Wilkinson Global Asset Management LLC Portfolio Holdings

Wilkinson Global Asset Management LLC

  • $1.54 Billion
  • Q3 2025

Wilkinson Global Asset Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $127M, Tjx Companies Inc with a value of $126M, Jpmorgan Chase & CO with a value of $120M, Apple Inc. with a value of $93.4M, and Nvidia Corp with a value of $88.7M.

Examining the 13F form we can see an increase of $4.55M in the current position value, from $1.53B to 1.54B.

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

Portfolio value $1.54 Billion
Technology: $630 Million
Financial Services: $254 Million
Consumer Cyclical: $211 Million
Industrials: $205 Million
Communication Services: $83.4 Million
Basic Materials: $74.2 Million
Healthcare: $72.3 Million
Energy: $4.44 Million
Other: $2.71 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$127 Million 8.25% of portfolio
244,799
Q3 2025 Reduced 3.83%
$907B
$120 Million 7.81% of portfolio
380,935
Q3 2025 Reduced 3.13%
$4.34T
$93.4 Million 6.07% of portfolio
366,717
Q3 2025 Reduced 3.04%
$495B
$88.7 Million 5.77% of portfolio
475,523
Q3 2025 Reduced 14.7%
$1.52T
$80.4 Million 5.23% of portfolio
287,850
Q3 2025 Reduced 0.76%
$2.54T
$54.6 Million 3.55% of portfolio
248,746
Q3 2025 Added 0.75%
$556B
$54.4 Million 3.54% of portfolio
159,285
Q3 2025 Added 0.64%
$203B
$50.8 Million 3.3% of portfolio
443,781
Q3 2025 Reduced 2.69%
$527B
$11.8 Million 0.77% of portfolio
20,710
Q3 2025 Added 0.99%
$382B
$4.06 Million 0.26% of portfolio
17,542
Q3 2025 Reduced 2.03%
$635B
$3.17 Million 0.21% of portfolio
6,312
Q3 2025 Reduced 2.06%
$331B
$2.55 Million 0.17% of portfolio
30,400
Q1 2022 Reduced 0.65%
$220B
$2.63 Million 0.17% of portfolio
8,655
Q2 2025 Reduced 0.69%
$476B
$2.48 Million 0.16% of portfolio
22,028
Q3 2025 Reduced 2.72%
$489B
$2.54 Million 0.16% of portfolio
13,675
Q3 2025 Reduced 4.5%
$212B
$2.16 Million 0.14% of portfolio
25,705
Q3 2025 Reduced 6.82%
$409B
$450,000 0.03% of portfolio
465
Q2 2025 Added 1.09%
$1.69T
$515,000 0.03% of portfolio
2,115
Q1 2025 Reduced 34.21%
$1.43T
$524,000 0.03% of portfolio
714
Q3 2025 Added 9.17%
$300B
$380,000 0.02% of portfolio
2,453
Q3 2025 Reduced 30.8%
$304B
$352,000 0.02% of portfolio
1,320
Q3 2025 New
$278B
$353,000 0.02% of portfolio
2,224
Q2 2025 Added 2.3%
$486B
$254,000 0.02% of portfolio
212
Q3 2025 Added 3.92%
$862B
$320,000 0.02% of portfolio
420
Q1 2025 Reduced 4.76%
$416B
$208,000 0.01% of portfolio
225
Q3 2025 Reduced 2.17%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $1.54 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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