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CIK: 0001764000
Total reported value
$1.3B
$1.3B
77 檔
42.8%
According to the latest 13F quarterly dataset, Wilkinson Global Asset Management LLC managed an equity portfolio of $1.3B at the end of Q3 2024, spanning 77 distinct U.S. exchange-listed positions.
During Q3 2024, Wilkinson Global Asset Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 7.22% | -2.71% | -8.11% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.20% | -1.10% | -5.95% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.31% | -0.50% | -2.55% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.22% | -0.96% | -3.14% | |
| 5 | AMGN | Amgen Inc | Stock-Healthcare | 5.54% | -1.08% | -2.79% | |
| 6 | TXN | Texas Instruments Inc | Stock-Tech | 4.84% | +0.21% | +10.77% | |
| 7 | ACN | Accenture plc | Stock-Tech | 4.84% | -0.02% | EXIT | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 4.74% | -0.61% | +1.25% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | +1.02% | -11.81% | |
| 10 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.53% | -0.42% | -2.40% | |
| 11 | LIN | Linde plc | Stock-Materials | 3.48% | -1.05% | -2.34% | |
| 12 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 3.29% | — | -2.96% | |
| 13 | DE | Deere & Co | Stock-Industrials | 3.23% | -0.64% | -1.96% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.94% | -0.74% | -3.34% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.89% | +0.64% | -2.06% | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 2.77% | -0.01% | -1.72% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.70% | +0.53% | -2.24% | |
| 18 | WSO | Watsco Inc | Stock-Industrials | 2.59% | +0.35% | -1.41% | |
| 19 | PGR | Progressive CORP | Stock-Financials | 2.43% | -0.18% | -1.96% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 2.42% | -1.17% | EXIT | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.39% | — | -2.34% | |
| 22 | POOL | Pool CORP | Stock-Industrials | 1.68% | — | -2.07% | |
| 23 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.68% | — | -2.90% | |
| 24 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.57% | — | +11.46% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 1.49% | +0.37% | +59.13% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.38% | — | -1.34% | |
| 27 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.26% | +1.49% | NEW | |
| 28 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 1.09% | — | -1.26% | |
| 29 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.82% | — | +864.74% | |
| 30 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.23% | +0.03% | — | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.06% | -1.23% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.19% | +0.01% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | -10.86% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.04% | -1.35% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.02% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | +0.02% | -3.63% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.15% | — | -1.30% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.01% | -5.22% | |
| 39 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.11% | — | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.10% | +0.02% | — | |
| 41 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.10% | — | +10.11% | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.09% | — | +20.00% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.06% | — | -11.77% | |
| 45 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.02% | — | |
| 47 | PNW | Pinnacle West Capital | Stock-Utilities | 0.05% | +0.01% | — | |
| 48 | UHT | Universal Health Rlty Income | Stock-Other | 0.05% | +0.01% | — | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.02% | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.04% | — | — |
According to official SEC Form 13F filings, Wilkinson Global Asset Management LLC reported a total U.S. public equity portfolio value of $1.3B across 77 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TJX, MSFT, AAPL) accounted for 42.8% of total reported equity market value during Q3 2024.
During Q3 2024, Wilkinson Global Asset Management LLC's top holdings by market value included TJX (7.2%)、MSFT (7.2%)、AAPL (6.3%). The largest single position, TJX, represented 7.2% of total portfolio value.
In Q3 2024, Wilkinson Global Asset Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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