Wilkinson Global Asset Management LLC
CIK: 0001764000SEC EDGAR →
Portfolio Value
$1.5B
Holdings
63
As of
Q4 2025
New Positions
63
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TJX COS INC NEW | 780,376 | $119.9M | 8.19% |
| 2 | JPMORGAN CHASE & CO. | 354,057 | $114.1M | 7.79% |
| 3 | MICROSOFT CORP | 228,803 | $110.7M | 7.56% |
| 4 | APPLE INC | 344,324 | $93.6M | 6.39% |
| 5 | NVIDIA CORPORATION | 467,689 | $87.2M | 5.96% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 269,372 | $81.9M | 5.59% |
| 7 | SHERWIN WILLIAMS CO | 202,862 | $65.7M | 4.49% |
| 8 | AMGEN INC | 200,503 | $65.6M | 4.48% |
| 9 | UNION PAC CORP | 259,428 | $60.0M | 4.10% |
| 10 | TEXAS INSTRS INC | 338,387 | $58.7M | 4.01% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (63)
$119.9M · 780K shares
$114.1M · 354K shares
$110.7M · 229K shares
$93.6M · 344K shares
$87.2M · 468K shares
$81.9M · 269K shares
$65.7M · 203K shares
$65.6M · 201K shares
$60.0M · 259K shares
$58.7M · 338K shares
$57.1M · 247K shares
$54.9M · 157K shares
$51.5M · 111K shares
$50.2M · 118K shares
$50.1M · 185K shares
$48.1M · 179K shares
$45.3M · 398K shares
$41.8M · 48K shares
$40.2M · 61K shares
$33.8M · 149K shares
$26.6M · 79K shares
$18.9M · 33K shares
$17.8M · 218K shares
$12.9M · 37K shares
$11.0M · 19K shares
$8.7M · 39K shares
$4.1M · 18K shares
$3.2M · 6K shares
$3.0M · 8K shares
$2.9M · 31K shares
$2.9M · 14K shares
$2.6M · 22K shares
$2.6M · 9K shares
$1.9M · 8K shares
$1.6M · 238K shares
$1.2M · 3K shares
$863K · 8K shares
$798K · 9K shares
$751K · 4K shares
$684K · 2K shares
$666K · 17K shares
$657K · 2K shares
$608K · 4K shares
$526K · 3K shares
$497K · 465 shares
$458K · 694 shares
$455K · 226 shares
$451K · 420 shares
$441K · 4K shares
$408K · 35K shares
$402K · 16K shares
$393K · 2K shares
$365K · 2K shares
$302K · 3K shares
$297K · 4K shares
$293K · 2K shares
$248K · 4K shares
$242K · 4K shares
$232K · 3K shares
$224K · 2K shares
$210K · 2K shares
$201K · 2K shares
$118K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $604.0M | 41.3% |
| Financial Services | 9 | $226.4M | 15.5% |
| Consumer Cyclical | 6 | $185.2M | 12.6% |
| Industrials | 6 | $180.5M | 12.3% |
| Basic Materials | 2 | $115.9M | 7.9% |
| Healthcare | 5 | $73.9M | 5.0% |
| Communication Services | 6 | $66.2M | 4.5% |
| Unknown | 5 | $5.5M | 0.4% |
| Energy | 8 | $5.0M | 0.3% |
| Utilities | 1 | $798K | 0.1% |
| Real Estate | 1 | $666K | 0.0% |