103,753
JPM	Jpmorgan Chase & Co	−82,769	248,470	$81,331,684
AAPL	Apple Inc.	−73,173	251,208	$72,689,546
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−66,127	185,771	$88,718,655
UNP	Union Pacific Corp	−63,020	178,265	$48,488,080
AMGN	Amgen Inc	−50,357	136,508	$49,432,276
MSFT	Microsoft Corp	−47,385	168,153	$62,724,431
ADI	Analog Devices Inc	−42,093	138,505	$55,010,030
SHW	Sherwin Williams Co	−35,930	156,466	$53,874,373
LIN	Linde PLC	−34,601	74,457	$38,638,715
PGR	Progressive Corp/Oh/	−29,214	116,606	$25,472,579
DE	Deere & Co	−28,048	76,029	$48,227,475
NVDA	Nvidia Corp	−11,867	448,949	$89,830,205
UBER	Uber Technologies, Inc	−7,844	214,970	$15,512,235
AMZN	Amazon Com Inc	−5,255	236,779	$56,433,906
V	Visa Inc.	−4,345	148,758	$51,037,382
WSO	Watsco Inc	−2,245	75,839	$31,604,385
PH	Parker-Hannifin Corp	−1,045	45,756	$44,754,858
WMB	Williams Companies, Inc.	−640	3,500	$260,190
BRK-B	Berkshire Hathaway Inc	−330	5,567	$2,785,671
FANG	Diamondback Energy, Inc.	−300	3,750	$659,175
GLD	Spdr Gold Trust	−128	2,820	$1,038,831
JNJ	Johnson & Johnson	−90	13,580	$3,448,912
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	65,791	$28,386,184
MFG	Mizuho Financial Group Inc	2,233,445	$21,396,402
ODFL	Old Dominion Freight Line, Inc.	86,538	$18,744,130
AAXJ	iShares MSCI All Country Asia ex Japan ETF	96,241	$15,106,949
NVT	nVent Electric plc	2,300	$390,103
HXL	Hexcel Corp /De/	2,000	$200,120
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	35,462	$15,333,059
MA	Mastercard Inc	585	$292,301
ACN	Accenture plc	1,375	$272,648
NFLX	Netflix Inc	2,650	$254,797
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 tracked positions · $1,258,897,385 total · filing declares 94 positions · $1,258,896,980 · as of Jun 30, 2026

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

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	448,949	-11,867	$89,830,205	+11.8%	7.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	185,771	-66,127	$88,718,655	+4.2%	7.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	248,470	-82,769	$81,331,684	−16.5%	6.46%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	512,166	-217,158	$77,593,149	−33.4%	6.16%
AAPL	Apple Inc. Technology	Reduced	251,208	-73,173	$72,689,546	−11.7%	5.77%
MSFT	Microsoft Corp Technology	Reduced	168,153	-47,385	$62,724,431	−21.4%	4.98%
TXN	Texas Instruments Inc Technology	Reduced	204,998	-108,966	$61,103,753	+0.2%	4.85%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	236,779	-5,255	$56,433,906	+12.0%	4.48%
ADI	Analog Devices Inc Technology	Reduced	138,505	-42,093	$55,010,030	−4.3%	4.37%
SHW	Sherwin Williams Co Basic Materials	Reduced	156,466	-35,930	$53,874,373	−12.6%	4.28%
V	Visa Inc. Financial Services	Reduced	148,758	-4,345	$51,037,382	+10.3%	4.05%
AMGN	Amgen Inc Healthcare	Reduced	136,508	-50,357	$49,432,276	−24.8%	3.93%
UNP	Union Pacific Corp Industrials	Reduced	178,265	-63,020	$48,488,080	−17.2%	3.85%
DE	Deere & Co Industrials	Reduced	76,029	-28,048	$48,227,475	−17.7%	3.83%
PH	Parker-Hannifin Corp Industrials	Reduced	45,756	-1,045	$44,754,858	+6.8%	3.56%
LIN	Linde PLC Basic Materials	Reduced	74,457	-34,601	$38,638,715	−28.5%	3.07%
WSO	Watsco Inc Industrials	Reduced	75,839	-2,245	$31,604,385	+11.3%	2.51%
DELL	Dell Technologies Inc. Technology	NEW	65,791	NEW	$28,386,184	NEW	2.25%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	116,606	-29,214	$25,472,579	−11.9%	2.02%
DIS	Walt Disney Co Communication Services	Reduced	255,313	-110,993	$24,573,876	−30.4%	1.95%
SAN	Banco Santander, S.A. Financial Services	Added	1,654,997	+12,737	$22,838,958	+23.3%	1.81%
MFG	Mizuho Financial Group Inc Financial Services	NEW	2,233,445	NEW	$21,396,402	NEW	1.70%
AVGO	Broadcom Inc. Technology	Reduced	54,708	-79	$20,665,947	+21.9%	1.64%
ODFL	Old Dominion Freight Line, Inc. Industrials	NEW	86,538	NEW	$18,744,130	NEW	1.49%
SPOT	Spotify Technology S.A. Communication Services	Added	38,475	+570	$17,665,026	−3.9%	1.40%
UBER	Uber Technologies, Inc Technology	Reduced	214,970	-7,844	$15,512,235	−3.2%	1.23%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	NEW	96,241	NEW	$15,106,949	NEW	1.20%
ABBV	AbbVie Inc. Healthcare	Held	17,542	0	$4,414,268	+15.7%	0.35%
JNJ	Johnson & Johnson Healthcare	Reduced	13,580	-90	$3,448,912	+3.2%	0.27%
XOM	ExxonMobil Holdings Corp Energy	Held	21,989	0	$3,006,336	−19.4%	0.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,567	-330	$2,785,671	−1.4%	0.22%
WFC	Wells Fargo & Company/Mn Financial Services	Held	30,400	0	$2,512,256	+3.8%	0.20%
MCD	Mcdonalds Corp Consumer Cyclical	Held	8,580	0	$2,319,259	−13.0%	0.18%
RACE	Ferrari N.V. Consumer Cyclical	Added	6,140	+300	$2,285,860	+15.6%	0.18%
LOW	Lowes Companies Inc Consumer Cyclical	Held	7,800	0	$1,719,822	−6.7%	0.14%
GOOGL	Alphabet Inc. Communication Services	Added	4,112	+75	$1,461,121	+26.0%	0.12%
MRK	Merck & Co., Inc. Healthcare	Held	8,090	0	$1,039,565	+6.8%	0.08%
GLD	Spdr Gold Trust	Reduced	2,820	-128	$1,038,831	−18.1%	0.08%
IDN	Intellicheck, Inc. Technology	Added	246,770	+4,292	$1,011,757	−40.3%	0.08%
PNW	Pinnacle West Capital Corp Utilities	Held	9,000	0	$963,000	+6.2%	0.08%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	4,174	0	$888,435	−1.7%	0.07%
ASML	Asml Holding NV Technology	Reduced	433	-32	$861,427	+40.3%	0.07%
UHT	Universal Health Realty Income Trust Real Estate	Held	17,000	0	$745,620	+8.4%	0.06%
FANG	Diamondback Energy, Inc. Energy	Reduced	3,750	-300	$659,175	−17.7%	0.05%
CVX	Chevron Corp Energy	Reduced	3,348	-85	$554,964	−21.9%	0.04%
EOG	Eog Resources Inc Energy	Held	4,200	0	$544,866	−10.3%	0.04%
LLY	ELI LILLY & Co Healthcare	Held	420	0	$503,760	+30.4%	0.04%
MS	Morgan Stanley Financial Services	Reduced	2,144	-75	$448,181	+22.7%	0.04%
NVT	nVent Electric plc Industrials	NEW	2,300	NEW	$390,103	NEW	0.03%
MELI	Mercadolibre Inc Consumer Cyclical	Held	226	0	$383,610	−1.8%	0.03%

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.