Wilkinson Global Asset Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Wilkinson Global Asset Management LLC reported 63 stock positions worth $1.5 billion. Its top holding was TJX Companies (TJX) at 8.2% of the portfolio, followed by JPMorgan Chase (JPM, 7.8%) and Microsoft (MSFT, 7.6%). Compared with Q3 2025, it opened 4 new positions, sold out of 7, added to 12 and reduced 33. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale an exit from Kinsale Capital (KNSL).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001764000
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001172661-26-000627 ↗ filed Feb 11, 2026
Holdings Value
Holdings 63 stocks · $1.5B
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 8.19% | 780,376 | $119.9M | Reduce -10.1% |
| JPM JPMorgan Chase & Co. | 7.79% | 354,057 | $114.1M | Reduce -7.1% |
| MSFT Microsoft Corp. | 7.56% | 228,803 | $110.7M | Reduce -6.5% |
| AAPL Apple Inc. | 6.39% | 344,324 | $93.6M | Reduce -6.1% |
| NVDA Nvidia Corp. | 5.96% | 467,689 | $87.2M | Reduce -1.6% |
| TSM Taiwan Semiconductor-SP ADR | 5.59% | 269,372 | $81.9M | Reduce -6.4% |
| SHW The Sherwin-Williams Co. | 4.49% | 202,862 | $65.7M | Reduce -5.4% |
| AMGN Amgen Inc. | 4.48% | 200,503 | $65.6M | Reduce -8.2% |
| UNP Union Pacific Corp. | 4.10% | 259,428 | $60.0M | Reduce -7.1% |
| TXN Texas Instruments Inc. | 4.01% | 338,387 | $58.7M | Reduce -8.4% |
| AMZN Amazon.com Inc. | 3.90% | 247,314 | $57.1M | Reduce -0.6% |
| V Visa Inc. Class A | 3.75% | 156,676 | $54.9M | Reduce -1.6% |
| DE Deere & Co. | 3.52% | 110,690 | $51.5M | Reduce -8.3% |
| LIN Linde PLC | 3.43% | 117,647 | $50.2M | Add +0.6% |
| ADI Analog Devices Inc. | 3.42% | 184,757 | $50.1M | Reduce -1.6% |
| ACN Accenture PLC Class A | 3.29% | 179,338 | $48.1M | Reduce -8.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.09% | 397,939 | $45.3M | Reduce -10.3% |
| PH Parker Hannifin Corp. | 2.86% | 47,575 | $41.8M | Reduce -1.8% |
| INTU Intuit Inc. | 2.74% | 60,655 | $40.2M | Reduce -1.9% |
| PGR Progressive Corp. | 2.31% | 148,581 | $33.8M | Reduce -1.6% |
| WSO Watsco Inc. | 1.82% | 78,925 | $26.6M | Reduce -3.4% |
| SPOT Spotify Technology SA | 1.29% | 32,534 | $18.9M | Reduce -26.1% |
| UBER Uber Technologies Inc. | 1.22% | 217,765 | $17.8M | New |
| AVGO Broadcom Inc. | 0.88% | 37,397 | $12.9M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.75% | 19,283 | $11.0M | Reduce -6.9% |
| COIN Coinbase Global Inc. Class A | 0.60% | 38,590 | $8.7M | Reduce -22.2% |
| ABBV Abbvie Inc. | 0.28% | 17,812 | $4.1M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 6,297 | $3.2M | Reduce -0.2% |
| RACE Ferrari NV | 0.20% | 8,040 | $3.0M | Reduce -1.5% |
| WFC Wells Fargo & Co. | 0.20% | 31,150 | $2.9M | Add +2.5% |
| JNJ Johnson & Johnson | 0.20% | 13,900 | $2.9M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.18% | 21,989 | $2.6M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.18% | 8,620 | $2.6M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.13% | 7,800 | $1.9M | No change |
| IDN Intellicheck Inc. | 0.11% | 237,768 | $1.6M | Add +2.5% |
| GLD SPDR Gold Shares | 0.08% | 2,948 | $1.2M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.06% | 8,205 | $864K | Reduce -68.1% |
| PNW Pinnacle West Capital | 0.05% | 9,000 | $798K | No change |
| ROST Ross Stores Inc. | 0.05% | 4,174 | $752K | No change |
| GOOGL Alphabet Inc. Class A | 0.05% | 2,187 | $685K | Reduce -1.6% |
| UHT Universal Health RLTY Income | 0.05% | 17,000 | $667K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 2,095 | $657K | Reduce -0.9% |
| FANG Diamondback Energy Inc. | 0.04% | 4,050 | $609K | Add +32.8% |
| CVX Chevron Corp. | 0.04% | 3,453 | $526K | Add +40.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 465 | $497K | No change |
| META Meta Platforms Inc. Class A | 0.03% | 694 | $458K | Reduce -2.8% |
| MELI MercadoLibre Inc. | 0.03% | 226 | $455K | No change |
| LLY Eli Lilly & Co. | 0.03% | 420 | $451K | No change |
| EOG EOG Resources Inc. | 0.03% | 4,200 | $441K | Add +55.6% |
| SAN Banco Santander SA-Spon ADR | 0.03% | 34,800 | $408K | New |
| SONY Sony Group Corp. - SP ADR | 0.03% | 15,730 | $403K | Add +2.6% |
| MS Morgan Stanley | 0.03% | 2,219 | $394K | Reduce -0.2% |
| WEX Wex Inc. | 0.02% | 2,450 | $365K | No change |
| C Citigroup Inc. | 0.02% | 2,594 | $303K | Add +27.5% |
| CP Canadian Pacific Kansas City | 0.02% | 4,035 | $297K | No change |
| MMM 3M Co. | 0.02% | 1,833 | $293K | No change |
| WMB Williams Cos Inc. | 0.02% | 4,140 | $249K | No change |
| VEA Vanguard Ftse Developed ETF | 0.02% | 3,883 | $243K | New |
| IMO Imperial Oil Ltd. | 0.02% | 2,695 | $233K | No change |
| IUSV iShares Core S&P U.S. Value | 0.02% | 2,190 | $225K | New |
| COP Conocophillips | 0.01% | 2,250 | $211K | No change |
| NFLX Netflix Inc. | 0.01% | 2,145 | $201K | Add +1.2% |
| SGU Star Group LP | 0.01% | 10,000 | $118K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −1.52 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −1.35 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.89 |
| SPOT Spotify Technology SA | Reduce -26.1% | 1.29% | −0.64 |
| COIN Coinbase Global Inc. Class A | Reduce -22.2% | 0.60% | −0.46 |
| MSFT Microsoft Corp. | Reduce -6.5% | 7.56% | −0.42 |
| WSO Watsco Inc. | Reduce -3.4% | 1.82% | −0.26 |
| TXN Texas Instruments Inc. | Reduce -8.4% | 4.01% | −0.26 |
| SHW The Sherwin-Williams Co. | Reduce -5.4% | 4.49% | −0.18 |
| DIS The Walt Disney Co. | Reduce -10.3% | 3.09% | −0.10 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -68.1% | 0.06% | −0.08 |
| UNP Union Pacific Corp. | Reduce -7.1% | 4.10% | −0.05 |
| RACE Ferrari NV | Reduce -1.5% | 0.20% | −0.05 |
| PGR Progressive Corp. | Reduce -1.6% | 2.31% | −0.03 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.03% | −0.00 |
| MS Morgan Stanley | Reduce -0.2% | 0.03% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -6.9% | 0.75% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.04% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 0.05% | +0.01 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.18% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.22% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.18% | +0.02 |
| DE Deere & Co. | Reduce -8.3% | 3.52% | +0.05 |
| INTU Intuit Inc. | Reduce -1.9% | 2.74% | +0.09 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.88% | +0.10 |
| JPM JPMorgan Chase & Co. | Reduce -7.1% | 7.79% | +0.23 |
| ACN Accenture PLC Class A | Reduce -8.8% | 3.29% | +0.24 |
| TJX TJX Companies Inc. | Reduce -10.1% | 8.19% | +0.29 |
| V Visa Inc. Class A | Reduce -1.6% | 3.75% | +0.33 |
| NVDA Nvidia Corp. | Reduce -1.6% | 5.96% | +0.38 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 3.90% | +0.46 |
| AAPL Apple Inc. | Reduce -6.1% | 6.39% | +0.52 |
| ADI Analog Devices Inc. | Reduce -1.6% | 3.42% | +0.52 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.4% | 5.59% | +0.53 |
| PH Parker Hannifin Corp. | Reduce -1.8% | 2.86% | +0.55 |
| AMGN Amgen Inc. | Reduce -8.2% | 4.48% | +0.61 |
Portfolio Buys Q3 2025 → Q4 2025
| UBER Uber Technologies Inc. | New | 1.22% | +1.22 |
| WFC Wells Fargo & Co. | Add +2.5% | 0.20% | +0.04 |
| JNJ Johnson & Johnson | Add +1.6% | 0.20% | +0.04 |
| IDN Intellicheck Inc. | Add +2.5% | 0.11% | +0.03 |
| SAN Banco Santander SA-Spon ADR | New | 0.03% | +0.03 |
| ABBV Abbvie Inc. | Add +1.5% | 0.28% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| IUSV iShares Core S&P U.S. Value | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +2.0% | 0.08% | +0.02 |
| FANG Diamondback Energy Inc. | Add +32.8% | 0.04% | +0.01 |
| CVX Chevron Corp. | Add +40.8% | 0.04% | +0.01 |
| EOG EOG Resources Inc. | Add +55.6% | 0.03% | +0.01 |
| C Citigroup Inc. | Add +27.5% | 0.02% | +0.01 |
| SONY Sony Group Corp. - SP ADR | Add +2.6% | 0.03% | −0.00 |
| NFLX Netflix Inc. | Add +1.2% | 0.01% | −0.00 |
| LIN Linde PLC | Add +0.6% | 3.43% | −0.07 |
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 |