13F Insight
DOSSIER · 13F-HR · Q1 2026

Wilkinson Global Asset Management LLC

$1.3B in tracked AUM across 91 positions as of Q1 2026.

WG
CIK 0001764000 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
91
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wilkinson Global Asset Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TJX
TJX COS INC NEW
$116M729K8.9%02
JPM
JPMORGAN CHASE & CO
$97M331K7.4%03
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$85M252K6.5%04
AAPL
APPLE INC
$82M324K6.3%05
NVDA
NVIDIA CORPORATION
$80M461K6.1%06
MSFT
MICROSOFT CORP
$80M216K6.1%07
AMGN
AMGEN INC
$66M187K5.0%08
SHW
SHERWIN WILLIAMS CO
$62M192K4.7%09
TXN
TEXAS INSTRS INC
$61M314K4.6%10
DE
DEERE & CO
$59M104K4.5%

Filing history

2026Q1Mar 31
$1.3B▼ 10.3%
91 positionsView →2025Q4Dec 31
$1.5B▼ 7.9%
97 positionsView →2025Q3Sep 30
$1.6B▼ 0.0%
102 positionsView →2025Q2Jun 30
$1.6B▼ 0.6%
106 positionsLocked2025Q1Mar 31
$1.6B▼ 1.7%
112 positionsLocked2024Q4Dec 31
$1.6B▼ 2.0%
117 positionsLocked2024Q3Sep 30
$1.7B▲ 3.8%
115 positionsLocked2024Q2Jun 30
$1.6B▲ 0.5%
117 positionsLocked2024Q1Mar 31
$1.6B▲ 9.7%
121 positionsLocked2023Q4Dec 31
$1.4B▲ 11.1%
126 positionsLocked2023Q3Sep 30
$1.3B▼ 0.7%
128 positionsLocked2023Q2Jun 30
$1.3B▲ 4.0%
129 positionsLocked
Showing 12 of 21