§ 13F · FUND PROFILE
Wilkinson Global Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 102Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | 671K | $107M | 8.2% | −7% |
| 2 | JPM | JPMORGAN CHASE & CO | 302K | $89M | 6.8% | −6% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 234K | $79M | 6.0% | −6% |
| 4 | AAPL | APPLE INC | 297K | $75M | 5.7% | −6% |
| 5 | NVDA | NVIDIA CORPORATION | 428K | $75M | 5.7% | −1% |
| 6 | MSFT | MICROSOFT CORP | 199K | $73M | 5.6% | −6% |
| 7 | AMGN | AMGEN INC | 171K | $60M | 4.6% | −7% |
| 8 | SHW | SHERWIN WILLIAMS CO | 181K | $58M | 4.4% | −5% |
| 9 | TXN | TEXAS INSTRS INC | 292K | $57M | 4.3% | −7% |
| 10 | DE | DEERE & CO | 98K | $55M | 4.2% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILKINSON SIGNAL
AC read
Wilkinson Global Asset Management LLC is a Other fund managing $1.6 billion in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed