Wilkinson Global Asset Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Wilkinson Global Asset Management LLC reported 70 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 8.0% of the portfolio, followed by JPMorgan Chase (JPM, 7.2%) and TJX Companies (TJX, 7.0%). Compared with Q1 2025, it opened 8 new positions, sold out of 13, added to 5 and reduced 42. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Toyota Motor Corp. -Spon ADR (TM, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001764000
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001172661-25-003001 ↗ filed Aug 11, 2025
Holdings Value
Holdings 70 stocks · $1.6B
| MSFT Microsoft Corp. | 7.96% | 254,546 | $126.6M | Reduce -6.3% |
| JPM JPMorgan Chase & Co. | 7.17% | 393,242 | $114.0M | Reduce -12.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 6.95% | 895,585 | $110.6M | Reduce -9.5% |
| NVDA Nvidia Corp. | 5.54% | 557,453 | $88.1M | Reduce -5.7% |
| AAPL Apple Inc. | 4.88% | 378,207 | $77.6M | Reduce -13.6% |
| SHW The Sherwin-Williams Co. | 4.69% | 217,428 | $74.7M | Reduce -1.3% |
| TXN Texas Instruments Inc. | 4.52% | 346,194 | $71.9M | Reduce -8.6% |
| AMGN Amgen Inc. | 4.45% | 253,635 | $70.8M | Reduce -8.2% |
| UNP Union Pacific Corp. | 4.16% | 287,762 | $66.2M | Reduce -7.7% |
| TSM Taiwan Semiconductor-SP ADR | 4.13% | 290,048 | $65.7M | New |
| DE Deere & Co. | 3.97% | 124,114 | $63.1M | Reduce -6.9% |
| ACN Accenture PLC Class A | 3.86% | 205,287 | $61.4M | Reduce -7.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.56% | 456,028 | $56.6M | Reduce -7.5% |
| V Visa Inc. Class A | 3.53% | 158,274 | $56.2M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 3.41% | 246,898 | $54.2M | Reduce -3.9% |
| LIN Linde PLC | 3.28% | 111,289 | $52.2M | Reduce -7.7% |
| INTU Intuit Inc. | 3.06% | 61,705 | $48.6M | Reduce -3.9% |
| ADI Analog Devices Inc. | 2.81% | 188,032 | $44.8M | Reduce -5.6% |
| PGR Progressive Corp. | 2.52% | 150,176 | $40.1M | Reduce -5.3% |
| WSO Watsco Inc. | 2.26% | 81,475 | $36.0M | Reduce -6.5% |
| SPOT Spotify Technology SA | 2.08% | 43,174 | $33.1M | New |
| CMG Chipotle Mexican Grill Inc. | 1.93% | 546,157 | $30.7M | Reduce -6.2% |
| KNSL Kinsale Capital Group Inc. | 1.72% | 56,689 | $27.4M | Add +28.3% |
| PH Parker Hannifin Corp. | 1.66% | 37,781 | $26.4M | Reduce -8.9% |
| ZTS Zoetis Inc. | 1.03% | 105,397 | $16.4M | Reduce -10.0% |
| ODFL Old Dominion Freight Line | 1.01% | 99,250 | $16.1M | Reduce -8.0% |
| MA Mastercard Inc. Class A | 0.72% | 20,506 | $11.5M | New |
| COIN Coinbase Global Inc. Class A | 0.58% | 26,166 | $9.2M | New |
| RACE Ferrari NV | 0.25% | 8,165 | $4.0M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.21% | 17,905 | $3.3M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 6,445 | $3.1M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.16% | 8,655 | $2.5M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.15% | 22,643 | $2.4M | Reduce -1.4% |
| WFC Wells Fargo & Co. | 0.15% | 30,400 | $2.4M | No change |
| JNJ Johnson & Johnson | 0.14% | 14,320 | $2.2M | Reduce -3.3% |
| MRK Merck & Co. Inc. | 0.14% | 27,585 | $2.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 4,280 | $1.7M | Reduce -93.3% |
| LOW Lowe's Cos Inc. | 0.11% | 7,800 | $1.7M | Reduce -1.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.09% | 8,035 | $1.4M | Reduce -97.3% |
| IDN Intellicheck Inc. | 0.08% | 226,285 | $1.2M | Add +4.7% |
| GLD SPDR Gold Shares | 0.06% | 2,915 | $889K | Reduce -2.8% |
| PNW Pinnacle West Capital | 0.05% | 9,000 | $805K | No change |
| UHT Universal Health RLTY Income | 0.04% | 17,000 | $679K | No change |
| ROST Ross Stores Inc. | 0.04% | 4,965 | $633K | Reduce -5.7% |
| MELI MercadoLibre Inc. | 0.04% | 221 | $578K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.04% | 1,370 | $557K | Reduce -19.9% |
| MDY State Street SPDR S&P Midcap | 0.03% | 940 | $533K | New |
| CVX Chevron Corp. | 0.03% | 3,545 | $508K | Reduce -38.2% |
| GOOGL Alphabet Inc. Class A | 0.03% | 2,807 | $495K | Reduce -41.7% |
| META Meta Platforms Inc. Class A | 0.03% | 654 | $483K | No change |
| FANG Diamondback Energy Inc. | 0.03% | 3,050 | $419K | No change |
| SONY Sony Group Corp. - SP ADR | 0.03% | 15,330 | $399K | Add +12.3% |
| GOOG Alphabet Inc. Class C | 0.02% | 2,115 | $375K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 465 | $373K | Add +1.1% |
| WEX Wex Inc. | 0.02% | 2,450 | $360K | No change |
| WMB Williams Cos Inc. | 0.02% | 5,350 | $336K | No change |
| EPD Enterprise Products Partners | 0.02% | 10,640 | $330K | Reduce -63.4% |
| LLY Eli Lilly & Co. | 0.02% | 420 | $327K | No change |
| EOG EOG Resources Inc. | 0.02% | 2,700 | $323K | Reduce -5.6% |
| CP Canadian Pacific Kansas City | 0.02% | 4,035 | $320K | No change |
| MS Morgan Stanley | 0.02% | 2,224 | $313K | Add +2.3% |
| MMM 3M Co. | 0.02% | 1,833 | $279K | No change |
| NFLX Netflix Inc. | 0.02% | 204 | $273K | New |
| SCHW Schwab (charles) Corp. | 0.01% | 2,580 | $235K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 3,380 | $233K | No change |
| COST Costco Wholesale Corp. | 0.01% | 230 | $228K | Reduce -72.2% |
| IMO Imperial Oil Ltd. | 0.01% | 2,695 | $214K | New |
| AMG Affiliated Managers Group | 0.01% | 1,065 | $210K | Reduce -66.7% |
| COP Conocophillips | 0.01% | 2,250 | $202K | Reduce -10.0% |
| SGU Star Group LP | 0.01% | 10,000 | $117K | New |
Portfolio Sells Q1 2025 → Q2 2025
| TM Toyota Motor Corp. -Spon ADR | Reduce -97.3% | 0.09% | −3.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -93.3% | 0.11% | −1.88 |
| POOL Pool Corp. | Sold out | 0.00% | −1.46 |
| AAPL Apple Inc. | Reduce -13.6% | 4.88% | −1.20 |
| AMGN Amgen Inc. | Reduce -8.2% | 4.45% | −0.93 |
| YETI Yeti Holdings Inc. | Sold out | 0.00% | −0.89 |
| TJX TJX Companies Inc. | Reduce -9.5% | 6.95% | −0.59 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.58 |
| WSO Watsco Inc. | Reduce -6.5% | 2.26% | −0.51 |
| ACN Accenture PLC Class A | Reduce -7.5% | 3.86% | −0.47 |
| UNP Union Pacific Corp. | Reduce -7.7% | 4.16% | −0.44 |
| PGR Progressive Corp. | Reduce -5.3% | 2.52% | −0.29 |
| LIN Linde PLC | Reduce -7.7% | 3.28% | −0.23 |
| ZTS Zoetis Inc. | Reduce -10.0% | 1.03% | −0.17 |
| SHW The Sherwin-Williams Co. | Reduce -1.3% | 4.69% | −0.12 |
| ODFL Old Dominion Freight Line | Reduce -8.0% | 1.01% | −0.10 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.10 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.08 |
| AIT Applied Industrial Tech Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -3.5% | 3.53% | −0.06 |
| EPD Enterprise Products Partners | Reduce -63.4% | 0.02% | −0.04 |
| MPLX MPLX LP | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -72.2% | 0.01% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.6% | 0.21% | −0.03 |
| CVX Chevron Corp. | Reduce -38.2% | 0.03% | −0.03 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| AMG Affiliated Managers Group | Reduce -66.7% | 0.01% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.20% | −0.02 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.15% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.14% | −0.02 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -41.7% | 0.03% | −0.02 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.16% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 0.11% | −0.01 |
| COP Conocophillips | Reduce -10.0% | 0.01% | −0.00 |
| EOG EOG Resources Inc. | Reduce -5.6% | 0.02% | −0.00 |
| ROST Ross Stores Inc. | Reduce -5.7% | 0.04% | −0.00 |
| CYBR Cyberark Software Ltd./Israel | Reduce -19.9% | 0.04% | −0.00 |
| GLD SPDR Gold Shares | Reduce -2.8% | 0.06% | +0.00 |
| RACE Ferrari NV | Reduce -2.5% | 0.25% | +0.03 |
| DE Deere & Co. | Reduce -6.9% | 3.97% | +0.06 |
| PH Parker Hannifin Corp. | Reduce -8.9% | 1.66% | +0.08 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.2% | 1.93% | +0.10 |
| TXN Texas Instruments Inc. | Reduce -8.6% | 4.52% | +0.27 |
| JPM JPMorgan Chase & Co. | Reduce -12.3% | 7.17% | +0.29 |
| ADI Analog Devices Inc. | Reduce -5.6% | 2.81% | +0.30 |
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | New | 4.13% | +4.13 |
| SPOT Spotify Technology SA | New | 2.08% | +2.08 |
| MA Mastercard Inc. Class A | New | 0.72% | +0.72 |
| COIN Coinbase Global Inc. Class A | New | 0.58% | +0.58 |
| KNSL Kinsale Capital Group Inc. | Add +28.3% | 1.72% | +0.38 |
| IDN Intellicheck Inc. | Add +4.7% | 0.08% | +0.04 |
| MDY State Street SPDR S&P Midcap | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| IMO Imperial Oil Ltd. | New | 0.01% | +0.01 |
| SGU Star Group LP | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.1% | 0.02% | +0.00 |
| MS Morgan Stanley | Add +2.3% | 0.02% | +0.00 |
| SONY Sony Group Corp. - SP ADR | Add +12.3% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $1.3B | NVDA, TSM, JPM, TJX, AAPL |
| Q1 2026 | 60 | $1.3B | TJX, JPM, TSM, AAPL, NVDA |
| Q4 2025 | 63 | $1.5B | TJX, JPM, MSFT, AAPL, NVDA |
| Q3 2025 | 66 | $1.6B | MSFT, TJX, JPM, AAPL, NVDA |
| Q2 2025 | 70 | $1.6B | MSFT, JPM, TJX, NVDA, AAPL |
| Q1 2025 | 75 | $1.6B | TJX, JPM, MSFT, AAPL, AMGN |
| Q4 2024 | 79 | $1.6B | TJX, MSFT, AAPL, JPM, NVDA |
| Q3 2024 | 77 | $1.7B | TJX, MSFT, AAPL, JPM, AMGN |
| Q2 2024 | 80 | $1.6B | MSFT, TJX, JPM, AAPL, AMGN |
| Q1 2024 | 86 | $1.6B | MSFT, TJX, JPM, TM, AMGN |