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CIK: 0001764000
Total reported value
$1.3B
$1.3B
75 檔
41.0%
The Q1 2025 SEC filing reveals that Wilkinson Global Asset Management LLC held a total portfolio value of $1.3B, covering 75 public equity positions.
In Q1 2025, Wilkinson Global Asset Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 7.54% | -2.71% | -1.60% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.88% | -0.96% | -1.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.37% | -1.10% | -1.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.08% | -0.50% | -1.74% | |
| 5 | AMGN | Amgen Inc | Stock-Healthcare | 5.38% | -1.08% | -1.02% | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.81% | -0.42% | +44.40% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 4.61% | -0.61% | -1.48% | |
| 8 | ACN | Accenture plc | Stock-Tech | 4.33% | -0.02% | EXIT | |
| 9 | TXN | Texas Instruments Inc | Stock-Tech | 4.25% | +0.21% | -1.49% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 4.00% | +1.02% | -0.23% | |
| 11 | DE | Deere & Co | Stock-Industrials | 3.91% | -0.64% | -1.25% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 3.60% | +0.53% | +0.43% | |
| 13 | LIN | Linde plc | Stock-Materials | 3.51% | -1.05% | +0.39% | |
| 14 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 3.25% | — | -2.01% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | +0.64% | -0.46% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.04% | -0.74% | -1.46% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 2.81% | -0.18% | +0.61% | |
| 18 | WSO | Watsco Inc | Stock-Industrials | 2.77% | +0.35% | +0.05% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 2.51% | -0.01% | -0.10% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 2.47% | -1.17% | EXIT | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.99% | — | +0.40% | |
| 22 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.83% | — | +0.68% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.58% | +0.37% | +3.13% | |
| 24 | POOL | Pool CORP | Stock-Industrials | 1.46% | — | -0.04% | |
| 25 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.34% | — | +9.33% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.21% | — | +0.58% | |
| 27 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.12% | +1.49% | NEW | |
| 28 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 0.89% | — | +0.52% | |
| 29 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.58% | — | +2.30% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.06% | -1.18% | |
| 31 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.22% | +0.03% | +1.09% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | -4.55% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.04% | -1.94% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.02% | -0.91% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | +0.01% | -1.89% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | +0.02% | -5.37% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | +0.02% | — | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.12% | — | -1.49% | |
| 39 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.10% | — | +5.56% | |
| 40 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.08% | — | +4.13% | |
| 41 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.07% | — | +7.23% | |
| 42 | EPD | Enterprise Products Partners | Stock-Energy | 0.06% | — | -12.82% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.01% | -12.97% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.02% | -4.76% | |
| 45 | PNW | Pinnacle West Capital | Stock-Utilities | 0.05% | +0.01% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.05% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.02% | -7.31% | |
| 48 | UHT | Universal Health Rlty Income | Stock-Other | 0.04% | +0.01% | — | |
| 49 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 50 | IDN | Intellicheck Inc | Stock-Other | 0.04% | -0.05% | +5.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | AMGN | Amgen Inc | — | NEW | New buy |
| 6 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 7 | UNP | Union Pacific CORP | — | NEW | New buy |
| 8 | ACN | Accenture plc | — | NEW | New buy |
| 9 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | DE | Deere & Co | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | LIN | Linde plc | — | NEW | New buy |
| 14 | TM | Toyota Motor CORP -spon Adr | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 17 | PGR | Progressive CORP | — | NEW | New buy |
| 18 | WSO | Watsco Inc | — | NEW | New buy |
| 19 | ADI | Analog Devices Inc | — | NEW | New buy |
| 20 | INTU | Intuit Inc | — | NEW | New buy |
| 21 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 22 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 23 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 24 | POOL | Pool CORP | — | NEW | New buy |
| 25 | KNSL | Kinsale Capital Group Inc | — | NEW | New buy |
| 26 | ZTS | Zoetis Inc | — | NEW | New buy |
| 27 | ODFL | Old Dominion Freight Line | — | NEW | New buy |
| 28 | YETI | Yeti Holdings Inc | — | NEW | New buy |
| 29 | BLDR | Builders Firstsource Inc | — | NEW | New buy |
| 30 | ABBV | Abbvie Inc | — | NEW | New buy |
| 31 | RACE | Ferrari N.V. | — | NEW | New buy |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 33 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 34 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 35 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 36 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 37 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 38 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 39 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 40 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 41 | AIT | Applied Industrial Tech Inc | — | NEW | New buy |
| 42 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 43 | CVX | Chevron CORP | — | NEW | New buy |
| 44 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 45 | PNW | Pinnacle West Capital | — | NEW | New buy |
| 46 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 47 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 48 | UHT | Universal Health Rlty Income | — | NEW | New buy |
| 49 | ROST | Ross Stores Inc | — | NEW | New buy |
| 50 | IDN | Intellicheck Inc | — | NEW | New buy |
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 75 disclosed positions in Q1 2025.
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, JPM, MSFT) accounted for 41.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
TJX
市值: $120.6M
During Q1 2025, Wilkinson Global Asset Management LLC's top holdings by market value included TJX (7.5%)、JPM (6.9%)、MSFT (6.4%). The largest single position, TJX, represented 7.5% of total portfolio value.
In Q1 2025, Wilkinson Global Asset Management LLC made 50 total portfolio adjustments, initiating 50 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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