Wilkinson Global Asset Management LLC — 13F Holdings & Portfolio
CIK 1764000 · latest 13F-HR filed 2026-05-13
Wilkinson Global Asset Management LLC manages $1.31B in 13F-reported U.S. long-equity assets across 91 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TJX (8.16%), JPM (6.77%), TSM (6.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 3, added to 22, and trimmed 26.
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.
$1.31B
Long-equity book
91
Distinct positions
2026-03-31
Filed 2026-05-13
+0 / −3 / ↑22 / ↓26
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BANCO SANTANDER SA$18.1M +4438.1%
- ANALOG DEVICES INC$7.3M +14.7%
- DEERE & CO$7.1M +13.8%
- BROADCOM INC$4.0M +31.0%
- LINDE PLC$3.9M +7.8%
Top Trims
- ACCENTURE PLC IRELAND-$47.8M -99.4%
- MICROSOFT CORP-$30.9M -27.9%
- INTUIT-$24.8M -61.8%
- JPMORGAN CHASE & CO-$16.6M -14.6%
- APPLE INC-$11.3M -12.1%
Exited Positions
- COINBASE GLOBAL INC$8.7M
- VANGUARD TAX-MANAGED FDS$242.6K
- ISHARES TR$224.6K
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 | TJX COS INC NEW | TJX | 872540109 | $107.2M | 8.16% | 671,164 | SH |
| 2 | JPMORGAN CHASE & CO | JPM | 46625H100 | $88.9M | 6.77% | 302,069 | SH |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $79.2M | 6.03% | 234,298 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $75.5M | 5.75% | 297,306 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $74.7M | 5.69% | 428,246 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $73.5M | 5.60% | 198,533 | SH |
| 7 | AMGEN INC | AMGN | 031162100 | $60.3M | 4.60% | 171,465 | SH |
| 8 | SHERWIN WILLIAMS CO | SHW | 824348106 | $57.9M | 4.41% | 180,761 | SH |
| 9 | TEXAS INSTRS INC | TXN | 882508104 | $56.7M | 4.32% | 291,949 | SH |
| 10 | DEERE & CO | DE | 244199105 | $55.1M | 4.20% | 97,837 | SH |
| 11 | UNION PAC CORP | UNP | 907818108 | $54.4M | 4.14% | 224,035 | SH |
| 12 | LINDE PLC | LIN | G54950103 | $51.2M | 3.90% | 103,283 | SH |
| 13 | ANALOG DEVICES INC | ADI | 032654105 | $49.4M | 3.76% | 155,198 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $44.4M | 3.38% | 213,369 | SH |
| 15 | VISA INC | V | 92826C839 | $43.0M | 3.27% | 142,158 | SH |
| 16 | PARKER-HANNIFIN CORP | PH | 701094104 | $37.4M | 2.85% | 41,826 | SH |
| 17 | DISNEY WALT CO | DIS | 254687106 | $32.6M | 2.48% | 338,361 | SH |
| 18 | PROGRESSIVE CORP | PGR | 743315103 | $24.6M | 1.88% | 124,325 | SH |
| 19 | WATSCO INC | WSO | 942622200 | $24.5M | 1.87% | 67,449 | SH |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $18.1M | 1.38% | 37,370 | SH |
| 21 | BANCO SANTANDER SA | SAN | 05964H105 | $17.0M | 1.29% | 1,505,775 | SH |
| 22 | BROADCOM INC | AVGO | 11135F101 | $15.4M | 1.18% | 49,907 | SH |
| 23 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $14.7M | 1.12% | 204,169 | SH |
| 24 | INTUIT | INTU | 461202103 | $13.6M | 1.03% | 31,377 | SH |
| 25 | TJX COS INC NEW | TJX | 872540109 | $9.3M | 0.71% | 58,160 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.6M | 0.65% | 29,170 | SH |
| 27 | ANALOG DEVICES INC | ADI | 032654105 | $8.1M | 0.62% | 25,400 | SH |
| 28 | APPLE INC | AAPL | 037833100 | $6.9M | 0.52% | 27,075 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $6.3M | 0.48% | 17,005 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $6.0M | 0.45% | 28,665 | SH |
| 31 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.9M | 0.45% | 17,600 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.7M | 0.43% | 32,570 | SH |
| 33 | AMGEN INC | AMGN | 031162100 | $5.4M | 0.41% | 15,400 | SH |
| 34 | PARKER-HANNIFIN CORP | PH | 701094104 | $4.5M | 0.34% | 4,975 | SH |
| 35 | TEXAS INSTRS INC | TXN | 882508104 | $4.3M | 0.33% | 22,015 | SH |
| 36 | PROGRESSIVE CORP | PGR | 743315103 | $4.3M | 0.32% | 21,495 | SH |
| 37 | UNION PAC CORP | UNP | 907818108 | $4.2M | 0.32% | 17,250 | SH |
| 38 | WATSCO INC | WSO | 942622200 | $3.9M | 0.29% | 10,635 | SH |
| 39 | SHERWIN WILLIAMS CO | SHW | 824348106 | $3.7M | 0.28% | 11,635 | SH |
| 40 | DEERE & CO | DE | 244199105 | $3.5M | 0.27% | 6,240 | SH |
| 41 | ABBVIE INC | ABBV | 00287Y109 | $3.4M | 0.26% | 15,700 | SH |
| 42 | VISA INC | V | 92826C839 | $3.3M | 0.25% | 10,945 | SH |
| 43 | LINDE PLC | LIN | G54950103 | $2.9M | 0.22% | 5,775 | SH |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.8M | 0.22% | 5,897 | SH |
| 45 | DISNEY WALT CO | DIS | 254687106 | $2.7M | 0.21% | 27,945 | SH |
| 46 | WELLS FARGO & CO | WFC | 949746101 | $2.4M | 0.18% | 30,000 | SH |
| 47 | MCDONALDS CORP | MCD | 580135101 | $2.2M | 0.17% | 7,200 | SH |
| 48 | EXXON MOBIL CORP | XOM | 30231G102 | $2.2M | 0.17% | 12,789 | SH |
| 49 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.2M | 0.16% | 8,800 | SH |
| 50 | LOWES COS INC | LOW | 548661107 | $1.8M | 0.14% | 7,800 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |