Wilkinson Global Asset Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Wilkinson Global Asset Management LLC reported 66 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 8.0% of the portfolio, followed by TJX Companies (TJX, 7.9%) and JPMorgan Chase (JPM, 7.6%). Compared with Q2 2025, it opened 3 new positions, sold out of 7, added to 19 and reduced 25. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale Zoetis (ZTS, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001764000
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001172661-25-004575 ↗ filed Nov 4, 2025
Holdings Value
Holdings 66 stocks · $1.6B
| MSFT Microsoft Corp. | 7.98% | 244,799 | $126.8M | Reduce -3.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 7.90% | 868,338 | $125.5M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 7.56% | 380,935 | $120.2M | Reduce -3.1% |
| AAPL Apple Inc. | 5.87% | 366,717 | $93.4M | Reduce -3.0% |
| NVDA Nvidia Corp. | 5.58% | 475,523 | $88.7M | Reduce -14.7% |
| TSM Taiwan Semiconductor-SP ADR | 5.06% | 287,850 | $80.4M | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 4.67% | 214,409 | $74.2M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 4.27% | 369,461 | $67.9M | Add +6.7% |
| UNP Union Pacific Corp. | 4.15% | 279,340 | $66.0M | Reduce -2.9% |
| AMGN Amgen Inc. | 3.88% | 218,364 | $61.6M | Reduce -13.9% |
| LIN Linde PLC | 3.49% | 116,934 | $55.5M | Add +5.1% |
| DE Deere & Co. | 3.47% | 120,708 | $55.2M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 3.44% | 248,746 | $54.6M | Add +0.8% |
| V Visa Inc. Class A | 3.42% | 159,285 | $54.4M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.20% | 443,781 | $50.8M | Reduce -2.7% |
| ACN Accenture PLC Class A | 3.05% | 196,567 | $48.5M | Reduce -4.3% |
| ADI Analog Devices Inc. | 2.90% | 187,706 | $46.1M | Reduce -0.2% |
| INTU Intuit Inc. | 2.66% | 61,833 | $42.2M | Add +0.2% |
| PGR Progressive Corp. | 2.35% | 150,971 | $37.3M | Add +0.5% |
| PH Parker Hannifin Corp. | 2.31% | 48,434 | $36.7M | Add +28.2% |
| WSO Watsco Inc. | 2.08% | 81,683 | $33.0M | Add +0.3% |
| SPOT Spotify Technology SA | 1.93% | 43,992 | $30.7M | Add +1.9% |
| KNSL Kinsale Capital Group Inc. | 1.52% | 56,753 | $24.1M | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 1.35% | 547,187 | $21.4M | Add +0.2% |
| COIN Coinbase Global Inc. Class A | 1.05% | 49,609 | $16.7M | Add +89.6% |
| ODFL Old Dominion Freight Line | 0.89% | 100,977 | $14.2M | Add +1.7% |
| AVGO Broadcom Inc. | 0.78% | 37,699 | $12.4M | New |
| MA Mastercard Inc. Class A | 0.74% | 20,710 | $11.8M | Add +1.0% |
| ABBV Abbvie Inc. | 0.26% | 17,542 | $4.1M | Reduce -2.0% |
| RACE Ferrari NV | 0.25% | 8,165 | $4.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 6,312 | $3.2M | Reduce -2.1% |
| MCD McDonald's Corp. | 0.17% | 8,655 | $2.6M | No change |
| WFC Wells Fargo & Co. | 0.16% | 30,400 | $2.5M | No change |
| JNJ Johnson & Johnson | 0.16% | 13,675 | $2.5M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.16% | 22,028 | $2.5M | Reduce -2.7% |
| MRK Merck & Co. Inc. | 0.14% | 25,705 | $2.2M | Reduce -6.8% |
| LOW Lowe's Cos Inc. | 0.12% | 7,800 | $2.0M | No change |
| ZTS Zoetis Inc. | 0.08% | 9,182 | $1.3M | Reduce -91.3% |
| IDN Intellicheck Inc. | 0.08% | 231,999 | $1.2M | Add +2.5% |
| GLD SPDR Gold Shares | 0.06% | 2,890 | $1.0M | Reduce -0.9% |
| PNW Pinnacle West Capital | 0.05% | 9,000 | $807K | No change |
| UHT Universal Health RLTY Income | 0.04% | 17,000 | $666K | No change |
| ROST Ross Stores Inc. | 0.04% | 4,174 | $636K | Reduce -15.9% |
| GOOGL Alphabet Inc. Class A | 0.03% | 2,222 | $540K | Reduce -20.8% |
| MELI MercadoLibre Inc. | 0.03% | 226 | $528K | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.03% | 714 | $524K | Add +9.2% |
| GOOG Alphabet Inc. Class C | 0.03% | 2,115 | $515K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 465 | $450K | No change |
| SONY Sony Group Corp. - SP ADR | 0.03% | 15,330 | $441K | No change |
| FANG Diamondback Energy Inc. | 0.03% | 3,050 | $436K | No change |
| WEX Wex Inc. | 0.02% | 2,450 | $386K | No change |
| CVX Chevron Corp. | 0.02% | 2,453 | $381K | Reduce -30.8% |
| MS Morgan Stanley | 0.02% | 2,224 | $354K | No change |
| SAP Sap SE-Sponsored ADR | 0.02% | 1,320 | $353K | New |
| LLY Eli Lilly & Co. | 0.02% | 420 | $320K | No change |
| EOG EOG Resources Inc. | 0.02% | 2,700 | $303K | No change |
| CP Canadian Pacific Kansas City | 0.02% | 4,035 | $301K | No change |
| MMM 3M Co. | 0.02% | 1,833 | $284K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 4,870 | $270K | Add +44.1% |
| WMB Williams Cos Inc. | 0.02% | 4,140 | $262K | Reduce -22.6% |
| NFLX Netflix Inc. | 0.02% | 212 | $254K | Add +3.9% |
| IMO Imperial Oil Ltd. | 0.02% | 2,695 | $245K | No change |
| COP Conocophillips | 0.01% | 2,250 | $213K | No change |
| COST Costco Wholesale Corp. | 0.01% | 225 | $208K | Reduce -2.2% |
| C Citigroup Inc. | 0.01% | 2,034 | $206K | New |
| SGU Star Group LP | 0.01% | 10,000 | $118K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| ZTS Zoetis Inc. | Reduce -91.3% | 0.08% | −0.95 |
| ACN Accenture PLC Class A | Reduce -4.3% | 3.05% | −0.81 |
| AMGN Amgen Inc. | Reduce -13.9% | 3.88% | −0.58 |
| DE Deere & Co. | Reduce -2.7% | 3.47% | −0.50 |
| DIS The Walt Disney Co. | Reduce -2.7% | 3.20% | −0.36 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.11 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.09 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.04 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -1.4% | 4.67% | −0.02 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.01 |
| AMG Affiliated Managers Group | Sold out | 0.00% | −0.01 |
| UNP Union Pacific Corp. | Reduce -2.9% | 4.15% | −0.01 |
| CVX Chevron Corp. | Reduce -30.8% | 0.02% | −0.01 |
| WMB Williams Cos Inc. | Reduce -22.6% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -6.8% | 0.14% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 0.01% | −0.00 |
| ROST Ross Stores Inc. | Reduce -15.9% | 0.04% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 0.20% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 0.16% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -20.8% | 0.03% | +0.00 |
| GLD SPDR Gold Shares | Reduce -0.9% | 0.06% | +0.01 |
| MSFT Microsoft Corp. | Reduce -3.8% | 7.98% | +0.01 |
| JNJ Johnson & Johnson | Reduce -4.5% | 0.16% | +0.02 |
| NVDA Nvidia Corp. | Reduce -14.7% | 5.58% | +0.04 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.26% | +0.05 |
| ADI Analog Devices Inc. | Reduce -0.2% | 2.90% | +0.09 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 7.56% | +0.39 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.8% | 5.06% | +0.93 |
| TJX TJX Companies Inc. | Reduce -3.0% | 7.90% | +0.94 |
| AAPL Apple Inc. | Reduce -3.0% | 5.87% | +0.99 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | New | 0.78% | +0.78 |
| PH Parker Hannifin Corp. | Add +28.2% | 2.31% | +0.65 |
| COIN Coinbase Global Inc. Class A | Add +89.6% | 1.05% | +0.48 |
| LIN Linde PLC | Add +5.1% | 3.49% | +0.21 |
| AMZN Amazon.com Inc. | Add +0.8% | 3.44% | +0.03 |
| SAP Sap SE-Sponsored ADR | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.0% | 0.74% | +0.02 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +9.2% | 0.03% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +44.1% | 0.02% | +0.00 |
| IDN Intellicheck Inc. | Add +2.5% | 0.08% | −0.00 |
| NFLX Netflix Inc. | Add +3.9% | 0.02% | −0.00 |
| MELI MercadoLibre Inc. | Add +2.3% | 0.03% | −0.00 |
| V Visa Inc. Class A | Add +0.6% | 3.42% | −0.11 |
| ODFL Old Dominion Freight Line | Add +1.7% | 0.89% | −0.12 |
| SPOT Spotify Technology SA | Add +1.9% | 1.93% | −0.15 |
| PGR Progressive Corp. | Add +0.5% | 2.35% | −0.17 |
| WSO Watsco Inc. | Add +0.3% | 2.08% | −0.18 |
| KNSL Kinsale Capital Group Inc. | Add +0.1% | 1.52% | −0.21 |
| TXN Texas Instruments Inc. | Add +6.7% | 4.27% | −0.25 |
| INTU Intuit Inc. | Add +0.2% | 2.66% | −0.40 |
| CMG Chipotle Mexican Grill Inc. | Add +0.2% | 1.35% | −0.58 |
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 |