Wilkinson Global Asset Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.31B
Q ending 2026-03-31
Prior quarter
$1.46B
Q ending 2025-12-31
Change
-10.3% QoQ · -17.9% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tjx Cos Inc New | TJX | Shares | $116.5M | 729K |
| Jpmorgan Chase & Co | JPM | Shares | $97.4M | 331K |
| Taiwan Semiconductor Manufac | TSM | Shares | $85.1M | 252K |
| Apple Inc | AAPL | Shares | $82.3M | 324K |
| Nvidia Corporation | NVDA | Shares | $80.4M | 461K |
| Microsoft Corp | MSFT | Shares | $79.8M | 216K |
| Amgen Inc | AMGN | Shares | $65.7M | 187K |
| Sherwin Williams Co | SHW | Shares | $61.7M | 192K |
| Texas Instrs Inc | TXN | Shares | $61.0M | 314K |
| Deere & Co | DE | Shares | $58.6M | 104K |
| Union Pac Corp | UNP | Shares | $58.5M | 241K |
| Analog Devices Inc | ADI | Shares | $57.5M | 181K |
| Linde Plc | Shares | $54.1M | 109K | |
| Amazon Com Inc | AMZN | Shares | $50.4M | 242K |
| Visa Inc | V | Shares | $46.3M | 153K |
| Parker-Hannifin Corp | PH | Shares | $41.9M | 47K |
| Disney Walt Co | DIS | Shares | $35.3M | 366K |
| Progressive Corp | PGR | Shares | $28.9M | 146K |
| Watsco Inc | WSO | Shares | $28.4M | 78K |
| Banco Santander Sa | SAN | Shares | $18.5M | 1.6M |
| Spotify Technology S A | Shares | $18.4M | 38K | |
| Broadcom Inc | AVGO | Shares | $17.0M | 55K |
| Uber Technologies Inc | UBER | Shares | $16.0M | 223K |
| Intuit | INTU | Shares | $15.3M | 35K |
| Abbvie Inc | ABBV | Shares | $3.8M | 18K |
| Exxon Mobil Corp | XOM | Shares | $3.7M | 22K |
| Johnson & Johnson | JNJ | Shares | $3.3M | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.8M | 6K |
| Mcdonalds Corp | MCD | Shares | $2.7M | 9K |
| Wells Fargo & Co | WFC | Shares | $2.4M | 30K |
| Ferrari N V | Shares | $2.0M | 6K | |
| Lowes Cos Inc | LOW | Shares | $1.8M | 8K |
| Intellicheck Mobilisa Inc | IDN | Shares | $1.7M | 242K |
| Spdr Gold Tr | GLD | Shares | $1.3M | 3K |
| Merck & Co Inc | MRK | Shares | $973K | 8K |
| Pinnacle West Cap Corp | PNW | Shares | $907K | 9K |
| Ross Stores Inc | ROST | Shares | $904K | 4K |
| Diamondback Energy Inc | FANG | Shares | $801K | 4K |
| Chevron Corporation | CVX | Shares | $710K | 3K |
| Universal Health Rlty Income | UHT | Shares | $688K | 17K |
| Asml Hldg Nv | Shares | $614K | 465 | |
| Eog Res Inc | EOG | Shares | $607K | 4K |
| Alphabet Inc | GOOG | Shares | $595K | 2K |
| Alphabet Inc | GOOGL | Shares | $564K | 2K |
| Mercadolibre Inc | MELI | Shares | $391K | 226 |
| Eli Lilly & Co | LLY | Shares | $386K | 420 |
| Wex Inc | WEX | Shares | $375K | 2K |
| Meta Platforms Inc | META | Shares | $369K | 645 |
| Morgan Stanley | MS | Shares | $365K | 2K |
| Imperial Oil Ltd | IMO | Shares | $353K | 3K |
| Canadian Pacific Kansas City | CP | Shares | $317K | 4K |
| Williams Cos Inc | WMB | Shares | $301K | 4K |
| Conocophillips | COP | Shares | $297K | 2K |
| Mastercard Incorporated | MA | Shares | $292K | 585 |
| Sony Group Corp | SONY | Shares | $284K | 14K |
| Accenture Plc Ireland | Shares | $273K | 1K | |
| 3M Co | MMM | Shares | $266K | 2K |
| Netflix Inc. | NFLX | Shares | $255K | 3K |
| Citigroup Inc | C | Shares | $245K | 2K |
| Star Group Lp | SGU | Shares | $123K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.