Wilkinson Global Asset Management LLC
•CIK: 1764000•Filing: Q4 2025
**Wilkinson Global Asset Management LLC** manages $1.5B across a diversified portfolio of 63 positions. The firm exhibits significant conviction in mega-cap technology and consumer staples, with top holdings including TJX at $119.9M and JPM at $114.1M. Notable allocations also include MSFT ($110.7M), AAPL ($93.6M), and NVDA ($87.2M), signaling a focus on established market leaders. This concentrated exposure suggests a tactical, large-cap growth orientation within the current market cycle.
Total AUM
$1.5B
QoQ Performance
-7.9%
Positions
62
Top 10 Concentration
58.6%
Latest Filing
Q4 2025
Top Holdings Allocation
TJX
JPM
MSFT
AAPL
NVDA
TSM
TJX8.2%
JPM7.8%
MSFT7.6%
AAPL6.4%
NVDA6.0%
TSM5.6%
SHW4.5%
AMGN4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology31.0%
Other25.7%
Financial12.7%
Materials7.9%
Industrial7.6%
Consumer5.4%
Healthcare5.0%
Communication4.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW4 new positions
↑12 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023