Wilkinson Global Asset Management LLC

CIK

1764000

Location

New York, NY

Portfolio Value

Small $115,739,131

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

2 positions · $115,739,131 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
SHW	Sherwin Williams Co Basic Materials	Reduced	192,396	-10,466	$61,672,537	−6.2%	53.29%
LIN	Linde PLC Basic Materials	Reduced	109,058	-8,589	$54,066,594	+7.8%	46.71%