Wilkinson Global Asset Management LLC Portfolio Holdings
Wilkinson Global Asset Management LLC
- $1.53 Billion
- Q2 2025
Wilkinson Global Asset Management LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.53 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $127M, Jpmorgan Chase & CO with a value of $114M, Tjx Companies Inc with a value of $111M, Nvidia Corp with a value of $88.1M, and Apple Inc. with a value of $77.6M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $1.55B to 1.53B.
Below you can find more details about Wilkinson Global Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.53 Billion
Technology: $592 Million
Financial Services: $256 Million
Industrials: $208 Million
Consumer Cyclical: $206 Million
Healthcare: $97.2 Million
Communication Services: $91.3 Million
Basic Materials: $74.7 Million
Energy: $4.89 Million
Other: $3.13 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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