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CIK: 0001764000
Total reported value
$1.3B
$1.3B
70 檔
41.1%
At the close of Q2 2025, Wilkinson Global Asset Management LLC disclosed equity holdings valued at approximately $1.3B, spread across 70 reported holdings.
During Q2 2025, 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 | MSFT | Microsoft CORP | Stock-Tech | 7.96% | -1.10% | -6.25% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.17% | -0.96% | -12.33% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 6.95% | -2.71% | -9.54% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.54% | +1.02% | -5.66% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.88% | -0.50% | -13.59% | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.69% | -0.42% | -1.32% | |
| 7 | TXN | Texas Instruments Inc | Stock-Tech | 4.52% | +0.21% | -8.55% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 4.45% | -1.08% | -8.19% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 4.16% | -0.61% | -7.73% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.13% | +0.57% | — | |
| 11 | DE | Deere & Co | Stock-Industrials | 3.97% | -0.64% | -6.86% | |
| 12 | ACN | Accenture plc | Stock-Tech | 3.86% | -0.02% | EXIT | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.56% | -0.74% | -7.51% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 3.53% | +0.53% | -3.54% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | +0.64% | -3.87% | |
| 16 | LIN | Linde plc | Stock-Materials | 3.28% | -1.05% | -7.67% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 3.06% | -1.17% | EXIT | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 2.81% | -0.01% | -5.62% | |
| 19 | PGR | Progressive CORP | Stock-Financials | 2.52% | -0.18% | -5.27% | |
| 20 | WSO | Watsco Inc | Stock-Industrials | 2.26% | +0.35% | -6.53% | |
| 21 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.08% | — | — | |
| 22 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.93% | — | -6.24% | |
| 23 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.72% | — | +28.34% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.66% | +0.37% | -8.92% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 1.03% | — | -10.00% | |
| 26 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.01% | +1.49% | NEW | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.02% | EXIT | |
| 28 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.58% | — | — | |
| 29 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.25% | +0.03% | -2.51% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.06% | -2.63% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | -1.00% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.02% | -0.69% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | -1.35% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | +0.02% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | +0.02% | -3.25% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.14% | +0.01% | — | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.11% | — | -93.31% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.11% | — | -1.39% | |
| 39 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.09% | — | -97.27% | |
| 40 | IDN | Intellicheck Inc | Stock-Other | 0.08% | -0.05% | +4.71% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.06% | -0.02% | -2.83% | |
| 42 | PNW | Pinnacle West Capital | Stock-Utilities | 0.05% | +0.01% | — | |
| 43 | UHT | Universal Health Rlty Income | Stock-Other | 0.04% | +0.01% | — | |
| 44 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.04% | — | -5.70% | |
| 45 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 46 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.04% | — | -19.88% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.03% | — | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | -38.22% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | +0.02% | -41.73% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | — |
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 70 disclosed positions in Q2 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 MSFT, JPM, TJX) accounted for 41.1% of total reported equity market value during Q2 2025.
During Q2 2025, Wilkinson Global Asset Management LLC's top holdings by market value included MSFT (8.0%)、JPM (7.2%)、TJX (7.0%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q2 2025, 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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