Institutional
Wilkinson Global Asset Management LLC
CIK 0001764000
$1.31B
Reported AUM
60
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Wilkinson Global Asset Management LLC · Q1 2026
AI · grounded in 13F
Wilkinson Global Asset Management LLC significantly increased its position in SAN by 4,619.14%. The fund also accumulated more shares of AVGO, increasing the position by 46.50%. Conversely, the manager reduced exposure to several holdings, most notably trimming ACN by 99.23% and MA by 96.97%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | $160.71 | 1.31% | 26.64% | 151.20% | $116.5M | 8.87% | −51,052 | −6.5% |
| 2 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $97.4M | 7.42% | −22,818 | −6.4% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | 104.85% | 285.24% | $85.1M | 6.48% | −17,474 | −6.5% |
| 4 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $82.3M | 6.27% | −19,943 | −5.8% |
| 5 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $80.4M | 6.12% | −6,873 | −1.5% |
| 6 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $79.8M | 6.08% | −13,265 | −5.8% |
| 7 | AMGN | AMGEN INC | $349.58 | 1.15% | 24.03% | 69.41% | $65.7M | 5.01% | −13,638 | −6.8% |
| 8 | SHW | SHERWIN WILLIAMS CO | $305.30 | 1.74% | -13.80% | 9.72% | $61.7M | 4.70% | −10,466 | −5.2% |
| 9 | TXN | TEXAS INSTRS INC | $285.06 | -6.65% | 52.30% | 72.38% | $61.0M | 4.64% | −24,423 | −7.2% |
| 10 | DE | DEERE & CO | $583.44 | -1.40% | 13.67% | 71.87% | $58.6M | 4.47% | −6,613 | −6.0% |
| 11 | UNP | UNION PAC CORP | $272.32 | 3.19% | 24.65% | 39.36% | $58.5M | 4.46% | −18,143 | −7.0% |
| 12 | ADI | ANALOG DEVICES INC | $401.39 | -6.38% | 83.85% | 160.94% | $57.5M | 4.38% | −4,159 | −2.3% |
| 13 | LIN | LINDE PLC | $507.90 | 0.09% | 9.24% | 76.81% | $54.1M | 4.12% | −8,589 | −7.3% |
| 14 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $50.4M | 3.84% | −5,280 | −2.1% |
| 15 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $46.3M | 3.52% | −3,573 | −2.3% |
| 16 | PH | PARKER-HANNIFIN CORP | $882.34 | 1.16% | 32.59% | 201.59% | $41.9M | 3.19% | −774 | −1.6% |
| 17 | DIS | DISNEY WALT CO | $99.71 | 0.37% | -11.49% | -42.02% | $35.3M | 2.69% | −31,633 | −7.9% |
| 18 | PGR | PROGRESSIVE CORP | $204.02 | 4.42% | -22.22% | 139.78% | $28.9M | 2.20% | −2,761 | −1.9% |
| 19 | WSO | WATSCO INC | $371.38 | 0.63% | -14.03% | 51.34% | $28.4M | 2.16% | −841 | −1.1% |
| 20 | SAN | BANCO SANTANDER SA | $12.25 | 0.82% | 52.98% | 291.91% | $18.5M | 1.41% | +1,607,460 | +4619.1% |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $496.95 | 0.68% | -30.23% | 117.32% | $18.4M | 1.40% | +5,371 | +16.5% |
| 22 | AVGO | BROADCOM INC | $385.73 | -7.92% | 57.48% | 771.51% | $17.0M | 1.29% | +17,390 | +46.5% |
| 23 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | -17.39% | 62.70% | $16.0M | 1.22% | +5,049 | +2.3% |
| 24 | INTU | INTUIT | $296.76 | -1.73% | -61.23% | -42.11% | $15.3M | 1.17% | −25,193 | −41.5% |
| 25 | ABBV | ABBVIE INC | $227.23 | 1.02% | 23.60% | 135.68% | $3.8M | 0.29% | −270 | −1.5% |
| 26 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | 48.36% | 212.97% | $3.7M | 0.28% | — | HELD |
| 27 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $3.3M | 0.25% | −230 | −1.7% |
| 28 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.8M | 0.22% | −400 | −6.4% |
| 29 | MCD | MCDONALDS CORP | $279.84 | 2.61% | -6.22% | 29.33% | $2.7M | 0.20% | −40 | −0.5% |
| 30 | WMT2 | WELLS FARGO & CO | — | — | — | — | $2.4M | 0.18% | −750 | −2.4% |
| 31 | RACE | FERRARI N V | $350.79 | 1.10% | — | — | $2.0M | 0.15% | −2,200 | −27.4% |
| 32 | LOW | LOWES COS INC | $210.74 | 1.55% | — | — | $1.8M | 0.14% | — | HELD |
| 33 | IDN | INTELLICHECK MOBILISA INC | $4.17 | 1.21% | — | — | $1.7M | 0.13% | +4,710 | +2.0% |
| 34 | GLD | SPDR GOLD TR | $396.24 | -3.65% | — | — | $1.3M | 0.10% | — | HELD |
| 35 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $973K | 0.07% | −115 | −1.4% |
| 36 | PNW | PINNACLE WEST CAP CORP | $102.65 | -0.39% | — | — | $907K | 0.07% | — | HELD |
| 37 | ROST | ROSS STORES INC | $230.37 | -1.15% | — | — | $904K | 0.07% | — | HELD |
| 38 | FANG | DIAMONDBACK ENERGY INC | $192.62 | -5.09% | — | — | $801K | 0.06% | — | HELD |
| 39 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $710K | 0.05% | −20 | −0.6% |
| 40 | UHT | UNIVERSAL HEALTH RLTY INCOME | $39.13 | -5.01% | — | — | $688K | 0.05% | — | HELD |
| 41 | ASML | ASML HLDG NV | $1641.74 | -6.59% | — | — | $614K | 0.05% | — | HELD |
| 42 | EOG | EOG RES INC | $137.78 | -2.20% | — | — | $607K | 0.05% | — | HELD |
| 43 | GOOG | ALPHABET INC | $365.76 | -0.95% | — | — | $595K | 0.05% | −20 | −1.0% |
| 44 | GOOGL | ALPHABET INC | $368.53 | -0.98% | — | — | $564K | 0.04% | −225 | −10.3% |
| 45 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | — | — | $391K | 0.03% | — | HELD |
| 46 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $386K | 0.03% | — | HELD |
| 47 | WEX | WEX INC | $148.21 | 0.91% | — | — | $375K | 0.03% | — | HELD |
| 48 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $369K | 0.03% | −49 | −7.1% |
| 49 | MS | MORGAN STANLEY | $211.93 | -2.90% | — | — | $365K | 0.03% | — | HELD |
| 50 | IMO | IMPERIAL OIL LTD | $124.96 | 2.66% | — | — | $353K | 0.03% | — | HELD |
| 51 | CP | CANADIAN PACIFIC KANSAS CITY | $89.93 | 0.48% | — | — | $317K | 0.02% | — | HELD |
| 52 | WMB | WILLIAMS COS INC | $71.96 | -0.65% | — | — | $301K | 0.02% | — | HELD |
| 53 | COP | CONOCOPHILLIPS | $117.14 | -1.75% | — | — | $297K | 0.02% | — | HELD |
| 54 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | — | — | $292K | 0.02% | −18,698 | −97.0% |
| 55 | SONY | SONY GROUP CORP | $21.89 | -1.53% | — | — | $284K | 0.02% | −2,000 | −12.7% |
| 56 | ACN | ACCENTURE PLC IRELAND | $178.25 | -0.34% | — | — | $273K | 0.02% | −177,963 | −99.2% |
| 57 | MMM | 3M CO | $153.76 | 0.65% | — | — | $266K | 0.02% | — | HELD |
| 58 | NFLX | NETFLIX INC. | $82.18 | 0.76% | — | — | $255K | 0.02% | +505 | +23.5% |
| 59 | C | CITIGROUP INC | $132.47 | -1.98% | — | — | $245K | 0.02% | −430 | −16.6% |
| 60 | SGU | STAR GROUP LP | $12.77 | 0.67% | — | — | $123K | 0.01% | — | HELD |
| 61 | COIN | COINBASE GLOBAL INC | $152.40 | -7.15% | — | — | — | — | −38,590 | EXITED |
| 62 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | — | — | — | — | −3,883 | EXITED |
| 63 | IUSV | ISHARES TR | $109.66 | -1.15% | — | — | — | — | −2,190 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001793. 13F discloses long positions only — shorts, foreign equities, and options are excluded.