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CIK: 0001764000
Total reported value
$1.3B
$1.3B
66 檔
44.1%
During the Q3 2025 filing period, Wilkinson Global Asset Management LLC (CIK: 0001764000) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 66 reported positions.
In Q3 2025, Wilkinson Global Asset Management LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.98% | -1.10% | -3.83% | |
| 2 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 7.90% | -2.71% | -3.04% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.56% | -0.96% | -3.13% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.87% | -0.50% | -3.04% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.58% | +1.02% | -14.70% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.06% | +0.57% | -0.76% | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.67% | -0.42% | -1.39% | |
| 8 | TXN | Texas Instruments Inc | Stock-Tech | 4.27% | +0.21% | +6.72% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 4.15% | -0.61% | -2.93% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 3.88% | -1.08% | -13.91% | |
| 11 | LIN | Linde plc | Stock-Materials | 3.49% | -1.05% | +5.07% | |
| 12 | DE | Deere & Co | Stock-Industrials | 3.47% | -0.64% | -2.74% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | +0.64% | +0.75% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 3.42% | +0.53% | +0.64% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.20% | -0.74% | -2.69% | |
| 16 | ACN | Accenture plc | Stock-Tech | 3.05% | -0.02% | EXIT | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 2.90% | -0.01% | -0.17% | |
| 18 | INTU | Intuit Inc | Stock-Tech | 2.66% | -1.17% | EXIT | |
| 19 | PGR | Progressive CORP | Stock-Financials | 2.35% | -0.18% | +0.53% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 2.31% | +0.37% | +28.20% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 2.08% | +0.35% | +0.26% | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.93% | — | +1.89% | |
| 23 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.52% | — | +0.11% | |
| 24 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.35% | — | +0.19% | |
| 25 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.05% | — | +89.59% | |
| 26 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.89% | +1.49% | NEW | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.35% | — | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.02% | EXIT | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.06% | -2.03% | |
| 30 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.25% | +0.03% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | -2.06% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.02% | — | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.16% | +0.02% | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | +0.02% | -4.50% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.04% | -2.72% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.14% | +0.01% | -6.82% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.08% | — | -91.29% | |
| 39 | IDN | Intellicheck Inc | Stock-Other | 0.08% | -0.05% | +2.53% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.06% | -0.02% | -0.86% | |
| 41 | PNW | Pinnacle West Capital | Stock-Utilities | 0.05% | +0.01% | — | |
| 42 | UHT | Universal Health Rlty Income | Stock-Other | 0.04% | +0.01% | — | |
| 43 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.04% | — | -15.93% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | +0.02% | -20.84% | |
| 45 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.03% | — | +2.26% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | +9.17% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | +0.01% | — | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.03% | +0.02% | — | |
| 49 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.03% | — | — | |
| 50 | FANG | Diamondback Energy Inc | Stock-Energy | 0.03% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | -3.83% | Trim |
| 2 | NVDA | Nvidia CORP | +1.6% | -14.70% | Trim |
| 3 | PH | Parker Hannifin CORP | +0.7% | +28.20% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.7% | -3.13% | Trim |
| 5 | ADI | Analog Devices Inc | +0.4% | -0.17% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.4% | +0.75% | Trim |
| 7 | TJX | Tjx Companies Inc | +0.4% | -3.04% | Trim |
| 8 | INTU | Intuit Inc | +0.2% | +0.21% | Trim |
| 9 | KNSL | Kinsale Capital Group Inc | +0.2% | +0.11% | Add |
| 10 | DIS | Walt Disney Co/the | +0.2% | -2.69% | Trim |
| 11 | IDN | Intellicheck Inc | 0% | +2.53% | Add |
| 12 | RACE | Ferrari N.V. | 0% | — | Trim |
| 13 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 14 | MRK | Merck & Co. Inc. | 0% | -6.82% | Trim |
| 15 | LIN | Linde plc | 0% | +5.07% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.06% | Trim |
| 17 | CVX | Chevron CORP | 0% | -30.80% | Trim |
| 18 | COST | Costco Wholesale CORP | 0% | -2.17% | Trim |
| 19 | SHW | Sherwin-williams Co/the | -0.1% | -1.39% | Trim |
| 20 | V | Visa Inc-class A Shares | -0.2% | +0.64% | Trim |
| 21 | AAPL | Apple Inc | -0.2% | -3.04% | Trim |
| 22 | ODFL | Old Dominion Freight Line | -0.2% | +1.74% | Trim |
| 23 | DE | Deere & Co | -0.4% | -2.74% | Trim |
| 24 | UNP | Union Pacific CORP | -0.5% | -2.93% | Trim |
| 25 | PGR | Progressive CORP | -0.5% | +0.53% | Trim |
| 26 | CMG | Chipotle Mexican Grill Inc | -0.5% | +0.19% | Trim |
| 27 | WSO | Watsco Inc | -0.7% | +0.26% | Trim |
| 28 | ZTS | Zoetis Inc | -1.1% | -91.29% | Trim |
| 29 | ACN | Accenture plc | -1.3% | -4.25% | Trim |
| 30 | AMGN | Amgen Inc | -1.5% | -13.91% | Trim |
| 31 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 32 | TM | Toyota Motor CORP -spon Adr | — | EXIT | Sold out |
| 33 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 34 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 35 | POOL | Pool CORP | — | EXIT | Sold out |
| 36 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 37 | YETI | Yeti Holdings Inc | — | EXIT | Sold out |
| 38 | AVGO | Broadcom Inc | — | NEW | New buy |
| 39 | MA | Mastercard Inc - A | — | NEW | New buy |
| 40 | BLDR | Builders Firstsource Inc | — | EXIT | Sold out |
| 41 | TSCO | Tractor Supply Company | — | EXIT | Sold out |
| 42 | IDXX | Idexx Laboratories Inc | — | EXIT | Sold out |
| 43 | AIT | Applied Industrial Tech Inc | — | EXIT | Sold out |
| 44 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 45 | MPLX | Mplx LP | — | EXIT | Sold out |
| 46 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 47 | AMG | Affiliated Managers Group | — | EXIT | Sold out |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 50 | WY | Weyerhaeuser Co | — | EXIT | Sold out |
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 66 disclosed positions in Q3 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, TJX, JPM) accounted for 44.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSM
市值: $80.4M
Top Position Liquidated / Trimmed
TM
前期市值: $52.0M
During Q3 2025, Wilkinson Global Asset Management LLC's top holdings by market value included MSFT (8.0%)、TJX (7.9%)、JPM (7.6%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q3 2025, Wilkinson Global Asset Management LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 3 positions, trimming 26 holdings, and fully liquidating 14 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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