Wilkinson Global Asset Management LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tjx Companies Inc with a value of $122M, Microsoft Corp with a value of $116M, Apple Inc. with a value of $112M, Jpmorgan Chase & CO with a value of $109M, and Nvidia Corp with a value of $79.5M.

Examining the 13F form we can see an decrease of $17.4M in the current position value, from $1.6B to 1.58B.

Below you can find more details about Wilkinson Global Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.58 Billion
Technology: $547 Million
Consumer Cyclical: $299 Million
Industrials: $251 Million
Financial Services: $226 Million
Healthcare: $135 Million
Communication Services: $58.3 Million
Basic Materials: $51.9 Million
Energy: $6.49 Million
Other: $4.01 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $1.58 Billion
  • Prior Value $1.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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