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Wilkinson Global Asset Management LLC — 13F Holdings & Portfolio

CIK 1764000 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Wilkinson Global Asset Management LLC manages $1.26B in 13F-reported U.S. long-equity assets across 94 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.62%), TSM (6.38%), JPM (5.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 4; 20 existing positions rose in reported value and 23 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$1.26B

Long-equity book

Holdings
94

Distinct positions

Period
2026-06-30

Filed 2026-08-06

Q/Q Activity
+6 / −4 / ↑20 / ↓23

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA7.1% · -3%TSM7.0% · -26%JPM6.5% · -25%TJX6.2% · -30%AAPL5.8% · -23%MSFT5.0% · -22%TXN4.9% · -35%AMZN4.5% · -2%ADI4.4% · -23%SHW4.3% · -19%V4.1% · -3%AMGN3.9% · -27%UNP3.9% · -26%DE3.8% · -27%PH3.6% · -2%LIN3.1% · -32%WSO2.5% · -3%DELL2.3% · newPGR2.0% · -20%DIS2.0% · -30%SAN1.8% · +1%MFG1.7% · newAVGO1.6% · -0%ODFL1.5% · newSPOT1.4% · +2%UBER1.2% · -4%ACWI1.2% · newABBV0.4% · 0%JNJ0.3% · -1%XOM0.2% · 0%BRK.B0.2% · -6%WFC0.2% · 0%MCD0.2% · 0%RACE0.2% · +5%LOW0.1% · 0%MRK0.1% · 0%GLD0.1% · -4%IDN0.1% · +2%PNW0.1% · 0%ROST0.1% · 0%ASML0.1% · -7%UHT0.1% · 0%GOOG0.1% · 0%GOOGL0.1% · +4%FANG0.1% · -7%CVX0.0% · -2%EOG0.0% · 0%LLY0.0% · 0%MS0.0% · -3%NVT0.0% · newMELI0.0% · 0%META0.0% · -1%CP0.0% · 0%WEX0.0% · 0%C0.0% · 0%IMO0.0% · 0%MMM0.0% · 0%SONY0.0% · 0%WMB0.0% · -16%COP0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 1, 2026.

Assets Under Management
$1.88B
Discretionary
$1.79B
Employees
13
Accounts
575
Address
1270 6TH AVENUE
9TH FLOOR
NEW YORK, NY 10020
Phone
(212) 301-6864
Website
Name Title / Status Ownership Type
WILKINSON GLOBAL CAPITAL PARTNERS LLC ControlSOLE MEMBER
since Dec 2020
75% or moreDomestic Entity
WILKINSON, CHARLES, CARROLL ControlCHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO)
since Dec 2018
Less than 5%Individual
WILKINSON, DONALD III, MCLEAN, CFA ControlCHAIRMAN AND CHIEF EXECUTIVE OFFICER
since Dec 2018
Less than 5%Individual
WILKINSON, CHARLES, CARROLL Control
Indirect owner via WILKINSON GLOBAL CAPITAL PARTNERS LLC
MEMBER
since Oct 2018
25–50%Individual
WILKINSON, DONALD III, MCLEAN, CFA Control
Indirect owner via WILKINSON GLOBAL CAPITAL PARTNERS LLC
MEMBER
since Oct 2018
25–50%Individual
Ownership & leadership changes · 2 filings with changes since Aug 10, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 19, 2021 filing
  • No longer listedFIERA CAPITAL CORPORATION · SHAREHOLDER · 75% or more · indirect via FIERA US HOLDING INC. · control person · listed since Jul 2018
  • No longer listedFIERA CAPITAL INC. · SOLE MEMBER · 75% or more · control person · listed since Jul 2018
  • No longer listedFIERA US HOLDING INC. · SHAREHOLDER · 75% or more · indirect via FIERA CAPITAL INC. · control person · listed since Jul 2018
  • AddedWILKINSON GLOBAL CAPITAL PARTNERS LLC · SOLE MEMBER · 75% or more · control person
  • AddedWILKINSON, CHARLES, CARROLL · MEMBER · 25–50% · indirect via WILKINSON GLOBAL CAPITAL PARTNERS LLC · control person
  • AddedWILKINSON, DONALD III, MCLEAN, CFA · MEMBER · 25–50% · indirect via WILKINSON GLOBAL CAPITAL PARTNERS LLC · control person
  • ChangedWILKINSON, CHARLES, CARROLL · title CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF OPERATING, FINANCIAL & COMPLIANCE OFFICER (CCO)
Jan 8, 2019 filing
  • AddedWILKINSON, DONALD III, MCLEAN, CFA · CHAIRMAN AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Aug 10, 2018 filing (earliest on record)
  • ListedFIERA CAPITAL CORPORATION · SHAREHOLDER · 75% or more · indirect via FIERA US HOLDING INC. · control person
  • ListedFIERA CAPITAL INC. · SOLE MEMBER · 75% or more · control person
  • ListedFIERA US HOLDING INC. · SHAREHOLDER · 75% or more · indirect via FIERA CAPITAL INC. · control person
  • ListedWILKINSON, CHARLES, CARROLL · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 20 →

Top Trims

Show all 23 →

New Positions

Show all 6 →

Exited Positions

Show all 4 →

Wilkinson Global Asset Management LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $83.3M 6.62% 416,379 SH
2 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $80.3M 6.38% 168,096 SH
3 JPMORGAN CHASE & CO JPM 46625H100 $71.8M 5.70% 219,205 SH
4 TJX COS INC NEW TJX 872540109 $68.8M 5.46% 453,816 SH
5 APPLE INC AAPL 037833100 $64.8M 5.15% 224,048 SH
6 MICROSOFT CORP MSFT 594918104 $56.4M 4.48% 151,088 SH
7 TEXAS INSTRS INC TXN 882508104 $54.5M 4.33% 182,868 SH
8 SHERWIN WILLIAMS CO SHW 824348106 $49.9M 3.96% 144,791 SH
9 AMAZON COM INC AMZN 023135106 $49.6M 3.94% 208,114 SH
10 VISA INC V 92826C839 $47.3M 3.76% 137,813 SH
11 ANALOG DEVICES INC ADI 032654105 $45.7M 3.63% 114,955 SH
12 DEERE & CO DE 244199105 $44.3M 3.51% 69,759 SH
13 UNION PAC CORP UNP 907818108 $43.8M 3.48% 160,940 SH
14 AMGEN INC AMGN 031162100 $43.5M 3.45% 120,048 SH
15 PARKER-HANNIFIN CORP PH 701094104 $39.9M 3.17% 40,781 SH
16 LINDE PLC LIN G54950103 $35.6M 2.83% 68,642 SH
17 WATSCO INC WSO 942622200 $27.2M 2.16% 65,204 SH
18 DELL TECHNOLOGIES INC DELL 24703L202 $25.8M 2.05% 59,816 SH
19 DISNEY WALT CO DIS 254687106 $21.9M 1.74% 227,253 SH
20 BANCO SANTANDER SA SAN 05964H105 $21.0M 1.66% 1,518,512 SH
21 PROGRESSIVE CORP PGR 743315103 $20.8M 1.65% 95,111 SH
22 MIZUHO FINANCIAL GROUP INC MFG 60687Y109 $19.8M 1.57% 2,064,325 SH
23 BROADCOM INC AVGO 11135F101 $18.8M 1.50% 49,828 SH
24 OLD DOMINION FREIGHT LINE IN ODFL 679580100 $17.1M 1.36% 78,763 SH
25 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $16.3M 1.29% 35,440 SH
26 ISHARES TR ACWI 464288257 $15.1M 1.20% 96,241 SH
27 UBER TECHNOLOGIES INC UBER 90353T100 $14.2M 1.13% 196,325 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $9.6M 0.76% 29,265 SH
29 ANALOG DEVICES INC ADI 032654105 $9.4M 0.74% 23,550 SH
30 TJX COS INC NEW TJX 872540109 $8.8M 0.70% 58,350 SH
31 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $8.4M 0.67% 17,675 SH
32 APPLE INC AAPL 037833100 $7.9M 0.62% 27,160 SH
33 AMAZON COM INC AMZN 023135106 $6.8M 0.54% 28,665 SH
34 TEXAS INSTRS INC TXN 882508104 $6.6M 0.52% 22,130 SH
35 NVIDIA CORPORATION NVDA 67066G104 $6.5M 0.52% 32,570 SH
36 MICROSOFT CORP MSFT 594918104 $6.4M 0.51% 17,065 SH
37 AMGEN INC AMGN 031162100 $6.0M 0.47% 16,460 SH
38 PARKER-HANNIFIN CORP PH 701094104 $4.9M 0.39% 4,975 SH
39 UNION PAC CORP UNP 907818108 $4.7M 0.37% 17,325 SH
40 PROGRESSIVE CORP PGR 743315103 $4.7M 0.37% 21,495 SH
41 WATSCO INC WSO 942622200 $4.4M 0.35% 10,635 SH
42 SHERWIN WILLIAMS CO SHW 824348106 $4.0M 0.32% 11,675 SH
43 DEERE & CO DE 244199105 $4.0M 0.32% 6,270 SH
44 ABBVIE INC ABBV 00287Y109 $4.0M 0.31% 15,700 SH
45 VISA INC V 92826C839 $3.8M 0.30% 10,945 SH
46 LINDE PLC LIN G54950103 $3.0M 0.24% 5,815 SH
47 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.8M 0.22% 5,567 SH
48 DISNEY WALT CO DIS 254687106 $2.7M 0.21% 28,060 SH
49 DELL TECHNOLOGIES INC DELL 24703L202 $2.6M 0.20% 5,975 SH
50 WELLS FARGO & CO WFC 949746101 $2.5M 0.20% 30,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $1.26B 94 0001172661-26-003135
2026-03-31 2026-05-13 $1.31B 91 0001172661-26-001793
2025-12-31 2026-02-11 $1.46B 97 0001172661-26-000627
2025-09-30 2025-11-04 $1.59B 102 0001172661-25-004575
Filer Information
Address
437 MADISON AVENUE
33RD FLOOR
NEW YORK, NY 10022
Phone
(212) 301-6864
Filing Manager
Wilkinson Global Asset Management LLC
New York, NY
Signatory
Charlie Wilkinson
Chief Compliance Officer