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CIK: 0001764000
Total reported value
$1.3B
$1.3B
79 檔
42.7%
In Q4 2024, Wilkinson Global Asset Management LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 79 disclosed stock positions.
During Q4 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 | 7.47% | -2.71% | -1.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.14% | -1.10% | -0.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.86% | -0.50% | -0.82% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.71% | -0.96% | -6.94% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.89% | +1.02% | -0.87% | |
| 6 | ACN | Accenture plc | Stock-Tech | 4.86% | -0.02% | EXIT | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 4.47% | -1.08% | -2.13% | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 4.44% | -0.61% | -0.89% | |
| 9 | TXN | Texas Instruments Inc | Stock-Tech | 4.43% | +0.21% | -1.17% | |
| 10 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 3.59% | — | -1.71% | |
| 11 | DE | Deere & Co | Stock-Industrials | 3.51% | -0.64% | +5.10% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | +0.64% | +0.18% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.42% | -0.74% | -1.31% | |
| 14 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.19% | -0.42% | -0.53% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 3.17% | +0.53% | +0.11% | |
| 16 | LIN | Linde plc | Stock-Materials | 3.09% | -1.05% | -0.91% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 2.60% | -0.01% | -0.23% | |
| 18 | WSO | Watsco Inc | Stock-Industrials | 2.54% | +0.35% | -0.23% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 2.49% | -1.17% | EXIT | |
| 20 | PGR | Progressive CORP | Stock-Financials | 2.32% | -0.18% | -0.95% | |
| 21 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.14% | — | +27.79% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.04% | — | -0.61% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.57% | +0.37% | +2.89% | |
| 24 | POOL | Pool CORP | Stock-Industrials | 1.53% | — | -1.16% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 1.17% | — | -0.57% | |
| 26 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.16% | — | +913.85% | |
| 27 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.10% | +1.49% | NEW | |
| 28 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 1.02% | — | -2.36% | |
| 29 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.63% | — | +3.07% | |
| 30 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.22% | +0.03% | — | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.06% | -0.12% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | -0.22% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | +0.01% | -0.14% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.02% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | -3.23% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | +0.02% | -3.16% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.13% | +0.02% | — | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.12% | — | -12.05% | |
| 39 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.12% | — | -93.13% | |
| 40 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.09% | — | +400.46% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.08% | — | — | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.08% | — | — | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.07% | — | — | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.06% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.02% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.01% | -60.72% | |
| 47 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.05% | — | -12.47% | |
| 48 | PNW | Pinnacle West Capital | Stock-Utilities | 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% | — | -2.02% |
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 79 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TJX, MSFT, AAPL) accounted for 42.7% of total reported equity market value during Q4 2024.
During Q4 2024, Wilkinson Global Asset Management LLC's top holdings by market value included TJX (7.5%)、MSFT (7.1%)、AAPL (6.9%). The largest single position, TJX, represented 7.5% of total portfolio value.
In Q4 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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