13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001764000
Total reported value
$1.3B
$1.3B
60 檔
36.7%
In Q1 2026, Wilkinson Global Asset Management LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 60 disclosed stock positions.
In Q1 2026, Wilkinson Global Asset Management LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 8.87% | -2.71% | -6.54% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.42% | -0.96% | -6.44% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.48% | +0.57% | -6.49% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.27% | -0.50% | -5.79% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.12% | +1.02% | -1.47% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -1.10% | -5.80% | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 5.01% | -1.08% | -6.80% | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.70% | -0.42% | -5.16% | |
| 9 | TXN | Texas Instruments Inc | Stock-Tech | 4.64% | +0.21% | -7.22% | |
| 10 | DE | Deere & Co | Stock-Industrials | 4.47% | -0.64% | -5.97% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 4.46% | -0.61% | -6.99% | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 4.38% | -0.01% | -2.25% | |
| 13 | LIN | Linde plc | Stock-Materials | 4.12% | -1.05% | -7.30% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.84% | +0.64% | -2.13% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 3.52% | +0.53% | -2.28% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 3.19% | +0.37% | -1.63% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.69% | -0.74% | -7.95% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 2.20% | -0.18% | -1.86% | |
| 19 | WSO | Watsco Inc | Stock-Industrials | 2.16% | +0.35% | -1.07% | |
| 20 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 1.41% | +0.40% | +4619.14% | |
| 21 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.40% | — | +16.51% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.35% | +46.50% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.22% | +0.01% | +2.32% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.17% | -1.17% | EXIT | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | +0.06% | -1.52% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.04% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | +0.02% | -1.65% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | -6.35% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.02% | -0.46% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.18% | +0.02% | -2.41% | |
| 31 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.15% | +0.03% | -27.36% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 33 | IDN | Intellicheck Inc | Stock-Other | 0.13% | -0.05% | +1.98% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.10% | -0.02% | — | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | +0.01% | -1.40% | |
| 36 | PNW | Pinnacle West Capital | Stock-Utilities | 0.07% | +0.01% | — | |
| 37 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 38 | FANG | Diamondback Energy Inc | Stock-Energy | 0.06% | -0.01% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.05% | -0.01% | -0.58% | |
| 40 | UHT | Universal Health Rlty Income | Stock-Other | 0.05% | +0.01% | — | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.05% | +0.02% | — | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.05% | -0.01% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | +0.01% | -0.95% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | +0.02% | -10.29% | |
| 45 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | +0.01% | — | |
| 47 | WEX | Wex Inc | Stock-Tech | 0.03% | — | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | -7.06% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.03% | +0.01% | — | |
| 50 | IMO | Imperial Oil LTD | Stock-Energy | 0.03% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SAN | Banco Santander Sa-spon Adr | +1.4% | +4619.14% | Add |
| 2 | ADI | Analog Devices Inc | +1% | -2.25% | Trim |
| 3 | DE | Deere & Co | +1% | -5.97% | Trim |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -6.49% | Trim |
| 5 | LIN | Linde plc | +0.7% | -7.30% | Trim |
| 6 | TJX | Tjx Companies Inc | +0.7% | -6.54% | Trim |
| 7 | TXN | Texas Instruments Inc | +0.6% | -7.22% | Trim |
| 8 | AMGN | Amgen Inc | +0.5% | -6.80% | Trim |
| 9 | AVGO | Broadcom Inc | +0.4% | +46.50% | Add |
| 10 | UNP | Union Pacific CORP | +0.4% | -6.99% | Trim |
| 11 | WSO | Watsco Inc | +0.3% | -1.07% | Trim |
| 12 | PH | Parker Hannifin CORP | +0.3% | -1.63% | Trim |
| 13 | SHW | Sherwin-williams Co/the | +0.2% | -5.16% | Trim |
| 14 | NVDA | Nvidia CORP | +0.2% | -1.47% | Trim |
| 15 | SPOT | Spotify Technology S.A. | +0.1% | +16.51% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.65% | Trim |
| 18 | FANG | Diamondback Energy Inc | 0% | — | Unchanged |
| 19 | EOG | Eog Resources Inc | 0% | — | Unchanged |
| 20 | ROST | Ross Stores Inc | 0% | — | Unchanged |
| 21 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 22 | PNW | Pinnacle West Capital | 0% | — | Unchanged |
| 23 | IDN | Intellicheck Inc | 0% | +1.98% | Add |
| 24 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 25 | MCD | Mcdonald's CORP | 0% | -0.46% | Trim |
| 26 | ABBV | Abbvie Inc | 0% | -1.52% | Trim |
| 27 | CVX | Chevron CORP | 0% | -0.58% | Trim |
| 28 | IMO | Imperial Oil LTD | 0% | — | Unchanged |
| 29 | MRK | Merck & Co. Inc. | 0% | -1.40% | Trim |
| 30 | COP | Conocophillips | 0% | — | Unchanged |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -0.95% | Trim |
| 32 | NFLX | Netflix Inc | 0% | +23.54% | Add |
| 33 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 34 | WEX | Wex Inc | 0% | — | Unchanged |
| 35 | UBER | Uber Technologies Inc | — | +2.32% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | -6.35% | Trim |
| 37 | META | Meta Platforms Inc-class A | — | -7.06% | Trim |
| 38 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 39 | MELI | Mercadolibre Inc | — | — | Unchanged |
| 40 | C | Citigroup Inc | — | -16.58% | Trim |
| 41 | WMB | Williams Cos Inc | — | — | Unchanged |
| 42 | MS | Morgan Stanley | — | — | Unchanged |
| 43 | MMM | 3m Co | — | — | Unchanged |
| 44 | UHT | Universal Health Rlty Income | — | — | Unchanged |
| 45 | CP | Canadian Pacific Kansas City | — | — | Unchanged |
| 46 | SGU | Star Group LP | — | — | Unchanged |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | -10.29% | Trim |
| 48 | SONY | Sony Group CORP - Sp Adr | 0% | -12.71% | Trim |
| 49 | WFC | Wells Fargo & Co | 0% | -2.41% | Trim |
| 50 | RACE | Ferrari N.V. | -0.1% | -27.36% | Trim |
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 60 disclosed positions in Q1 2026.
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, TSM) accounted for 36.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
COIN
前期市值: $8.7M
During Q1 2026, Wilkinson Global Asset Management LLC's top holdings by market value included TJX (8.9%)、JPM (7.4%)、TSM (6.5%). The largest single position, TJX, represented 8.9% of total portfolio value.
In Q1 2026, Wilkinson Global Asset Management LLC made 44 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 35 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.