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CIK: 0001764000
Total reported value
$1.3B
$1.3B
63 檔
41.7%
The Q4 2025 SEC filing reveals that Wilkinson Global Asset Management LLC held a total portfolio value of $1.3B, covering 63 public equity positions.
In Q4 2025, Wilkinson Global Asset Management LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 8.19% | -2.71% | -10.13% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.79% | -0.96% | -7.06% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.56% | -1.10% | -6.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.39% | -0.50% | -6.11% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.96% | +1.02% | -1.65% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.59% | +0.57% | -6.42% | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.49% | -0.42% | -5.39% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 4.48% | -1.08% | -8.18% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 4.10% | -0.61% | -7.13% | |
| 10 | TXN | Texas Instruments Inc | Stock-Tech | 4.01% | +0.21% | -8.41% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.90% | +0.64% | -0.58% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 3.75% | +0.53% | -1.64% | |
| 13 | DE | Deere & Co | Stock-Industrials | 3.52% | -0.64% | -8.30% | |
| 14 | LIN | Linde plc | Stock-Materials | 3.43% | -1.05% | +0.61% | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 3.42% | -0.01% | -1.57% | |
| 16 | ACN | Accenture plc | Stock-Tech | 3.29% | -0.02% | EXIT | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.09% | -0.74% | -10.33% | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 2.86% | +0.37% | -1.77% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 2.74% | -1.17% | EXIT | |
| 20 | PGR | Progressive CORP | Stock-Financials | 2.31% | -0.18% | -1.58% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.82% | +0.35% | -3.38% | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.29% | — | -26.05% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.22% | +0.01% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.35% | -0.80% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.02% | EXIT | |
| 26 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.60% | — | -22.21% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.06% | +1.54% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | -0.24% | |
| 29 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.20% | +0.03% | -1.53% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.20% | +0.02% | +2.47% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | +0.02% | +1.65% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.04% | -0.18% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | -0.02% | -0.40% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 35 | IDN | Intellicheck Inc | Stock-Other | 0.11% | -0.05% | +2.49% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.02% | +2.01% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.06% | +0.01% | -68.08% | |
| 38 | PNW | Pinnacle West Capital | Stock-Utilities | 0.05% | +0.01% | — | |
| 39 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.02% | -1.58% | |
| 41 | UHT | Universal Health Rlty Income | Stock-Other | 0.05% | +0.01% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +0.01% | -0.95% | |
| 43 | FANG | Diamondback Energy Inc | Stock-Energy | 0.04% | -0.01% | +32.79% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.04% | -0.01% | +40.77% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.03% | +0.02% | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | -2.80% | |
| 47 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | +0.01% | — | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.03% | -0.01% | +55.56% | |
| 50 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.03% | +0.40% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +0.6% | -8.18% | Trim |
| 2 | PH | Parker Hannifin CORP | +0.6% | -1.77% | Trim |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -6.42% | Trim |
| 4 | ADI | Analog Devices Inc | +0.5% | -1.57% | Trim |
| 5 | AAPL | Apple Inc | +0.5% | -6.11% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.5% | -0.58% | Trim |
| 7 | NVDA | Nvidia CORP | +0.4% | -1.65% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.3% | -1.64% | Trim |
| 9 | TJX | Tjx Companies Inc | +0.3% | -10.13% | Trim |
| 10 | ACN | Accenture plc | +0.2% | -8.77% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -7.06% | Trim |
| 12 | AVGO | Broadcom Inc | +0.1% | -0.80% | Trim |
| 13 | INTU | Intuit Inc | +0.1% | -1.91% | Trim |
| 14 | DE | Deere & Co | +0.1% | -8.30% | Trim |
| 15 | WFC | Wells Fargo & Co | 0% | +2.47% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | +1.65% | Add |
| 17 | IDN | Intellicheck Inc | 0% | +2.49% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | -0.18% | Trim |
| 19 | CVX | Chevron CORP | 0% | +40.77% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -1.58% | Trim |
| 21 | GLD | Spdr Gold Shares | 0% | +2.01% | Add |
| 22 | MA | Mastercard Inc - A | 0% | -6.89% | Trim |
| 23 | FANG | Diamondback Energy Inc | 0% | +32.79% | Add |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -0.95% | Trim |
| 25 | EOG | Eog Resources Inc | 0% | +55.56% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 27 | ROST | Ross Stores Inc | 0% | — | Unchanged |
| 28 | PGR | Progressive CORP | 0% | -1.58% | Trim |
| 29 | UNP | Union Pacific CORP | -0.1% | -7.13% | Trim |
| 30 | RACE | Ferrari N.V. | -0.1% | -1.53% | Trim |
| 31 | LIN | Linde plc | -0.1% | +0.61% | Add |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -68.08% | Trim |
| 33 | DIS | Walt Disney Co/the | -0.1% | -10.33% | Trim |
| 34 | SHW | Sherwin-williams Co/the | -0.2% | -5.39% | Trim |
| 35 | TXN | Texas Instruments Inc | -0.3% | -8.41% | Trim |
| 36 | WSO | Watsco Inc | -0.3% | -3.38% | Trim |
| 37 | MSFT | Microsoft CORP | -0.4% | -6.53% | Trim |
| 38 | COIN | Coinbase Global Inc -class A | -0.5% | -22.21% | Trim |
| 39 | SPOT | Spotify Technology S.A. | -0.6% | -26.05% | Trim |
| 40 | KNSL | Kinsale Capital Group Inc | — | EXIT | Sold out |
| 41 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 42 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 43 | ODFL | Old Dominion Freight Line | — | EXIT | Sold out |
| 44 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 45 | SAN | Banco Santander Sa-spon Adr | — | NEW | New buy |
| 46 | SAP | Sap Se-sponsored Adr | — | EXIT | Sold out |
| 47 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 48 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 49 | IUSV | Ishares Core S&p U.s. Value | — | NEW | New buy |
| 50 | COST | Costco Wholesale CORP | — | 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 63 disclosed positions in Q4 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 41.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
UBER
市值: $17.8M
Top Position Liquidated / Trimmed
KNSL
前期市值: $24.1M
During Q4 2025, Wilkinson Global Asset Management LLC's top holdings by market value included TJX (8.2%)、JPM (7.8%)、MSFT (7.6%). The largest single position, TJX, represented 8.2% of total portfolio value.
In Q4 2025, Wilkinson Global Asset Management LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 29 holdings, and fully liquidating 7 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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