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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | $159.26 | -1.47% | 27.39% | 133.67% | $116.5M | 8.87% | — | HELD |
| 2 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | 21.40% | 144.23% | $97.4M | 7.42% | — | HELD |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.31 | 7.64% | 73.36% | 267.64% | $85.1M | 6.48% | — | HELD |
| 4 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $82.3M | 6.27% | — | HELD |
| 5 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $80.4M | 6.12% | — | HELD |
| 6 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $79.8M | 6.08% | — | HELD |
| 7 | AMGN | AMGEN INC | $387.64 | 0.00% | 34.50% | 99.65% | $65.7M | 5.01% | — | HELD |
| 8 | SHW | SHERWIN WILLIAMS CO | $344.84 | 0.28% | 1.35% | 18.55% | $61.7M | 4.70% | — | HELD |
| 9 | TXN | TEXAS INSTRS INC | $278.76 | 2.75% | 57.32% | 67.38% | $61.0M | 4.64% | — | HELD |
| 10 | DE | DEERE & CO | $599.47 | -1.88% | 21.16% | 69.35% | $58.6M | 4.47% | — | HELD |
| 11 | UNP | UNION PAC CORP | $289.46 | -0.93% | 34.09% | 47.81% | $58.5M | 4.46% | — | HELD |
| 12 | ADI | ANALOG DEVICES INC | $366.67 | 3.76% | 65.33% | 140.57% | $57.5M | 4.38% | — | HELD |
| 13 | LIN | LINDE PLC | $508.64 | -0.49% | 11.29% | 71.60% | $54.1M | 4.12% | — | HELD |
| 14 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 9.66% | 35.70% | $50.4M | 3.84% | — | HELD |
| 15 | V | VISA INC | $366.27 | -0.67% | 8.37% | 65.12% | $46.3M | 3.52% | — | HELD |
| 16 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | 35.58% | 243.13% | $41.9M | 3.19% | — | HELD |
| 17 | DIS | DISNEY WALT CO | $96.16 | -2.36% | -16.33% | -45.30% | $35.3M | 2.69% | — | HELD |
| 18 | PGR | PROGRESSIVE CORP | $213.28 | -3.05% | -5.79% | 147.45% | $28.9M | 2.20% | — | HELD |
| 19 | WSO | WATSCO INC | $310.73 | -2.90% | -26.16% | 28.68% | $28.4M | 2.16% | — | HELD |
| 20 | SAN | BANCO SANTANDER SA | $14.11 | 5.46% | 70.05% | 352.66% | $18.5M | 1.41% | — | HELD |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $522.61 | -0.27% | -16.67% | 123.01% | $18.4M | 1.40% | — | HELD |
| 22 | AVGO | BROADCOM INC | $387.84 | 4.73% | 34.78% | 753.17% | $17.0M | 1.29% | — | HELD |
| 23 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $16.0M | 1.22% | — | HELD |
| 24 | INTU | INTUIT | $315.50 | -5.29% | -59.64% | -43.25% | $15.3M | 1.17% | — | HELD |
| 25 | ABBV | ABBVIE INC | $257.41 | -2.24% | 36.96% | 157.96% | $3.8M | 0.29% | — | HELD |
| 26 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | 47.45% | 240.22% | $3.7M | 0.28% | — | HELD |
| 27 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $3.3M | 0.25% | — | HELD |
| 28 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.8M | 0.22% | — | HELD |
| 29 | MCD | MCDONALDS CORP | $268.44 | -1.13% | -9.83% | 25.28% | $2.7M | 0.20% | — | HELD |
| 30 | WMT2 | WELLS FARGO & CO | — | — | — | — | $2.4M | 0.18% | — | HELD |
| 31 | RACE | FERRARI N V | $397.73 | 3.12% | — | — | $2.0M | 0.15% | — | HELD |
| 32 | LOW | LOWES COS INC | $210.08 | -2.60% | — | — | $1.8M | 0.14% | — | HELD |
| 33 | IDN | INTELLICHECK MOBILISA INC | $3.68 | -1.08% | — | — | $1.7M | 0.13% | — | HELD |
| 34 | GLD | SPDR GOLD TR | $377.16 | 1.64% | — | — | $1.3M | 0.10% | — | HELD |
| 35 | MRK | MERCK & CO INC | $129.79 | -0.44% | — | — | $973K | 0.07% | — | HELD |
| 36 | PNW | PINNACLE WEST CAP CORP | $101.32 | -0.94% | — | — | $907K | 0.07% | — | HELD |
| 37 | ROST | ROSS STORES INC | $252.57 | 0.24% | — | — | $904K | 0.07% | — | HELD |
| 38 | FANG | DIAMONDBACK ENERGY INC | $199.77 | 0.32% | — | — | $801K | 0.06% | — | HELD |
| 39 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | — | — | $710K | 0.05% | — | HELD |
| 40 | UHT | UNIVERSAL HEALTH RLTY INCOME | $43.72 | -2.17% | — | — | $688K | 0.05% | — | HELD |
| 41 | ASML | ASML HLDG NV | $1651.44 | 6.50% | — | — | $614K | 0.05% | — | HELD |
| 42 | EOG | EOG RES INC | $145.51 | -0.29% | — | — | $607K | 0.05% | — | HELD |
| 43 | GOOG | ALPHABET INC | $333.68 | -0.62% | — | — | $595K | 0.05% | — | HELD |
| 44 | GOOGL | ALPHABET INC | $333.66 | -0.91% | — | — | $564K | 0.04% | — | HELD |
| 45 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | — | — | $391K | 0.03% | — | HELD |
| 46 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $386K | 0.03% | — | HELD |
| 47 | WEX | WEX INC | $186.40 | -1.07% | — | — | $375K | 0.03% | — | HELD |
| 48 | META | META PLATFORMS INC | $539.03 | -7.95% | — | — | $369K | 0.03% | — | HELD |
| 49 | MS | MORGAN STANLEY | $210.06 | 3.41% | — | — | $365K | 0.03% | — | HELD |
| 50 | IMO | IMPERIAL OIL LTD | $128.80 | 0.00% | — | — | $353K | 0.03% | — | HELD |
| 51 | CP | CANADIAN PACIFIC KANSAS CITY | $88.16 | -3.43% | — | — | $317K | 0.02% | — | HELD |
| 52 | WMB | WILLIAMS COS INC | $70.91 | 1.11% | — | — | $301K | 0.02% | — | HELD |
| 53 | COP | CONOCOPHILLIPS | $119.03 | 0.82% | — | — | $297K | 0.02% | — | HELD |
| 54 | MA | MASTERCARD INCORPORATED | $577.35 | 2.49% | — | — | $292K | 0.02% | — | HELD |
| 55 | SONY | SONY GROUP CORP | $22.77 | -2.15% | — | — | $284K | 0.02% | — | HELD |
| 56 | ACN | ACCENTURE PLC IRELAND | $163.29 | -5.71% | — | — | $273K | 0.02% | — | HELD |
| 57 | MMM | 3M CO | $176.07 | -1.06% | — | — | $266K | 0.02% | — | HELD |
| 58 | NFLX | NETFLIX INC. | $73.17 | -0.62% | — | — | $255K | 0.02% | — | HELD |
| 59 | C | CITIGROUP INC | $132.32 | 4.08% | — | — | $245K | 0.02% | — | HELD |
| 60 | SGU | STAR GROUP LP | $12.55 | -0.16% | — | — | $123K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001793. 13F discloses long positions only — shorts, foreign equities, and options are excluded.